CREWS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CREWS FAMILY FOUNDATION (EIN 46-1600634)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349100311
- Schema version
- 2016v3.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:13:31-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-12 | 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 | 2017-11-12 | IPDt |
| IP Tm | 18:56:35 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B68D5E59487DC0240C84737C346323B97A62F6AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53F9555F1CA93C3C8E58B7113B0617BF52510E03 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,678,265 | 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 | $8,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $467 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $467 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $347,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $347,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$424,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,404,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,970 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,936,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $360,845 | 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 |
| Accounting Fees Rev And Expnss | $8,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,278 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196,629 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $274,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,025,011 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,025,011 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,312,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $274,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,033,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,624,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $894,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,780,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,780,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,692,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,330,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,330,712 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,997,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,567,113 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,567,113 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,584,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,678,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,678,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,584,336 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,678,265 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,584,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,678,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,584,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,678,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,584,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,624,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,470,496 | OtherIncreasesAmt |
| Subtotal | $20,679,192 | SubtotalAmt |
| Other Decreases | $927 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,678,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RAYMOND JAMES - 6523 | P | $184,244 | $199,266 | -$15,022 | -$15,022 |
| RAYMOND JAMES - 6523 | P | $831,045 | $844,664 | -$13,619 | -$13,619 |
| CHARLES SCHWAB - 9631 | P | $111,731 | $111,717 | $14 | $14 |
| CHARLES SCHWAB - 9631 | P | $150,408 | $147,790 | $2,618 | $2,618 |
| GULLANE CAPITAL PARTNERS, LLC | D | $488,899 | -$488,899 | -$488,899 | |
| COMPOUND CAPITAL INVESTMENT FUND | D | $2,121 | $2,121 | $2,121 | |
| COMPOUND CAPITAL INVESTMENT FUND | D | $26,235 | $26,235 | $26,235 | |
| MORGAN KEEGAN MEZZANINE FUND, L.P. | D | $9,160 | -$9,160 | -$9,160 | |
| GULLANE CAPITAL PARTNERS, LLC | D | $26,975 | -$26,975 | -$26,975 | |
| CCSD II, LP | P | $87,906 | $87,906 | $87,906 | |
| CAPITAL GAINS DIVIDENDS | P | $10,625 | $10,625 | $10,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$424,156 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $983,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,867,825 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082898 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $839,234 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,150,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069072 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $740,407 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,040,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,153,613 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.219032 | TotalDistributionRt |
