CREWS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CREWS FAMILY FOUNDATION (EIN 46-1600634)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-12-22
- IRS object ID
- 202303569349100605
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-22T14:17:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620428728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS BONE & GRIESBECK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 300 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381174568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461600634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREWS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREW | BusinessNameControlTxt |
| Phone | 9018544014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE NO 300 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLIARD R CREWS JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9018544014 | PhoneNum |
| Signature | 2023-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HILLIARD | PersonFirstNm |
| Person Last | CREWS JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY S CROW | PreparerPersonNm |
| PTIN | P01519168 | PTIN |
| Phone | 9016822431 | PhoneNum |
| Preparation | 2023-12-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,063,708 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $61,067,255 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,528,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,528,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,099,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,813,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,099,460 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $331,822 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $331,822 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $68,028,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,961,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $160,664 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $72,761 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $72,761 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,324 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $836,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $836,041 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,138,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,086,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,215,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,215,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,353,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,086,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,230,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,674,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,874,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $258,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $826,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $826,412 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $115,228 | AcctRcvblAmt |
| Acct Rcvbl BOY | $265 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $115,228 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $115,228 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $39,460,386 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,122,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,122,068 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,719,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,063,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,063,708 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,719,371 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,063,708 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,719,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,063,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,719,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,063,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,719,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,674,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,669,959 | OtherIncreasesAmt |
| Subtotal | $108,064,021 | SubtotalAmt |
| Other Decreases | $313 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,063,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB - 9631 | P | $11,449 | $13,448 | -$1,999 | -$1,999 |
| CHARLES SCHWAB - 9631 | P | $828,741 | $500,553 | $328,188 | $328,188 |
| CHARLES SCHWAB - 0589 | P | $15,914 | $19,929 | -$4,015 | -$4,015 |
| CHARLES SCHWAB - 0589 | P | $69,117 | $48,537 | $20,580 | $20,580 |
| CHARLES SCHWAB - 6019 | P | $62,412 | $71,392 | -$8,980 | -$8,980 |
| CHARLES SCHWAB - 6019 | P | $197,801 | $182,591 | $15,210 | $15,210 |
| CHARLES SCHWAB - 2943 | P | $161,002 | $156,582 | $4,420 | $4,420 |
| CHARLES SCHWAB - 2943 | P | $152,347 | $135,604 | $16,743 | $16,743 |
| RAYMOND JAMES - N414 | P | $3,263,380 | $2,425,770 | $837,610 | $837,610 |
| RAYMOND JAMES - N414 | P | $4,444,990 | $3,383,834 | $1,061,156 | $1,061,156 |
| RAYMOND JAMES - C872 | P | $1,125,924 | $1,081,838 | $44,086 | $44,086 |
| RAYMOND JAMES - L985 | P | $1,301,073 | $1,269,027 | $32,046 | $32,046 |
| RAYMOND JAMES - M896 | P | $896,681 | $764,067 | $132,614 | $132,614 |
| RAYMOND JAMES - M896 | P | $873,465 | $586,866 | $286,599 | $286,599 |
| RAYMOND JAMES - 6523 | P | $7,025,782 | $5,674,407 | $1,351,375 | $1,351,375 |
| RAYMOND JAMES - 6523 | P | $1,788,571 | $1,933,765 | -$145,194 | -$145,194 |
| CAPITAL ALIGNMENT PARTNERS III | P | $14,331 | $14,331 | $14,331 | |
| RESOULUTE CAPITAL PARTNERS FUND IV | P | $1,506 | $1,506 | $1,506 | |
| RESOULUTE CAPITAL PARTNERS FUND IV | P | $351 | -$351 | -$351 | |
| COMPOUND CAPITAL INVESTMENT FUND | P | $209,952 | -$209,952 | -$209,952 | |
| COMPOUND CAPITAL INVESTMENT FUND | P | $167,264 | $167,264 | $167,264 | |
| GULLANE CAPITAL PARTNERS | P | $217,533 | -$217,533 | -$217,533 | |
| GULLANE CAPITAL PARTNERS | P | $12,965 | -$12,965 | -$12,965 | |
| GT INTERNATIONAL EQUITY QP FUND | P | $26,943 | $26,943 | $26,943 | |
