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Form 990-P F
Department of the! reasuryIn t ernal gevenuo Servi ce
Return of Pr i vate Foundationor Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundatio nNote : The organization may be able to use a copy of this return to satisfy state reporting requ i rements .
and e nFor calendar year 2001 , or tax year beginni n
Use the IRS Name of organization 'Gee 5hM 13 I A Employer identification numbe r
labelOtherwise, EMM ONS WILSON FAMILY FOUNDATI ON
p ri nt Number and street for P O box number if ma i l is not delivered to street address )
or type . 8700 TRAIL LAKE DR WSee Spec i f ic City or town, state, and ZIP codeIns truct i on s
MEMPHIS, TN 3812 5H Check type of organization : [X] Section 501(c)(3) exempt private foundatio n
0 Section 4947(a)( 1 ) nonexempt charitable trust 0 Other taxable privatt foundation
I Fair market value of all assets at end of year J Accounting method . 0 Cash
(fro m Part fl, co l (c), lin e 1 6) = Other (specify)
11104 6,283,041 . (Part 1, colu mn (d) m us t be o n ca s h basis)
Part I Analys i s of Revenue and Expenses
0,6 - ov % vvRoom /sui te g Telephone numbe r
Accrual
O MB No 1545-0052
2001
(1'he total of amounts in columns (b), (a) Revenue and (b) Net investment(c), and 01 may not necessarily equal
expenses per incom ethe amounts in column (a))
books
1 Contributions, gifts, grants, etc ., received 962,690 .
Check Jo- = If th e foundation is n ot required to a ttac h Sch B
2 Distributions from split-interest trust sI nterest on savi ngs a n d temporary 12,121 .3 cash inv es t me nt s
4 Dividends and interest from securities 124,264 .
5a Gross rent sb (Net rental income or (loss)
saNye
gainn or (loss) from sale of assets not on <166 953 .
b Gross sa les pr ice f or al lassets on line Oa
d
7 Capital ga in net income (from Part IV, line 2)cc
8 Net short-term capital gai n
9 Income mo d10a coo S er~~
and Ilowance
b Les ~ Co o s sol d
c Gro fit or6Q$s)l ~ ~QQ Q
11 Othe P m~ ~~ b 6,777 .1 2 Tota .A dlin 938 899 .13 Com nsat ion t C o tr teed 0 .
14 Other sa aria and wages
15 P ension p l ans, employee benefi t s
16a Legal fee s
a b Accounting fees STMT 5 11,770 .X c Other professional fees STMT 6 35,500 .
17 Interes t
b 18 Taxes S TMT 7 9,125 .~ ~ 19 Depreciation and depletio n
N E 20 Occupancy
a 21 Travel, conferences, and meetings
22 Printing and publication s
23 Other expenses STMT 8 5,959 .O m 24 Tota l ope r at i ng and admini strat ive
n expenses . Add lines 1 3 through 23 62,354 .
Q0
25 Contributions, gifts, grants paid 576,035 .
LU 26 Total expense s and d i sbu rsement sz Acid lines 24 and 25 638 389 .
27 Subtract line 26 from line 12 :
U a Excess of revenue over expenses and d i sbursements 300,510 .b Ne t investment income (if negativ e, enter -0- )
C Adjusted net income (i} negative, enter -0-)
12350 101-24-02 LH A For Paperwork Reduction Act Notice , see the instructions
12, 121 . 12 121 .STATEMENT 2123 .845 . 124 .264 .STATEMENT 3
N/A
777 . 6,7743 . 143, 1
4,727 .35 .500 .
8 7
48 , 707 .
0 .1 7 .043 .
0 .
4 3, 1 62 .1 -~Form 990 -Pf (2001 )
11, 7V1/J51 0-00 'J V
C If e x empt ion a ppl i ca tion i s pending, chock here 00,
D 1 . Foreign organizations, deck here 10.2 Fore ign or gani z a t ion s meetirg the 85% test, ,
check here and attach computati on
E If private foundation status was terminate dunder section 507(b)(1)(A',, check here ►~
F If the foundation is in a 60-month terminationunder section 507(b)(1 B 1 , check here ►~
( d ) Disbursements( c) Adjusted net for charitable
income purposes(cash basis only)
Form 990-PF (2001) KEMMONS WIL SON FAMILY
Part II Balance Sheets Attl ch eGSChe tlul es and amounts in the descriptio ncolum n s hould be for e nd-0I-year am o unt s o n ly
11' Cash - non-interest-bearin g
2 Savings and temporary cash investments
3 Accounts receivable ►Less: allowance for doubtful accounts ►
4 Pledges receivable ►Less: allowance for doubtful accounts ►
5 Grants receivable
6 Receivables due from officers, directors, trustees, and other
disqualified person s
7 Other notes and loans receivable _______________________________11
0Less: all owance for doubtful accounts ►8 Inventories for sale or us e
9 Prepaid expenses and deferred charge sQ 10a Investments - U.S . and state government obligations
b Investments - corporate stoc k
c Investments - corporate bond sI I Investmen ts • land, buildings, a n d equ ipmen t basi s 00.
Les s acc u m ul ated d e prec iation 1110.
12 Investments - mortgage loan s
13 Investments - other STMT 9
14 Land, buildings, and equipment : basis ►Less accumulated depreclauo n
15 Other assets (describe ► STATEMENT 1 0)
16 Total as s ets (to be completed by all filers )
17 Accounts payable and accrued expenses
18 Grants payabl e
o 19 Deferred revenu e
•`-~ 20 Loans from officers, directors, trustees , and other disqualified persons
21 Mortgages and other notes payabl e
22 Other liabilities (describe ►
UOrganizations that follow SFAS 117 , check here 00,
and complete li nes 24 through 26 and l i nes 30 and 31 .
24 Unrestricte d
s 25 Temporarily restricted
m 26 Permanently restricte d
Organizations that do not fol l ow SFAS 117 , check here 01U. and comp l ete l i nes 27 th r ough 31 .
N 2 7 Capital stock, trust principal, or current fund s
,°1n 28 Paid-in or capital surplus, or land, bldg ., and equipment fundN< 29 Retained earnings, accumulated income, endowment, or other funds
4) 30 Total net a s sets or fund ba l ance sz
inn in g of ye .
Book Value
1
0,337 .
14 . 6,281,502 . 6,287,216 .
0 . <4,175 .> <4,175 .
50 . 6 .277 .327 . 6,283 .041 .
5 .960 .709 .
