CREWS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CREWS FAMILY FOUNDATION (EIN 46-1600634)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349101237
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T11:20:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL B BERRYHILL | PreparerPersonNm |
| PTIN | P00869671 | PTIN |
| Phone | 9016822431 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.37.74.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 08:36:05 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C3A98E6C38CFBB4349A7BB621273EE1F761A43C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6FB6D247EA89A1511655647A21F0484DE91F61D8 | 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 | $31,108,519 | 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 | $8,957,826 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $659,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $659,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$329,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,961,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,568 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,568 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,307,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,654 | 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 | $358 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $358 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,155 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,155 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $279,112 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $109 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $400,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,529,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $400,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,128,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,777,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,780,440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,299,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,299,567 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,330,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,165,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,165,141 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,567,113 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,643,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,643,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,678,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,108,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,108,519 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $80,000 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,454 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,454 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,678,265 | UnrestrictedBOYAmt |
| Unrestricted EOY | $30,998,065 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,678,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,998,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,678,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,108,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,678,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,777,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,557,549 | OtherIncreasesAmt |
| Subtotal | $31,013,686 | SubtotalAmt |
| Other Decreases | $15,621 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,998,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB - 9631 | P | $239,052 | $228,729 | $10,323 | $10,323 |
| CHARLES SCHWAB - 9631 | P | $1,045,869 | $878,458 | $167,411 | $167,411 |
| CHARLES SCHWAB - 0589 | P | $9,224 | $8,858 | $366 | $366 |
| CHARLES SCHWAB - 6019 | P | $10,069 | $9,910 | $159 | $159 |
| CHARLES SCHWAB - 2943 | P | $23,334 | $20,400 | $2,934 | $2,934 |
| RAYMOND JAMES - 6523 | P | $386,251 | $418,532 | -$32,281 | -$32,281 |
| RAYMOND JAMES - 6523 | P | $995,888 | $815,896 | $179,992 | $179,992 |
| COMPOUND CAPITAL INVESTMENT FUND | P | $5,183 | $5,183 | $5,183 | |
| COMPOUND CAPITAL INVESTMENT FUND | P | $861,535 | -$861,535 | -$861,535 | |
| GULLANE CAPITAL PARTNERS | P | $49,014 | -$49,014 | -$49,014 | |
| CCSD II | P | $93,407 | $93,407 | $93,407 | |
| GT INTERNATIONAL EQUITY QP | P | $8,824 | $8,824 | $8,824 | |
| GT INTERNATIONAL EQUITY QP | P | $54,779 | $54,779 | $54,779 | |
| GT OFFSHORE | P | $79,705 | $79,705 | $79,705 | |
| MORGAN KEEGAN MEZZANINE FUND, LP | D | $332 | $332 | $332 | |
| CAPITAL GAINS DIVIDENDS | P | $9,992 | $9,992 | $9,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$329,423 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,032,836 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,292,942 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084019 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $983,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,867,825 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082898 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $839,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,150,125 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $740,407 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,040,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,153,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.303051 | TotalDistributionRt |