| GT INTERNATIONAL EQUITY QP FUND | P | $158,511 | $158,511 | $158,511 | |
| GT OFFSHORE FUND, LTD. (CLASS A) | P | $40,819 | $40,819 | $40,819 | |
| GT ILS FUND | P | $14,711 | -$14,711 | -$14,711 | |
| GT EMERGING MARKETS QP | P | $206,819 | $206,819 | $206,819 | |
| GT OFFSHORE FUND, LTD. (CLASS B) | P | $270,887 | $270,887 | $270,887 | |
| KEMMONS WILSON HOSPITALITY PARTNERS LP | P | $53,398 | $53,398 | $53,398 | |
| MKMF LIQUIDATING TRUST | P | $10,509 | -$10,509 | -$10,509 | |
| CAPITAL GAINS DIVIDENDS | P | $654,564 | $654,564 | $654,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,099,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $103 | EsPenaltyAmt |
| Tax Due | $68,397 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HILLIARD R CREWS JR | IndividualWithBooksNm |
| Phone | 9018544014 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 488 | AddressLine1Txt |
| City | COLLIERVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 380270488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HILLIARD R CREWS JR | ||||||||
| 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JASON L CREWS | ||||||||
| 294 DUBRAY MANOR DRIVE | COLLIERVILLE | TN | 38017 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| STACY CREWS MCGEE | ||||||||
| 3145 SHEA ROAD | COLLIERVILLE | TN | 38017 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES & ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 RIDGEWAY LOOP RD STE 600 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $160,664 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,296,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $505,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,228 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,916,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,916,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $748,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,167,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,458,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,458,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,654 | TotalTaxAmt |
| Distributable Before Adj | $2,376,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,376,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,376,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,230,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,230,718 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,230,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,376,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $398,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $419,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $311,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,188,911 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,230,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,230,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $146,019 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $146,019 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,042,892 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $252,269 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $790,623 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $419,909 | ExcessFromYear4Amt |
| Excess From Year3 | $54,695 | ExcessFromYear3Amt |
| Excess From Year2 | $4,854 | ExcessFromYear2Amt |
| Excess From Year1 | $311,165 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HILLIARD R CREWS JR | ContributingManagerNm |
| Contributing Manager | JASON L CREWS | ContributingManagerNm |
| Contributing Manager | STACY CREWS MCGEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGAPE CHILD & FAMILY SERVICES INC | |||||||
| 3160 DIRECTORS ROW | MEMPHIS | TN | 38111 | PC | GENERAL - HEARTLIGHT CONFERENCE | $55,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 5101 WHEELIS DR STE 100 | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $500 | |
| ARISE 2 READ | |||||||
| 5885 RIDGEWAY CENTER PARKWAY STE | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $40,000 | 210 |
| ARTS MEMPHIS | |||||||
| 575 S MENDENHALL RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $1,000 | |
| BADDOUR CENTER | |||||||
| 626 BADDOUR BLVD | SENATOBIA | MS | 38668 | PC | GENERAL - OPERATING | $1,000 | |
| BINGHAMPTON CHRISTIAN ACADEMY | |||||||
| 175 TILLMAN ST | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $20,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $2,000 | |
| BOYS & GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | GENERAL - OPERATING | $2,500 | |
| BRIARCREST CHRISTIAN SCHOOL | |||||||
| 76 S HOUSTON LEVEE RD | EADS | TN | 38028 | PC | GENERAL - OPERATING | $10,000 | |
| BRIDGES | |||||||
| 477 NORTH FIFTH STREET | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $10,000 | |
| CHURCH HEALTH CENTER | |||||||
| 1350 CONCOURSE AVE 142 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $50,000 | |
| DALLAS BAY CHURCH | |||||||
| 8305 DAISY DALLAS RD | HIXSON | TN | 37343 | PC | GENERAL - OPERATING | $500 | |
| DREAM FACTORY OF MEMPHIS INC | |||||||
| 1626 HOLLY HILL DR | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $5,000 | |
| EPICENTER | |||||||
| 902 COOPER ST | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $35,000 | |
| EXCHANGE CLUB FAMILY CENTER | |||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $2,500 | |
| FOR THE KINGDOM | |||||||
| 4100 RALEIGH MILLINGTON RD | MEMPHIS | TN | 38128 | PC | GENERAL - OPERATING | $5,000 | |
| FRAYSER COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3684 N WATKINS ST | MEMPHIS | TN | 38127 | PC | GENERAL - OPERATING | $23,500 | |
| GERMANTOWN UNITED METHODIST CHURCH | |||||||
| 2331 S GERMANTOWN RD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $15,000 | |
| INNER LIGHT | |||||||
| 3618 WALKER AVE | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $1,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 307 MADISON AVE | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $25,000 | |
| LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 850 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $2,500 | |
