BETA

CREWS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CREWS FAMILY FOUNDATION (EIN 46-1600634)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201623209349102752
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T13:54:39-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620428728PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REYNOLDS BONE & GRIESBECK PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15100 WHEELIS DRIVE SUITE 300AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP381174568ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461600634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CREWS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCREWBusinessNameControlTxt
Phone9018544014PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 488AddressLine1Txt
CityCOLLIERVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP380270488ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHILLIARD R CREWS JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9018544014PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL B BERRYHILLPreparerPersonNm
PTINP00869671PTIN
Phone9016822431PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,584,336FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$255InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$255InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$391,801DividendsRevAndExpnssAmt
Dividends Net Invst Incm$391,801DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$246,368NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,152,473GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$246,368CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,102OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,102OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,843,526TotalRevAndExpnssAmt
Total Net Invst Incm$643,526TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,812OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,812OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,760TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,760TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$187,179OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$187,086OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$93OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$257,151TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$250,658TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,493TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$981,257ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$981,257ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,238,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$250,658TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$987,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$605,118ExcessRevenueOverExpensesAmt
Net Investment Income$392,868NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$894,852SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$894,852SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$132AcctRcvblBOYAmt
Corporate Stock BOY$5,472,495CorporateStockBOYAmt
Corporate Stock EOY$4,692,067CorporateStockEOYAmt
Corporate Stock EOYFMV$4,692,067CorporateStockEOYFMVAmt
Other Investments BOY$7,466,689OtherInvestmentsBOYAmt
Other Investments EOY$5,997,417OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,997,417OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,939,316TotalAssetsBOYAmt
Total Assets EOY$11,584,336TotalAssetsEOYAmt
Total Assets EOYFMV$11,584,336TotalAssetsEOYFMVAmt
Accounts Payable BOY$59,994AccountsPayableBOYAmt
Total Liabilities BOY$59,994TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,879,322UnrestrictedBOYAmt
Unrestricted EOY$11,584,336UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,879,322TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,584,336TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,939,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,584,336TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,879,322TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$605,118ExcessRevenueOverExpensesAmt