| Average Distribution | 0.060610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,592,143 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,308,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,782 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,311,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,128,737 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,863 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,863 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $298 | OverpaymentAmt |
| Applied To ES Tax | $298 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | 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 |
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 | $91,523 | 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 | $21,321,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $599,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,920,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,920,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,592,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,079,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,079,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,565 | TotalTaxAmt |
| Distributable Before Adj | $1,074,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,074,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,074,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,128,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,128,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,128,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,074,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $182,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $398,288 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $419,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,242,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,128,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,074,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,695 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,297,499 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,297,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $182,627 | ExcessFromYear4Amt |
| Excess From Year3 | $241,980 | ExcessFromYear3Amt |
| Excess From Year2 | $398,288 | ExcessFromYear2Amt |
| Excess From Year1 | $419,909 | ExcessFromYear1Amt |
| Excess From Current Year | $54,695 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGAPE CHILD & FAMILY SERVICES INC | ||||||
| 111 RACINE STREET | MEMPHIS | TN | 38111 | PC | GENERAL - HEARTLIGHT CONFERENCE | $5,000 |
| ALZHEIMIER'S ASSOCIATION | ||||||
| 699 OAKLEAF OFFICE LN | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $250 |
| ARISE 2 READ | ||||||
| 4515 POPLAR AVE STE 304 | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $20,000 |
| ARTS MEMPHIS | ||||||
| 575 S MENDENHALL RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $1,000 |
| AWSA | ||||||
| 1251 HOLY COW ROAD | POLK CITY | FL | 33868 | PC | GENERAL - OPERATING | $1,000 |
| BADDOUR CENTER | ||||||
| 3297 HWY 51 S | SENATOBIA | MS | 38668 | PC | GENERAL - OPERATING | $750 |
| BOY SCOUTS OF AMERICA | ||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $21,000 |
| BOYS & GIRLS CLUB | ||||||
| 1275 PEACHTREE STREET NW | ATLANTA | GA | 30309 | PC | GENERLA - OPERATING | $5,000 |
| BRIARCREST CHRISTIAN SCHOOL | ||||||
| 6000 BRIARCREST AVENUE | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $12,500 |
| BRIDGES | ||||||
| 477 NORTH FIFTH STREET | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $10,000 |
| CAMPBELL FOUNDATION | ||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $1,000 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | PC | GENERAL - OPERATING | $5,000 |
| CHURCH HEALTH CENTER | ||||||
| 1210 PEABODY AVENUE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $50,000 |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS | ||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | PC | GENERAL - CREWS/SHELBY GROUP FUND | $41,000 |
| DALLAS BAY CHURCH | ||||||
| 8305 DAISY DALLAS RD | HIXSON | TN | 37343 | PC | GENERAL - OPERATING | $500 |
| DREAM FACTORY OF MEMPHIS INC | ||||||
| PO BOX 381766 | GERMANTOWN | TN | 381831766 | PC | GENERAL - OPERATING | $5,000 |
| EXCHANGE CLUB FAMILY CENTER | ||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $9,760 |
| GERMANTOWN UNITED METHODIST CHURCH | ||||||
| 2331 S GERMANTOWN RD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $12,000 |
| GIFTS OF LOVE INC | ||||||
| 3639 NEW GETWELL STE 1 | MEMPHIS | TN | 38118 | PC | GENERAL - OPERATING | $500 |
| GOLDEN CROSS | ||||||
| 1615 APPLING RD | CORDOVA | TN | 38016 | PC | GENERAL - OPERATING | $2,500 |
| GRACE EVANGELICAL CHURCH | ||||||
| 9750 WOLF RIVER BLVD | GERMANTOWN | TN | 38139 | PC | GENERAL - OPERATING | $28,000 |