| LIFE CHOICES | |||||||
| 5575 RALEIGH LAGRANGE RD | MEMPHIS | TN | 38134 | PC | GENERAL - OPERATING | $1,000 | |
| LITE MEMPHIS (LET'S INNOVATE THROUGH EDUCATION) | |||||||
| 88 UNION AVE 6TH FLOOR | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $30,000 | |
| MAKE-A-WISH | |||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $2,630 | |
| MEMPHIS ATHLETIC MINISTRIES (MAM) | |||||||
| 2146 BALL RD | MEMPHIS | TN | 38114 | PC | GENERAL - OPERATING | $10,000 | |
| MEMPHIS BOTANICAL GARDENS | |||||||
| 750 CHERRY RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $2,500 | |
| MEMPHIS CHILD ADVOCACY CENTER | |||||||
| 1085 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $15,000 | |
| MEMPHIS DEVELOPMENT FOUNDATION | |||||||
| 203 S MAIN STREET | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $4,500 | |
| MEMPHIS LEADERSHIP FOUNDATION | |||||||
| 2400 POPLAR AVE 318 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $20,000 | |
| MEMPHIS TEACHER RESIDENCY | |||||||
| 1350 CONCOURSE AVENUE SUITE 366 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $75,000 | |
| MEMPHIS THUNDER | |||||||
| 1880 WOLF RIVER BLVD | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $2,000 | |
| MEMPHIS UNION MISSION | |||||||
| 383 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $10,000 | |
| MID-SOUTH FOOD BANK | |||||||
| 239 SOUTH DUDLEY | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $100,000 | |
| MIFA | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | PC | GENERAL - OPERATING | $100,000 | |
| MY CITY RIDES | |||||||
| 376 NORTH CLEVELAND STE 107 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $30,000 | |
| MY CUP OF TEA | |||||||
| 3028 CARNES AVE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $5,000 | |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $100,000 | |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| 433 LAS COLINAS BLVE E 1130 | IRVING | TX | 75039 | PC | GENERAL - OPERATING | $750 | |
| NEW LEADERS | |||||||
| 2701 UNION AVE EXTENDED STE 300 | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $100,000 | |
| NEW MEMPHIS INSTITUTE | |||||||
| 22 N FRONT ST | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $50,000 | |
| PALMER HOME FOR CHILDREN | |||||||
| 912 11TH AVE S | COLUMBUS | MS | 39703 | PC | GENERAL - OPERATING | $10,000 | |
| PEER POWER FOUNDATION | |||||||
| 850 RIDGE LAKE BLVD SUITE ONE | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $20,000 | |
| PINK PALACE MUSEUM | |||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $1,000 | |
| RESOURCE REDISTRIBUTION MINISTRY | |||||||
| 454 WEST POPLAR AVENUE | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $2,500 | |
| RONALD MCDONALD HOUSE | |||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $3,000 | |
| RUF | |||||||
| 1700 N BROWN RD STE 104 | LAWRENCEVILLE | GA | 30043 | PC | GENERAL - OPERATING | $5,000 | |
| SHELBY FARMS PARK CONSERVANCY | |||||||
| 500 NORTH PINE LAKE DRIVE | MEMPHIS | TN | 38134 | PC | GENERAL - OPERATING | $3,600 | |
| SHEPHERDS HAVEN | |||||||
| 175 SHEPHERDS HAVEN WAY | ARLINGTON | TN | 38002 | PC | GENERAL - OPERATING | $2,000 | |
| SLINGSHOT MEMPHIS | |||||||
| 802 ROZELLE ST | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $100,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6425 BOAZ LANE SUITE 219 | DALLAS | TX | 75205 | PC | GENERAL - OPERATING | $25,000 | |
| SOCIETY OF ENTREPRENEURS | |||||||
| PO BOX 770839 | MEMPHIS | TN | 38177 | PC | GENERAL - OPERATING | $4,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 51 GERMANTOWN COURT STE 309 | CORDOVA | TN | 38018 | PC | GENERAL - OPERATING | $1,500 | |
| SUCASA FAMILY MINISTRIES | |||||||
| 1302 N GRAHAM ST | MEMPHIS | TN | 38122 | PC | GENERAL - OPERATING | $5,000 | |
| TEACH FOR AMERICA | |||||||
| 1350 CONCOURSE AVE 437 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $275,000 | |
| THE GOODWILL EXCEL CENTER | |||||||
| 2576 THOUSAND OAKS BLVD | MEMPHIS | TN | 38118 | PC | GENERAL - OPERATING | $30,000 | |
| THE TREZEVANT FOUNDATION | |||||||
| 177 N HIGHLAND ST | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $155,000 | |
| TRIUMPH BANK FOUNDATION | |||||||
| 5699 POPLAR AVE | MEMPHIS | TN | 38119 | PC | GENERAL - OPERATING | $50,500 | |
| UNITED WAY OF THE MID-SOUTH | |||||||
| 1005 TILLMAN ST | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $61,000 | |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| 635 NORMAL ST | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $425,000 | |
| WEST CLINIC | |||||||
| 7945 WOLF RIVER BLVD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $10,250 | |
| WOLF RIVER CONSERVANCY | |||||||
| 2693 UNION AVE EXTENDED 205 | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $2,500 | |
| YOUNG LIFE | |||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $5,750 | |
| YOUTH LEADERSHIP OF MEMPHIS | |||||||
| 1255 LYNNFIELD RD STE 141 | MEMPHIS | TN | 38119 | PC | GENERAL - OPERATING | $2,000 | |
| YOUTH VILLAGES | |||||||
| PO BOX 341154 | MEMPHIS | TN | 381841154 | PC | GENERAL - OPERATING | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,215,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $928 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,528,980 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,099,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,961,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,961,190 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (129 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HILLIARD R CREWS | |||||||