Other Increases$16,361OtherIncreasesAmt
Subtotal$13,500,801SubtotalAmt
Other Decreases$1,916,465OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,584,336TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 9631P$1,168,000$1,228,648-$60,648-$60,648
CHARLES SCHWAB - 9631P$275,558$293,073-$17,515-$17,515
RAYMOND JAMES - 6523P$178,694$184,694-$6,000-$6,000
RAYMOND JAMES - 6523P$1,213,243$1,128,093$85,150$85,150
MORGAN KEEGAN MEZZANINE FUNDD$25,809-$25,809-$25,809
COMPOUND CAPITAL INVESTMENT FUNDD$77,168$77,168$77,168
COMPOUND CAPITAL INVESTMENT FUNDD$206,791$206,791$206,791
GULLANE CAPITALP$9,490$9,490$9,490
GULLANE CAPITALP$45,788-$45,788-$45,788
CAPITAL GAINS DIVIDENDSP$23,529$23,529$23,529
FieldValueIRS element (for citing)
Capital Gain Net Income$246,368CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$839,234AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,150,125NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069072DistributionYr1Rt
Adjusted Qlfy Distri Yr2$740,407AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,040,696NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067062DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,153,613NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.136134TotalDistributionRt
Average Distribution0.045378AverageDistributionRt
Net Vl Noncharitable Assets$11,867,825NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$538,538AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,929NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$542,467AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$987,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,929InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,929SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,929TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,902EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,750AppliedToEsTaxAmt
Total Payments And Credits$10,652TotalPaymentsAndCreditsAmt
Overpayment$6,723OverpaymentAmt
Applied To ES Tax$6,723AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHILLIARD R CREWS JRIndividualWithBooksNm
Phone9018544014PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 488AddressLine1Txt
CityCOLLIERVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP380270488ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HILLIARD R CREWS JR
10001 HOLMES ROADCOLLIERVILLETN38017PRESIDENT/DIRECTOR2.00$0$0$0
JASON L CREWS
294 DUBRAY MANOR DRIVECOLLIERVILLETN38017TREASURER/DIRECTOR0.25$0$0$0
STACY CREWS MCGEE
3145 SHEA ROADCOLLIERVILLETN38017SECRETARY/DIRECTOR4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,875,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,490AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,048,553TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,048,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$180,728CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,867,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$593,391MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$593,391MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,929TaxBasedOnInvestmentIncomeAmt
Total Tax$3,929TotalTaxAmt
Distributable Before Adj$589,462DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$589,462DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$589,462DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$987,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$987,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,929PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$983,821AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$589,462DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$182,627ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$241,980ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$424,607TotalExcessDistributionCyovAmt