| INNER LIGHT | ||||||
| 3618 WALKER AVE | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $1,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 307 MADISON AVE | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $10,000 |
| LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 850 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $3,000 |
| LET'S INNOVATE THROUGH EDUCATION | ||||||
| 3618 WALKER AVENUE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $30,000 |
| LIFE CHOICES | ||||||
| 5575 RALEIGH LAGRANGE RD | MEMPHIS | TN | 38134 | PC | GENERAL - OPERATING | $1,000 |
| LIFE OF PRAISE | ||||||
| 2708 TRAVIS DRIVE | MCKINNEY | TX | 75070 | PC | GENERAL - OPERATING | $9,000 |
| MAYO CLINIC | ||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | GENERAL - OPERATING | $2,500 |
| MEMPHIS BOTANICAL GARDENS | ||||||
| 750 CHERRY RD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $2,500 |
| MEMPHIS DEVELOPMENT FOUNDATION | ||||||
| 203 S MAIN STREET | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $2,500 |
| MEMPHIS EDUCATION FUND | ||||||
| 1350 CONCOURSE AVENUE SUITE 434 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $6,000 |
| MEMPHIS LEADERSHIP FOUNDATION | ||||||
| 1548 POPLAR AVE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $5,000 |
| MEMPHIS TEACHER RESIDENCY | ||||||
| 1350 CONCOURSE AVENUE SUITE 366 | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $50,000 |
| MEMPHIS UNION MISSION | ||||||
| 383 POPLAR AVENUE | MEMPHIS | TN | 381010330 | PC | GENERAL - OPERATING | $5,000 |
| METAL MUSEUM | ||||||
| 374 METAL MUSEUM DR | MEMPHIS | TN | 38106 | PC | GENERAL - OPERATING | $1,000 |
| MID-SOUTH FOOD BANK | ||||||
| 239 SOUTH DUDLEY | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $20,000 |
| MIFA | ||||||
| PO BOX 3130 | MEMPHIS | TN | 38173 | PC | GENERAL - OPERATING | $50,000 |
| NATIONAL FOOTBALL FOUNDATION | ||||||
| 433 E LAS COLINAS BLVD SUITE 1130 | IRVING | TX | 75039 | PC | GENERAL - OPERATING | $500 |
| NEW LEADERS | ||||||
| 530 OAK COURT DRIVE SUITE 155 | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $100,000 |
| NEW MEMPHIS INSTITUTE | ||||||
| 22 N FRONT ST | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $5,000 |
| NINETY DEGREE RACING | ||||||
| 3169 PROFESSIONAL PLZ STE 1 | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $1,000 |
| PALMER HOME FOR CHILDREN | ||||||
| PO BOX 746 | COLUMBUS | MS | 39703 | PC | GENERAL - OPERATING | $10,000 |
| RONALD MCDONALD HOUSE | ||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $2,510 |
| RONNIE TULLOS EVANGELIC 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 | $1,250 |
| 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 |
| SOCIETY OF ENTREPRENEURS | ||||||
| PO BOX 770839 | MEMPHIS | TN | 38177 | PC | GENERAL - OPERATING | $3,700 |
| SRVS | ||||||
| 3971 KNIGHT ARNOLD RD | MEMPHIS | TN | 38118 | PC | GENERAL - OPERATING | $5,000 |
| ST GEORGE'S | ||||||
| 1880 WOLF RIVER BLVD | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $20,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 51 GERMANTOWN COURT STE 309 | CORDOVA | TN | 38018 | PC | GENERAL - OPERATING | $1,000 |
| STREETS MINISTRIES | ||||||
| PO BOX 42181 | MEMPHIS | TN | 381742181 | PC | GENERAL - OPERATING | $5,000 |
| TEACH FOR AMERICA | ||||||
| 175 TOYOTA PLAZA STE 350 | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $281,250 |
| TENNIS MEMPHIS | ||||||
| 4145 SOUTHERN AVE | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $1,000 |
| TRIUMPH BANK FOUNDATION | ||||||
| 5699 POPLAR AVE | MEMPHIS | TN | 38119 | PC | GENERAL - OPERATING | $27,500 |
| UNITED WAY OF THE MID-SOUTH | ||||||
| 6775 LENOX CENTER CT STE 200 | MEMPHIS | TN | 38115 | PC | GENERAL - OPERATING | $60,000 |
| UNIVERSITY OF MEMPHIS | ||||||
| 3720 ALUMNI AVE | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $20,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | ||||||
| 635 NORMAL STREET ALUMNI CTR | MEMPHIS | TN | 381523750 | PC | GENERAL - OPERATING | $92,800 |
| VISIBLE MUSIC | ||||||
| 200 MADISON AVE | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $200 |
| WEST CLINIC | ||||||
| 7945 WOLF RIVER BLVD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $11,000 |
| 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 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,070 | 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 | $697 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $659,389 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$329,423 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $349,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,231 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HILLIARD R CREWS JR | |||||||
| 1 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,600,000 | Yes (X) | |
| STACY CREWS MCGEE | |||||||
| 2 | 3145 SHEA ROAD | COLLIERVILLE | TN | 38017 | $600,000 | Yes (X) | |
| HILLIARD R CREWS JR | |||||||
| 3 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,476,433 | Yes (X) | |
| HILLIARD R CREWS JR | |||||||
