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Nonprofiteer
← GILLILAND FAMILY FUND INC

Form 990 for tax year 2024

Filed by GILLILAND FAMILY FUND INC.

Totals

Total revenue
$9,296,383
Total expenses
$69,205
Contributions and grants received
$9,116,479
Grants paid
$1,000
Program service revenue
$0
Investment income
$179,904
Other revenue
$0
Total assets, end of year
$10,840,100
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,840,100
Program services expenses (Part IX)
$41,047
Management and general expenses
$28,158
Fundraising expenses
$0
Program service expenses (Part III)
$41,047

Program services were 59.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $9,116,479

  • 1g · Noncash contributions included above

    $9,116,479

  • 3 · Investment income

    total $97,303 · excluded $97,303

  • 7a · Gross sales of assets other than inventory

    securities $82,601

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $82,601

  • 7d · Net gain or loss

    total $82,601 · excluded $82,601

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000 · program services $1,000

  • 11a · Fees: management

    total $40,047 · program services $40,047

  • 11c · Fees: accounting

    total $3,140 · management and general $3,140

  • 11f · Fees: investment management

    total $25,018 · management and general $25,018

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $1,591,529 · end of year $10,840,100

  • 27 · Net assets without donor restrictions

    beginning of year $1,591,529 · end of year $10,840,100

Mission and programs · 2024

Mission

THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. IN CARRYING OUT ITS CHARITABLE MISSION.

  • THE FOUNDATION'S ONLY PROGRAM IS TO ACCEPT PROPERTY FOR USE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES PRIMARILY IN AND FOR THE BENEFIT OF MEMPHIS AND SHELBY COUNTY.

    Expenses $41,047 · Grants $1,000

As filed on the 2024 return.

Listed in Part VII

  • Robert M Fockler

    PRESIDENT

    Total calculated
    $455,196
    From this org
    $0
    From related orgs
    $404,717
    Other
    $50,479
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,717 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,165 related
    Nontaxable benefits
    $0 + $28,314 related
    Filer's total
    $0 + $455,196 related

  • Barbara S Mora

    SECRETARY/TREASURER

    Total calculated
    $252,193
    From this org
    $0
    From related orgs
    $221,650
    Other
    $30,543
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,650 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,165 related
    Nontaxable benefits
    $0 + $8,378 related
    Filer's total
    $0 + $252,193 related

  • Veronica Jamison

    DIRECTOR

    Total calculated
    $202,117
    From this org
    $0
    From related orgs
    $168,105
    Other
    $34,012
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,105 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,811 related
    Nontaxable benefits
    $0 + $17,201 related
    Filer's total
    $0 + $202,117 related

  • Amy Beth Dudley

    DIRECTOR

    Total calculated
    $129,301
    From this org
    $0
    From related orgs
    $108,652
    Other
    $20,649
    Hours/week
    1 + 37.5 related

  • Katherine G Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Liz Gilliland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James S Gilliland Jr

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
12 August 2025
IRS schema version
2024v5.2
Source object
202502309349300725

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