CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349101321
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T13:33:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043602740 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKMAN JORGENSEN MASTERS & STAFMANLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1377 SOUTH ANDREWS AVENUE | AddressLine1 |
| City | POMPANO BEACH | City |
| State | FL | State |
| ZIP Code | 33069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650756107 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAWFORD HOWARD PRIVATE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O SIMSES & ASSOCIATES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRAW | NameControl |
| Phone | 5618351313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROYAL PALM WAY NO 304 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAL B HOWARD JR | Name |
| Title | TRUSTEE | Title |
| Phone | 5618351313 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELDON L BERKMAN | Name |
| PTIN | P00252304 | PTIN |
| Phone | 9547884533 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1482512 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3147 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3147 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 28719 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28719 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 81330 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 140461 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 96683 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 12 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 12 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 113208 | TotalRevenueAndExpenses |
| Total Net Investment Income | 128561 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10816 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2163 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 8652 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1467 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 205 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12283 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2368 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8652 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 69000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 81283 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2368 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 77652 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 31925 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 126193 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 259572 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 263329 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 263329 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 5999 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4737 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4737 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 754768 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 800043 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1214446 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1020339 | TotalAssetsBOY |
| Total Assets EOY | 1068109 | TotalAssetsEOY |
| Total Assets EOYFMV | 1482512 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1020339 | RetainedEarningsBOY |
| Retained Earnings EOY | 1068109 | RetainedEarningsEOY |
| Total Net Assets BOY | 1020339 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1068109 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1020339 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1068109 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1020339 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 31925 | ExcessOfRevenueOverExpenses |
| Other Increases | 15845 | OtherIncreases |
| Subtotal | 1068109 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1068109 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 600 SHARES HEALTH CARE REIT | P | 2009-01-02 | 2012-04-02 | 15007 | 11555 | 3452 | 3452 |
| 400 SHARES HEALTH CARE REIT | P | 2009-03-04 | 2012-04-02 | 10004 | 6792 | 3212 | 3212 |
| 700 SHARES T ROWE PRICE GROUP | D | 2005-12-30 | 2012-02-16 | 43490 | 9800 | 33690 | 33690 |
| 500 SHARES THOMAS & BETTS CORPORATION | P | 2003-06-12 | 2012-01-30 | 35632 | 7859 | 27773 | 27773 |
| 500 SHARES THOMAS & BETTS CORPORATION | P | 2003-06-20 | 2012-01-30 | 35632 | 7772 | 27860 | 27860 |
| CAPITAL GAINS DIVIDENDS | P | 696 | 696 | 696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 96683 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73639 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1445477 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050944 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 70000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1361972 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051396 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 56238 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1158952 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048525 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 68017 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1183018 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057494 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60962 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1223879 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049810 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258169 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051634 | AverageDistributionRatio |
| Net Noncharitable Assets | 1476804 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 76253 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1262 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 77515 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 77652 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1262 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1262 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1262 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5999 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5999 | TotalCreditsAndPayments |
| Overpayment | 4737 | Overpayment |
| Amount Credited To Next Year | 4737 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT G SIMSES ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5618351313 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROYAL PALM WAY SUITE 304 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HAL B HOWARD JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 GRACE TRAIL | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1133832 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 360724 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4737 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1499293 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1499293 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22489 | CashDeemedCharitable |
| Net Noncharitable Assets | 1476804 | NetNoncharitableAssets |
| Minimum Investment Return | 73840 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 73840 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1262 | TaxBasedOnInvestmentIncome |
| Total Tax | 1262 | TotalTax |
| Distributable Amount Before Adj | 72578 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 72578 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 72578 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 77652 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 77652 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1262 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 76390 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 72578 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 4458 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 8242 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2087 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 14787 | TotalExcessDistriCarryover |
| Qualifying Distributions | 77652 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 72578 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5074 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19861 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19861 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4458 | ExcessFromYear4 |
| Excess From Year2 | 8242 | ExcessFromYear2 |
| Excess From Year1 | 2087 | ExcessFromYear1 |
| Excess From Current Year | 5074 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DAY SERVICES OF MEMPHIS TENNESSEE | |||||||
| 3185 HICKORY HILL ROAD | MEMPHIS | TN | 38115 | NONE | PUBLIC CHARITY | CONTRIBUTION FOR EXEMPT PURPOSE | $2,500 |
| COTTON MUSEUM AT MEMPHIS COTTON EXCHANGE | |||||||
| 65 UNION AVENUE | MEMPHIS | TN | 38103 | NONE | EDUCATION | CONTRIBUTION FOR EXEMPT PURPOSE | $5,000 |
| ELMWOOD CEMETARY | |||||||
| 824 S DUDLEY STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | CONTRIBUTION FOR EXEMPT PURPOSE | $5,000 |
| EPISCOPAL HIGH SCHOOL-PROMISE CAMPAIGN | |||||||
| 1200 NORTH QUAKER LANE | ALLEXANDIA | VA | 22302 | NONE | EDUCATION | CONTRIBUTION FOR EXEMPT PURPOSE | $2,500 |
| FRIENDS FOR OUR RIVERFRONT INC | |||||||
| 2670 UNION AVE SUITE 1228 | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | CONTRIBUTION FOR EXEMPT PURPOSE | $3,000 |
| HUTCHINSON SCHOOL | |||||||
| 1740 RIDGEWAY ROAD | MEMPHIS | TN | 38119 | NONE | EDUCATION | CONTRIBUTION FOR EXEMPT PURPOSE | $20,000 |
| MEMPHIS GARDEN CLUB | |||||||
| 4339 PARK AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | CONTRIBUTION FOR EXEMPT PURPOSE | $5,000 |
| PRESBYTERIAN DAY SCHOOL | |||||||
| 4025 POPLAR AVENUE | MEMPHIS | TN | 38111 | NONE | EDUCATION | CONTRIBUTION FOR EXEMPT PURPOSE | $20,000 |
| RESTORATION OUTREACH MINISTRIES | |||||||
| P O BOX 281178 | MEMPHIS | TN | 38168 | NONE | PUBLIC CHARITY | CONTRIBUTION FOR EXEMPT PURPOSE | $3,000 |
| SHINING BRIGHT OUTREACH MINISTRIES | |||||||
| 7341 GINGER SNAP COVE | MEMPHIS | TN | 38125 | NONE | PUBLIC CHARITY | CONTRIBUTION FOR EXEMPT PURPOSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 69000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,147 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28,719 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $81,330 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $113,208 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 113208 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 800043 | EOYBookValue |
| EOYFMV | 1214446 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES LITIGATION SETTLEMENS | Description |
| Revenue And Expenses Per Books | 12 | RevenueAndExpensesPerBooks |
| Net Investment Income | 12 | NetInvestmentIncome |
| Adjusted Net Income | 12 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BUILT-IN GAIN FROM CONTRIBUTED SECURITIES | $15,353 |
| SEC 857(B)(9) DISTRIBUTION FROM REIT | $492 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | Category |
| Amount | $10,816 | Amount |
| Net Investment Income | 2163 | NetInvestmentIncome |
| Disbursements Charitable Prps | 8652 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $205 | 205 | 0 |
| FEDERAL EXCISE | $1,262 | 0 | 0 |
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