| 1 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $381,724 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 2 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $212,369 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 3 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $136,285 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 4 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $212,400 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 5 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $6,468,000 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 6 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $362,823 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 7 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $401,640 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 8 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $386,162 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 9 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $189,759 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 10 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $124,078 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 11 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $441,497 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 12 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $164,603 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 13 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $123,479 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 14 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $190,052 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 15 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $400,024 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 16 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $322,013 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 17 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $152,387 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 18 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $5,360,014 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 19 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $2,545,514 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 20 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $3,148,765 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 21 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $53,367 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 22 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $148,631 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 23 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $200,437 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 24 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $213,147 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 25 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $30,865 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 26 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $82,593 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 27 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $13,655 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 28 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $6,453 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 29 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $108,423 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 30 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $37,975 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 31 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $15,521 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 32 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $13,432 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 33 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $229,204 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 34 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $161,798 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 35 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $41,016 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 36 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $105,854 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 37 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $81,769 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 38 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $96,947 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 39 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $71,124 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 40 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $73,487 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 41 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $80,008 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 42 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $103,819 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 43 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $206,864 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 44 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $118,891 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 45 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $41,924 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 46 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $106,405 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 47 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $4,601 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 48 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $70,270 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 49 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $67,272 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 50 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $93,229 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 51 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $109,156 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 52 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $116,018 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 53 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $73,999 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 54 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $77,593 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 55 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $190,540 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 