Part III Analysis of Changes in Net Assets or Fund Balances
62 - 60 ,1 6687 Page tEnd of yea s
b) Book Value ( c ) Fair Market Valu e
261,2 1
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30
(must agree with end-of-year figure reported on prior year's return )
2 Enter amount from Part I, line 27 a3 Other increases not included in line 2 (itemize) ►4 Add lines 1, 2, and 3
5 Decreases not included in line 2 (itemize) ►6 Total net assets or fund balances at end of year (lin e 4 minus line 5) - Part II, column (b), line 30 ,261,219 .
From 990 - PF (2001)
12351101-2 4 -02
Form 990-PF (2001) KEMMONS WILSON FAMILY F O ULPart IV Capital Gains and Losses for Tax on Investment
( a ) List and describe the kind(s) of property sold (e .g ., real estate,2-story brick warehouse; or common stock, 200 shs . MLC Co .)
lae SEE ATTACHED STATEMENT
d
(e) Gross sales pric e
d
Complete only for assets
(i) F .M .V. as of 12/31/69
C
( f ) Depreciation allowed(or allowable)
( p ) Cost or other basisplus expense of sal e
in column (h) and owned by the foundation on 12/31/69
(j) Adjusted basis (k) Excess of col . (i )as of 12/31/69 over col . ( 1 ), if any
3
wired (c Date acquiredis eon No., day, yr.)
(d) Date sold(mo ., day, yr . )
( h ) Gain or (loss)(e) plus (f) minus (g )
(I) Gains (Col. (h) gain minuscol . (k), but not less than -0-) o r
Losses (from col (h))
. >
2 Capital gain net income or (net capital loss). If ain, also enter in Part I, line
7 C If ?Ioss), enter -0- in Part I, line 7 1 2 <16 6 , 9 5 3 .
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)'If gain, also enter in Part I, line 8, column (c).If (loss), enter -0- in Part I, line 8 3 <154 , 75 9
Part V Qualification Under Section 4940(e) for Reduced Tax on Net Inve stment Incom e
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income .)
If section 4940(d)(2) applies, leave this part blank.
Was the organization liable for the section 4942 tax on the distributable amount of any year in the base period? 0 Yes EK] No
If 'Yes," the organization does not qualify under section 4940(e) . Do not complete this part .
1 Enter the appropriate amount in each column for each year ; see instructions before making any entries .(a) () (d)
Base period years Adjusted qualifying distributions Net value of nonchantable-use assets Dis~r~bution ratioCalendar year or tax year beginningin (col. (b) iivided by col . (c) )
2000 734,612 . 6,585,607 . .111548 1458 , 2
1997 syy u Z u .1996 864,428 .
2 Tota l of line 1, column (d )
3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years
the foundation has been in existence if less than 5 year s
4 Enter the net value of noncharitable-use assets for 2001 from Part X, line 5
5 Multiply line 4 by line 3
6 Enter 1% of net investment income (1% of Part I, line 27b)
7 Add lines 5 and 6
8 Enter qualifying distributions from Part XII, line 4
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate .See the Part VI instructions .
12352101-24-02
974 .630 .
4
5
7
8
5 , 8
2840 7
4
Form 990 - PF (2001)
L ~
Form 990-PF
Pa rt VI on Investment IncomeTI
la Exempt operating foundations described in section 4940(d)(2), check here ► U and enter "N/A" on line 1 .
Date of ruling letter: ( a ttach copy of ru li ng l ette r if necessary-see i nst r uct i ons )
b Domestic organizations that meet the section 4940(e) requirements in Part V, check here ► 0 and enter 1 %
of Part 1, line 27 bc All other domestic organizations enter 2% of line 27b . Exempt foreign organizations enter 4% of Part I, line 12, col . (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only . Others enter -0- )
3 Add lines 1 and 2
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only . Others enter -0-)
5 Tax bas e d on i nvestment i ncome . Subtract line 4 from line 3. If zero or less, enter -0-
6 Credits/Payments:
a 2001 estimated tax payments and 2000 overpayment credited to 2001 6
b Exempt foreign organizations - tax withheld at source 6
c Tax paid with application for extension of t ime to file (Fo r m 8868) 6
d Backup withholding erroneously withheld 6
7 Total credits and payments . Add lines 6a through 6 d
8 Enter any penalty for underpayment of estimated tax . Check here D if Form 2220 is attached
9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owe d
10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpa i d
11 Enter the amount of line 10 to be : Cred i ted to 2002 estimated tax 00,
Part VII-A Statements Regarding Activities
o~-vu tor 4948 -sera
Refunded
100.10.
la During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in
any political campaign ?
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition )
If the answer i s " Yes" to 1a o r ib , attach a deta iled description of the activities and cop i es of any materi als p u b lish ed or
distributed by the organization in connecti on wi th the activities
c Did the organization file Form 1120 -POL for this year
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year :
(1) On the organization . ►$ 0. (2) On organization managers .►$ 0.
e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organizatio n
managers .► $ U .Has the organization engaged in any activities tha t have not previously been reported to the IRS ?
If "Yes, " atta ch a detaile d description of the ac tivi ti es.
Yes Nola X
X
3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, o r
bylaws, or other similar instruments? If "Yes, " attach a conformed copy of thechanges 3 X
4a Did the organization have unrelated business gross income of $1,000 or more during the years 4a X
b If "Yes; has it filed a tax return on Form 990-T for this year? N/A 4 b
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X
If "Yes," attach the statement required by General Instruction T.
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either :
• By language in the governing instrument o r
• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state la w
remain in the governing instruments 6 X
7 Did the organization have at least $5,000 in assets at any time during the year? 7 X
If "Yes, "complete Part ll, col (c), and Part X V
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►TENNESSEE
b If the answer is Yes to line 7, has the organization furnished a copy of Form 990-PF to the Attorney General (or designate )
of each state as required by General Instruction G? If "No," attach explanation 8b X
9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calenda r
year 2001 or the taxable year beginning in 2001 (see instructions for Part XIV)? If "Yes," complete Part XIV 9 X
10 Did any persons become substantial contributors during the tax years 10 X
If "Yes," attach a schedule listing their names and addresse s
11 Did the organization comply with the public inspection requirements for its annual returns and exemption application ?
Web site address ► N / A
12 The books are in care of ► KEMM ONS WILS ON , INC . Telephone no . ► 9 O 1 - 3 4 6 - 8 8 0 0
Located at ► 8 7 0 0 TRAIL LAKE DR W , STE 300 ; MEMPHIS , TN ZIP+4 ►3 812 5
13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ►0and enter the amount of tax-exempt interest received or accrued during the year ► 1 13 I N/ A
12353101-24-02 Form 990 - PF (2001)
Form 990-PF12001 v~-vvfired
Yes ~ No
Yes No
Yes No
Yes Eil No
Yes No
Yes No
Page 5
Statements Regarding Activities for Which Form 4720 May B eFile Form 4720 if any item is checked in the "Yes " column , unless an exception applies .
la During the year did the organization (either directly or indirectly) :
( 1) Engage in the sale or exchange, or leasing of property with a disqualified person
( 2 ) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person ?
