CREWS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CREWS FAMILY FOUNDATION (EIN 46-1600634)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349107162
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T18:54:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620428728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS BONE & GRIESBECK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 300 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381174568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461600634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREWS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREW | BusinessNameControlTxt |
| Phone | 9018544014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 488 | AddressLine1Txt |
| City | COLLIERVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 380270488 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLIARD R CREWS JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9018544014 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY S CROW | PreparerPersonNm |
| PTIN | P01519168 | PTIN |
| Phone | 9016822431 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.37.74.232 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 18:52:32 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FB6D247EA89A1511655647A21F0484DE91F61D8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6FB6D247EA89A1511655647A21F0484DE91F61D8 | 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 | $39,719,371 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,036,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,508 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $999,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $999,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,300,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,981 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $155,803 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $155,803 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,376,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,340,061 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,090 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,521 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $557,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $556,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $684,691 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $672,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,783,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,783,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,468,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $672,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,796,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,908,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $667,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $258,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $258,720 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $265 | AcctRcvblAmt |
| Acct Rcvbl EOY | $265 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $265 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,180,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,090,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,090,380 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,193,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,370,006 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,370,006 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $921,539 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,424,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,719,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,719,371 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $50,000 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,374,446 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,719,371 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,374,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,719,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,424,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,719,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,374,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,908,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,438,352 | OtherIncreasesAmt |
| Subtotal | $39,721,109 | SubtotalAmt |