| 4 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $1,904,456 | Yes (X) | |
| HILLIARD R CREWS JR | |||||||
| 5 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $745,922 | Yes (X) | |
| HILLIARD R CREWS JR | |||||||
| 6 | 10001 HOLMES ROAD | COLLIERVILLE | TN | 38017 | $2,631,015 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | PARTNERSHIP INTEREST - GT EMERGING MARKETS QP | $1,476,433 | 2017-12-27 |
| 4 | PARTNERSHIP INTEREST - GT GLOBAL HEDGE | $1,904,456 | 2017-12-27 |
| 5 | PARTNERSHIP INTEREST - GT U.S. QP FUND | $745,922 | 2017-12-27 |
| 6 | PARTNERSHIP INTEREST - GT INTERNATIONAL EQUITY QP | $2,631,015 | 2017-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION | FORM 990-PF | CREWS FAMILY FOUNDATIONP.O. BOX 488COLLIERVILLE, TN 38027-0488EMPLOYER IDENTIFICATION NUMBER: 46-1600634FOR THE YEAR ENDING DECEMBER 31, 2017THE CREWS FAMILY FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). |
| LOAN FROM DISQUALFIED PERSONS | FORM 990-PF, PART II, LINE 20, COLUMN (B) | CREWS FAMILY FOUNDATIONP.O. BOX 488COLLIERVILLE, TN 38027-0488EMPLOYER IDENTIFICATION NUMBER: 46-1600634FOR THE YEAR ENDING DECEMBER 31, 2017LENDER'S NAME: HILLIARD R. CREWS, JR.LENDER'S TITLE: TRUSTEEORIGINAL AMOUNT BORROWED: $80,000DATE OF LOAN: 1/1/2017MATURITY DATE: NONE REPAYMENT TERMS: AS CASH IS AVAILABLEINTEREST RATE: NONESECURITY PROVIDED BY BORROWER: NONEPURPOSE OF LOAN: PROVIDE TEMPORARY OPERATING FUNDSDESCRIPTION AND FMV OF CONSIDERATION: CASH - $80,000BALANCE DUE AT YEAR-END: $80,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES #6523 | StockNm |
| EOY Book Value | $9,165,141 | EOYBookValueAmt |
| EOYFMV | $9,165,141 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMPOUND CAPITAL INVESTMENT FUND, LP | FMV | $4,117,525 | $4,117,525 |
| GULLANE CAPITAL PARTNERS, LLC | FMV | $2,370,868 | $2,370,868 |
| CCSD II, LP | FMV | $681,996 | $681,996 |
| CHARLES SCHWAB #9631 | FMV | $310,895 | $310,895 |
| GT INTERNATIONAL EQUITY QP FUND, LP | FMV | $3,912,801 | $3,912,801 |
| GT OFFSHORE FUND, LTD | FMV | $3,079,580 | $3,079,580 |
| GT U.S. QP FUND, LP | FMV | $745,922 | $745,922 |
| GT EMERGING MARKETS, LP | FMV | $1,476,433 | $1,476,433 |
| GT GLOBAL HEDGE, LP | FMV | $1,904,456 | $1,904,456 |
| RESOLUTE CAPITAL PARTNERS FUND IV, LP | FMV | $6,285 | $6,285 |
| CHARLES SCHWAB #0589 | FMV | $191,889 | $191,889 |
| CHARLES SCHWAB #6019 | FMV | $520,542 | $520,542 |
| CHARLES SCHWAB #2943 | FMV | $308,739 | $308,739 |
| MKMF LIQUIDATING TRUST | FMV | $15,880 | $15,880 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $358 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $358 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES - MORGAN KEEGAN MEZZANINE FUND, LP | $223 |
| BOOK/TAX DIFFERENCES - COMPOUND CAPITAL INVESTMENT FUND, LP | $97 |
| BOOK/TAX DIFFERENCES - CCSD II, LP | $3,017 |
| BOOK/TAX DIFFERENCES - CAPITAL ALIGNMENT PARTNERS III | $12,284 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MK MEZZANINE FUND - PORTFOLIO DEDUCTIONS | $1,309 | $1,309 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - PORTFOLIO DEDUCTIONS | $68,637 | $68,637 | $0 |
| GULLANE CAPITAL PTNRS - INVESTMENT INTEREST | $31,591 | $31,591 | $0 |
| CCSD II LP - PORTFOLIO DEDUCTIONS | $17,188 | $17,188 | $0 |
| GULLANE CAPITAL PTNRS - PORTFOLIO DEDUCTIONS | $95,485 | $95,485 | $0 |
| BANK SERVICE CHARGES | $90 | $90 | $0 |
| P.O. BOX RENTAL | $198 | $99 | $99 |
| CCSD II LP - OTHER DEDUCTIONS | $104 | $104 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - INVESTMENT INTEREST | $1 | $1 | $0 |
| CAPITAL ALIGNMENT PARTNERS III - PORTFOLIO DEDUCTIONS | $33,156 | $33,156 | $0 |
| CAPITAL ALIGNMENT PARTNERS III - OTHER DEDUCTIONS | $118 | $118 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - CHARITABLE CONTRIBUTIONS | $10 | $0 | $10 |
| RESOLUTE CAPITAL PARTNERS FUND IV - INVESTMENT INTEREST EXPENSE | $5,603 | $5,603 | $0 |
| RESOLUTE CAPITAL PARTNERS FUND IV - PORTFOLIO DEDUCTIONS | $9,455 | $9,455 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - INVESTMENT INTEREST | $687 | $687 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - PORTFOLIO DEDUCTIONS | $14,394 | $14,394 | $0 |
| GT INTERNATIONAL EQUITY QP FUND - OTHER DEDUCTIONS | $397 | $397 | $0 |
| MKMF LIQUIDATING TRUST - PORTFOLIO DEDUCTIONS | $798 | $798 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CCSD II LP - OTHER INCOME | $6,474 | $6,474 | $6,474 |
| CAPITAL ALIGNMENT PARTNERS III, LP - OTHER INCOME | $1,633 | $1,633 | $1,633 |
| RESOLUTE CAPITAL PARTNERS - OTHER INCOME | $4,751 | $4,751 | $4,751 |
| GT INTERNATIONAL EQUITY QP FUND - OTHER INCOME | $5,710 | $5,710 | $5,710 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT LOSSES | Desc |
| Amt | $2,557,549 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ALIGNMENT PARTNERS III, LP | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $30,454 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $108,155 | Amt |
| Net Investment Income | $108,155 | 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 | $13,161 | $13,161 | $0 |
| TN ANNUAL REPORT | $20 | $0 | $0 |
Comments