( 3 ) Furnish goods, services, or facilities to (or accept them from) a disqualified person
( 4 ) Pay compensation to, or pay or reimburse the expenses of, a disqualified perso n(5 ) Transfer any income or assets to a disqualified person (or make any of either availabl e
for the benefit or use of a disqualified person)?
(6 ) Agree to pay money or property to a government official? ( Except i on . Check "No'
if the organization agreed to make a grant to or to employ the official for a period after
termination of government service, if terminating within 90 days . )
b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulation ssection 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 19 of the instructions)? N/A
Organizations relying on a current notice regarding disaster assistance check here ►Elc Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not correcte d
before the first day of the tax year begin ni ng in 2001 9
2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation
defined in section 4942(j)(3) or 4942(j)(5)) :
a At the end of tax year 2001, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginnin g
before 2001 0 Yes [j] Na
If "Yes," list the years ► ,
b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect
valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No' and attac h
statement - see instructions.) N/A
c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here .
3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any tim e
during the year? Yes FXI No
b If "Yes ;' did it have excess business holdings in 2001 as a result of (1) any purchase by the organization or disqualified persons afte r
May 26, 1969 ; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose
of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C ,
Form 4720, to determine if the organization had excess business holdings in 2001) N/A .4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes?
b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that
had not been removed from jeopardy before the first day of the tax year beginning in 2001 ?
5a During the year did the organization pay or incur any amount to :
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? =Yes N a[KI(2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly ,
any voter registration drive? Yes No
(3) Provide a grant to an individual for travel, study, or other similar purposes Yes ~ No
(4) Provide a grant to an organization other than a charitable, etc., organization described in sectio n
509(a)(1), (2), or (3), or section 4940(d)(2)? Yes No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or fo r
the prevention of cruelty to children or animals? Yes ~ No
b If any answer is 'Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulation s
section 53 .4945 or in a current notice regarding disaster assistance (see instructions)? N/A
Organizations relying on a current notice regarding disaster assistance check here 1 []
c If the answer is "Yes" to question 5a(4), does the organization claim exemption from the tax because it maintaine d
expenditure responsibility for the grant? N/A Yes No
If "Yes, " attach the statement required by Regulations section 53 4945-5(d)
6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums o n
a personal benefit contract? Yes No
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contractIf you answered "Yes" to 6b, also file Form 8870.
No
Form 990 - PF (2001 )
1235410 1- 24 - 02
Form 990-PF (2001) KEMMONS WILS ON FAMILY FOUNDATI ON 62-60416687 Page s
Part VIII Information About Officers , Directors, Trustees, Foundation Managers, Highly Paid Employees ,and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation :
(b) Title, and average (c) Compensation (d ~ Con trib utwn s to (e) Expens ea) N ame and address h ours p er week devoted (If not aid , empoyee b e n e tlt p ta n s a ccount, ot he r(
toaosition enter p0 - 1 tomoensa Uin allowa nce s
1
2 Compensation of five highest-paid employees (other than those included on line 1) . If none, enter " NONE ."
(b) Title and averag e(a) Name and address of each employee paid more than $50,000 tours per week (c) Compensation
devoted to positio n
Total number of other employees paid over $50,00 03 Five highest-paid independent contractors for professional services . If
(a) Name and address of each person paid more than $50,000
enter "NONE ."
of service
Total number of others receivi ng over $50,000 for professional servicesPart IX-A Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year . Include relevant statistical information such as thenumber of organizations and other beneficiaries served, conferences convened, research papers produced, etc .
1 NONE
2
3
4
7201
to (e) Exp ens ens account, other
allowance s
00.
Compensation
Expense s
Form 990-PF (2001)
Form 990-PF (2001) KEMMONS WILSON FAMILY FOUNDATION 62-6046687 Page 7
Part J X -B Summary o f Prog ram -Re l a ted Investments
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 . Amount
A
2
All other program-related investments . See instructions .
3
Total . Add l in es 1 throu gh 3 11111.
Part X Minimum Investment Return (All d omestic foundat ion s must comp let e th i s pa rt . Fore ign foun dation s, s ee instructions )
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc ., purposes:
a Average monthly fair market value of securities la
b Average of monthly cash balances lb
c F a ir mark e t value of all o th er assets is
d Total (add lines la, b, and c) 1d
e Reduction claimed for blockage or other factors reported on lines la an d
1c (attach detailed explanation) le 0 .
2 Acquisition indebtedness applicable to line 1 assets 2
3 Subtract line 2 from line 1d 3
4 Cash deemed held for charitable activities . Enter 1 1/2% of line 3 (for greater amount, see instructions) 4
5 Net va l ue of noncharitable - use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 56 M i nimum investment return . Enter 5% of line 5 6
Part XIDistributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certai nforeign organizations check here ► n and do not complete this part . )
1 Minimum investment return from Part X, line 6
2a Tax on investment income for 2001 from Part VI, line 5 2a
b Income tax for 2001 . (This does not include the tax from Part VI .) 2b
c A dd lines 2a an d 2 b
3 Distributable amount before adjustments . Subtract line 2c from line 1
4a Recoveries of amounts treated as qualifying distributions 4a
b Income distributions from section 4947(a)(2) trusts 4b
c Add lines 4a and 4 b5 Add lines 3 and 4 c
6 Deduction from distributable amount (see instructions )
7 D i st ri butable amount as adjusted . Subtract line 6 from line 5. Enter here and on Part XIII, line 1
Part XII Qualifying Distributions (see instructions )
1 Amounts paid (including administrative expenses) to accomplish charitable, etc ., purposes:
a Expenses, contributions, gifts, etc . - total from Part I, column (d), line 26 la 589,682 .b Program-related investments - Total from Part IX-B lb 0 .
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ., purposes 2
3 Amounts set aside for specific charitable projects that satisfy the :
a Suitability test (prior IRS approval required) 3a
b Cash distribution test (attach the required schedule) 3 b
4 Qualifying distributions . Add lines la through 3b . Enter here and on Part V, line 8, and Part XIII, line 4 4 589,682 .
5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investmen t
income. Enter 1% of Part I, line 27b 5 0 .
6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 589,682 .
Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section4940(e) reduction of tax in those years
Form 990-PF (2001 )
292 , 838 .
