2014-11-14T13:54:48-06:00 2013-12-31 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990PF 2013-01-01 461600634 CREWS FAMILY FOUNDATION CREW 9018544014 PO BOX 488 COLLIERVILLE TN 380270488 HILLIARD R CREWS JR DIRECTOR 9018544014 2014-11-12 1 CARL J HAAG P00052953 9016822431 2013 2015-12-30 17:16:21Z X X 12172753 X 570000 2730 2730 171605 171605 571582 4630695 571582 13776 13776 1329693 759693 0 0 0 10649 0 0 7400 0 7400 30670 30670 0 14652 3266 0 134575 134505 70 197946 168441 7470 738850 738850 936796 168441 746320 392897 591252 3006433 503183 503183 2446545 4090600 4090600 4855259 7578970 7578970 10308237 12172753 12172753 0 0 X 10308237 12172753 10308237 12172753 10308237 12172753 10308237 392897 1471619 12172753 0 12172753 RAYMOND JAMES - 6523 P 1863706 1644442 219264 219264 RAYMOND JAMES - 6523 P 2137210 2149977 -12767 -12767 DUNCAN WILLIAMS - 1360 P 261487 253491 7996 7996 COMPOUND CAPITAL INVESTMENT FUND D 90875 90875 90875 COMPOUND CAPITAL INVESTMENT FUND D 147577 147577 147577 GULLANE CAPITAL PARTNERS P 11203 -11203 -11203 GULLANE CAPITAL PARTNERS P 117324 117324 117324 CAPITAL GAINS DIVIDENDS P 12516 12516 12516 571582 0 0 10153613 0.000000 0.000000 0.000000 11040696 0 5913 5913 746320 X 5913 0 5913 0 5913 10000 8000 18000 59 12028 12028 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 1 1 N/A HILLIARD R CREWS JR 9018544014 PO BOX 488 COLLIERVILLE TN 380270488 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 10301601 907227 0 11208828 0 0 11208828 168132 11040696 552035 552035 5913 5913 546122 0 546122 0 546122 746320 0 746320 5913 740407 546122 17571 0 0 746320 17571 0 0 546122 182627 0 0 182627 0 0 0 0 0 0 0 182627 182627 HILLIARD R CREWS JR JASON L CREWS STACY CREWS MCGEE X AGAPE CHILD & FAMILY SERVICES INC 111 RACINE STREET MEMPHIS TN 38111 PC GENERAL - HEARTLIGHT CONFERENCE 5000 BOY SCOUTS OF AMERICA 171 S HOLLYWOOD MEMPHIS TN 38112 PC GENERAL - OPERATING 1000 BRIARCREST CHRISTIAN SCHOOL 6000 BRIARCREST AVENUE MEMPHIS TN 38120 PC GENERAL - OPERATING 20000 BRIDGE BUILDERS 477 NORTH FIFTH STREET MEMPHIS TN 38105 PC GENERAL - OPERATING 5000 CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 328628222 PC GENERAL - OPERATING 1100 CHRISTIAN MEDICAL & DENTAL ASSOCIATIONS PO BOX 7500 BRISTOL TN 376217500 PC GENERAL - OPERATING 1000 CHURCH HEALTH CENTER 1210 PEABODY AVENUE MEMPHIS TN 38104 PC GENERAL - OPERATING 200000 COMMUNITY FOUNDATION OF GREATER MEMPHIS 1900 UNION AVENUE MEMPHIS TN 38104 PC GENERAL - CREWS/SHELBY GROUP FUND 50000 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 5000 GERMANTOWN UNITED METHODIST CHURCH 2331 SOUTH GERMANTOWN RD GERMANTOWN TN 38138 PC GENERAL - OPERATING 8000 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 1000 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 2500 LIFE OF PRAISE 2708 TRAVIS DRIVE MCKINNEY TX 75070 PC GENERAL - OPERATING 13500 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 12000 MEMPHIS CHILD ADVOCACY CENTER 1085 POPLAR AVENUE MEMPHIS TN 38105 PC GENERAL - OPERATING 1000 MEMPHIS MUSEUMS INC 3050 CENTRAL AVENUE MEMPHIS TN 38111 PC GENERAL - OPERATING 1000 MEMPHIS