CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349102370
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- 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 | 2018-11-14T03:08:22-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 251 | 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 | 2018-11-12 | 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 | 2018-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.213.3.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 19:56:57 | IPTm |
| IP Timezone | ES | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,756,779 | 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 | $2,266,466 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,086 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,086 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $318,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $318,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $570,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,494,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $570,533 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,156,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $889,814 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,260 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,733 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,527 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $187,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,663,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $761,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,611,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,611,491 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $10,331 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $14 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $12,966,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,096,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,485,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $954,322 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,660,425 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,659,480 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,692,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,368,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,756,779 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $932 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,649 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,649 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,691,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,354,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,691,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,354,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,692,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,368,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,691,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,663,573 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,354,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,354,864 | 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 - Pershing | $4,330,416 | $3,750,251 | $580,165 | $580,165 |
| Publicly-traded securities - Raymond James | $164,376 | $174,008 | -$9,632 | -$9,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $570,533 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $380,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,428,955 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.045177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,892,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.011559 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,841 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,753,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.055786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,705 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,613,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.054357 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,476,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.051727 | DistributionYr5Rt |
| Total Distribution | 000.218606 | TotalDistributionRt |
| Average Distribution | 000.043721 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,529,529 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $853,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $861,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $339,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,036 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,036 | SubtotalAmt |
| Tax Based On Investment Income | $15,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,846 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,475 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,321 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $19,321 | OriginalReturnTaxPaidAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $4,284 | OverpaymentAmt |
| Applied To ES Tax | $4,284 | 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 | Yes (true) | 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 |
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 | $18,442,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,369,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,492 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,826,933 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,826,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,529,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $976,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $976,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,036 | TotalTaxAmt |
| Distributable Before Adj | $961,440 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $961,440 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $961,440 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $339,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $339,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $961,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $302,454 | UndistributedIncomePYAmt |
| Qualifying Distributions | $339,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $302,454 | AppliedToYear1Amt |
| Applied To Current Year | $37,196 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $924,244 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 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 | $10,000 |
| Cotton Museum at Memphis Cotton Exchsnge | |||||||
| 65 Union Avenue | Memphis | TN | 38103 | None | PC | Charitable exempt purpose | $14,000 |
| Elmwood Cemetary | |||||||
| 624 S Dudley Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $14,000 |
| Friends for Our Riverfront Inc | |||||||
| 2670 UInion Avenue Ext Suite 1228 | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $9,000 |
| Hutchison School | |||||||
| 1740 Ridgeway Roiad | Memphis | TN | 38119 | None | PC | Charitable exempt purpose | $41,000 |
| Memphis Garden Club | |||||||
| 4339 Park Avenue | Memphis | TN | 38117 | None | PC | Charitable exempt purpose | $9,000 |
| Presbyterian Day School | |||||||
| 4025 Poplar Avenue | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $41,000 |
| Restoration Outreach Ministries | |||||||
| P O Box 281441 | Memphis | TN | 38168 | None | PC | Charitable exempt purpose | $6,000 |
| Shining Bright Outreach Ministries | |||||||
| 7341 Ginger Snap Cove | Memphis | TN | 38125 | None | PC | Charitable exempt purpose | $6,000 |
| Carpenter Art Garden | |||||||
| 301 Carpenter Street | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $50,000 |
| Let's Innovate through Education | |||||||
| 3618 Walker Avenue | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $45,000 |
| Tech901 | |||||||
| 1350 Concourse Avenue Ste 375 | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $25,650 |
| Wolf River Conservancy | |||||||
| 2693 Union Avenue Extd Ste 205 | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,086 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $570,533 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $889,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $889,814 | 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 Revocable Trust | ||||||
| 1 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $1,854,866 | Yes (X) |
| Hal B Howard Charitable Lead Annuit | ||||||
| 2 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $611,600 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Berkman, Jorgensen, Masters Stafman LLC | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Marketable securities | BondNm |
| EOY Book Value | $1,660,425 | EOYBookValueAmt |
| EOYFMV | $1,659,480 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Marketable securities | StockNm |
| EOY Book Value | $14,096,597 | EOYBookValueAmt |
| EOYFMV | $19,485,808 | 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 | $1,527 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,527 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investmemt advisory management | CategoryTxt |
| Amt | $156,260 | Amt |
| Net Investment Income | $125,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,250 | 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 | $8,733 | $8,733 |
| Federal excise tax | $15,037 |
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