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CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202243199349105764
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T07:00:45-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043602740PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berkman Jorgensen Masters & Stafman LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12637 E Atlantic Blvd Suite 139AddressLine1Txt
CityPompano BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33062ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650756107EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Crawford-Howard Private FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRAWBusinessNameControlTxt
Phone5618351313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 Royal Palm Way STE 400AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH Bowen Howard IIIPersonNm
Person TitleTrusteePersonTitleTxt
Phone5618351313PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstH BowenPersonFirstNm
Person LastHowardPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrent D BerkmanPreparerPersonNm
PTINP00060386PTIN
Phone5612367285PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,098,823FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$620,825ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$497,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$488,551DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,496,428NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,127,315GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,496,428CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,614,663TotalRevAndExpnssAmt
Total Net Invst Incm$2,984,979TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$125,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$125,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,613AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,612AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$353,456OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$337,481OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,975OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$54,924TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,657TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$9,562TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$542,605TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$350,751TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$155,149TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,472,021ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,472,021ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,014,626TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$350,751TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,627,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,600,037ExcessRevenueOverExpensesAmt
Net Investment Income$2,634,228NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,136,996SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,732,868SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,732,868SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,180,878CorporateStockBOYAmt
Corporate Stock EOY$23,389,054CorporateStockEOYAmt
Corporate Stock EOYFMV$40,797,589CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,047,270CorporateBondsBOYAmt
Corporate Bonds EOY$2,845,104CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,568,366CorporateBondsEOYFMVAmt
Total Assets BOY$26,365,144TotalAssetsBOYAmt
Total Assets EOY$27,967,026TotalAssetsEOYAmt
Total Assets EOYFMV$45,098,823TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,100AccountsPayableBOYAmt
Accounts Payable EOY$19,945AccountsPayableEOYAmt
Total Liabilities BOY$18,100TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,945TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$26,347,044RetainedEarningBOYAmt
Retained Earning EOY$27,947,081RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,347,044TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,947,081TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,365,144TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,967,026TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,347,044TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,600,037ExcessRevenueOverExpensesAmt
Subtotal$27,947,081SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,947,081TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded marketable securitiesPropertyDesc
Gross Sales Price$8,975,065GrossSalesPriceAmt
Cost Or Other Basis$6,630,887CostOrOtherBasisAmt
Gain Or Loss$2,344,178GainOrLossAmt
Gains Minus Excess Or Losses$2,344,178GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,496,428CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36,616InvestmentIncomeExciseTaxAmt
Subtotal$36,616SubtotalAmt
Tax Based On Investment Income$36,616TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,130EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$12,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$30,630TotalPaymentsAndCreditsAmt
Original Return Tax Paid$30,630OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$89EsPenaltyAmt
Tax Due$6,075TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNot applicableWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Simses & Associates P ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5618311313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1251 Royal Palm Way Suite 400AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Sara Howard
279 Foote RoadDorsetVT05251Trustee040.00$125,000
Hal Bowen Howard III
1605 W 31st StreetMinneapolisMN55408Trustee010.00$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Douglass Winthrop Advisers LLC
521 Fifth Avenue 19th FloorNew YorkNY101751999Investment advisory and management$236,146
Barnes Petty Investment Advisers LLC
6060 Poplar Avenue Suite 415MemphisTN38119Investment advisory and management$60,621

