2012-08-08T09:06:22-05:00 2011-12-31 043602740 BERKMAN JORGENSEN MASTERS & STAFMANLLC 1377 SOUTH ANDREWS AVENUE POMPANO BEACH FL 33069 990PF 2011-01-01 650756107 CRAWFORD HOWARD PRIVATE FOUNDATION C/O SIMSES & ASSOCIATES CRAW 5618351313 400 ROYAL PALM WAY NO 304 PALM BEACH FL 33480 HAL B HOWARD 5618351313 2012-06-08 1 SHELDON L BERKMAN P00252304 9547884533 2011 2016-02-24 21:20:13Z X 1380165 X 21682 3232 3232 25801 25801 -12164 100753 28387 38551 57420 0 0 0 10212 10212 0 10825 10825 0 98 98 0 569 202 0 176 0 0 21880 21337 0 74000 74000 95880 21337 74000 -57329 36083 291672 259572 259572 5999 5999 750273 754768 1114594 1041945 1020339 1380165 4829 0 4829 0 X 0 0 0 0 1037116 1020339 1037116 1020339 1041945 1020339 1037116 -57329 40552 1020339 0 1020339 500 SHS GLAXOSMITHKLINE PLC P 2007-05-07 2011-02-02 18415 29124 -10709 -10709 700 SHS T ROWE PRICE GROUP D 2005-12-30 2011-02-16 49132 9800 39332 39332 300 SHS WALGREEN COMPANY P 2003-07-02 2011-12-19 9962 9366 596 596 300 SHS WALGREEN COMPANY P 2003-08-28 2011-12-19 9962 9365 597 597 400 SHS WALGREEN COMPANY P 2009-12-22 2011-12-19 13282 14711 -1429 -1429 28387 0 70000 1361972 0.051396 56238 1158952 0.048525 68017 1183018 0.057494 60962 1223879 0.049810 56656 1193059 0.047488 0.254713 0.050943 1445477 73637 361 73998 74000 X 361 0 361 0 361 6360 6360 5999 5999 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A ROBERT G SIMSES ESQ 5618351313 400 ROYAL PALM WAY SUITE 304 PALM BEACH FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAL B HOWARD 151 GRACE TRAIL PALM BEACH FL 33480 0.00 0 0 0 NONE 0 NONE 0 0 1172990 294499 0 1467489 0 0 1467489 22012 1445477 72274 72274 361 361 71913 0 71913 0 71913 74000 0 74000 361 73639 71913 0 0 4458 8242 12700 74000 0 0 0 71913 2087 0 0 14787 0 0 0 0 0 0 0 14787 4458 8242 2087 X ALZHEIMER'S DAY SERVICES OF MEMPHIS TENNESSEE 3185 HICKORY HILL ROAD MEMPHIS TN 38115 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 2500 COTTON MUSEUM AT MEMPHIS COTTON EXCHANGE 65 UNION AVENUE MEMPHIS TN 38103 NONE EDUCATION CONTRIBUTION FOR EXEMPT PURPOSE 5000 ELMWOOD CEMETARY 824 S DUDLEY STREET MEMPHIS TN 38104 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 5000 EPISCOPAL HIGH SCHOOL-PROMISE CAMPAIGN 1200 NORTH QUAKER LANE ALLEXANDIA VA 22302 NONE EDUCATION CONTRIBUTION FOR EXEMPT PURPOSE 2500 FRIENDS FOR OUR RIVERFRONT INC 2670 UNION AVE SUITE 1228 MEMPHIS TN 38112 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 4000 HUTCHINSON SCHOOL 1740 RIDGEWAY ROAD MEMPHIS TN 38119 NONE EDUCATION CONTRIBUTION FOR EXEMPT PURPOSE 20000 MEMPHIS GARDEN CLUB 4339 PARK AVENUE MEMPHIS TN 38117 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 5000 MEMPHIS HERITAGE FOUNDATION 2282 MADISON AVENUE MEMPHIS TN 38104 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 3000 PRESBYTERIAN DAY SCHOOL 4025 POPLAR AVENUE MEMPHIS TN 38111 NONE EDUCATION CONTRIBUTION FOR EXEMPT PURPOSE 20000 RESTORATION OUTREACH MINISTRIES P O BOX 281178 MEMPHIS TN 38168 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 3500 SHINING BRIGHT OUTREACH MINISTRIES 7341 GINGER SNAP COVE MEMPHIS TN 38125 NONE PUBLIC CHARITY CONTRIBUTION FOR EXEMPT PURPOSE 3500 74000 0 14 3232 14 25801 18 -12164 0 16869 0 16869 0 0 0 0 0 0 0 0 0 0 X X 1 HAL B HOWARD 151 GRACE TRAIL PALM BEACH FL 33480 21682 X EQUITIES 754768 1114594 LEGAL 10212 10212 0 PENALTIES 176 0 0 BUILT-IN LOSS FROM CONTRIBUTED SECURITIES 40552 ACCRUED FEDERAL EXCISE TAX 4829 0 INVESTMENT MANAGEMENT 10825 10825 0 FOREIGN TAXES WITHHELD 202 202 0 FEDERAL EXCISE 367 0 0