CHARLES H BOYLE FON INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H BOYLE FON INC (EIN 23-7256010)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-08
- IRS object ID
- 202631899349100403
- Schema version
- 2025v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-08T10:10:15-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620136740 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYLE INVESTMENT CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237256010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES H BOYLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9017670100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 17800 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J WAGES | PersonNm |
| Person Title | SEC. / TREAS. / DIRE | PersonTitleTxt |
| Phone | 9018184682 | PhoneNum |
| Signature | 2026-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID WAGES | PreparerPersonNm |
| PTIN | P02528688 | PTIN |
| Phone | 9017664290 | PhoneNum |
| Preparation | 2026-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,324,420 | 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 | $1,184,359 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $175,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $175,182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $895,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,021,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,296 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,417,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,074 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $321 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,431,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,431,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,439,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,431,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $978,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,021,331 | CashBOYAmt |
| Cash EOY | $147,848 | CashEOYAmt |
| Cash EOYFMV | $147,848 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,904,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,104,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,104,931 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,500 | AcctRcvblAmt |
| Acct Rcvbl EOY | $32,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,500 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,096,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,008,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,970,014 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,127 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,085,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,363,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,324,420 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,506 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,333,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,333,379 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,744,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,022,958 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,077,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,356,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,085,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,363,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,077,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $978,077 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,055,649 | SubtotalAmt |
| Other Decreases | $699,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,356,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,797 | SubtotalAmt |
| Tax Based On Investment Income | $4,797 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $194 | EsPenaltyAmt |
| Overpayment | $5,009 | OverpaymentAmt |
| Applied To ES Tax | $5,009 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J WAGES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9018184682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 17800 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38187 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SNOWDEN B MORGAN | ||||||||
| P O BOX 17800 | MEMPHIS | TN | 38187 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| J BAYARD BOYLE JR | ||||||||
| P O BOX 17800 | MEMPHIS | TN | 38187 | PRESIDENT / | 000.00 | $0 | $0 | $0 |
| DAVID J WAGES | ||||||||
| P O BOX 17800 | MEMPHIS | TN | 38187 | SEC. / TREAS | 000.00 | $0 | $0 | $0 |
| HENRY W MORGAN SR | ||||||||
| P O BOX 17800 | MEMPHIS | TN | 38187 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $11,171,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,865,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,036,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,036,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,780,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $839,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $839,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,797 | TotalTaxAmt |