0 .
2
5 4
1 .
29 0
12356101-24-02
Form 990-PF (200 1 ) KEMM ONS WILSON FAMILY FOUNDATION 62-6046687 Page 8
Part XIII Undistributed Income (see instructions )
1 Distributable amoun t
for 2001 from Part XI, line 7
2 Undistr ibuted i ncome, i t any , as of the end of 2000
a Enter amount for 2000 onl y
b Total for prior ye ar s 19 ,19 _ , 19
3 Excess d istributions c ar ryover, i t any , to 200 1
a From 1996 798 435 .b From 1997 310,417 .c From 1998 616, 748 .d From 1999 239,479 .e From 2000 417,413 .f Total o f lines 3a t hrou g h e
4 Qualifying distributions for 2001 fro m
Part x11,line 4 : ►$ 589,682 .a Applied to 2000, but not more than line 2ab Applied to undistributed income of prior
years (Election required - see instructions)
c Treated as distributions out of corpu s
(Election required - see instructions)
d Applied to 2001 distributable amoun t
e Remaining amount distributed out of corpus
5 Excess d istr ibut ions c ar ryover applied to 200 1(If an amount appears in column (d), the same amount
must be shown in column (a) )
6 Ente r th e net tota l of each co l umn asi nd i cated be l ow :
a Corpus Add lines 3f, 4c, and 4e Subtract l i ne 5
b Prior years' undistributed income . Subtract
line 4b from line 2b
c Enter the amount of prior years'undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a) tax has been previouslyassesse d
d Subtract line 6c from line 6b . Taxableamount - see instruction s
e Undistributed income for 2000 . Subtract line
4a from line 2a. Taxable amount - see instr .
f Undistributed income for 2001 . Subtract
lines 4d and 5 from line 1 . This amount must
be distributed in 2002
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(E) or 4942(g)(3 )
8 Excess distributions carryover from 1996
not applied on line 5 or line 7
9 Excess d ist ri but i ons car ry ove r to 2002 .
Subtract lines 7 and 8 from line 6 a
10 Analysis of line 9:a Excess from 1997 310,417 .b Excess from 1998 616,748 .c Excess from 1999 239,479 .d Excess from 2000 417,413 .e Excess from 2001 299 .023 .
(a) (b) M (d)Corpus Years prior to 2000 2000 2001
0 .
2 . 492 .
0
0 .
9,023 .0 .
1 .515 .
0 .
798 . 435 .
Form 990-PF (2001 )
12357101-2 4-02
Form 990-PF (2001)Part XIV Private i nst r ucti ons and Pa rt VI I-A, q u e stion 9)
1 a If the foundation has received a ruling or determination letter that it is a private operatin g
foundation, and the ruling is effective for 2001, enter the date of the rulin g
b Check box to indicate whether the a
2 a Enter the lesser of the adjusted ne t
income from Part I or the minimum
investment return from Part X fo r
each year listed
b 85% of line 2a
c Qualifying distributions from Part XII,
line 4 for each year liste d
d Amounts included in line 2c not
used directly for active conduct of
exempt activities
e Qualifying distributions made directly
for active conduct of exempt activities .
Subtract line 2d from line 2c
3 Complete 3a, b, or c for the
alternative test relied upon:
a "Assets" alternative test - enter :
(1) Value of all asset s
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
b "EndowmenC alternative test -
Enter 2/3 of minimum investment
return shown in Part X, line 6 for
each year listed
c "Support" alternative test - enter:
(1) Total support other than grossin vestment income (interest,dividends, rents, payments onsecurities loans (section512(a)(5)), or royalties)
(2) Support from general publicand 5 or more exemptorganizations as provided i nsection 4942(1)(3)(B)(ui )
(3) Largest amount of support from
an exempt organization
11111.
year Prior 3 year s2001 ( b) 2000 (c) 1999 (d) 1998 (e) Tota l
Pa rt XV Supplementa ry Information (Complete this part only if the organization had $5,000 or more in assetsat any time during the year-see page 26 of the instructions .)
1 Informat i on Regardi ng Foundation Managers :
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the class of any taxyear (but only if they have contributed more than $5,000) . (See section 507(d)(2) . )
NONE
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership orother entity) of which the foundation has a 10% or greater interest .
NONE2 Information Regarding Contribution, Grant, Gift , Loan, Scholarship, etc. , Programs :
Chec k here ► FX] if the or ganization only ma kes contributions to prese lected c h aritable o r ganizat i ons a nd does not accept unsolicited reques t s f or fun d s . Ifthe organization makes gifts, grants, etc . (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, Erid d .
a The name, address, and telephone number of the person to whom applications should be addressed :
b The form in which applications should be submitted and information and materials they should include :
c Any submission deadlines :
d A ny restrictions o r limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors :
123581 /0124 - 02 Form 990 - PF (2001)
Form 990-PF (2001) KEMMONS WILSON FAMILY FOUNDATI ON 62-60,16687 Page t0Part XV Supplementa ry Information (continued )
123e01/01-24-02 Form 990-PF (2001)
Form 990-PF (2001) KEMMONS WILSON FAMILY FOUNDATION 62-60,16687 Page 11
Part XVI-A , Ana lysis of Income-Producing Activ i ties
Enter gross amounts unless otherwise indicated . unreiatea ousmess iticurne 1=xC1Udad by section „r „s or„4 (e)( a) (b) E~~/„_ ( d) Related or exempt
Business Amount Sion Amount function incomeI Program service revenue: code code
a
b
c
d
e
i
g Fees and contracts from government agencie s
2 Membership dues and assessments
3 Interest on savings and temporary cash
investments 1-2,121 .