56 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $59,842 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 57 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $122,418 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 58 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $141,882 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 59 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $46,989 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 60 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $37,602 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 61 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $222,760 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 62 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $43,441 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 63 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $46,774 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 64 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $31,627 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 65 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $104,327 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 66 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $62,568 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 67 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $114,202 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 68 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $132,490 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 69 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $106,628 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 70 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $185,075 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 71 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $56,839 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 72 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $98,235 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 73 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $205,335 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 74 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $239,845 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 75 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $487,634 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 76 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $81,371 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 77 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $243,333 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 78 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $204,756 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 79 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $42,351 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 80 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $124,870 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 81 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $21,271 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 82 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $44,494 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 83 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $224,477 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 84 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $27,816 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 85 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $241,653 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 86 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $371,884 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 87 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $58,390 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 88 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $74,841 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 89 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $92,261 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 90 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $48,102 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 91 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $260,265 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 92 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $38,705 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 93 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $72,460 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 94 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $74,508 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 95 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $193,395 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 96 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $66,675 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 97 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $79,668 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 98 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $102,821 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 99 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $280,317 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 100 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $383,652 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 101 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $101,629 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 102 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $220,455 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 103 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $166,948 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 104 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $100,859 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 105 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $87,746 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 106 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $244,368 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 107 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $418,233 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 108 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $109,568 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 109 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $199,339 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 110 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $155,932 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 111 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $243,296 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 112 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $230,418 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 113 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $145,615 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 114 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $145,486 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 115 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $233,713 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 116 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $7,710,438 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 117 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,166,377 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 118 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $3,379,487 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 119 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $534,442 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 120 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $3,354,911 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 121 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $818,208 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 122 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,019,336 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 123 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $3,327,994 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 124 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $2,832,555 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 125 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $100,000 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 126 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,229,052 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 127 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $386,211 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 128 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $907,719 | Yes (X) | |
| HILLIARD R CREWS | |||||||
| 129 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $526,196 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (127 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,636 SHS OF COCA COLA COMPANY | $381,724 | 2020-10-15 |
| 2 | 2,628 SHS OF DOMINION ENERGY INCORPORATED | $212,369 | 2020-10-15 |
| 3 | 1,482 SHS OF DUKE ENERGY CORPORATION | $136,285 | 2020-10-15 |
| 4 | 4,663 SHS OF INTERNATIONAL PAPER COMPANY | $212,400 | 2020-10-15 |
| 5 | 156,800 SHS OF ISHARES TR CORE DIV GRWTH | $6,468,000 | 2020-10-15 |
| 6 | 2,465 SHS OF JOHNSON & JOHNSON | $362,823 | 2020-10-15 |
| 7 | 1,749 SHS OF MCDONALDS CORPORATION | $401,640 | 2020-10-15 |
| 8 | 1,758 SHS OF MICROSOFT CORPORATION | $386,162 | 2020-10-15 |
| 9 | 3,149 SHS OF NATIONAL GRID PLC | $189,759 | 2020-10-15 |
| 10 | 4,346 SHS OF PPL CORPORATION | $124,078 | 2020-10-15 |
| 11 | 8,837 SHS OF SANOFI | $441,497 | 2020-10-15 |
| 12 | 2,837 SHS OF SOUTHERN COMPANY | $164,603 | 2020-10-15 |
| 13 | 1,982 SHS OF UNILEVER PLC | $123,479 | 2020-10-15 |
| 14 | 1,092 SHS OF UNITED PARCEL SERVICE | $190,052 | 2020-10-15 |
| 15 | 6,878 SHS OF VERIZON COMMUNICATIONS | $400,024 | 2020-10-15 |
| 16 | 2,228 SHS OF WALMART INCORPORATED | $322,013 | 2020-10-15 |
| 17 | 1,322 SHS OF WASTE MGMT INCORPORATED | $152,387 | 2020-10-15 |
| 18 | 52,125 SHS OF ARK INNOVATION ETF | $5,360,014 | 2020-10-15 |
| 19 | 7,973.17039 SHS OF VANGUARD INDEX FUNDS S&P 500 ETF SHS N | $2,545,514 | 2020-10-15 |
| 20 | 23,703.439 SHS OF FIDELITY ADVISOR GROWTH OPPORTUNITIES F | $3,148,765 | 2020-10-16 |
| 21 | 179 SHS OF AIR PRODUCTS & CHEMICAL INCORPORATED | $53,367 | 2020-10-16 |
| 22 | 425 SHS OF ANSYS INCORPORATED | $148,631 | 2020-10-16 |
| 23 | 771 SHS OF AUTODESK INCORPORATED | $200,437 | 2020-10-16 |
| 24 | 2,238 SHS OF BLACK KNIGHT INCORPORATED | $213,147 | 2020-10-16 |
| 25 | 195 SHS OF BRIGHT HORIZONS FAM SOL IN DEL | $30,865 | 2020-10-16 |
| 26 | 1,449 SHS OF BROOKFIELD INFRASTRUCTURE | $82,593 | 2020-10-16 |
| 27 | 1,010 SHS OF BROOKFIELD PROPERTY REIT | $13,655 | 2020-10-16 |
| 28 | 97 SHS OF BROOKFIELD RENEWABLE CORPORATION | $6,453 | 2020-10-16 |
| 29 | 2,285 SHS OF BROWN & BROWN INCORPORATED | $108,423 | 2020-10-16 |
| 30 | 10/16/20 500 SHS OF BROWN FORMAN CORPORATION | $37,975 | 2020-10-16 |
| 31 | 389 SHS OF CANNAE HLDGS INCORPORATED | $15,521 | 2020-10-16 |
| 32 | 195 SHS OF COGNEX CORPORATION | $13,432 | 2020-10-16 |
| 33 | 1,956 SHS OF COPART INCORPORATED | $229,204 | 2020-10-16 |
| 34 | 188 SHS OF COSTAR GROUP | $161,798 | 2020-10-16 |
| 35 | 185 SHS OF DOLLAR GENERAL CORPORATION | $41,016 | 2020-10-16 |
| 36 | 265 SHS OF DOMINOS PIZZA INCORPORATED | $105,854 | 2020-10-16 |
| 37 | 100 SHS OF EQUINIX INCORPORATED REIT | $81,769 | 2020-10-16 |
| 38 | 2,142 SHS OF FASTENAL COMPANY | $96,947 | 2020-10-16 |
| 39 | 561 SHS OF FIRST REP BK SAN FRANCISCO CAL | $71,124 | 2020-10-16 |
| 40 | 860 SHS OF GCI LIBERTY INCORPORATED COM | $73,487 | 2020-10-16 |
| 41 | 819 SHS OF HEICO CORPORATION NEW CLASS A | $80,008 | 2020-10-16 |
| 42 | 245 SHS OF IDEXX LABS INCORPORATED | $103,819 | 2020-10-16 |
| 43 | 5,600 SHS OF KKR & COMPANY INCORPORATED | $206,864 | 2020-10-16 |
| 44 | 1,404 SHS OF LENNAR CORPORATION CLASS A | $118,891 | 2020-10-16 |
| 45 | 285 SHS OF LIBERTY BROADBAND CORPORATION | $41,924 | 2020-10-16 |
| 46 | 716 SHS OF LIBERTY BROADBAND CORPORATION SER C | $106,405 | 2020-10-16 |
