CREWS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CREWS FAMILY FOUNDATION (EIN 46-1600634)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349101318
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:54:48-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 300 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381174568 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | COLLIERVILLE | City |
| State | TN | State |
| ZIP Code | 380270488 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLIARD R CREWS JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9018544014 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL J HAAG | PreparerPersonNm |
| PTIN | P00052953 | PTIN |
| Phone | 9016822431 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,172,753 | 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 | $570,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,730 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,730 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $571,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,630,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $571,582 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,776 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,329,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $759,693 | 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 | $10,649 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,670 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,266 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134,505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $197,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $738,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $738,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $936,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $746,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $591,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,006,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,446,545 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,090,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,090,600 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,855,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,578,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,578,970 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,308,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,172,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,172,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,308,237 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,172,753 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,308,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,172,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,308,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,172,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,308,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,897 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,471,619 | OtherIncreasesAmt |
| Subtotal | $12,172,753 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,172,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RAYMOND JAMES - 6523 | P | $1,863,706 | $1,644,442 | $219,264 | $219,264 |
| RAYMOND JAMES - 6523 | P | $2,137,210 | $2,149,977 | -$12,767 | -$12,767 |
| DUNCAN WILLIAMS - 1360 | P | $261,487 | $253,491 | $7,996 | $7,996 |
| COMPOUND CAPITAL INVESTMENT FUND | D | $90,875 | $90,875 | $90,875 | |
| COMPOUND CAPITAL INVESTMENT FUND | D | $147,577 | $147,577 | $147,577 | |
| GULLANE CAPITAL PARTNERS | P | $11,203 | -$11,203 | -$11,203 | |
| GULLANE CAPITAL PARTNERS | P | $117,324 | $117,324 | $117,324 | |
| CAPITAL GAINS DIVIDENDS | P | $12,516 | $12,516 | $12,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $571,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,153,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,040,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,913 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $746,320 | 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 | $5,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $59 | EsPenaltyAmt |
| Overpayment | $12,028 | OverpaymentAmt |
| Applied To ES Tax | $12,028 | 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 | Yes (1) | 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 | AddressLine1 |
| City | COLLIERVILLE | City |
| State | TN | State |
| ZIP Code | 380270488 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| 1289 BRAYSHORE DRIVE | 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 | $10,301,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $907,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,208,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,208,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,040,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $552,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $552,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,913 | TotalTaxAmt |
| Distributable Before Adj | $546,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $546,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $546,122 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $746,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $746,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,913 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $740,407 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,571 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $746,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,571 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $546,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $182,627 | 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 | $182,627 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $182,627 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 |
| BOY SCOUTS OF AMERICA | ||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $1,000 |
| BRIARCREST CHRISTIAN SCHOOL | ||||||
| 6000 BRIARCREST AVENUE | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $20,000 |
| BRIDGE BUILDERS | ||||||
| 477 NORTH FIFTH STREET | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $5,000 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | PC | GENERAL - OPERATING | $1,100 |
| CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS | ||||||
| PO BOX 7500 | BRISTOL | TN | 376217500 | PC | GENERAL - OPERATING | $1,000 |
| CHURCH HEALTH CENTER | ||||||