| Distributable Before Adj | $834,239 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $834,239 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $834,239 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,431,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,431,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $834,239 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $308,431 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $534,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,303,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,431,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $834,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $597,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,900,800 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $308,431 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,592,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,577 | ExcessFromYear4Amt |
| Excess From Year3 | $126,328 | ExcessFromYear3Amt |
| Excess From Year2 | $277,407 | ExcessFromYear2Amt |
| Excess From Year1 | $534,796 | ExcessFromYear1Amt |
| Excess From Current Year | $597,261 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J BAYARD BOYLE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| A STEP AHEAD FOUNDATION | |||||||||
| 666 WEST DRIVE | MEMPHIS | TN | 38119 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| AFA FOUNDATION | |||||||||
| POST OFFICE DRAWER 2440 | TUPELO | MS | 38803 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $5,000 | ||
| AMERICAN CENTER FOR LAW | |||||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $5,000 | AND JUSTICE INC | |
| AMERICAN COUNCIL OF TRUSTEES AND | |||||||||
| 1730 M STREET NW SUITE 6 | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ALUMNI | |
| AMERICAN ENTERPRISE | |||||||||
| 1789 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | INSTITUTE | NW |
| GERMANTOWN PRESBYTERIAN CHURCH | |||||||||
| 2363 GERMENTOWN RD | GERMANTOWN | TN | 38138 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $45,000 | ||
| MEMPHIS UNIVERSITY SCHOOL | |||||||||
| 6191 PARK AVENUE | MEMPHIS | TN | 38119 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $20,000 | ||
| BODINE SCHOOL | |||||||||
| 2432 YESTER OAKS DRIVE | GERMANTOWN | TN | 38139 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| MANHATTAN INSTITUTE | |||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| CLAREMONT INSTITUTE | |||||||||
| PO BOX 39 | CLAREMONT | CA | 91711 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $2,500 | ||
| THE FEDERALIST SOCIETY | |||||||||
| 1776 I STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $5,000 | ||
| THE STATE POLICY NETWORK | |||||||||
| 1500 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $12,500 | ||
| VICTIMS OF COMMUNISM MEMORIAL | |||||||||
| 900 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $18,500 | FOUNDATION | |
| HOOVER INSTITUTION | |||||||||
| 434 GALVEZ MALL | STANDFORD | CA | 94305 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $10,000 | ||
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||||
| 420 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $10,000 | 7TH FLOOR | |
| BEACON CENTER OF TENNESSEE | |||||||||
| 1200 CLINTON STREET 205 | NASHVILLE | TN | 37203 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $15,000 | ||
| FEDERATION FOR AMERICAN IMMIGRATION | |||||||||
| 25 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $20,000 | REFORM | |
| CENTER FOR IMMIGRATION STUDIES | |||||||||
| 1629 K ST NW | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $20,000 | ||
| HILLSDALE COLLEGE | |||||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ||
| CAPITAL RESEARCH CENTER | |||||||||
| 1513 16TH STREET NW | WASHINTON | DC | 20036 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| NATIONAL CONSTITUTION CENTER | |||||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 19106 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| MEDIA RESEARCH CENTER | |||||||||
| 1900 CAMPUS COMMMONS DR | RESTON | VA | 20191 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| THE HERITAGE FOUNDATION | |||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) | $25,000 | ||
| HUDSON INSTITUTE | |||||||||
| 1201 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| SLINGSHOT MEMPHIS | |||||||||
| 802 ROZELLE | MEMPHIS | TN | 38104 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $15,000 | ||
| MIFA | |||||||||
| C/O ADVANCEMENT OFFICE | MEMPHIS | TN | 38126 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | 910 VANCE AVENUE | |
| CHURCH HEALTH CENTER | |||||||||
| 1350 CONCOURSE AVE | MEMPHIS | TN | 38104 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| PLANNED PARENTHOOD CENTER | |||||||||
| 2430 POPLAR AVE SUITE | MEMPHIS | TN | 38112 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | 100 | |
| MID SOUTH FOOD BANK | |||||||||
| 3865 SOUTH PERKINS ROAD | MEMPHIS | TN | 38118 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ||
| THE SALVATION ARMY | |||||||||
| 696 JACKSON AVENUE | MEMPHIS | TN | 38105 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ||
| S E MINISTRIES | |||||||||
| PO BOX 1269 | SALTILLO | MS | 38866 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $42,000 | ||