| 47 | 138 SHS OF LIBERTY MEDIA CORPORATION | $4,601 | 2020-10-16 |
| 48 | 1,287 SHS OF LIVE NATION ENTERTAINMENT INCORPORATED | $70,270 | 2020-10-16 |
| 49 | 184 SHS OF MSCI INCORPORATED | $67,272 | 2020-10-16 |
| 50 | 360 SHS OF MARTIN MARIETTA MATLS INCORPORATED | $93,229 | 2020-10-16 |
| 51 | 106 SHS OF METTLER TOLEDO INTERNATIONAL | $109,156 | 2020-10-16 |
| 52 | 1,047 SHS OF MICROCHIP TECHNOLOGY | $116,018 | 2020-10-16 |
| 53 | 256 SHS OF MOODYS CORPORATION | $73,999 | 2020-10-16 |
| 54 | 454 SHS OF MOTOROLA SOULUTIONS | $77,593 | 2020-10-16 |
| 55 | 408 SHS OF OREILLY AUTOMOTIVE | $190,540 | 2020-10-16 |
| 56 | 620 SHS OF PROGRESSIVE CORPORATION | $59,842 | 2020-10-16 |
| 57 | 2,129 SHS OF RESTAURANT BRANDS | $122,418 | 2020-10-16 |
| 58 | 327 SHS OF ROPER TECHNOLOGIES INCORPORATED | $141,882 | 2020-10-16 |
| 59 | 494 SHS OF ROSS STORES INCORPORATED | $46,989 | 2020-10-16 |
| 60 | 108 SHS OF S&P GLOBAL INCORPORATED | $37,602 | 2020-10-16 |
| 61 | 718 SHS OF SBA COMMUNICATIONS CORPORATION | $222,760 | 2020-10-16 |
| 62 | 1,347 SHS OF SLACK TECHNOLOGIES | $43,441 | 2020-10-16 |
| 63 | 251 SHS OF SQUARE INCORPORATED CLASS A | $46,774 | 2020-10-16 |
| 64 | 1,637 SHS OF SUMMIT MATLS INCORPORATED | $31,627 | 2020-10-16 |
| 65 | 1,196 SHS OF TRANSUNION | $104,327 | 2020-10-16 |
| 66 | 157 SHS OF TYLER TECHNOLOGIES INCORPORATED | $62,568 | 2020-10-16 |
| 67 | 488 SHS OF VAIL RESORT INCORPORATED | $114,202 | 2020-10-16 |
| 68 | 639 SHS OF VERISIGN INCORPORATED | $132,490 | 2020-10-16 |
| 69 | 554 SHS OF VERISK ANALYTICS INCORPORATED | $106,628 | 2020-10-16 |
| 70 | 1,264 SHS OF VULCAN MATLS COMPANY | $185,075 | 2020-10-16 |
| 71 | 267 SHS OF AON | $56,839 | 2020-10-16 |
| 72 | 1,208 SHS OF HIS MARKIT LIMITED | $98,235 | 2020-10-16 |
| 73 | 743 SHS OF WIX COM LIMITED | $205,335 | 2020-10-16 |
| 74 | 477 SHS OF ADOBE SYSTEMS INCORPORATED | $239,845 | 2020-10-16 |
| 75 | 149 SHS OF AMAZON COM INCORPORATED | $487,634 | 2020-10-16 |
| 76 | 313 SHS OF AUTODESK INCORPORATED | $81,371 | 2020-10-16 |
| 77 | 7,212 SHS OF BROOKFIELD ASSET MGMT | $243,333 | 2020-10-16 |
| 78 | 323 SHS OF CHARTER COMMUNICATIONS INCORPORATED NEW CLASS | $204,756 | 2020-10-16 |
| 79 | 111 SHS OF COSTCO WHOLESALE CORPORATION NEW | $42,351 | 2020-10-16 |
| 80 | 549 SHS OF DANAHER CORPORATION | $124,870 | 2020-10-16 |
| 81 | 104 SHS OF ECOLAB INCORPORATED | $21,271 | 2020-10-16 |
| 82 | 105 SHS OF IDEXX LABS INCORPORATED | $44,494 | 2020-10-16 |
| 83 | 658 SHS OF INTUIT | $224,477 | 2020-10-16 |
| 84 | 753 SHS OF KKR & COMPANY INCORPORATED | $27,816 | 2020-10-16 |
| 85 | 712 SHS OF MASTERCARD INCORPORATED CLASS A | $241,653 | 2020-10-16 |
| 86 | 1,693 SHS OF MICROSOFT CORPORATION | $371,884 | 2020-10-16 |
| 87 | 202 SHS OF MOODYS CORPORATION | $58,390 | 2020-10-16 |
| 88 | 141 SHS OF NETFLIX INCOPORATED | $74,841 | 2020-10-16 |
| 89 | 167 SHS OF NVIDIA CORPORATION | $92,261 | 2020-10-16 |
| 90 | 103 SHS OF OREILLY AUTOMOTIVE | $48,102 | 2020-10-16 |
| 91 | 1,273 SHS OF PAYPAL HLDGS INCORPORATED | $260,265 | 2020-10-16 |
| 92 | 401 SHS OF PROGRESSIVE CORPORATION | $38,705 | 2020-10-16 |
| 93 | 167 SHS OF ROPER TECHNOLOGIES INCORPORATED | $72,460 | 2020-10-16 |
| 94 | 214 SHS OF S&P GLOBAL INCORPORATED | $74,508 | 2020-10-16 |
| 95 | 748 SHS OF SALESFORCE COM INCORPORATED | $193,395 | 2020-10-16 |
| 96 | 1,697 SHS OF SCHWAB CHARLES CORPORATION | $66,675 | 2020-10-16 |
| 97 | 900 SHS OF STARBUCKS CORPORATION | $79,668 | 2020-10-16 |
| 98 | 483 SHS OF AON PLC | $102,821 | 2020-10-16 |
| 99 | 2,556 SHS OF ABBOTT LABS | $280,317 | 2020-10-16 |
| 100 | 763 SHS OF ADOBE SYSTEMS INCORPORATED | $383,652 | 2020-10-16 |
| 101 | 302 SHS OF ALIGN TECHNOLOGY INCORPORATED | $101,629 | 2020-10-16 |
| 102 | 848 SHS OF AUTODESK INCORPORATED | $220,455 | 2020-10-16 |
| 103 | 753 SHS OF DOLLAR GENERAL CORPORATION | $166,948 | 2020-10-16 |
| 104 | 134 SHS OF INTUITIVE SURGICAL | $100,859 | 2020-10-16 |
| 105 | 240 SHS OF MSCI INCORPORATED | $87,746 | 2020-10-16 |
| 106 | 720 SHS OF MASTERCARD INCORPORATED CLASS A | $244,368 | 2020-10-16 |
| 107 | 1,904 SHS OF MICROSOFT CORPORATION | $418,233 | 2020-10-16 |
| 108 | 856 SHS OF NIKE INCORPORATED CLASS B | $109,568 | 2020-10-16 |
| 109 | 975 SHS OF PAYPAL HLDGS INCORPORATED | $199,339 | 2020-10-16 |
| 110 | 260 SHS OF REGENERON PHARMACEUTICALS | $155,932 | 2020-10-16 |
| 111 | 941 SHS OF SALESFOCE COM INCORPORATED | $243,296 | 2020-10-16 |
| 112 | 439 SHS OF SERVICENOW INCORPORATED | $230,418 | 2020-10-16 |
| 113 | 1,645 SHS OF STARBUKS CORPORATION | $145,615 | 2020-10-16 |
| 114 | 441 SHS OF UNITEDHEALTH GROUP INCORPORATED | $145,486 | 2020-10-16 |
| 115 | 1,429 SHS OF ZOETIS INCORPORATED CLASS A | $233,713 | 2020-10-16 |
| 116 | 142,182.307 SHS OF FEDERATED HERMES KAUFMANN SM CAP FUND | $7,710,438 | 2020-10-19 |
| 117 | 10,752 SHS OF ARK INNOVATION ETF | $1,166,377 | 2020-11-25 |
| 118 | 56,980.057 SHS OF FEDERATED HERMES KAUFMANN SM CAP FUND I | $3,379,487 | 2020-11-30 |
| 119 | 3,520 SHS OF WALMART INCORPORATED | $534,442 | 2020-11-25 |
| 120 | 15,260 SHS OF SHARES TR CORE S&P MCP ETF | $3,354,911 | 2020-11-25 |
| 121 | 3,315 SHS OF SALESFORCE COM INCORPORATED | $818,208 | 2020-11-25 |
| 122 | 9,400 SHS OF SPDR HEALTH CARE SELECT SECTOR FUND | $1,019,336 | 2020-11-25 |
| 123 | 23,594.426 SHS OF FIDELITY GROWTH ADVISOR GROWTH OPPORTUN | $3,327,994 | 2020-11-30 |
| 126 | PALLADIAN IX | $1,229,052 | 2020-12-31 |
| 127 | PALLADIAN VII | $386,211 | 2020-12-31 |
| 128 | GT PARTNERS | $907,719 | 2020-12-31 |
| 129 | GT SPECIAL OPPORTUNITIES III | $526,196 | 2020-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,700 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMPOUND CAPITAL INVESTMENT FUND, LP | FMV | $2,637,206 | $2,637,206 |
| GULLANE CAPITAL PARTNERS, LLC | FMV | $1,630,494 | $1,630,494 |
| CCSD II, LP | FMV | $321,067 | $321,067 |
| CHARLES SCHWAB #9631 | FMV | $571,875 | $571,875 |
| RAYMOND JAMES #6523 | FMV | $20,664,825 | $20,664,825 |
| GT INTERNATIONAL EQUITY QP FUND, LP | FMV | $4,627,321 | $4,627,321 |