Qualifying Distributions$987,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$589,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$398,288RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$822,895TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$822,895ExcessDistriCyovToNextYrAmt
Excess From Year2$182,627ExcessFromYear2Amt
Excess From Year1$241,980ExcessFromYear1Amt
Excess From Current Year$398,288ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHILLIARD R CREWS JRContributingManagerNm
Contributing ManagerJASON L CREWSContributingManagerNm
Contributing ManagerSTACY CREWS MCGEEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE CHILD & FAMILY SERVICES INC
111 RACINE STREETMEMPHISTN38111PCGENERAL - HEARTLIGHT CONFERENCE$5,000
AMERICAN HEART ASSOCIATION
5384 POPLAR AVE STE 100MEMPHISTN38119PCGENERAL - OPERATING$3,000
ARISE TO READ
2000 APPLING RDCORDOVATN38018PCGENERAL - OPERATING$20,000
ARTS MEMPHIS
575 S MENDENHALL ROADMEMPHISTN38117PCGENERAL - OPERATING$1,000
BOY SCOUTS OF AMERICA
171 S HOLLYWOODMEMPHISTN38112PCGENERAL - OPERATING$1,000
BRIARCREST CHRISTIAN SCHOOL
6000 BRIARCREST AVENUEMEMPHISTN38120PCGENERAL - OPERATING$5,210
BRIDGES
477 NORTH FIFTH STREETMEMPHISTN38105PCGENERAL - OPERATING$10,000
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222ORLANDOFL328628222PCGENERAL - OPERATING$5,000
CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS
PO BOX 7500BRISTOLTN376217500PCGENERAL - OPERATING$1,000
CHURCH HEALTH CENTER
1210 PEABODY AVENUEMEMPHISTN38104PCGENERAL - OPERATING$201,000
COLON CANCER COALITION
5666 LINCOLN DRIVE STE 270EDINAMN55436PCGENERAL - OPERATING$1,000
COMMUNITY FOUNDATION OF GREATER MEMPHIS
1900 UNION AVENUEMEMPHISTN38104PCGENERAL - CREWS/SHELBY GROUP FUND$40,000
DREAM FACTORY OF MEMPHIS INC
PO BOX 381766GERMANTOWNTN381831766PCGENERAL - OPERATING$5,000
GERMANTOWN UNITED METHODIST CHURCH
2331 SOUTH GERMANTOWN RDGERMANTOWNTN38138PCGENERAL - OPERATING$12,000
GIFTS OF LOVE INC
3639 NEW GETWELL STE 1MEMPHISTN38118PCGENERAL - OPERATING$500
GLOBAL SERVICES ASSOCIATES
PO BOX 20425BOULDERCO80308PCGENERAL - OPERATING$5,000
GRACE EVANGELICAL CHURCH
9750 WOLF RIVER BLVDGERMANTOWNTN38139PCGENERAL - OPERATING$14,250
HOPE HOUSE
23 S IDLEWILD STMEMPHISTN38104PCGENERAL - OPERATING$1,000
JUNIOR ACHIEVEMENT
307 MADISON AVEMEMPHISTN38103PCGENERAL - OPERATING$5,000
LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION
850 POPLAR AVENUEMEMPHISTN38105PCGENERAL - OPERATING$2,500
LIFE CHOICES
5575 RALEIGH LAGRANGE RDMEMPHISTN38134PCGENERAL - OPERATING$1,000
LIFE OF PRAISE
2708 TRAVIS DRIVEMCKINNEYTX75070PCGENERAL - OPERATING$18,000
MADD
7512 2ND STGERMANTOWNTN38138PCGENERAL - OPERATING$500
MAKE-A-WISH
1780 MORIAH WOODS BLVD STE 10MEMPHISTN381174215PCGENERAL - OPERATING$2,000
MEMPHIS ATHLETIC
2107 BALL ROADMEMPHISTN38114PCGENERAL - OPERATING$2,000
MEMPHIS CHILD ADVOCACY CENTER
1085 POPLAR AVENUEMEMPHISTN38105PCGENERAL - OPERATING$1,000
MEMPHIS DEVELOPMENT FOUNDATION
203 S MAIN STREETMEMPHISTN38103PCGENERAL - OPERATING$2,000
MEMPHIS LEADERSHIP FOUNDATION
1548 POPLAR AVEMEMPHISTN38104PCGENERAL - OPERATING$4,000
MEMPHIS SYMPHONY ORCHESTRA
585 SOUTH MENDENHALL RDMEMPHISTN381174215PCGENERAL - OPERATING$2,500
MEMPHIS UNION MISSION
383 POPLAR AVENUEMEMPHISTN381010330PCGENERAL - OPERATING$5,000
MID-SOUTH FOOD BANK
239 SOUTH DUDLEYMEMPHISTN38104PCGENERAL - OPERATING$5,250
MIFA
PO BOX 3130MEMPHISTN38173PCGENERAL - OPERATING$35,000
NEW LEADERS
530 OAK COURT DRIVE SUITE 155MEMPHISTN38117PCGENERAL - OPERATING$100,000
NEW MEMPHIS INSTITUTE
22 N FRONT STMEMPHISTN38103PCGENERAL - OPERATING$2,000
PALMER HOME FOR CHILDREN
PO BOX 746COLUMBUSMS39703PCGENERAL - OPERATING$2,500
PINK PALACE MUSEUM
3050 CENTRAL AVEMEMPHISTN38111PCGENERAL - OPERATING$1,000
PLOUGH FOUNDATION
62 N MAIN ST STE 201MEMPHISTN38103PCGENERAL - OPERATING$20,000
RUF
1700 N BROWN RD STE 104LAWRENCEVILLEGA30043PCGENERAL - OPERATING$5,000
SERVICE OVER SELF (SOS)
2505 POPLAR AVENUEMEMPHISTN38112PCGENERAL - OPERATING$1,000
SHELBY FARMS PARK CONSERVANCY
