CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-16
- IRS object ID
- 201922899349100602
- Schema version
- 2018v3.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-16T11:04:57-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 East 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 | 2018-01-01 | 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 B Howard III | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-10-04 | 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 | 2019-09-24 | 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 | 2019-10-16 | IPDt |
| IP Tm | 13:41:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E8860E4E5571B64355469EABB4A746F18283BBB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E8860E4E5571B64355469EABB4A746F18283BBB5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,062,547 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $611,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $374,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,031,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $95 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,502,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $891,077 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $176,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,242 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,525 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,063 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $208,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $920,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $920,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,128,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $955,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $374,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $725,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,611,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,863,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,863,097 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $7,781 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,781 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,096,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,563,753 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,050,228 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,660,425 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,294,457 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,141,441 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,368,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,729,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,062,547 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,649 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $13,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,354,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,729,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,354,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,729,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,368,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,729,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,354,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $374,224 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,729,088 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,729,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded securities-Raymond James | $545,537 | $511,584 | $33,953 | $33,953 |
| Publicly-traded securities-Pershing | $4,486,307 | $4,004,270 | $482,037 | $482,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $339,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,529,529 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.017392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $380,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,428,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.045177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,237 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,892,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.011559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,841 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,753,873 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.055786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,705 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,613,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.054357 | DistributionYr5Rt |
| Total Distribution | 000.184271 | TotalDistributionRt |
| Average Distribution | 000.036854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,321,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $748,925 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $756,180 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $955,642 | 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 | $7,255 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,255 | SubtotalAmt |
| Tax Based On Investment Income | $7,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,036 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,036 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $15,036 | OriginalReturnTaxPaidAmt |
| Overpayment | $7,781 | OverpaymentAmt |
| Applied To ES Tax | $7,781 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | Not applicable | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simses & Associates P A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5618311313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sara Howard | ||||||
| 279 Foote Road | Dorset | VT | 05251 | Trustee | 005.00 | $0 |
| Hal Bowen Howard III | ||||||
| 1605 W 31st Street | Minneapolis | MN | 55408 | Trustee | 005.00 | $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 | $19,767,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $852,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,876 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,630,867 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,630,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $309,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,321,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,016,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,016,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,255 | TotalTaxAmt |
| Distributable Before Adj | $1,008,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,008,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,008,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $955,642 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $955,642 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $948,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,008,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $924,244 | UndistributedIncomePYAmt |
| Qualifying Distributions | $955,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $924,244 | AppliedToYear1Amt |
| Applied To Current Year | $31,398 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $977,417 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzeimer's Day Services 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 | |||||||
| 624S 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 |
| Boys & Girls Clubs of Greater Memphis | |||||||
| 44 S Rembert Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $83,400 |
| Capstone Education Group Inc | |||||||
| 320 Carpenter Street | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $100,000 |
| Community Foundation of Greater Memphis | |||||||
| 1900 Union Avenue | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $200,000 |
| Frayser Community Schools | |||||||
| 1530 Dellwood Avenue | Memphis | TN | 38127 | None | PC | Charitable exempt purpose | $75,000 |
| Girls Inc | |||||||
| 910 Vance Avenue | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $80,000 |
| Knowledge Quest | |||||||
| 590 Jennette Place | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $70,000 |
| Memphis Teacher Residency | |||||||
| 1350 Concourse Avenue Suite 366 | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $85,000 |
| Service Over Self | |||||||
| 2505 Poplar Avenue | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $52,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $920,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,992 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,990 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $891,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $891,077 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hal B Howard Charitable Lead Annuit | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $611,600 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Marketable securities | BondNm |
| EOY Book Value | $1,294,457 | EOYBookValueAmt |
| EOYFMV | $1,141,441 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Marketable securities | StockNm |
| EOY Book Value | $14,563,753 | EOYBookValueAmt |
| EOYFMV | $17,050,228 | EOYFMVAmt |
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 | $3,063 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,063 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Kinder Morgan Energy Partners | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investmemt advisory management | CategoryTxt |
| Amt | $176,210 | Amt |
| Net Investment Income | $140,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,242 | DisbursementsCharitablePrpsAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes withheld at source from dividends | $21,525 | $21,525 |
| Federal excise tax | $7,255 |
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