| Other Decreases | $1,738 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,719,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB - 0589 | P | $1,467 | $1,476 | -$9 | -$9 |
| CHARLES SCHWAB - 0589 | P | $26,644 | $20,618 | $6,026 | $6,026 |
| CHARLES SCHWAB - 6019 | P | $16,619 | $21,064 | -$4,445 | -$4,445 |
| CHARLES SCHWAB - 6019 | P | $55,386 | $42,138 | $13,248 | $13,248 |
| CHARLES SCHWAB - 2943 | P | $45,897 | $48,199 | -$2,302 | -$2,302 |
| CHARLES SCHWAB - 2943 | P | $120,679 | $144,291 | -$23,612 | -$23,612 |
| CHARLES SCHWAB - 6523 | P | $927,928 | $1,000,020 | -$72,092 | -$72,092 |
| CHARLES SCHWAB - 6523 | P | $2,700,406 | $2,462,650 | $237,756 | $237,756 |
| RESOLUTE CAPITAL PARTNERS FUND | P | $3,993 | $3,993 | $3,993 | |
| COMPOUND CAPITAL INVESTMENT FUND | P | $4,007 | -$4,007 | -$4,007 | |
| COMPOUND CAPITAL INVESTMENT FUND | P | $159,816 | $159,816 | $159,816 | |
| GULLANE CAPITAL PARTNERS | P | $175,423 | -$175,423 | -$175,423 | |
| GULLANE CAPITAL PARTNERS | P | $170,953 | -$170,953 | -$170,953 | |
| CCSD II LP | P | $149 | $149 | $149 | |
| GT INTERNATIONAL EQUITY | P | $21,786 | $21,786 | $21,786 | |
| GT INTERNATIONAL EQUITY | P | $4,094 | -$4,094 | -$4,094 | |
| GT OFFSHORE FUND, LTD. (CLASS A) | P | $97,560 | $97,560 | $97,560 | |
| GT ILS FUND | P | $12,457 | -$12,457 | -$12,457 | |
| GT EMERGING MARKETS QP | P | $7,486 | -$7,486 | -$7,486 | |
| GT EMERGING MARKETS QP | P | $7,332 | -$7,332 | -$7,332 | |
| GT OFFSHORE FUND, LTD. (CLASS B) | P | $100,184 | $100,184 | $100,184 | |
| CHARLES SCHWAB - 9631 | P | $959 | $971 | -$12 | -$12 |
| CHARLES SCHWAB - 9631 | P | $1,616 | $1,594 | $22 | $22 |
| GT U.S. QP FUND | P | $120 | $120 | $120 | |
| RESOLUTE CAPITAL PARTNERS FUND | P | $23 | -$23 | -$23 | |
| CAPITAL GAINS DIVIDENDS | P | $19,568 | $19,568 | $19,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,981 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,540,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,734,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,128,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,592,143 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052275 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,032,836 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,292,942 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $983,821 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,867,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082898 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $839,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,150,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069072 | DistributionYr5Rt |
| Total Distribution | 0.338384 | TotalDistributionRt |
| Average Distribution | 0.067677 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,084,465 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,036,026 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,042,703 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,796,001 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,426 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,426 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,928 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HILLIARD R CREWS JR | IndividualWithBooksNm |
| Phone | 9018544014 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 488 | AddressLine1Txt |
| City | COLLIERVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 380270488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HILLIARD R CREWS JR | ||||||||
| 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JASON L CREWS | ||||||||
| 294 DUBRAY MANOR DRIVE | COLLIERVILLE | TN | 38017 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| STACY CREWS MCGEE | ||||||||
| 3145 SHEA ROAD | COLLIERVILLE | TN | 38017 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES & ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 RIDGEWAY LOOP RD STE 600 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $92,927 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,079,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $463,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $265 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,542,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,542,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $458,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,084,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,504,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,504,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,354 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,033 | IncomeTaxAmt |
