CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349101983
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T02:49:54-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkman Jorgensen Masters & Stafman LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 W McNab Rd | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650756107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crawford Howard Private Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAW | BusinessNameControlTxt |
| Phone | 5618351313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Room 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sara Garay | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent D Berkman | PreparerPersonNm |
| Phone | 9547884533 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,799,508 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,265 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,228 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,265 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,066 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,199 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,320 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,958 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $223 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $323,881 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,535 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $202 | AcctRcvblAmt |
| Acct Rcvbl BOY | $241 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $202 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $202 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,493 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,177 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,177 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $782,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $897,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,672,594 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,109,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,024,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,799,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,109,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,024,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,109,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,024,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,109,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,024,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,109,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,635 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,024,000 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,024,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 700 shares Consol Energy Incorporated | P | 2010-12-22 | 2014-12-26 | $24,506 | $32,311 | -$7,805 | -$7,805 |
| 500 shares ENSCO PLC | P | 2005-06-01 | 2014-12-26 | $15,252 | $16,944 | -$1,692 | -$1,692 |
| 500 shares ENSCO PLC | P | 2013-05-05 | 2014-12-26 | $15,252 | $30,525 | -$15,273 | -$15,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,046 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,705 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,613,487 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.054357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,476,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.051727 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,639 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,445,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.050944 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,361,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.051396 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,238 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,158,952 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.048525 | DistributionYr5Rt |
| Total Distribution | 000.256949 | TotalDistributionRt |
| Average Distribution | 000.051390 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,753,873 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,448 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,157 | 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 | $316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $316 | SubtotalAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,493 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,493 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,493 | OriginalReturnTaxPaidAmt |
| Overpayment | $3,177 | OverpaymentAmt |
| Applied To ES Tax | $3,177 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simses & Associates P A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5618351313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sara Howard Garay | ||||||
| 279 Foote Road | Dorset | VT | 05251 | Trustee | 000.00 | $0 |
| Hal Bowen Howard III | ||||||
| 1605 W 31st Street | Minneapolis | MN | 55408 | Trustee | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,609,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,780,582 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,780,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,753,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $87,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,378 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,087 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,157 | QualifyingDistributionsAmt |
| Applied To Current Year | $87,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,779 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,701 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $35,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,242 | ExcessFromYear4Amt |
| Excess From Year3 | $2,087 | ExcessFromYear3Amt |
| Excess From Year2 | $5,074 | ExcessFromYear2Amt |
| Excess From Year1 | $9,519 | ExcessFromYear1Amt |
| Excess From Current Year | $10,779 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzeimer's Day Services of Memphis Tennessee | |||||||
| 3185 Hickory Hill ROad | Memphis | TN | 38115 | None | PC | Charitable Exempt Purpose | $5,000 |
| Cotton Museum at Memphis Cotton Exchange | |||||||
| 65 Union Avenue | Memphis | TN | 38103 | None | PC | Charitable Exempt Purpose | $7,000 |
| Elmwood Cemetary | |||||||
| 824 S Dudley Street | Memphis | TN | 38104 | None | PC | Charitable Exempt Purpose | $7,000 |
| Episcopal High School Promise Campaign | |||||||
| 1200 North Quaker Lane | Alexandria | VA | 22302 | None | PC | Charitable Exempt Purpose | $5,000 |
| Hutchinson School | |||||||
| 1740 Ridgeway Road | Memphis | TN | 38119 | None | PC | Charitable Exempt Purpose | $22,000 |
| Friends For Our Riverfront Inc | |||||||
| 2670 Union Avenue Suite 1228 | Memphis | TN | 38112 | None | PC | Charitable Exempt Purpose | $5,000 |
| Memphis Garden Club | |||||||
| 4339 Park Avenue | Memphis | TN | 38117 | None | PC | Charitable Exempt Purpose | $5,000 |
| Presbyterian Day School | |||||||
| 4025 Poplar Avenue | Memphis | TN | 38111 | None | PC | Charitable Exempt Purpose | $22,000 |
| Restoration Outreach Ministries | |||||||
| PO Box 281178 | Memphis | TN | 38168 | None | PC | Charitable Exempt Purpose | $3,500 |
| Shining Bright Outreach Ministries | |||||||
| 7341 Ginger Snap Cove | Memphis | TN | 38125 | None | PC | Charitable Exempt Purpose | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,046 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Donations received | Desc |
| Related Or Exempt Function Incm | $4,265 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,265 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,447 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Provide charitable contributions to qualified Sec 501c3 organizations | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 700 shares Consol Energy Incorporated | 2010-12 | P | 2014-12 | $24,506 | $32,311 | -$7,805 |
| 500 shares ENSCO PLC | 2005-06 | P | 2014-12 | $15,252 | $16,944 | -$1,692 |
| 500 shares ENSCO PLC | 2013-05 | P | 2014-12 | $15,252 | $30,525 | -$15,273 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Marketable securities | StockNm |
| EOY Book Value | $897,086 | EOYBookValueAmt |
| EOYFMV | $1,672,594 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Simses Associates, P. A. | CategoryTxt |
| Legal Fees | $4,265 | LegalFeesAmt |
| Net Investment Income | $1,066 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,199 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment manager | CategoryTxt |
| Amt | $13,278 | Amt |
| Net Investment Income | $3,320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,958 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes withheld | $223 | $223 |
| Federal excise tax | $316 |
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