4 Dividends and interest from securities 124,264 .
5 N et renta l income or (loss) from rea l estate :a Debt-financed property
b Not debt-financed property
6 Net rental income or (loss) from personal
property
7 Other investment income 6 ,777
8 Gain or (loss) from sales of assets other. >than inventory <166, 95 3
9 Net income or (loss) from special events
10 Gross prof it or (loss) from sales o f inventory
11 Other revenue:
ab
cd
e12 Subtotal. Add columns (b) , (d), and (e) 0 . . 0 . <23,791 . >13 Tota l Add line 12, columns (b), (d), and (e) 1 13 <23, 7 91 . >
(See worksheet in line 13 instructions to verify calculations. )
Part _-B_ I Relationship of Activities to the Accomplishment of Exempt Purpose s
izseii Form990-PF (2001)01-24-02
Form 990-PF (2001) KEMMONS WI LSON FAMILY FOUNDAT ION 62-6046687 Page 12Part XVII Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No
the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organization s
a Transfers from the reporting organization to a noncharitable exempt organization of :
( 1 ) Cash 1110) X
(2) Other assets la(2) X
b Other Transactions :
( 1 ) Sales of assets to a noncharitable exempt organization lb(l) X
( 2) Purchases of assets from a noncharitable exempt organization lb(2)1 X
( 3) Rental of facilities, eq uipment, or ot h er assets lb(3) X
( 4 ) Reimbursement arrangements lb(4) X
( 5 ) Loans or loan guarantees lb(5) X
( 6 ) Performance of services or membership or fundraising solicitations lb(6) X
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X
d If the answer to any of the above is "Yes," complete the following schedule . Column ( b ) should always show the fair market value of the goods, other assets ,or services given by the reporting organization . If the organization received less than fair market value in any transaction or sharing arrangement, show i n
Under penal tie f perjury, I declare that I have ezam i e t hi s return, inc lud ing accompany i ng schedules and st at ements , and to the best of my knowledge and belief, it is t r ue, correct ,and comp to ecl
arat ion of prep are r (other than tax a er or fiduciary ) is on all informa t ion of wh ich prep ar er h as any know ledge
Sign re of officer or tru te e
Preparer'
s N ~~ signature9 ,,_
OGARY CCLAIN, CPAa o,y Arms rams (or yours
CL ~ If self-employed), 8700 TRAIL LAKE DR W,,a ddress, an d ZlPCOde Mt~'MDT7T C TrT ~ S21 7 ~
12382101 - 24- 02
2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations describe d
in sect i on 501(c) of the Code (other than section 501(c)(3)) or in sec t ion 527? M Yes 0 Nob It 'Yes,' complete the following schedule .
(a) N ame of organization (b) Type of organization ( c ) Description of relationship
Schedule B( Form 990 , 990 -EZ , or
'990-PF )Departmen t of t he Trea suryIn t ernal Revenue Service
Schedule of Contributor sSupplementary Informat i on for
l i ne 1 of Form 990, 990 - EZ and 990 - PF (see i nstructions)
Name of organizat i o n
Organization type (c h e ck one ) .
Filers of: Section :
Form 990 or 990-EZ
Form 990-PF
FAMILY FOUNDATION
Q 501 (c)( ) (enter n u mbe r) orga n iz atio n
4947 (a)( 1 ) nonexempt charitable t ru st not treated as a priv a te foundation
527 politi cal organ i zat io n
EKI 501 (c)(3) exempt private fo u ndat io n
4947 (a)(1 ) nonexempt charitable t ru st t r eated a s a p rivate foundat ion
501 (c )(3) taxab l e pr iva te foundation
OIAB No 1 5 45- 004 7
.2001Employer identification number
9') _ 90, 1 99 a 7
Check if your organization is covered b y the General rule or a Spec i al rule. (Note : Only a section 501(c)(7), (8), or (10) organization can check box(es)
for both the General rule and a Special rule-see instructions)
General Rule -
Fo r or gan i zat ions fili ng Form 990 , 990 • EZ , or 990 • PF that rece iv ed , d u ring the yea r, $5 , 000 o r more (i n money or p rope rty) from an y one
contri butor (Comp l ete Parts I and II )
Special Rules-
For a section 501 (c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations under
sect ions 509(a)(1)/ 1 70( b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2%
of the amount on line 1 of these forms (Complete Parts I and II )
For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor, during the year,
aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational
purposes, or the prevention of cruelty to children or animals . (Complete Parts I, II, and III .)
F or a section 501 (c)(7), ( 8), o r ( 10) organ izat ion fil ing Fo rm 990 , or Form 990-EZ, t h at rec ei v ed fro m any one c o ntrib u tor, du ring the year ,
s o me cont ri but io n s fo r use exclusively for re li g i ou s , c h a ri tab le , etc ., pu rpo s e s, b ut these c ont ri b ut i on s d i d n ot aggregat e t o mo r e than
$1 , 000 (If th is box i s checked , enter h ere the t otal contri but ions that were rece ived du rin g the yea r fo r an exclusively relig ious ,
charit ab le , etc , purpose . Do not complete an y of t he Pa rt s un les s the Gener al ru l e app lies t o t h is o r gan i zat ion be c ause i t recei ved
nonexcl us ive ly re l(g ious, ch aritable , etc ., contri bu tions o f $5 , 000 or more d uri ng the ye a r) ► $ _
Caution : Organizations that a re not c overed by the General rule and/o r the Spe ci a l rule s do not file Schedule B (Form 990 , 990 -l .Z, o r 990-PF), but
they must check the box in the hea ding of their Form 990 , Form 990-EZ, o r o n line 1 of their Fo rm 990-PF, to certify that they dc not meet the filing
re quire m e n ts ofS c hedule B (Form 990 , 990 - EZ, or 990- PF)
Schedu l e B ( Form 990 , 9 9 0 -EZ , o r 990 -PF ) ( 2001 )
12345 1 12-29-01
Sch edu le B (Form 990, 990-EZ, or 990-Pq
Name of organizatio n
Pa rt I Contributors (See Specific Instructions)
(a) (b)No . Name , address and ZIP + 4
Page j to j of Part
Employer ident ification numbe r
9 7-Ffl el r. r. f2 7
(c) (d)
contri but ions Type of con tribution
C . KEMMONS WILSON 2000 CHARITABLE LEAD1 TRUST Person
Payroll
$ 292,690 . Noncash
8700 TRAIL LAKE DR W, STE 300 ; MEMPHIS, (Complete Part 11 if thereTN 38125 is a noncash contribution .)
(a) (b) (c) (d)N o . Name, address and Z IP +4 Aggregate contributions Type of contributio n
C . KEMMONS WILSON 2000 CHARITABLE LEA D2 TRUST Person
P ayroll
$ 670,000 . Noncas
h 8700 TRAIL LAKE DR W, STE 300; MEMPHIS, (Complete Part II if thereTN 38125 is a noncash contribution )
(a) (b) (c) (d)N o . Name, address and ZIP + 4 Aggregate contributions Ty pe of contributio n
(a)
No .
(b)address and Z I P + 4
(a)
No .
(b)Name , address and ZIP + 4
(a)
No.