500 NORTH PINE LAKE DRIVEMEMPHISTN38134PCGENERAL - OPERATING$3,600
SOCIETY OF ENTREPRENEURS
PO BOX 770839MEMPHISTN38177PCGENERAL - OPERATING$5,000
ST GEORGE'S INDEPENDENT SCHOOL
1880 WOLF RIVER BLVDCOLLIERVILLETN380179052PCGENERAL - OPERATING$12,510
ST JUDE CHILDREN'S RESEARCH HOSPITAL
51 GERMANTOWN COURT STE 309CORDOVATN38018PCGENERAL - OPERATING$10,100
STREETS MINISTRIES
PO BOX 42181MEMPHISTN381742181PCGENERAL - OPERATING$5,000
TEACH FOR AMERICA
175 TOYOTA PLAZA STE 350MEMPHISTN38103PCGENERAL - OPERATING$260,350
TENNIS MEMPHIS
4145 SOUTHERN AVEMEMPHISTN38117PCGENERAL - OPERATING$1,000
THE BADDOUR CENTER
PO BOX 97SENATOBIAMS38668PCGENERAL - OPERATING$1,000
UNITED WAY OF THE MID-SOUTH
6775 LENOX CENTER CT STE 200MEMPHISTN38115PCGENERAL - OPERATING$50,000
UNIVERSITY OF MEMPHIS FOUNDATION
635 NORMAL STREET ALUMNI CTRMEMPHISTN381523750PCGENERAL - OPERATING$71,237
WOUNDED WARRIOR
4899 BELFORT RD STE 300JACKSONVILLEFL32256PCGENERAL - OPERATING$1,000
YOUNG LIFE
658 COLONIAL RDMEMPHISTN38117PCGENERAL - OPERATING$250
YOUTH LEADERSHIP OF MEMPHIS
1255 LYNNFIELD RD STE 141MEMPHISTN38119PCGENERAL - OPERATING$2,000
YOUTH VILLAGES
PO BOX 341154MEMPHISTN381841154PCGENERAL - OPERATING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$981,257TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$255ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$391,801ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,102ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$246,368ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$643,526ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$643,526TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JASON L CREWS
1294 DUBRAY MANOR DRIVECOLLIERVILLETN38017$600,000Yes (X)
STACY CREWS MCGEE
23145 SHEA ROADCOLLIERVILLETN38017$600,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,400DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxtIdentifierIdentifierTxt
FORM 990-PF, PART VII-A, LINE 12RECIPIENT: 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-PFCREWS FAMILY FOUNDATIONP.O. BOX 488COLLIERVILLE, TN 38027-0488EMPLOYER IDENTIFICATION NUMBER: 46-1600634FOR THE YEAR ENDING DECEMBER 31, 2015THE 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

FieldValueIRS element (for citing)
StockRAYMOND JAMES #6523StockNm
EOY Book Value$4,692,067EOYBookValueAmt
EOYFMV$4,692,067EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN KEEGAN MEZZANINE FUND, LPFMV$90,712$90,712
COMPOUND CAPITAL INVESTMENT FUND, LPFMV$3,016,708$3,016,708
GULLANE CAPITAL PARTNERS, LLCFMV$1,164,716$1,164,716
CCSD II, LPFMV$634,388$634,388
DUNCAN WILLIAMS #1360FMV$1,090,893$1,090,893

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
UNREALIZED INVESTMENT LOSSES$1,855,816
BOOK/TAX DIFFERENCES - COMPOUND CAPITAL INVESTMENT FUND, LP$1,192
BOOK/TAX DIFFERENCES - GULLANE CAPITAL PARTNERS, LLC$59,437
BOOK/TAX DIFFERENCES - CCSD II, LP$20

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MK MEZZANINE FUND - PORTFOLIO DEDUCTIONS$4,961$4,961$0
COMPOUND CAPITAL INVESTMENT FUND - PORTFOLIO DEDUCTIONS$62,749$62,749$0
GULLANE CAPITAL PTNRS - INVESTMENT INTEREST$22,687$22,687$0
CCSD II LP - PORTFOLIO DEDUCTIONS$22,011$22,011$0
GULLANE CAPITAL PTNRS - OTHER DEDUCTIONS$2,739$2,739$0
BANK SERVICE CHARGES$75$75$0
P.O. BOX RENTAL$185$92$93
GULLANE CAPITAL PTNRS - OTHER TRADE/BUSINESS EXPENSES$71,668$71,668$0
CCSD II LP - OTHER DEDUCTIONS$104$104$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCCSD II LP - OTHER INCOMEDesc
Revenue And Expenses Per Books$5,102RevenueAndExpensesPerBooksAmt
Net Investment Income$5,102NetInvestmentIncomeAmt
Adjusted Net Income$5,102AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCES - MORGAN KEEGAN MEZZANINE FUND, LPDesc
Amt$16,361Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$59,812Amt
Net Investment Income$59,812NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$3,760Amt
Net Investment Income$3,760NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.