CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-09
- IRS object ID
- 202540999349100314
- Schema version
- 2023v6.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-09T11:38:17-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043602740 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkman Jorgensen Masters & Stafman LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2637 East Atlantic Blvd Suite 137 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650756107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crawford-Howard Private Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAW | BusinessNameControlTxt |
| Phone | 5618351313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way STE 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Bowen Howard III | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5618351313 | PhoneNum |
| Signature | 2025-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent D Berkman | PreparerPersonNm |
| PTIN | P00060386 | PTIN |
| Phone | 5612367285 | PhoneNum |
| Preparation | 2025-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,041,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $611,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $610,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $573,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $966,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,436,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $966,017 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,341 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,341 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,203,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,554,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $359,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $323,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,028 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $112 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $19 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,627 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,562 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $516,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $340,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,640,097 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,640,097 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,156,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $340,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,815,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,214,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,427,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,749,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,749,897 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,492 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,861 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,492 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,492 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $685 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,583 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,583 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,863,387 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,748,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,576,219 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,902,054 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,714,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,678,532 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,198,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,250,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,041,723 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,583 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,870 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,583 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,870 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,191,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,238,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,191,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,238,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,198,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,250,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,191,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,422 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,238,428 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,238,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-Traded Marketable Securities | PropertyDesc |
| Gross Sales Price | $8,436,319 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,470,302 | CostOrOtherBasisAmt |
| Gain Or Loss | $966,017 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $966,017 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $966,017 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,876 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,876 | SubtotalAmt |
| Tax Based On Investment Income | $16,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,583 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,783 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $40,783 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $23,874 | OverpaymentAmt |
| Applied To ES Tax | $23,874 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | Not applicable | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simses & Associates P A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5618311313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sara Howard | ||||||
| 279 Foote Road | Dorset | VT | 05251 | Trustee | 040.00 | $125,000 |
| Hal Bowen Howard III | ||||||
| 1605 W 31st Street | Minneapolis | MN | 55408 | Trustee | 010.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Douglass Winthrop Advisers LLC | |||||
| 521 Fifth Avenue 19th Floor | New York | NY | 101751999 | Investment advisory and management | $229,346 |
| Barnes Petty Investment Advisers LLC | |||||
| 6060 Poplar Avenue Suite 415 | Memphis | TN | 38119 | Investment advisory and management | $54,049 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not applicable | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not applicable | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,133,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,357,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,491,457 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $38,491,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $577,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,914,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,895,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,895,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,876 | TotalTaxAmt |