| Total Tax | $19,387 | TotalTaxAmt |
| Distributable Before Adj | $1,484,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,484,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,484,836 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,796,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,796,001 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,796,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,484,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $241,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $398,288 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $419,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,119,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,796,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,484,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $311,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,430,891 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $241,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,188,911 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $398,288 | ExcessFromYear4Amt |
| Excess From Year3 | $419,909 | ExcessFromYear3Amt |
| Excess From Year2 | $54,695 | ExcessFromYear2Amt |
| Excess From Year1 | $4,854 | ExcessFromYear1Amt |
| Excess From Current Year | $311,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HILLIARD R CREWS JR | ContributingManagerNm |
| Contributing Manager | JASON L CREWS | ContributingManagerNm |
| Contributing Manager | STACY CREWS MCGEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGAPE CHILD & FAMILY SERVICES INC | |||||||
| 3160 DIRECTORS ROW | MEMPHIS | TN | 38111 | PC | GENERAL - HEARTLIGHT CONFERENCE | $20,000 | |
| ARISE 2 READ | |||||||
| 5885 RIDGEWAY CENTER PARKWAY STE | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $80,000 | 210 |
| ARTS MEMPHIS | |||||||
| 575 S MENDENHALL RD | MTMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $1,500 | |
| BADDOUR CENTER | |||||||
| 626 BADDOUR BLVD | SENATOBIA | MS | 38668 | PC | GENERAL - OPERATING | $1,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $2,000 | |
| BOYS & GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | GENERAL - OPERATING | $5,000 | |
| BRIARCREST CHRISTIAN SCHOOL | |||||||
| 76 S HOUSTON LEVEE RD | EADS | TN | 38028 | PC | GENERAL - OPERATING | $10,000 | |
| BRIDGES | |||||||
| 477 NORTH FIFTH STREET | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $10,000 | |
| CAMPBELL FOUNDATION | |||||||
| 1400 SOUTH GERMANTOWN ROAD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $1,000 | |
| CCPA | |||||||
| 255 N MAIN ST | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $1,000 | |
| CHURCH HEALTH CENTER | |||||||
| 1350 CONCOURSE AVE 142 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $50,000 | |
| DALLAS BAY CHURCH | |||||||
| 8305 DAISY DALLAS RD | HIXSON | TN | 37343 | PC | GENERAL - OPERATING | $500 | |
| DREAM FACTORY OF MEMPHIS INC | |||||||
| 1626 HOLLY HILL DR | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $5,000 | |
| EPICENTER | |||||||
| 902 COOPER ST | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $35,000 | |
| EXCHANGE CLUB FAMILY CENTER | |||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $5,000 | |
| FOR THE KINGDOM | |||||||
| 4100 RALEIGH MILLINGTON RD | MEMPHIS | TN | 38128 | PC | GENERAL - OPERATING | $15,000 | |
| GERMANTOWN UNITED METHODIST CHURCH | |||||||
| 2331 S GERMANTOWN RD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $5,000 | |
| GRACE EVANGELICAL CHURCH | |||||||
| 9750 WOLF RIVER BLVD | GERMANTOWN | TN | 38139 | PC | GENERAL - OPERATING | $50,000 | |
| INNER LIGHT | |||||||
| 3618 WALKER AVE | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $1,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 307 MADISON AVE | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $13,975 | |
| LEADERSHIP EMPOWERMENT CENTER (LEC) | |||||||
| 3925 OVERTON CROSSING ST | MEMPHIS | TN | 38127 | PC | GENERAL - OPERATING | $10,000 | |
| LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 850 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $2,500 | |
| LIFE CHOICES | |||||||
| 5575 RALEIGH LAGRANGE RD | MEMPHIS | TN | 38134 | PC | GENERAL - OPERATING | $1,000 | |
| LIFELINE TO SUCCESS | |||||||