| GT OFFSHORE FUND, LTD | FMV | $4,802,832 | $4,802,832 |
| GT EMERGING MARKETS, LP | FMV | $77,965 | $77,965 |
| GT GLOBAL HEDGE, LP | FMV | $4,305,076 | $4,305,076 |
| RESOLUTE CAPITAL PARTNERS FUND IV, LP | FMV | $3,239,786 | $3,239,786 |
| CHARLES SCHWAB #0589 | FMV | $728,818 | $728,818 |
| CHARLES SCHWAB #6019 | FMV | $1,386,739 | $1,386,739 |
| MKMF LIQUIDATING TRUST | AT COST | $4,030 | $4,030 |
| CAPITAL ALIGNMENT PARTNERS III | FMV | $1,336,844 | $1,336,844 |
| GT ILS FUND | FMV | $39,166 | $39,166 |
| RAYMOND JAMES #0782 | FMV | $13,441,794 | $13,441,794 |
| RAYMOND JAMES #N414 | FMV | $27,983,610 | $27,983,610 |
| RAYMOND JAMES #A181 | FMV | $2,370,740 | $2,370,740 |
| RAYMOND JAMES #C872 | FMV | $3,608,406 | $3,608,406 |
| RAYMOND JAMES #M896 | FMV | $6,707,222 | $6,707,222 |
| RAYMOND JAMES #L985 | FMV | $3,615,053 | $3,615,053 |
| GT PALLADIAN IX | FMV | $1,229,052 | $1,229,052 |
| GT PALLADIAN VII | FMV | $386,211 | $386,211 |
| GT SPECIAL OPPORTUNITIES | FMV | $526,196 | $526,196 |
| KEMMONS WILSON HOSPITALITY FUND | FMV | $879,740 | $879,740 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES - CAPITAL ALIGNMENT PARTNERS III | $262 |
| BOOK/TAX DIFFERENCES - GT EMERGING MARKETS | $51 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GULLANE CAPITAL PTNRS - INVESTMENT INTEREST | $8,243 | $8,243 | $0 |
| GULLANE CAPITAL PTNRS - OTHER DEDUCTIONS | $16,649 | $16,649 | $0 |
| BANK SERVICE CHARGES | $255 | $255 | $0 |
| P.O. BOX RENTAL | $254 | $0 | $0 |
| CAPITAL ALIGNMENT PARTNERS III - OTHER DEDUCTIONS | $56,356 | $56,356 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - INVESTMENT INTEREST EXPENSE | $114,619 | $114,619 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - INVESTMENT INTEREST | $252 | $252 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - OTHER DEDUCTIONS | $63,693 | $63,693 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - OTHER DEDUCTIONS | $140,704 | $140,704 | $0 |
| CAPITAL ALIGNMENT PARTNERS III - INVESTMENT INTEREST EXPENSE | $1,230 | $1,230 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - OTHER DEDUCTIONS | $43,492 | $43,492 | $0 |
| GT ILS FUND - OTHER DEDUCTIONS | $74 | $74 | $0 |
| GT EMERGING MARKETS QP - INVESTMENT INTEREST EXPENSE | $1,807 | $1,807 | $0 |
| GT EMERGING MARKETS QP - OTHER DEDUCTIONS | $23,372 | $23,372 | $0 |
| CAPITAL ALIGNMENT PARTNERS III - CHARITABLE CONTRIBUTIONS | -$3 | $0 | -$3 |
| MKMF LIQUIDATING TRUST - OTHER DEDUCTIONS | $588 | $588 | $0 |
| MISCELLANEOUS | $1,321 | $1,321 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - CHARITABLE CONTRIBUTIONS | $541 | $0 | $541 |
| KEMMONS WILSON HOSPITALITY PARTNERS - OTHER DEDUCTIONS | $493 | $493 | $0 |
| RESOLUTE CAPITAL PARTNERS - OTHER INCOME | $95,092 | $95,092 | $0 |
| KEMMONS WILSON HOSPITALITY PARTNERS LP - OTHER INCOME | $259,092 | $259,092 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - OTHER INCOME | $8,709 | $8,709 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL ALIGNMENT PARTNERS III, LP - OTHER INCOME | $72,190 | $72,190 | $72,190 |
| GT OFFSHORE FUND, LTD - OTHER INCOME | $258,304 | $258,304 | $258,304 |
| GT EMERGING MARKETS QP - OTHER INCOME | $1,328 | $1,328 | $1,328 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT GAINS | $3,626,618 |
| BOOK/TAX DIFFERENCES - RESOLUTE CAPITAL PARTNERS FUND IV | $7,826 |
| BOOK/TAX DIFFERENCES - GT INTERNATIONAL EQUITY QP FUND, LP | $11,876 |
| BOOK/TAX DIFFERENCES - KEMMONS WILSON HOSPITALITY PARTNERS | $23,639 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $160,664 | Amt |
| Net Investment Income | $160,664 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS RESPECTFULLY REQUESTING ABATEMENT OF ALL PENALTIES FOR THE 2020 FORM 990-PF AND 990-T DUE TO THE FOLLOWING. THE FOUNDATION ENGAGED A DULY QUALIFIED CPA FIRM TO HANDLE THE FORM 990-PF AND FORM 990-T FILINGS. THIS CPA FIRM HAS COMPLETED ALL THE FOUNDATION'S TAX FILINGS FROM THE INITIAL 2012 TAX YEAR TO THE PRESENT. THE CPA FIRM PROPERLY FILED AN AUTOMATIC SIX-MONTH EXTENSION OF TIME TO FILE THE 2020 TAX RETURNS, WHICH EXTENDED THE DUE DATE TO NOVEMBER 15, 2021. THE FOUNDATION ROUTINELY APPLIES FOR AN EXTENSION DUE TO SEVERAL INVESTMENT SCHEDULE K-1S THAT ARE NOT RECEIVED UNTIL THE FALL, AFTER THE ORIGINAL DUE DATE. THE PARTNER RESPONSIBLE FOR ENSURING THE FORM 990-PF AND FORM 990-T WERE TIMELY FILED WAS OUT ON MEDICAL LEAVE FOR SEVERAL MONTHS DURING 2021, AND THE E-FILING WAS MISSED INTERNALLY BY THE PARTNER'S TEAM. THE RETURNS HAD BEEN PREPARED AND REVIEWED, BUT THE SERVICE TEAM FAILED TO PROPERLY EXPORT AND FILE E-FILE THE RETURNS WITH THE SERVICE. THIS WAS AN HONEST MISTAKE ON BEHALF OF THE CPA FIRM DUE TO THE PARTNER BEING OUT FOR SEVERAL MONTHS. TO ENSURE THIS NEVER HAPPENS AGAIN, THE CPA FIRM HAS NOW ADDED AN ADDITIONAL STEP IN WORKFLOW REVIEW. ITS RETURN TRACKING DUE DATE REPORT IS NOW DISTRIBUTED TO ALL TAX PARTNERS IN THE FIRM SO THAT MORE PEOPLE ARE AWARE OF SCHEDULED DEADLINES. FURTHER, AN ADDITIONAL REVIEW OF E-FILE ACCEPTANCE AND CONFIRMATION WAS ADDED TO THE PROFESSIONAL SUPPORT TEAM'S REQUIREMENTS ON ALL RETURN FILINGS. THE FOUNDATION RELIES ON THE CPA FIRM TO ENSURE ALL ITS FILINGS ARE COMPLETED PROPERLY AND TIMELY. THE FOUNDATION PROVIDED ALL INFORMATION TIMELY TO THE CPA FIRM TO COMPLETE THE 2020 FILING.DURING THE CPA FIRM'S INTERNAL REVIEW OF ALL 2020 FILINGS BEFORE TAX YEAR 2020 E-FILING WENT DOWN, IT WAS DISCOVERED THAT THE FORM 990-PF AND FORM 990-T FOR THE FOUNDATION HAD BEEN PREPARED AND REVIEWED BUT NOT ELECTRONICALLY FILED. THE CPA FIRM IMMEDIATELY E-FILED THE RETURNS. THE FOUNDATION OPERATED IN GOOD FAITH AND DID NOT DISPLAY INTENTIONAL DISREGARD OF THE FILING DEADLINES. FURTHER, THE FOUNDATION HAS A GOOD HISTORY OF TIMELY FILING THEIR FORM 990-PF AND FORM 990-T. FOR THESE REASONS, WE RESPECTFULLY REQUEST AN ABATEMENT OF ANY PENALTIES THAT MAY ARISE. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $17,324 | $17,324 | $0 |
| FEDERAL TAXES PAID | $35,971 | $0 | $0 |
| TN ANNUAL REPORT | $21 | $0 | $0 |
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