CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202001429349100215
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T02:00:21-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 E Atlantic Blvd Suite 139 | 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 | 2019-01-01 | 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 Room 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Hal Bowen Howard III | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent D Berkman | PreparerPersonNm |
| Phone | 5612367285 | PhoneNum |
| Preparation | 2020-05-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.149.249.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-21 | IPDt |
| IP Tm | 17:56:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E8860E4E5571B64355469EABB4A746F18283BBB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FA7F038BA81035930491A44E689DF1CA0157F2CD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,825,093 | 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 | $625,213 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $348,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $419,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,613,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $419,344 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,392,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $767,710 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,613 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,807 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,806 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,246 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,651 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,391 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $836 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $246,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,151,717 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,151,717 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,398,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,232,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $608,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,863,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,072,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,072,437 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,781 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,700 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,700 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,563,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,170,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,244,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,294,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,479,074 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,506,199 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,729,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,723,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,825,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,729,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,723,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,729,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,723,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,729,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,723,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,729,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,211 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,723,877 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,723,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Puiblicly-traded securities-Raymond James | P | $350,295 | $375,015 | -$24,720 | -$24,720 |
| Publicly-traded securities-Pershing | P | $2,263,693 | $1,819,629 | $444,064 | $444,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $419,344 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $948,387 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,321,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.046669 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $339,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,529,529 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.017392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $380,797 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,428,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.045177 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,892,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.011559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,841 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,753,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.055786 | DistributionYr5Rt |
| Total Distribution | 000000.176583 | TotalDistributionRt |
| Average Distribution | 000000.035317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,092,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $780,250 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,081 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $786,331 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,232,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,081 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,081 | SubtotalAmt |
| Tax Based On Investment Income | $6,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,781 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,781 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $7,781 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,700 | OverpaymentAmt |
| Applied To ES Tax | $1,700 | 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 | false | 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 | $31,250 |
| Hal Bowen Howard III | ||||||
| 1605 W 31st Street | Minneapolis | MN | 55408 | Trustee | 010.00 | $0 |
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 | $21,499,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $921,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,414 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,429,206 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,429,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $336,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,092,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,104,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,104,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,081 | TotalTaxAmt |
| Distributable Before Adj | $1,098,557 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,098,557 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,098,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,232,410 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,232,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,081 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,226,329 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,098,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $977,417 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,232,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $977,417 | AppliedToYear1Amt |
| Applied To Current Year | $254,993 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $843,564 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Let's Innovate Through Education | |||||||
| 88 Union Avenue | Memphis | TN | 38103 | None | PC | Charitable exempt purpose | $50,000 |
| Wolf River Conservancy Inc | |||||||
| P O Box 11031 | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $40,000 |
| Tech901 | |||||||
| 1350 Concourse Avenue | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $27,717 |
| Community Foundation of Greater Memphis | |||||||
| 1900 Union Avenue | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $170,000 |
| Girls Inc | |||||||
| 910 Vance Avenue | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $90,000 |
| Porter Leath | |||||||
| 3400 Prescott Road | Memphis | TN | 38118 | None | PC | Charitable exempt purpose | $55,000 |
| Memphis Teacher Residency Inc | |||||||
| P O Box 40713 | Memphis | TN | 38174 | None | PC | Charitable exempt purpose | $85,000 |
| Boys & Girls Clubs of Greater Memphis | |||||||
| 44 S Rembert Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $85,000 |
| Knowledge Quest | |||||||
| 590 Jennette Place | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $80,000 |
| Frayser Community Schools | |||||||
| 1530 Dellwood Avenue | Memphis | TN | 38127 | None | PC | Charitable exempt purpose | $80,000 |
| Carpenter Art Garden | |||||||
| 264 N Rose Road | Memphis | TN | 38117 | None | PC | Charitable exempt purpose | $60,000 |
| Service Over Self | |||||||
| 2505 Poplpar Avenue | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $54,000 |
| Capstone Education Group Inc | |||||||
| 320 Carpenter Street | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $100,000 |
| Alzheimers Day Service of Memphis Tennessee | |||||||
| 3165 Hickory Hill Road | Memphis | TN | 38115 | None | PC | Charitable exempt purpose | $12,000 |
| Cotton Museum at Memphis Cotton Exchange | |||||||
| 65 Union Avenue | Memphis | TN | 38103 | None | PC | Charitable exempt purpose | $16,000 |
| Elmwood Cemetary | |||||||
| 624 S Dudley Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $15,000 |
| Friends of Our Riverfront Inc | |||||||
| 2670 Union Avenue Ext Suite 1228 | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $11,000 |
| Hutchison School | |||||||
| 1740 Ridgeway Road | Memphis | TN | 38119 | None | PC | Charitable exempt purpose | $48,000 |
| Memphis Garden Club | |||||||
| 4339 Park Avenue | Memphis | TN | 38117 | None | PC | Charitable exempt purpose | $11,000 |
| Presbyterian Day School | |||||||
| 4025 Poplar Avenue | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $48,000 |
| Restoration Outreach Ministries | |||||||
| 224 Reno Avenue | Memphis | TN | 38107 | None | PC | Charitable exempt purpose | $7,000 |
| Shining Bright Outreach Ministries | |||||||
| 7341 Ginger Snap Cove | Memphis | TN | 38125 | None | PC | Charitable exempt purpose | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,151,717 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $419,344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $767,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $767,710 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Hal B Howard Charitable Lead Annuit | ||||||
| 1 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $611,600 | Yes (X) |
| Hal B Howard Revocable Trust | ||||||
| 2 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $13,613 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Berkman, Jorgensen, Masters Stafman LLC | CategoryTxt |
| Amt | $13,613 | Amt |
| Net Investment Income | $6,807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,806 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Marketable securities | $1,478,963 | $1,506,088 |
| Purchased interest receivable | $111 | $111 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Marketable securities | $15,170,328 | $25,244,421 |
| Dividend receivable | $338 | $336 |
Legal Fees Schedule LegalFeesSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment fees | Desc |
| Revenue And Expenses Per Books | $836 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $836 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investmemt advisory management | $182,928 | $146,342 | $36,586 |
| Private Philanthropy Servces | $3,660 | $3,660 |
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 | $5,651 | $5,651 | |
| Federal excise tax | $6,081 | ||
| Payroll taxes | $2,391 | $2,391 |
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