| 1647 DELLWOOD AVE | MEMPHIS | TN | 38127 | PC | GENERAL - OPERATING | $10,000 | |
| LITE MEMPHIS (LET'S INNOVATE THROUGH EDUCATION) | |||||||
| 88 UNION AVE 6TH FLOOR | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $30,000 | |
| MAKE-A-WISH | |||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $2,120 | |
| MAYO CLINIC | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | GENERAL - OPERATING | $5,000 | |
| MEMPHIS ATHLETIC MINISTRIES (MAM) | |||||||
| 2146 BALL RD | MEMPHIS | TN | 38114 | PC | GENERAL - OPERATING | $10,000 | |
| MEMPHIS BOTANICAL GARDENS | |||||||
| 750 CHERRY RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $2,500 | |
| MEMPHIS CHILD ADVOCACY CENTER | |||||||
| 1085 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $5,000 | |
| MEMPHIS DEVELOPMENT FOUNDATION | |||||||
| 203 S MAIN STREET | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $2,500 | |
| MEMPHIS LEADERSHIP FOUNDATION | |||||||
| 2400 POPLAR AVE 318 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $20,000 | |
| MEMPHIS TEACHER RESIDENCY | |||||||
| 1350 CONCOURSE AVENUE SUITE 366 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $75,000 | |
| MEMPHIS THUNDER | |||||||
| 1880 WOLF RIVER BLVD | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $2,000 | |
| MEMPHIS UNION MISSION | |||||||
| 383 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $5,000 | |
| MEMPHIS YOUTH ATHLETICS | |||||||
| PO BOX 382625 | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $7,500 | |
| METAL MUSEUM | |||||||
| 374 METAL MUSEUM DR | MEMPHIS | TN | 38106 | PC | GENERAL - OPERATING | $1,000 | |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| 1211 UNION AVE SUITE 700 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $2,750 | |
| MID-SOUTH FOOD BANK | |||||||
| 239 SOUTH DUDLEY | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $10,000 | |
| MIFA | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | PC | GENERAL - OPERATING | $50,000 | |
| MUSEUM OF BIBLICAL HISTORY | |||||||
| 140 E MULBERRY STREET | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $1,000 | |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| 433 LAS COLINAS BLVE E 1130 | IRVING | TX | 75039 | PC | GENERAL - OPERATING | $500 | |
| NEW LEADERS | |||||||
| 2701 UNION AVE EXTENDED STE 300 | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $175,000 | |
| NEW MEMPHIS INSTITUTE | |||||||
| 22 N FRONT ST | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $40,000 | |
| NINETY DEGREE RACING | |||||||
| 3169 PROFESSIONAL PLZ STE 1 | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $3,000 | |
| PAGE ROBBINS ADULT DAY CENTER | |||||||
| 1961 S HOUSTON LEVEE RD | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $5,000 | |
| PALMER HOME FOR CHILDREN | |||||||
| 912 11TH AVE S | COLUMBUS | MS | 39703 | PC | GENERAL - OPERATING | $10,000 | |
| PEER POWER FOUNDATION | |||||||
| 850 RIDGE LAKE BLVD SUITE ONE | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $20,000 | |
| PINK PALACE MUSEUM | |||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $1,000 | |
| RONNIE TULLOS EVANGELISTIC ASSOCIATION | |||||||
| 361 S ORLEANS ST | MEMPHIS | TN | 38126 | PC | GENERAL - OPERATING | $2,500 | |
| RUF | |||||||
| 1700 N BROWN RD STE 104 | LAWRENCEVILLE | GA | 30043 | PC | GENERAL - OPERATING | $6,000 | |
| SERVICE OVER SELF (SOS) | |||||||
| 2505 POPLAR AVENUE | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $1,500 | |
| SHELBY FARMS PARK CONSERVANCY | |||||||
| 500 NORTH PINE LAKE DRIVE | MEMPHIS | TN | 38134 | PC | GENERAL - OPERATING | $3,600 | |
| SHEPHERDS HAVEN | |||||||
| 175 SHEPHERDS HAVEN WAY | ARLINGTON | TN | 38002 | PC | GENERAL - OPERATING | $2,000 | |
| SLINGSHOT MEMPHIS | |||||||
| 802 ROZELLE ST | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $50,000 | |
| SOCIETY OF ENTREPRENEURS | |||||||
| PO BOX 770839 | MEMPHIS | TN | 38177 | PC | GENERAL - OPERATING | $1,000 | |
| ST GEORGE'S INDEPENDENT SCHOOL | |||||||
| 3749 KIMBALL AVE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 51 GERMANTOWN COURT STE 309 | CORDOVA | TN | 38018 | PC | GENERAL - OPERATING | $6,000 | |
| STREETS MINISTRIES | |||||||
| PO BOX 42181 | MEMPHIS | TN | 381742181 | PC | GENERAL - OPERATING | $5,000 | |
| TEACH FOR AMERICA | |||||||
| 1350 CONCOURSE AVE 437 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $273,000 | |
| TENNIS MEMPHIS | |||||||
| 4145 SOUTHERN AVE | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $2,500 | |
