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CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-01
IRS object ID
202112459349100411
Schema version
2020v4.1
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)
Return2021-09-01T11:00:37-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2020-01-01TaxPeriodBeginDt

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 Room 400AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH Bowen Howard IIIPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-09-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstH BowenPersonFirstNm
Person LastHoward IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrent D BerkmanPreparerPersonNm
PTINP00060386PTIN
Phone5612367285PhoneNum
Preparation2021-08-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,332,065FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,207,301ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$390,775DividendsRevAndExpnssAmt
Dividends Net Invst Incm$389,522DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,578,686NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,388,952GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,578,686CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,176,762TotalRevAndExpnssAmt
Total Net Invst Incm$1,968,208TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$120,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$120,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,675AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$246,465OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$218,433OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,032OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$11InterestRevAndExpnssAmt
Interest Net Invst Incm$11InterestNetInvstIncmAmt
Taxes Rev And Expnss$39,218TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,475TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$9,562TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,050OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,050OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$420,094TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$228,594TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$167,319TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,133,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,133,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,553,595TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$228,594TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,300,820TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,623,167ExcessRevenueOverExpensesAmt
Net Investment Income$1,739,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,072,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,136,996SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,136,996SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,700PrepaidExpensesBOYAmt
Corporate Stock BOY$15,170,666CorporateStockBOYAmt
Corporate Stock EOY$21,180,878CorporateStockEOYAmt
Corporate Stock EOYFMV$33,400,807CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,479,074CorporateBondsBOYAmt
Corporate Bonds EOY$3,047,270CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,794,262CorporateBondsEOYFMVAmt
Total Assets BOY$17,723,877TotalAssetsBOYAmt
Total Assets EOY$26,365,144TotalAssetsEOYAmt
Total Assets EOYFMV$38,332,065TotalAssetsEOYFMVAmt
Accounts Payable EOY$18,100AccountsPayableEOYAmt
Total Liabilities EOY$18,100TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$17,723,877RetainedEarningBOYAmt
Retained Earning EOY$26,347,044RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,723,877TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,347,044TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,723,877TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,365,144TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,723,877TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,623,167ExcessRevenueOverExpensesAmt
Subtotal$26,347,044SubtotalAmt
Tot Net Ast Or Fund Balances EOY$26,347,044TotNetAstOrFundBalancesEOYAmt

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$12,358,419GrossSalesPriceAmt
Cost Or Other Basis$10,810,266CostOrOtherBasisAmt
Gain Or Loss$1,548,153GainOrLossAmt
Gains Minus Excess Or Losses$1,548,153GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,578,686CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,181InvestmentIncomeExciseTaxAmt
Subtotal$24,181SubtotalAmt
Tax Based On Investment Income$24,181TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,311EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$30,311TotalPaymentsAndCreditsAmt
Original Return Tax Paid$30,311OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$6,130OverpaymentAmt
Applied To ES Tax$6,130AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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$120,000
Hal Bowen Howard III
1605 W 31st StreetMinneapolisMN55408Trustee010.00$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Douglass Winthrop Advisers LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1521 Fifth Avenue 19th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101751999ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment advisory and managementServiceTypeTxt
Compensation$172,916CompensationAmt

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$25,228,271AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,570,967AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$21,401FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,820,639TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$26,820,639AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$402,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,418,329NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,320,916MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,320,916MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,181TaxBasedOnInvestmentIncomeAmt
Total Tax$24,181TotalTaxAmt
Distributable Before Adj$1,296,735DistributableBeforeAdjAmt
Distributable Before Ded$1,296,735DistributableBeforeDedAmt
Distributable As Adjusted$1,296,735DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,300,820ExpensesAndContributionsAmt
Qualifying Distributions$1,300,820QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,300,820AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,296,735DistributableAsAdjustedAmt
Undistributed Income PY$843,564UndistributedIncomePYAmt
Qualifying Distributions$1,300,820QualifyingDistributionsAmt
Applied To Year1$843,564AppliedToYear1Amt
Applied To Current Year$457,256AppliedToCurrentYearAmt
Undistributed Income CY$839,479UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alzheimers 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$65,000
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 Cemetary
624 S Dudley StreetMemphisTN38104NonePCCharitable exempt purpose$17,000
Frayser Community Schools
1530 Dellwood AvenueMemphisTN38127NonePCCharitable exempt purpose$80,000
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$85,680
Let's Innovate Through Education
2400 Poplar Avenue Suite 318MemphisTN38112NonePCCharitable exempt purpose$60,000
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
Restoration Outreach Ministries
P O Box 281441MemphisTN38168NonePCCharitable exempt purpose$8,000
Service Over Self
2505 Poplpar 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
Wolf River Conservancy Inc
P O Box 11031MemphisTN38111NonePCCharitable exempt purpose$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,133,501TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$390,775ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,578,686ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,969,461ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,969,461TotalIncomeProducingActyAmt

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 ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
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$7,595,701Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPublicly-traded marketable securitiesNoncashPropertyDesc
Fair Market Value$9,141,837FairMarketValueAmt
Received2020-09-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBerkman, Jorgensen, Masters Stafman LLCCategoryTxt
Amt$9,350Amt
Net Investment Income$4,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,675DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Marketable securities$3,032,184$2,779,176
Purchased interest receivable$15,086$15,086

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMarketable securitiesStockNm
EOY Book Value$21,180,878EOYBookValueAmt
EOYFMV$33,400,807EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescComputer softwareDesc
Revenue And Expenses Per Books$5,050RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$5,050DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investmemt advisory management$218,433$218,433
Private Philanthropy Servces$28,032$28,032

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$5,475$5,475
Federal excise tax$24,181
Payroll taxes$9,562$9,562

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