(b)address and Z IP + 4
Person
P a yroll
N o ncash
(Complete Part II if there
is a noncash contribution . )
(c) (d)contr ibutions Type of contributio n
P e rsonPayrollNoncash
( Co m pl ete Pa rt I i f the r eis a noncash contribut ion )
(c) (d)
contributions Ty pe of con tributio n
PersonPayrollNoncash
(Complete Part II if thereis a noncash contribution )
(c) (d)contribut ions Type of contri bution
PersonPayrollN oncash
( Complete Pa rt II if the rei s a n oncash co ntr i bution . )
123452 12-2e-01 Schedule B ( Form 990 , 990- EZ , o r 990 - PF ) ( 2001)
Sch e dule B (Form 880, 990-EZ , or 990-PF) (2001) Page 1 to 1 of Part II
Name of organization Employer identification number
KEMMONS WILSON FAMILY FOUNDATION 62-60 ,1 668 7
Part II Noncash P roperty (See specific Instructions )
(a) ~~N o. (b) FMV (or estimate) (d)
from Description of noncash property given Date receivedP art I
(see instru ct ions )
REGIONS BANK STOCK2
$ 670,000 . _11/07/01
(a )
No. ~~
from Description of noncash property given FMV (or estimate)
Date receivedPart I (see instructions)
(a)No .
fromPart I
(b)Description of nonca sh proper ty given
M (d)F MV (or estimate)
Date received(see instructions)
(a)
No .fromPart I
Description of noncash property givenM (d)
F MV (or estimate)Date received
(see instructions)
(a)No .
fromPart I
(b)Description of noncash property given
M (d)FMV (or estimate)
Date received(see instructions )
(a)No.
fromPart I
Description of noncash property givenM (d)
FMV (or estimate)Date received
(see instructions)
123453 1 2 -2 9-01 Schedule B ( Form 990 , 9 9 0 - EZ , o r 990- PF ) ( 2001 )
KEMMONS WILSON FAMILY FOUNDATI ON
Part IV Cap i tal Ga i ns and Losses for Tax on Inve stment I ncom e
( a ) List and describe the kind(s) of property sold, e .g ., real estate,2 -s tory bric k ware h ou se ; or common stoc k, 2 00 shs. M LC Co.
la DIVERS IFIED TRUST
b DIVERSIFIED TRUSTc AUST IN CAPITALd AUSTIN CAPITAL
f BRANDESg MAINSTAY Bh MAINSTAY B
(e) Gross sales pric e
b
t
ah
k
Ti
n
0Complete only for assets s h
(i) F .M .V . as of 12/31/69
e
h
CONTINUATION FOR 990-PF, PART IV62-6046687 PAGE 1 OF 1
( b 1 How acquired ( c Date acquired ( d ) Date soldP -Purchase ~ .,da ) (f1 . Ilnnatinn mo Y ,'Jf . fT10 . , d2y, yr. )
( f) Depreciation allowed (g) Cost or other basis(or allowable) plus expense of sal e
in column (h) and owned by the foundation on 12/31/69
(j) Adjusted basis ( k ) Excess of col . (i )as of 12/31/69 over col . (j), if any
2 Capital gain net income or (net capital loss) If ain, also enter in Part I, line 7If ?loss), enter *-0-" in Part I, line 7
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) :If gain, also enter in Part I, line 8, column (c) .If (loss), enter'-0= in Part I, line 8
12359107- 17 -01
(h) Gain or (loss)(e) plus (f) minus (g)
<158,192 . ><10,245 . ><3,872 .>
192 .8,216 .
18,755 .<911 . >
<20 .896 . >
**
**
**
**
(I) Losses (from col . (h) )Gains (excess of col . (h) gain over col. (k),
but not less than '-0-")
<158,192 .><10,245 . ><3,872 . >
192 .8,216 .
18,755 .
** (SHORT-TERM)
<1
4 .7
KEMMONS WILSON FAMILY FOUNDATION 62-6046687
FORM 990-PF GAIN OR (LOSS) FROM SALE OF ASSETS ST ATEMENT 1
(A)DESCRIPTION OF PROPERTY
DIVERSIFIED TRUST
(B)GROSS
SALES PRICE
0 .
(A)DESCRIPTION OF PROPERTY
DIVERSIFIED TRUST
(B)GROSS
SALES PRICE
0 .
MANNER DATEACQUIRED ACQUIRED DATE SOLD
PURCHASED
(C) (D) (E) (F)COST OR EXPENSE OF
OTHER BASIS SALE DEPREC . GAIN OR LOS S
0. 0. 0. <158,192 . >
MANNER DATEACQUIRED ACQUIRED DATE SOLD
PURCHASED
(C) (D) (E) (F)COST OR EXPENSE OF
OTHER BASIS SALE DEPREC . GAIN OR LOSS
0. 0. 0. <10,245 . >
(A) MANNER DATEDESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD
AUSTIN CAPITAL PURCHASED
(B) (C) (D) (E) (F)GROSS COST OR EXPENSE OF
SALES PRICE OTHER BASIS SALE DEPREC . GAIN OR LOS S
0. 0. 0. 0. <3,872 . >
STATEMENT(S) 1
1 ' 1
KEMMONS WILSON FAMILY FOUNDATION 62-604668 7
(A) MANNER DATEDESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD
AUSTIN CAPITAL PURCHASED
(B) (C) (D) (E) (F)GROSS COST OR EXPENSE OF
SALES PRICE OTHER BASIS SALE DEPREC . GAIN OR LOSS
0. 0. 0. 0. 192 .
(A) MANNER DATEDESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD
BRANDES PURCHASED
(B) (C) (D) (E) (F )GROSS COST OR EXPENSE OF
SALES PRICE OTHER BASIS SALE DEPREC . GAIN OR LOSS
0. 0. 0. 0. 8,216 .
(A) MANNER DATEDESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD
BRANDES PURCHASED
(B) (C) (D) (E) (F )GROSS COST OR EXPENSE OF
SALES PRICE OTHER BASIS SALE DEPREC . GAIN OR LOSS
0. 0. 0. 0. 18,755 .
(A) MANNER DATEDESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD
MAINSTAY BOND FUND PURCHASED
(B) (C) (D) (E) (F)GROSS COST OR EXPENSE OF
SALES PRICE OTHER BASIS SALE DEPREC . GA7:N OR LOS S
0. 0. 0. 0. <911.>
STATEMENT(S) 1
KEMMONS WILSON FAMILY FOUNDATION
(A)DESCRIPTION OF PROPERTY
MAINSTAY BOND FUND
(B)GROSS
SALES PRICE
0 .
(C)COST OR
OTHER BASIS
0 .
CAPITAL GAINS DIVIDENDS FROM PART IV
TOTAL TO FORM 990-PF, PART I, LINE 6A
62-604668 7
MANNER DATEACQUIRED ACQUIRED DATE SOLD
PURCHASED
(D) (E) (F)EXPENSE OFSALE DEPREC . GAIN: OR LOS S
0. 0. <20,896 . >
0 .