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Not applicableDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Not applicableDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$37,470,155AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$684,765AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,154,920TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$38,154,920AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$572,324CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,582,596NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,879,130MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,879,130MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,616TaxBasedOnInvestmentIncomeAmt
Total Tax$36,616TotalTaxAmt
Distributable Before Adj$1,842,514DistributableBeforeAdjAmt
Distributable Before Ded$1,842,514DistributableBeforeDedAmt
Distributable As Adjusted$1,842,514DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,627,170ExpensesAndContributionsAmt
Qualifying Distributions$1,627,170QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,842,514DistributableAsAdjustedAmt
Undistributed Income PY$839,479UndistributedIncomePYAmt
Qualifying Distributions$1,627,170QualifyingDistributionsAmt
Applied To Year1$839,479AppliedToYear1Amt
Applied To Current Year$787,691AppliedToCurrentYearAmt
Undistributed Income CY$1,054,823UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alzheimer's Day Service of Memphis Tennessee
3165 Hickory Hill RoadMemphisTN38115NonePCCharitable exempt purpose$14,000
Boys & Girls Clubs of Greater Memphis
44 S Rembert StreetMemphisTN38104NonePCCharitable exempt purpose$85,000
Capstone Education Group Inc
P O Box 22569MemphisTN38122NonePCCharitable exempt purpose$100,000
Carpenter Art GardenPurple House
P O Box 11529MemphisTN38111NonePCCharitable exempt purpose$70,000
Children and Family Enrichment at Idlewild
28 S Evergreen StreetMemphisTN38104NonePCCharitable exempt purpose$90,000
Cotton Museum at Memphis Cotton Exchange
65 Union AvenueMemphisTN38103NonePCCharitable exempt purpose$18,000
Elmwood Cemetery
624 S Dudley StreetMemphisTN38104NonePCCharitable exempt purpose$17,000
Frayser Community Schools
1530 Dellwood AvenueMemphisTN38127NonePCCharitable exempt purpose$85,000
Freedom Preparatory Academy
778 Parkrose RoadMemphisTN38109NonePCCharitable exempt purpose$57,600
Friends for Our Riverfront Inc
3838 Poplar AvenueMemphisTN38111NonePCCharitable exempt purpose$13,000
Girls Inc
910 Vance AvenueMemphisTN38126NonePCCharitable exempt purpose$100,000
Hutchison School
1740 Ridgeway RoadMemphisTN38119NonePCCharitable exempt purpose$55,000
Knowledge Quest
590 Jennette PlaceMemphisTN38126NonePCCharitable exempt purpose$100,000
Let's Innovate Through Education
2400 Poplar Avenue Suite 318MemphisTN38112NonePCCharitable exempt purpose$60,000
Maple Street School
322 Maple StreetManchester CenterVT05255NonePCCharitable exempt purpose$50,000
Memphis Garden Club
4242 Tuckahoe RoadMemphisTN38117NonePCCharitable exempt purpose$13,000
Memphis Teacher Residency Inc
1350 Concourse Avenue Suite 366MemphisTN38104NonePCCharitable exempt purpose$85,000
Porter Leath
3400 Prescott RoadMemphisTN38118NonePCCharitable exempt purpose$60,000
Presbyterian Day School
4025 Poplar AvenueMemphisTN38111NonePCCharitable exempt purpose$55,000
Red Fox Community School
184 Pig Pen RoadManchester CenterVT05255NonePCCharitable exempt purpose$56,600
Restoration Outreach Ministries
P O Box 281441MemphisTN38168NonePCCharitable exempt purpose$8,000
Service Over Self
2505 Poplar AvenueMemphisTN38112NonePCCharitable exempt purpose$55,000
Shining Bright Outreach Ministries
7341 Ginger Snap CoveMemphisTN38125NonePCCharitable exempt purpose$8,000
Tech901
P O Box 77169MemphisTN38177NonePCCharitable exempt purpose$26,821
The Minneapolis Foundation
80 South Eighth StreetMinneapolisMN55402NonePCCharitable exempt purpose$150,000
Wolf River Conservancy Inc
P O Box 11031MemphisTN38111NonePCCharitable exempt purpose$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,472,021TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$497,410ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,496,428ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,993,838ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,993,838TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Hal B Howard Charitable Lead Annuit
1251 Royal Palm Way Suite 400Palm BeachFL33480$611,600Yes (X)
Hal B Howard Revocable Trust
2251 Royal Palm Way Suite 400Palm BeachFL33480$9,225Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBerkman, Jorgensen, Masters Stafman LLCCategoryTxt
Amt$9,225Amt
Net Investment Income$4,613NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,612DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Marketable securities$2,844,376$2,567,638
Purchased interest receivable$728$728

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMarketable securitiesStockNm
EOY Book Value$23,389,054EOYBookValueAmt
EOYFMV$40,797,589EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investmemt advisory management$337,481$337,481
Private Philanthropy Servces$15,975$15,975

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHal B Howard 2012 CLATPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 Royal Palm Way Suite 251AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign taxes withheld at source from dividends$8,657$8,657
Federal excise tax$36,705
Payroll taxes$9,562$9,562

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