| SERVICE OVER SELF | |||||||||
| 2505 POPLAR AVENUE | MEMHIS | TN | 38112 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| BIG OAK RANCH | |||||||||
| 250 JAKE MINTZ ROAD | GADSDEN | AL | 35905 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $15,000 | ||
| EMMANUEL AND ASSOCIATES | |||||||||
| PO BOX 483 | BRANDON | MS | 39043 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| FIRST EVANGELICAL CHURCH | |||||||||
| 735 RIDGE LAKE BLVD | MEMPHIS | TN | 38120 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| DIXON GALLERY AND GARDENS | |||||||||
| 4339 PARK AVENUE | MEMPHIS | TN | 38117 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| METAL MUSEUM | |||||||||
| 374 METAL MUSEUM DRIVE | MEMPHIS | TN | 38103 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| ST JOHN'S EPISCOPAL CHURCH | |||||||||
| 3245 CENTRAL AVENUE | MEMPHIS | TN | 38111 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| THE TREZEVANT FOUNDATION | |||||||||
| 177 NORTH HIGHLAND STREET | MEMPHIS | TN | 38111 | NONE | PC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,431,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $175,182 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $162,596 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $895,261 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,233,039 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,233,039 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE 175,182 OF INT INC WAS DERIVED FROM A MONEY MKT FUND |
| 4 | THE 162,596 OF DIVIDEND INC WAS DERVIED FROM CORP SECURI |
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 |
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/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| J BAYARD BOYLE JR | ||||||
| 1 | 5900 POPLAR AVE | MEMPHIS | TN | 38119 | $702,104 | Yes (X) |
| PAUL T J BOYLE | ||||||
| 2 | 5900 POPLAR AVE | MEMPHIS | TN | 38119 | $482,255 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 800 SHARES OF BERKSHIRE HATHAWAY | $399,872 | 2025-12-15 |
| 1 | 1070 SHARES OF FEDEX CORPORATION | $302,232 | 2025-12-16 |
| 2 | 24897 SHRS OF SIMMONS FIRST NATI | $482,255 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BTIC ADMINISTRATIVE FEE | CategoryTxt |
| Amt | $7,500 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TENNESSEE DOES NOT REQUIRE THE FILING OF FORM 990-PF | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | AcquiredAcquiredDt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FEDERATED HERMES TRSY OBLIG FD INSTL | PURCHASE | 2025-12 | $889 | $889 | ||
| FEDERATED HERMES TRSY OBLIG FD INSTL | PURCHASE | 2025-12 | $38,442 | $38,442 | 2025-05 | |
| FEDERATED HERMES TRSY OBLIG FD INSTL | PURCHASE | 2025-12 | $30,000 | $30,000 | 2025-12 | |
| FEDERATED HERMES TRSY OBLIG FD INSTL | PURCHASE | 2025-12 | $480,000 | $480,000 | 2025-12 | |
| COINBASE GLOBAL INC COM CLASS A | PURCHASE | 2025-05 | $108,178 | $19,941 | 2018-10 | $88,237 |
| FEDEX CORPORATION (FDX) | PURCHASE | 2025-05 | $100,209 | $44,823 | 2007-12 | $55,386 |
| PROCORE TECHNOLOGIES INC (PCOR) | PURCHASE | 2025-05 | $45,439 | $17,900 | 2018-12 | $27,539 |
| DESPEGAR COM CORPORATION ORD SHS | PURCHASE | 2025-05 | $26,875 | $4,879 | 2007-08 | $21,996 |
| ROCKET COMPANIES INC COM CLASS A | PURCHASE | 2025-07 | $5 | $4 | 2015-08 | $1 |
| SIMMONS 1ST NATL CORPORATION CLASS A | PURCHASE | 2025-12 | $482,891 | $247,496 | 2012-04 | $235,395 |
| BERKSHIRE HATHAWAY INC DEL CLASS B | PURCHASE | 2025-12 | $398,826 | $240,831 | 2022-12 | $157,995 |
| FEDEX CORPORATION (FDX) | PURCHASE | 2025-12 | $302,686 | $1,270 | 2007-12 | $301,416 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS (AXP) - 2,334 SHARE | $232,700 | $863,463 |
| AMERIPRISE FINANCIAL, INC (AMP) -466 | $79,970 | $228,498 |
| AMGEN, INC (AMGN) - 200 SHARES | $35,050 | $65,462 |
| BERKSHIRE HATHAWAY CLASS B (BRK.B) - | $765,939 | $3,668,340 |
| BP CORP. (BP) - 1,058 SHARES | $2,662 | $36,744 |
| COCA COLA (KO) - 950 SHARES | $228 | $66,415 |
| FEDEX CORPORATION (FDX) - 21,784 SHA | $2,462,187 | $6,292,526 |
| IBM (IBM) - 264 SHARES | $40,667 | $78,199 |
| JD.COM INCORPORATED (JD) - 15,036 SH | $373,001 | $431,533 |
| KYNDRYL HOLDINGS, INC. (KD) - 52 SHA | $1,678 | $1,381 |
| APOLLO GLOBAL MGMT INC (APO) - 246 | $4,679 | $35,611 |
| COINBASE GLOBAL CLASS A (COIN) - 551 | ||
| PROCORE TECHNOLOGIES (PCOR) - 716 SH | ||
| REDFIN CORPORATION (RDFN) - 8 SHARES | ||
| ROBLOX XORPORATION (RBLX) - 1,092 SH | $4,947 | $88,485 |
| TRUIST FINANCIAL CORP (TFC) - 2,266 | $4,753 | $111,510 |
| DESPEGAR COM CORP (DESP) - 1,390 SHA | ||
| STONECO LIMITED CLASS A (STNE) - 117 | $298 | $1,730 |
| ROCKET COMPANIES INC COM CLASSA(RKT) | $77 | $117 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LONGLEAF PARTNERS FUND (LLPFX) - 3,1 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $69,722 | BookValueAmt |
| EOYFMV | $69,127 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT ON CONTRIBUTED ASSETS | Desc |
| Amt | $699,312 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| RAYMOND JAMES - WIRE/ADR FEES | $301 |
| 2025 TN ANNUAL REPORT FEE | $20 |