| Distributable Before Adj | $1,878,828 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,878,828 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,878,828 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,815,937 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,815,937 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,878,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,298,655 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,815,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,298,655 | AppliedToYear1Amt |
| Applied To Current Year | $517,282 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,361,546 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Day Service of Memphis Tennessee | |||||||
| 3165 Hickory Hill Road | Memphis | TN | 38115 | None | PC | Charitable exempt purpose | $14,000 |
| Boys & Girls Clubs of Greater Memphis | |||||||
| 44 S Rembert Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $100,000 |
| Capstone Education Group Inc | |||||||
| P O Box 22569 | Memphis | TN | 38122 | None | PC | Charitable exempt purpose | $100,000 |
| Carpenter Art GardenPurple House | |||||||
| P O Box 11529 | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $90,000 |
| Community Sharing Project | |||||||
| C/O Dorset Church 143 Church Street | Dorset | VT | 05251 | None | PC | Charitable exempt purpose | $10,000 |
| Cotton Museum at Memphis Cotton Exchange | |||||||
| 65 Union Avenue | Memphis | TN | 38103 | None | PC | Charitable exempt purpose | $18,000 |
| Elmwood Cemetery | |||||||
| 624 S Dudley Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $17,000 |
| Frayser Community Schools | |||||||
| 1530 Dellwood Avenue | Memphis | TN | 38127 | None | PC | Charitable exempt purpose | $85,000 |
| Freedom Preparatory Academy | |||||||
| 778 Parkrose Road | Memphis | TN | 38109 | None | PC | Charitable exempt purpose | $83,200 |
| Friends for Our Riverfront Inc | |||||||
| 3838 Poplar Avenue | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $13,000 |
| Girls Inc | |||||||
| 910 Vance Avenue | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $100,000 |
| Hutchison School | |||||||
| 1740 Ridgeway Road | Memphis | TN | 38119 | None | PC | Charitable exempt purpose | $55,000 |
| Knowledge Quest | |||||||
| 590 Jennette Place | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $100,000 |
| Maple Street School | |||||||
| 322 Maple Street | Manchester Center | VT | 05255 | None | PC | Charitable exempt purpose | $100,000 |
| Memphis Fourth Estate | |||||||
| 505 Tennessee Street Suite 101 | Memphis | TN | 38103 | None | PC | Charitable exempt purpose | $20,000 |
| Memphis Garden Club | |||||||
| 4242 Tuckahoe Road | Memphis | TN | 38117 | None | PC | Charitable exempt purpose | $13,000 |
| Memphis Rise Academy Charter School | |||||||
| 5221 Raleigh Lagrange Road | Memphis | TN | 38134 | None | PC | Charitable exempt purpose | $50,000 |
| Memphis Teacher Residency Inc | |||||||
| 1350 Concourse Avenue Suite 366 | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $100,000 |
| Mettawee Community School | |||||||
| 5788 VT RTE 153 | West Pawlett | VT | 05775 | None | PC | Charitable exempt purpose | $10,000 |
| Porter Leath | |||||||
| 3400 Prescott Road | Memphis | TN | 38118 | None | PC | Charitable exempt purpose | $60,000 |
| Presbyterian Day School | |||||||
| 4025 Poplar Avenue | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $55,000 |
| Red Fox Community School | |||||||
| 184 Pig Pen Road | Manchester Center | VT | 05255 | None | PC | Charitable exempt purpose | $65,400 |
| Restoration Outreach Ministries | |||||||
| P O Box 281441 | Memphis | TN | 38168 | None | PC | Charitable exempt purpose | $8,000 |
| Service Over Self | |||||||
| 2505 Poplar Avenue | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $70,000 |
| Shining Bright Outreach Ministries | |||||||
| 7341 Ginger Snap Cove | Memphis | TN | 38125 | None | PC | Charitable exempt purpose | $8,000 |
| Taconic & Green Regional School District | |||||||
| 234 North Main Street | Danby | VT | 05739 | None | PC | Charitable exempt purpose | $10,000 |
| Tech901 | |||||||
| P O Box 77169 | Memphis | TN | 38177 | None | PC | Charitable exempt purpose | $75,497 |
| The Minneapolis Foundation | |||||||
| 80 South Eighth Street | Minneapolis | MN | 55402 | None | PC | Charitable exempt purpose | $150,000 |
| Wolf River Conservancy Inc | |||||||
| P O Box 11031 | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,640,097 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $610,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $966,017 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Marketable Securities Litigation Settlements | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,592,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,592,189 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hal B Howard Charitable Lead Annuit | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $611,600 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Berkman, Jorgensen, Masters Stafman LLC | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Marketable securities | BondNm |
| EOY Book Value | $2,714,744 | EOYBookValueAmt |
| EOYFMV | $2,678,532 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Marketable securities | StockNm |
| EOY Book Value | $23,748,582 | EOYBookValueAmt |
| EOYFMV | $41,576,219 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Marketable Securities Litigation Settlements | Desc |
| Revenue And Expenses Per Books | $15,341 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,341 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investmemt advisory management | $323,364 | $323,634 | |
| Private Philanthropy Servces | $36,028 | $36,028 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Hal B Howard 2012 CLAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 251 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes withheld at source from dividends | $11,627 | $11,627 | |
| Federal excise tax | $77 | ||
| Payroll taxes | $9,562 | $9,562 |
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