| 1210 PEABODY AVENUE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $200,000 |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS | ||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | PC | GENERAL - CREWS/SHELBY GROUP FUND | $50,000 |
| DREAM 2 DISCOVER YOU | ||||||
| 374 WINDING RIVER CIRCLE 203 | MEMPHIS | TN | 38120 | PC | GENERAL - OPERATING | $500 |
| DREAM FACTORY OF MEMPHIS INC | ||||||
| PO BOX 381766 | GERMANTOWN | TN | 381831766 | PC | GENERAL - OPERATING | $5,000 |
| GERMANTOWN UNITED METHODIST CHURCH | ||||||
| 2331 SOUTH GERMANTOWN RD | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $8,000 |
| GIFTS OF LOVE INC | ||||||
| 3639 NEW GETWELL STE 1 | MEMPHIS | TN | 38118 | PC | GENERAL - OPERATING | $500 |
| GLOBAL SERVICES ASSOCIATES | ||||||
| PO BOX 20425 | BOULDER | CO | 80308 | PC | GENERAL - OPERATING | $1,000 |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | PC | GENERAL - OPERATING | $500 |
| LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 850 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $2,500 |
| LIFE OF PRAISE | ||||||
| 2708 TRAVIS DRIVE | MCKINNEY | TX | 75070 | PC | GENERAL - OPERATING | $13,500 |
| MAKE-A-WISH | ||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 381174215 | PC | GENERAL - OPERATING | $500 |
| MAYO CLINIC | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | ENDOWMENT FUND FOR REGENERATIVE MEDICINE | $12,000 |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||
| 1085 POPLAR AVENUE | MEMPHIS | TN | 38105 | PC | GENERAL - OPERATING | $1,000 |
| MEMPHIS MUSEUMS INC | ||||||
| 3050 CENTRAL AVENUE | MEMPHIS | TN | 38111 | PC | GENERAL - OPERATING | $1,000 |
| MEMPHIS SYMPHONY ORCHESTRA | ||||||
| 585 SOUTH MENDENHALL RD | MEMPHIS | TN | 381174215 | PC | GENERAL - OPERATING | $2,500 |
| MEMPHIS THUNDER RACING INC | ||||||
| 9040 GARDEN ARBOR DRIVE STE 206 | GERMANTOWN | TN | 38138 | PC | GENERAL - OPERATING | $200 |
| 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 |
| PALMER HOME FOR CHILDREN | ||||||
| PO BOX 746 | COLUMBUS | MS | 39703 | PC | GENERAL - OPERATING | $2,500 |
| REFORMED UNIVERSITY FELLOWSHIP | ||||||
| PO BOX 890004 | CHARLOTTE | NC | 282890004 | PC | GENERAL - OPERATING | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | PC | GENERAL - OPERATING | $500 |
| SCHOOL SEED | ||||||
| 2670 UNION AVE EXT STE 1123 | MEMPHIS | TN | 38112 | PC | GENERAL - OPERATING | $500 |
| SHELBY FARMS PARK CONSERVANCY | ||||||
| 500 NORTH PINE LAKE DRIVE | MEMPHIS | TN | 38134 | PC | GENERAL - THE GROVE ANNUAL FUND | $3,600 |
| SOCIETY OF ENTREPRENEURS | ||||||
| PO BOX 770839 | MEMPHIS | TN | 38177 | PC | GENERAL - SPONSORSHIP | $3,000 |
| ST GEORGE'S INDEPENDENT SCHOOL | ||||||
| 1880 WOLF RIVER BLVD | COLLIERVILLE | TN | 380179052 | PC | ST. GEORGE'S GERMANTOWN CREWS LIBRARY FUND | $10,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 51 GERMANTOWN COURT STE 309 | CORDOVA | TN | 38018 | PC | GENERAL - OPERATING | $10,000 |
| 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 | $255,000 |
| THE BADDOUR CENTER | ||||||
| PO BOX 97 | SENATOBIA | MS | 38668 | PC | GENERAL - OPERATING | $750 |
| THE EXCEPTIONAL FOUNDATION | ||||||
| 4965 WILLOW ROAD | MEMPHIS | TN | 38117 | PC | GENERAL - OPERATING | $100 |
| THE EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | ||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | PC | GENERAL - OPERATING | $4,600 |
| UNITED WAY OF THE MID-SOUTH | ||||||
| 6775 LENOX CENTER CT STE 200 | MEMPHIS | TN | 38115 | PC | GENERAL - OPERATING | $50,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | ||||||
| 635 NORMAL STREET ALUMNI CTR | MEMPHIS | TN | 381523750 | PC | GENERAL - OPERATING | $1,000 |
| UNIVERSITY OF TENNESSEE FOUNDATION | ||||||
| 2 SOUTH DUNLAP SUITE 420 | MEMPHIS | TN | 38163 | PC | GENERAL - HEALTH SCIENCE CENTER | $1,000 |
| 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 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $738,850 | 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 | $2,730 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,605 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $571,582 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $759,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $759,693 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JASON L CREWS | ||||||
| 1 | 294 DUBRAY MANOR DRIVE | COLLIERVILLE | TN | 38017 | $285,000 | Yes (X) |
| STACY CREWS MCGEE | ||||||
| 2 | 1289 BRAYSHORE DRIVE | COLLIERVILLE | TN | 38017 | $285,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,400 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | 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:$50,000 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LONGLEAF PARTNERS FUND | $0 | $0 |
| LONGLEAF INTERNATIONAL FUND | $0 | $0 |
| PARK NATIONAL CORPORATION | $0 | $0 |
| RAYMOND JAMES #6523 | $4,090,600 | $4,090,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN KEEGAN MEZZANINE FUND, LP | FMV | $126,473 | $126,473 |
| COMPOUND CAPITAL INVESTMENT FUND, LP | FMV | $3,555,610 | $3,555,610 |
| GULLANE CAPITAL PARTNERS, LLC | FMV | $2,376,797 | $2,376,797 |
| CCSD II, LP | FMV | $415,779 | $415,779 |
| DUNCAN WILLIAMS #1360 | FMV | $1,104,311 | $1,104,311 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,649 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MK MEZZANINE FUND - PORTFOLIO DEDUCTIONS | $3,074 | $3,074 | $0 |
| COMPOUND CAPITAL INVESTMENT FUND - PORTFOLIO DEDUCTIONS | $57,736 | $57,736 | $0 |
| GULLANE CAPITAL PTNRS - INVESTMENT INTEREST | $30 | $30 | $0 |
| CCSD II LP - PORTFOLIO DEDUCTIONS | $30,632 | $30,632 | $0 |
| GULLANE CAPITAL PTNRS - OTHER DEDUCTIONS | $1,287 | $1,287 | $0 |
| BANK SERVICE CHARGES | $140 | $140 | $0 |
| P.O. BOX RENTAL | $140 | $70 | $70 |
| GULLANE CAPITAL PTNRS - OTHER LOSS | $41,536 | $41,536 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MK MEZZANINE FUND - OTHER PORTFOLIO INCOME | $6 | $6 | $6 |
| CCSD II LP - OTHER INCOME | $293 | $293 | $293 |
| COMPOUND CAPITAL INVESTMENT FUND - OTHER INCOME | $13,477 | $13,477 | $13,477 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED INVESTMENT GAINS | Description |
| Amount | $1,471,619 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $30,670 | Amt |
| Net Investment Income | $30,670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JASON L CREWS | |||
| 294 DUBRAY MANOR DRIVE | COLLIERVILLE | TN | 38017 |
| STACY CREWS MCGEE | |||
| 1289 BRAYSHORE DRIVE | COLLIERVILLE | TN | 38017 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $3,266 | $3,266 | $0 |
| FEDERAL TAXES | $11,386 | $0 | $0 |
Comments