<166,953 . >
STA~CEMENT (S ) 1
KEMMONS WILSON FAMILY FOUNDATION 62 - 604668 7
FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 2
SOURCE
INTERCOMPANY INTEREST INCOME
AMOUNT
12,121 .
TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 12,121 .
STATEMENT(S) 2
KEMMONS WILSON FAMILY FOUNDATION 62-604668 7
FORM 990 -PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 3
SOURCE
AUSTIN CAPITALBRANDESCOLUMBIA FUNDSDIVERSIFIED TRUST COMPANYFIDELITY BONDSMAINSTAY BOND FUNDSTONEWALL SENTINEL FUNDUS TRUST MAIN ACCOUNTVANGUARD
TOTAL TO FM 990-PF, PART I, LN 4
CAPITAL GAINS COLUMN (A)GROSS AMOUNT DIVIDENDS AMOUNT
7,051. 0. 7,051 .25,487. 0. 25,487 .11,750. 0. 11,750 .22,129. 0. 22,129 .36,100. 0. 36,100 .6,284. 0. 6,284 .
7. 0. 7.105. 0. 105 .
15,351. 0. 15,351 .
124,264. 0. 124,264 .
STATEMENT(S) 3
KEMMONS WILSON FAMILY FOUNDATION 62 - 604668 7
FORM 990-PF OTHER INCOME ST ATEMENT 4
DESCRIPTION
AUSTIN CAPITAL ALL SEASONS FUND
AMOUNT
6,777 .
TOTAL TO FORM 990-PF, PART I, LINE 11, COLUMN A 6,777 .
STATEMENT(S) 4
KEMMONS WILSON FAMILY FOUNDATION 62-604668 7
FORM 990-PF ACCOUNTING FEES STATEMENT 5
DESCRIPTION
INTERCOMPANY MANAGMENT FEESINTERCOMPANY ACCOUNTINGFEESINTERCOMPANY TAX FEESLEGAL FEES
TO FORM 990-PF, PG 1, LN 16B
(A) (B)EXPENSES NET INVEST-PER BOOKS MENT INCOME
6,170 . 2,478 .
2,400 . 964 .3,000 . 1,205 .
200. 80 .
11,770 . 4,727 .
(C)ADJUSTEDNET INCOME
0 .
0 .0 .0 .
0 .
(D)CHARITABLEPURPOSES
3,692 .
1,436 .1,795 .
120 .
7,043 .
STATEMENT(S) 5
• 1
KEMMONS WILSON FAMILY FOUNDATION 62-6046687
FORM 990-PF OTHER PROFESSIONAL FEES STATEMENT 6
DESCRIPTION
INVESTMENT MANAGEMENT FEES
TO FORM 99 0-PF, PG 1, LN 16C
(A) (B)EXPENSES NET INVEST-PER BOOKS MENT INCOME
35,500 . 35,500 .
35,500 . 35,500 .
(C)ADJUSTEDNET INCOME
0 .
0 .
(D)CHARITABLEPURPOSES
0 .
0 .
STATEMENT(S) 6
KEMMONS WILSON FAMILY FOUNDATION
FORM 990 - PF
DESCRIPTION
FOREIGN TAXES PAIDFEDERAL TAXE S
TO FORM 990-PF, PG 1, LN 18
TAXE S
(A) (B)EXPENSES NET INVEST-PER BOOKS MENT INCOME
4,048 . 4,048 .5,077 . 2,039 .
9,125 . 6,087 .
62-604668 7
STATEMENT 7
(C)ADJUSTEDNET INCOME
0 .0 .
0 .
(D)CHARITABLEPURPOSES
0 .3,038 .
3,038 .
STATEMENT(S) 7
KEMMONS WILSON FAMILY FOUNDATION 62 -6046687
FORM 99 0-PF OTHER EXPENSES STATEMENT 8
DESCRIPTION
POSTAGELICENSES/FEES
TO FORM 990-PF, PG 1, LN 23
(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLEPER BOOKS MENT INCOME NET INCOME PURPOSES
33. 13. 0. 20 .5,926 . 2,380. 0. 3,546 .
5,959 . 2,393. 0. 3,566 .
STATEMENT(S) 8
KEMMONS WILSON FAMILY FOUNDATION 62-604668 7
FORM 9 5 0 -PF OTHER INVESTMENTS STATEMENT 9
DESCRIPTION
INVESTMENT-AUSTIN CAPITAL ALL SEASONS FUND,LTD .INVESTMENT-BRANDESINVESTMENT-COLUMBIA FUNDSINVESTMENT-DIVERSIFIED TRUSTINVESTMENT-FIDELITY BONDSINVESTMENT-MAINSTAY FUNDSINVESTMENT-PACIFICE INCOME ADVISORSINVESTMENT-STONEWALLINVESTMENT-VANGUARDUS TRUST REGIONS ACCOUNT
TOTAL TO FORM 990-PF, PART II, LINE 13
BOOK VALUE
992,384 .873,188 .256,817 .970,379 .799,893 .
0 .0 .
37,843 .1,680,998 .
670,000 .
FA] : R MARKETVALU E
1,050,047 .728,596 .272,378 .
1,319,464 .829,284 .
0 .0 .
12,817 .1,377,148 .
697,482 .
6,281,502 . 6,287,216 .
STATEMENT(S) 9
KEMMONS WILSON FAMILY FOUNDATION 62 - 604668 7
FORM 990-PF OTHER ASSETS STATEMENT 10
FAIR MARKETDESCRIPTION BOOK VALUE VALUE
US TRUST MAIN CASH ACCOUNT <4,175 .> <4,175 .>
TOTAL TO FORM 990-PF, PART II, LINE 15 <4,175 .> <4,175 . >
STATEMENT(S) 10
KEMMONS WILSON FAMILY FOUNDATION 62-6046687
FORM 990-PF PART VIII - LIST OF OFFICERS, DIRECTORS STATEMENT 11TRUSTEES AND FOUNDATION MANAGER S
NAME AND ADDRESS
SPENCE WILSON8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
ROBERT WILSON8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
CHARLES K . WILSON, JR .8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
R .E . WALLIN8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
WILLIAM BATT8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
CHARLES MARTIN8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
ELIZABETH (BETTY) WILSON MOORE8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
CAROLE WILSON WEST8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 3812 5
CHIP CRENSHAW8700 TRAIL LAKE DR W, STE 300MEMPHIS, TN 38125
EMPLOYEETITLE AND COMPEN- BEN PLAN EXPENS EAVRG HRS/WK SATION CONTRI:B ACCOUNT
PRESIDENT/DIRECTOR2% 0. 0 . 0 .