| Average Distribution | 0.054758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,292,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $673,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $860 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $673,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,033,696 | 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 | $860 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $860 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $860 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,723 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,723 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,863 | OverpaymentAmt |
| Applied To ES Tax | $5,863 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $12,131,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $348,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,480,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,480,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,292,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $860 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $860 | TotalTaxAmt |
| Distributable Before Adj | $613,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $613,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $613,787 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,033,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,033,696 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $860 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,032,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $613,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $182,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $241,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $398,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $822,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,033,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $613,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,909 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,242,804 | 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 | $1,242,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $182,627 | ExcessFromYear3Amt |
| Excess From Year2 | $241,980 | ExcessFromYear2Amt |
| Excess From Year1 | $398,288 | ExcessFromYear1Amt |
| Excess From Current Year | $419,909 | 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 (53 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 |
| 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 | $1,000 |
| 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 | $12,880 |
| BRIDGES | ||||||
| 477 NORTH FIFTH STREET | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $10,000 |
| 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 | $200,000 |
| CITY OF MEMPHIS PARKS & NEIGHBORHOODS | ||||||
| 2599 AVERY AVENUE | MEMPHIS | TN | 38112 | PC | GENERAL - SUMMER CAMPS | $10,000 |
| COLLIERVILLE EDUCATION FUND | ||||||
| 108 MULBERRY ST | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $1,000 |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS | ||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | PC | GENERAL - CREWS/SHELBY GROUP FUND | $40,000 |
| DREAM FACTORY OF MEMPHIS INC | ||||||
| PO BOX 381766 | GERMANTOWN | TN | 381831766 | PC | GENERAL - OPERATING | $5,000 |
| EMMANUEL CENTER | ||||||
| 604 ST PAUL AVE | MEMPHIS | TN | 38126 | PC | GENERAL - OPERATING | $5,000 |
| EXCHANGE CLUB FAMILY CENTER | ||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $14,320 |
| GIFTS OF LOVE INC | ||||||
| 3639 NEW GETWELL STE 1 | MEMPHIS | TN | 38118 | PC | GENERAL - OPERATING | $500 |
| GRACE EVANGELICAL CHURCH | ||||||
| 9750 WOLF RIVER BLVD | GERMANTOWN | TN | 38139 | PC | GENERAL - OPERATING | $14,000 |
| INNER LIGHT | ||||||
| 3618 WALKER AVE | MEMPHIS | TN | 38152 | PC | GENERAL - OPERATING | $1,500 |
| JDRF | ||||||
| 498 HALLEY PKWY 102 | COLLIERVILLE | TN | 38017 | PC | GENERAL - OPERATING | $500 |
| JUNIOR ACHIEVEMENT | ||||||
| 307 MADISON AVE | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $5,000 |
| LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 850 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $2,500 |
| LET'S INNOVATE THROUGH EDUCATION | ||||||
| 3618 WALKER AVENUE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $15,000 |
| 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 | $18,000 |
| MAKE-A-WISH | ||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 381174215 | PC | GENERAL - OPERATING | $2,000 |
| MARCH OF DIMES | ||||||
| 5384 POPLAR AVE 107 | MEMPHIS | TN | 38119 | PC | GENERAL - OPERATING | $2,000 |
| MAYO CLINIC | ||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | GENERAL - OPERATING | $500 |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||
| 1085 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $1,000 |
| MEMPHIS DEVELOPMENT FOUNDATION | ||||||
| 203 S MAIN STREET | MEMPHIS | TN | 38103 | PC | GENERAL - OPERATING | $2,500 |
| MEMPHIS LEADERSHIP FOUNDATION | ||||||
| 1548 POPLAR AVE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $4,000 |
| 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 |
| MID-SOUTH FOOD BANK | ||||||