SYMPHONY ORCHESTRA 585 SOUTH MENDENHALL RD MEMPHIS TN 381174215 PC GENERAL - OPERATING 2500 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 5000 MID-SOUTH FOOD BANK 239 SOUTH DUDLEY MEMPHIS TN 38104 PC GENERAL - OPERATING 5000 MIFA PO BOX 3130 MEMPHIS TN 38173 PC GENERAL - OPERATING 35000 PALMER HOME FOR CHILDREN PO BOX 746 COLUMBUS MS 39703 PC GENERAL - OPERATING 2500 REFORMED UNIVERSITY FELLOWSHIP PO BOX 890004 CHARLOTTE NC 282890004 PC GENERAL - OPERATING 2000 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 3600 SOCIETY OF ENTREPRENEURS PO BOX 770839 MEMPHIS TN 38177 PC GENERAL - SPONSORSHIP 3000 ST GEORGE'S INDEPENDENT SCHOOL 1880 WOLF RIVER BLVD COLLIERVILLE TN 380179052 PC ST. GEORGE'S GERMANTOWN CREWS LIBRARY FUND 10500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 51 GERMANTOWN COURT STE 309 CORDOVA TN 38018 PC GENERAL - OPERATING 10000 STREETS MINISTRIES PO BOX 42181 MEMPHIS TN 381742181 PC GENERAL - OPERATING 5000 TEACH FOR AMERICA 175 TOYOTA PLAZA STE 350 MEMPHIS TN 38103 PC GENERAL - OPERATING 255000 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 4600 UNITED WAY OF THE MID-SOUTH 6775 LENOX CENTER CT STE 200 MEMPHIS TN 38115 PC GENERAL - OPERATING 50000 UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL STREET ALUMNI CTR MEMPHIS TN 381523750 PC GENERAL - OPERATING 1000 UNIVERSITY OF TENNESSEE FOUNDATION 2 SOUTH DUNLAP SUITE 420 MEMPHIS TN 38163 PC GENERAL - HEALTH SCIENCE CENTER 1000 YOUTH LEADERSHIP OF MEMPHIS 1255 LYNNFIELD RD STE 141 MEMPHIS TN 38119 PC GENERAL - OPERATING 2000 YOUTH VILLAGES PO BOX 341154 MEMPHIS TN 381841154 PC GENERAL - OPERATING 10000 738850 0 14 2730 14 171605 14 13776 18 571582 0 759693 0 759693 0 0 0 0 0 0 0 0 0 0 X X 1 JASON L CREWS 294 DUBRAY MANOR DRIVE COLLIERVILLE TN 38017 285000 X 2 STACY CREWS MCGEE 1289 BRAYSHORE DRIVE COLLIERVILLE TN 38017 285000 X ACCOUNTING FEES 7400 0 7400 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:$50,000 LONGLEAF PARTNERS FUND 0 0 LONGLEAF INTERNATIONAL FUND 0 0 PARK NATIONAL CORPORATION 0 0 RAYMOND JAMES #6523 4090600 4090600 MORGAN KEEGAN MEZZANINE FUND, LP FMV 126473 126473 COMPOUND CAPITAL INVESTMENT FUND, LP FMV 3555610 3555610 GULLANE CAPITAL PARTNERS, LLC FMV 2376797 2376797 CCSD II, LP FMV 415779 415779 DUNCAN WILLIAMS #1360 FMV 1104311 1104311 LEGAL FEES 10649 0 0 MK MEZZANINE FUND - PORTFOLIO DEDUCTIONS 3074 3074 0 COMPOUND CAPITAL INVESTMENT FUND - PORTFOLIO DEDUCTIONS 57736 57736 0 GULLANE CAPITAL PTNRS - INVESTMENT INTEREST 30 30 0 CCSD II LP - PORTFOLIO DEDUCTIONS 30632 30632 0 GULLANE CAPITAL PTNRS - OTHER DEDUCTIONS 1287 1287 0 BANK SERVICE CHARGES 140 140 0 P.O. BOX RENTAL 140 70 70 GULLANE CAPITAL PTNRS - OTHER LOSS 41536 41536 0 MK MEZZANINE FUND - OTHER PORTFOLIO INCOME 6 6 6 CCSD II LP - OTHER INCOME 293 293 293 COMPOUND CAPITAL INVESTMENT FUND - OTHER INCOME 13477 13477 13477 UNREALIZED INVESTMENT GAINS 1471619 INVESTMENT ADVISORY FEES 30670 30670 0 JASON L CREWS 294 DUBRAY MANOR DRIVE COLLIERVILLE TN 38017 STACY CREWS MCGEE 1289 BRAYSHORE DRIVE COLLIERVILLE TN 38017 FOREIGN TAXES WITHHELD 3266 3266 0 FEDERAL TAXES 11386 0 0