| TRIUMPH BANK FOUNDATION | |||||||
| 5699 POPLAR AVE | MEMPHIS | TN | 38119 | PC | GENERAL - OPERATING | $65,500 | |
| UNITED WAY OF THE MID-SOUTH | |||||||
| 1005 TILLMAN ST | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $60,000 | |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| 635 NORMAL ST | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $410,000 | |
| WEST CLINIC | |||||||
| 7945 WOLF RIVER BLVD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $10,000 | |
| WOLF RIVER CONSERVANCY | |||||||
| 2693 UNION AVE EXTENDED 205 | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $2,500 | |
| YMCA OF SCHILLING FARMS | |||||||
| 1185 SCHILLING BLVD E | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $2,500 | |
| YOUNG LIFE | |||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $5,750 | |
| YOUTH LEADERSHIP OF MEMPHIS | |||||||
| 1255 LYNNFIELD RD STE 141 | MEMPHIS | TN | 38119 | PC | GENERAL - OPERATING | $2,000 | |
| YOUTH VILLAGES | |||||||
| PO BOX 341154 | MEMPHIS | TN | 381841154 | PC | GENERAL - OPERATING | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,783,695 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,508 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $999,769 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,340,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,340,061 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HILLIARD R CREWS | ||||||
| 1 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $2,716,651 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 2 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $803,703 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 3 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,059,216 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 4 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $341,013 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 5 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $333,297 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 6 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $514,634 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 7 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $260,481 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 8 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $260,660 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 9 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $243,240 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 10 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $166,139 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 11 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $403,464 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 12 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $156,424 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 13 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $277,359 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 14 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $134,307 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 15 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $120,479 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 16 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $184,262 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 17 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $316,013 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 18 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $361,522 | Yes (X) |
| HILLIARD R CREWS | ||||||
| 19 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $383,772 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,155.70742 SHS OF VOO | $2,716,651 | 2019-10-09 |
| 2 | 2,783 SHS OF VOO | $803,703 | 2019-12-11 |
| 3 | 6,474.0269 SHS OF VOO | $1,059,216 | 2019-10-09 |
| 4 | 4,051 SHS OF MERCK & CO. | $341,013 | 2019-10-09 |
| 5 | 2,411 SHS OF MICROSOFT | $333,297 | 2019-10-09 |
| 6 | 4,219 SHS OF PROCTOR & GAMBLE | $514,634 | 2019-10-09 |
| 7 | 962 SHS OF APPLE INCORP. | $260,481 | 2019-12-11 |
| 8 | 5,409 SHS OF ASTRAZENECA | $260,660 | 2019-12-11 |
| 9 | 1,807 SHS OF CROWN CASTLE INT'L CORP. | $243,240 | 2019-12-11 |
| 10 | 3,221 SHS OF GENERAL MILLS | $166,139 | 2019-12-11 |
| 11 | 8,716 SHS OF GLAXOSMITHKLINE | $403,464 | 2019-12-11 |
| 12 | 4,713 SHS OF HEALTHPEAK PPTYS | $156,424 | 2019-12-11 |
| 13 | 2,026 SHS OF KIMBERLY CLARK CORP. | $277,359 | 2019-12-11 |