| 239 SOUTH DUDLEY | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $5,000 |
| MIFA | ||||||
| PO BOX 3130 | MEMPHIS | TN | 38173 | PC | GENERAL - OPERATING | $35,000 |
| 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 |
| PALMER HOME FOR CHILDREN | ||||||
| PO BOX 746 | COLUMBUS | MS | 39703 | PC | GENERAL - OPERATING | $10,000 |
| PINK PALACE MUSEUM | ||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $1,000 |
| RONALD MCDONALD HOUSE | ||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $2,220 |
| 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 | $1,000 |
| SHELBY FARMS PARK CONSERVANCY | ||||||
| 500 NORTH PINE LAKE DRIVE | MEMPHIS | TN | 38134 | PC | GENERAL - OPERATING | $3,600 |
| SISTERS OF CHARITY | ||||||
| 54 WEST MAIN STREET PO BOX 691 | BALTIC | CT | 06330 | PC | GENERAL - OPERATING | $200 |
| SOCIETY OF ENTREPRENEURS | ||||||
| PO BOX 770839 | MEMPHIS | TN | 38177 | PC | GENERAL - OPERATING | $3,000 |
| SRVS | ||||||
| 3971 KNIGHT ARNOLD RD | MEMPHIS | TN | 38118 | PC | GENERAL - OPERATING | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 51 GERMANTOWN COURT STE 309 | CORDOVA | TN | 38018 | PC | GENERAL - OPERATING | $8,950 |
| 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 | $258,491 |
| TENNIS MEMPHIS | ||||||
| 4145 SOUTHERN AVE | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $1,000 |
| UNITED WAY OF THE MID-SOUTH | ||||||
| 6775 LENOX CENTER CT STE 200 | MEMPHIS | TN | 38115 | PC | GENERAL - OPERATING | $52,500 |
| UNIVERSITY OF MEMPHIS FOUNDATION | ||||||
| 635 NORMAL STREET ALUMNI CTR | MEMPHIS | TN | 381523750 | PC | GENERAL - OPERATING | $69,600 |
| 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 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,025,011 | 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 | $467 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347,408 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$424,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$63,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$63,311 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLIARD R CREWS JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 HOLMES ROAD | AddressLine1Txt |
| City | COLLIERVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,600 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF, PART VII-A, LINE 12 | RECIPIENT: CREWS/SHELBY GROUP FUND - DONOR ADVISED FUND C/O: COMMUNITY FOUNDATION OF GREATER MEMPHISHOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE:THE DISTRIBUTION CONTINUES TO BE EARMARKED FOR THE PURPOSES OF RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS. THE DONOR ADVISED FUND WILL ALSO ALLOW OTHERS TO HELP DIRECT THE ALLOCATION OF FUNDS TO LOCAL CHARITABLE ORGANIZATIONS.THE AMOUNT TREATED AS A QUALIFYING DISTRIBUTION:$40,000 | |
| FORM 990-PF | CREWS FAMILY FOUNDATIONP.O. BOX 488COLLIERVILLE, TN 38027-0488EMPLOYER IDENTIFICATION NUMBER: 46-1600634FOR THE YEAR ENDING DECEMBER 31, 2016THE CREWS FAMILY FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES #6523 | StockNm |
| EOY Book Value | $5,330,712 | EOYBookValueAmt |
| EOYFMV | $5,330,712 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN KEEGAN MEZZANINE FUND, LP | FMV | $32,751 | $32,751 |
| COMPOUND CAPITAL INVESTMENT FUND, LP | FMV | $3,531,906 | $3,531,906 |
| GULLANE CAPITAL PARTNERS, LLC | FMV | $2,067,471 | $2,067,471 |
| CCSD II, LP | FMV | $765,685 | $765,685 |
| CHARLES SCHWAB #9631 | FMV | $1,169,300 | $1,169,300 |
| GT INTERNATIONAL EQUITY | FMV | $1,000,000 | $1,000,000 |
| GT PARTNERS FUND | FMV | $3,000,000 | $3,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES - COMPOUND CAPITAL INVESTMENT FUND, LP | $897 |
| BOOK/TAX DIFFERENCES - CCSD II, LP | $30 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MK MEZZANINE FUND - PORTFOLIO DEDUCTIONS | $3,066 | $3,066 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - PORTFOLIO DEDUCTIONS | $56,904 | $56,904 | $0 |
| GULLANE CAPITAL PTNRS - INVESTMENT INTEREST | $35,174 | $35,174 | $0 |
| CCSD II LP - PORTFOLIO DEDUCTIONS | $18,350 | $18,350 | $0 |
| GULLANE CAPITAL PTNRS - PORTFOLIO DEDUCTIONS | $82,748 | $82,748 | $0 |
| BANK SERVICE CHARGES | $195 | $195 | $0 |
| P.O. BOX RENTAL | $170 | $85 | $85 |
| CCSD II LP - OTHER DEDUCTIONS | $104 | $104 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - INVESTMENT INTEREST | $3 | $3 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CCSD II LP - OTHER INCOME | $7,153 | $7,153 | $7,153 |
| GULLANE CAPITAL PARTNERS, LLC- OTHER INCOME | $5,817 | $5,817 | $5,817 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT LOSSES | $2,460,821 |
| BOOK/TAX DIFFERENCES - MORGAN KEEGAN MEZZANINE FUND, LP | $9,675 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $71,726 | Amt |
| Net Investment Income | $71,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $6,508 | $6,508 | $0 |
| FEDERAL TAXES PAID | $3,750 | $0 | $0 |
| TN ANNUAL REPORT | $20 | $0 | $0 |
Comments