VICE-PRES ./DIRECTOR1 %
VICE - PRES . /DIRECTOR1 $
SECRETARY1 %
0 . () .
0 . () .
0 .
0 .
0 .
0 .
0 .
0 .
0 .
0 .
0 .
TREASURER /VICE PRE SIDENT1% 0.
VICE PRESIDENT1 %
DIRECTOR0 .
DIRECTOR0 .
ASST SECRETARY1%
0 .
0 .
0 .
0 .
~) .
~~ .
0 .
0 .
0 .
0 .
TOTALS INCLUDED ON 990 -PF, PAGE 6, PART VIII 0. 0. 0.
STATEMENT(S) 11
KEMMONS WILSON FAMILY FOUNDATION
RECIPIENTSTATUS PURPOSE OF GRANT
DONATION FOREXPANSION OFEDUCATIONAL
DONATION FORRESEARCH
DONATION
DONATION TO HELPENHANCE PATIENTSERVICE S
DONATION
DONATION
FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 12PAID DURING THE YEAR
RECIPIENT NAME AND ADDRESS
ALZHEIMER ASSOCIATION
AMERICAN CANCER SOCIETY
AL CHYMIA TEMPLE
BAPTIST MEMORIAL HEALTHCARE FOUNDATION
BOY SCOUTS OF AMERICA
BOYS & GIRLS CLUB OFMEMPHI S
BRIARCREST CHRISTIAN SCHOO L
BRIDGES, INC .
BROOKS MUSEUM OF ART
CENTENARY COLLEGE OFLOUISIANA
CHRIST UNITED METHODISTCHURCH
CHURCH HEALTH CENTER
EAST PORT BAPTIST CHURCH
DIXON GALLERY & GARDENS
EMMANUEL EPISCOPAL CHURCH
EXCHANGE CLUB CHILD ABUSEPREVENTION
RECIPIENTRELATIONSEP AMOUNT
NONE
1,000 .
NONE
NONE
NONE
NONE
NONE
62-604668 7
500 .
200 .
1,000 .
2,500 .
2,500 .
DONATION FORCONSTRUCTION OFTHE FIELDHOUSE
DONATION
DONATION
DONATION
NONE
NONE
NONE
NONE
DONATION NONE
DONATION FOR HOPE NONEAND HEALING CENTER
DONATION NONE
DONATION NONE
DONATION FOR THE NONEYOUTH MINISTRY
DONATION TO NONEBUILDING CAMPAIGN
125,000 .
13,100 .
1,000 .
50 .
44,160 .
5,000 .
500 .
1,500 .
1,000 .
2,000 .
STATEMENT(S) 12
KEMMONS WILSON FAMILY FOUNDATION
FIRST METHODIST CHURCH
FOOD BANK-UNITED WAY
AGAPE CHILD AND FAMILYSERVICE S
HOPE HOUSE DAY CARE
AMERICAN DREAMS
HUTCHINSON SCHOOL
JUNIOR ACHIEVEMENT
JUNIOR LEAGUE OF MEMPHIS
JUNIPER BAKERYAPPRENTICESHIP
MARGOLIN HEBREW ACADEMY
MEMPHIS ARTS COUNCIL
MEMPHIS CHARITABLEFOUNDATION
MEMPHIS CITY BEAUTIFULL
MEMPHIS LITERACY COUNCIL
MEMPHIS MUSEUMS SYSTEMS
MEMPHIS CHILD ADVOCACYCENTER
MEMPHIS UNION MISSSION
MEMPHIS UNIVERSITY SCHOOL
MIFA-METROPOLITANINTERFAITH
NATIONAL CIVIL RIGHTSMUSEUM
NEIGHBORHOOD CHRISTIANCENTER
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION FORBUILDING THEWRIGHT
DONATION TOCAPITAL CAMPAIGN
DONATION
DONATION
DONATION
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
62 - 604668 7
100 .
1,000 .
1,000 .
1,000 .
175 .
200,000 .
2,000 .
2,500 .
1,000 .
10,000 .
2,000 .
1,000 .
1,000 .
1,000 .
1,000 .
500 .
1,500 .
75,000 .
1,000 .
1,000 .
1,000 .
STATEMENT(S) 12
1 r '
KEMMONS WILSON FAMILY FOUNDATION
PKD FOUNDATION
PLAY IT AGAIN MEMPHIS
PORTER-LEATH CHILDREN'SCENTER
SALVATION ARMY
SENIOR LEADERS
SPECIAL OLYMPICS
ST . JUDES CHILDREN'SHOSPITAL
TRINITY BAPTIST CHRUCH
THE GRANT CENTER
UNITED CEREBRAL PALSY
RAY WEST MEMORIALSCHOLARSHIP
UNIVERSITY OF TENNESSEE
WALKER BENEFIT OUTING
WKNO
WOMEN'S FOUNDATION OFGREATER MEMPHI S
WESLEY SENIOR MINISTRIES
WEST CLINIC WINGSFOUNDATION
MEMPHIS ARTS FESTIVAL
PRESBYTERIAN DAY SCHOOL
WORLD WAR II MEMORIAL
YOUNG LIFE MEMPHIS
WONDERS
TOTAL TO FORM 990 -PF, PART XV, LINE 3A
DONATION TO THEOUTSTANDINGBUSINESS LEADERS
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
DONATION
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
62-604668 7
250 .
1,000 .
1,000 .
100 .
3,000 .
3,000 .
1,000 .
100 .
500 .
5,000 .
150 .
2,500 .
500 .
2,500 .
2,000 .
10,000 .
2,500 .
1,000 .
1,000 .
6,250 .
1,900 .
25,000 .
576,035 .
STATEMENT(S) 12
t I1 ~ ~ t
KEMMONS WILSON FAMILY FOUNDATION 62-60466 . 37FORM 990-PF STATEMENT 13
THIS FORM 990-PF IS BEING AMENDED DUE TO THE FACT THATWHEN THE RETURN WAS PREVIOUSLY FILED $962,690 FROM C .KEMMONS WILSON 2000 CHARITABLE LEAD ANNUITY TRUSTWAS CLASSIFIED AS DISTRIBUTIONS FROM SPLIT-INTERESTTRUSTS INSTEAD OF BEING CLASSIFIED AS A CONTRIBUTION .THIS AMENDMENT ONLY CORRECTS THIS MISTAKE .
IMMEDIATELY FOLLOWING T HIS STATEMENT IS THE RETURNPREVIOUSLY FILED IN JULY OF 2002 .
Statement 13