| 14 | 1,112 SHS OF ELI LILLY & CO. | $134,307 | 2019-12-11 |
| 15 | 1,354 SHS OF MERCK & CO. | $120,479 | 2019-12-11 |
| 16 | 1,344 SHS OF PEPSICO | $184,262 | 2019-12-11 |
| 17 | 5,207 SHS OF SOUTHERN COMPANY | $316,013 | 2019-12-11 |
| 18 | 3,038 SHS OF WALMART | $361,522 | 2019-12-11 |
| 19 | 4,728 SHS OF WELLTOWER INCORP. | $383,772 | 2019-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES #6523 | StockNm |
| EOY Book Value | $12,090,380 | EOYBookValueAmt |
| EOYFMV | $12,090,380 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMPOUND CAPITAL INVESTMENT FUND, LP | FMV | $3,176,079 | $3,176,079 |
| GULLANE CAPITAL PARTNERS, LLC | FMV | $1,934,184 | $1,934,184 |
| CCSD II, LP | FMV | $279,169 | $279,169 |
| CHARLES SCHWAB #9631 | FMV | $1,173,297 | $1,173,297 |
| GT INTERNATIONAL EQUITY QP FUND, LP | FMV | $4,049,172 | $4,049,172 |
| GT OFFSHORE FUND, LTD | FMV | $3,431,842 | $3,431,842 |
| GT EMERGING MARKETS, LP | FMV | $1,385,990 | $1,385,990 |
| GT GLOBAL HEDGE, LP | FMV | $2,209,200 | $2,209,200 |
| RESOLUTE CAPITAL PARTNERS FUND IV, LP | FMV | $1,812,843 | $1,812,843 |
| CHARLES SCHWAB #0589 | FMV | $254,431 | $254,431 |
| CHARLES SCHWAB #6019 | FMV | $660,066 | $660,066 |
| CHARLES SCHWAB #2943 | FMV | $293,851 | $293,851 |
| MKMF LIQUIDATING TRUST | AT COST | $15,127 | $15,127 |
| CAPITAL ALIGNMENT PARTNERS III | FMV | $740,238 | $740,238 |
| GT ILS FUND | FMV | $76,881 | $76,881 |
| RAYMOND JAMES #0782 | FMV | $555,388 | $555,388 |
| RAYMOND JAMES #N414 | FMV | $5,322,248 | $5,322,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,090 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,090 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS RECEIVABLE | Desc |
| BOY Book Value | $921,539 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES - COMPOUND CAPITAL INVESTMENT FUND, LP | $105 |
| BOOK/TAX DIFFERENCES - GULLANE CAPITAL | $76 |
| BOOK/TAX DIFFERENCES - RESOLUTE CAPITAL PARTNERS FUND IV | $1,286 |
| BOOK/TAX DIFFERENCES - GT INTERNATIONAL EQUITY QP FUND, LP | $242 |
| BOOK/TAX DIFFERENCES - GT EMERGING MARKETS | $29 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GULLANE CAPITAL PTNRS - INVESTMENT INTEREST | $51,025 | $51,025 | $0 |
| CCSD II LP - OTHER DEDUCTIONS | $7,440 | $7,440 | $0 |
| GULLANE CAPITAL PTNRS - OTHER DEDUCTIONS | $74,818 | $74,818 | $0 |
| BANK SERVICE CHARGES | $225 | $225 | $0 |
| P.O. BOX RENTAL | $234 | $117 | $117 |
| CAPITAL ALIGNMENT PARTNERS III - OTHER DEDUCTIONS | $42,831 | $42,831 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - INVESTMENT INTEREST EXPENSE | $82,240 | $82,240 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - INVESTMENT INTEREST | $1,906 | $1,906 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - OTHER DEDUCTIONS | $50,979 | $50,979 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - OTHER DEDUCTIONS | $151,290 | $150,789 | $501 |
| CAPITAL ALIGNMENT PARTNERS III - INVESTMENT INTEREST EXPENSE | $2,157 | $2,157 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - OTHER DEDUCTIONS | $55,725 | $55,725 | $0 |
| CCSD II LP - CHARITABLE CONTRIBUTIONS | -$5 | $0 | -$5 |
| GT ILS FUND - OTHER DEDUCTIONS | $244 | $244 | $0 |
| GT EMERGING MARKETS QP - INVESTMENT INTEREST EXPENSE | $3,466 | $3,466 | $0 |
| GT EMERGING MARKETS QP - OTHER DEDUCTIONS | $32,201 | $32,201 | $0 |
| CAPITAL ALIGNMENT PARTNERS III - CHARITABLE CONTRIBUTIONS | $3 | $0 | $3 |
| MKMF LIQUIDATING TRUST - OTHER DEDUCTIONS | $753 | $753 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CCSD II LP - OTHER INCOME | -$671 | -$671 | -$671 |
| CAPITAL ALIGNMENT PARTNERS III, LP - OTHER INCOME | -$55,147 | -$55,147 | -$55,147 |
| RESOLUTE CAPITAL PARTNERS - OTHER INCOME | $63,793 | $63,793 | $63,793 |
| GT INTERNATIONAL EQUITY QP FUND - OTHER INCOME | $29,249 | $29,249 | $29,249 |
| GT OFFSHORE FUND, LTD - OTHER INCOME | $117,427 | $117,427 | $117,427 |
| GT EMERGING MARKETS QP - OTHER INCOME | $1,152 | $1,152 | $1,152 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT GAINS | $4,342,847 |
| BOOK/TAX DIFFERENCES - CCSD II, LP | $27,634 |
| BOOK/TAX DIFFERENCES - CAPITAL ALIGNMENT PARTNERS III | $67,871 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $92,927 | Amt |
| Net Investment Income | $92,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $22,521 | $22,521 | $0 |
| TN ANNUAL REPORT | $21 | $0 | $0 |
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