CHARLES H BOYLE FON INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H BOYLE FON INC (EIN 23-7256010)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102082
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:34:10-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | BOYL | 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 | Gary B Douglas Sec-Treas | PersonNm |
| Person Title | Sec. - Treas. | PersonTitleTxt |
| Phone | 9017670100 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.214.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 12:33:56 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6ACF2B58C3F446A61C0FC6D02E923D662C6B413D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6ACF2B58C3F446A61C0FC6D02E923D662C6B413D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,941,700 | 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 | $2,070,651 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,324,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,701 | 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 |
| Accounting Fees Rev And Expnss | $1,079 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,028,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,536 | CashBOYAmt |
| Cash EOY | $4,529 | CashEOYAmt |
| Cash EOYFMV | $4,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $468,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,990,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,990,727 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,776,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,754,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,915,530 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,098,015 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,263,279 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,030,914 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,473,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,013,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,941,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,333,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,333,379 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $140,461 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,680,055 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,473,840 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,013,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,473,840 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,013,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,473,840 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,028,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,502,153 | SubtotalAmt |
| Other Decreases | $488,719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,013,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 400shs FDX | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2018-02-26 | SoldDt |
| Gross Sales Price | $100,221 | GrossSalesPriceAmt |
| Cost Or Other Basis | $107,254 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,033 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,033 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $315,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.432371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,409,418 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,192,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061547 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,965,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027988 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,312,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057723 | DistributionYr5Rt |
| Total Distribution | 0.586433 | TotalDistributionRt |
| Average Distribution | 0.117287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,466,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,227,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,230,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $57 | EsPenaltyAmt |
| Tax Due | $5,271 | TaxDueAmt |
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 | 0 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Gary B Douglas | IndividualWithBooksNm |
| Phone | 9017670100 | 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 | 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 | 0 | BusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| J Bayard Boyle Jr | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | President / Director | 0.00 | $0 | $0 | $0 |
| Henry W Morgan Sr | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | Vice President / Director | 0.00 | $0 | $0 | $0 |
| Snowden B Morgan | ||||||||
| p O Box 17800 | Memphis | TN | 38187 | Director | 0.00 | $0 | $0 | $0 |
| Gary B Douglas | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | Sec. / Treas. / Director | 0.00 | $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 | $10,013,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $612,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,625,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,625,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,466,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,214 | TotalTaxAmt |
| Distributable Before Adj | $518,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $518,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $518,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $294,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $518,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $12,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $294,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,946 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,946 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $211,140 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Step Ahead Foundation | |||||||
| 666 West Drive | Memphis | TN | 38119 | None | Public | To further donee's 501(c)(3) purposes | $110,000 |
| Life Choices of Memphis | |||||||
| 5575 Raleigh LaGrange Road | Memphis | TN | 38134 | None | Public | To further donee's 501(c)(3) purposesTo further donee's 501(c)(3) purposesTo further donee's 501(c)(3) purposes | $5,000 |
| Brinkley Heights Urban Academy | |||||||
| 3260 Macon Road | Memphis | TN | 38122 | None | Public | To further donee's 501 (c)(3) purposesTo further donee's 501 (c)(3) purposes | $20,000 |
| Germantown Presbyterian Church | |||||||
| 2363 Germantown Road South | Memphis | TN | 38138 | None | Public | To further donee's 501(c)(3) purposes | $18,000 |
| Mighty River Crossing | |||||||
| Big River Crossing | Memphis | TN | 38103 | None | Public | To further donee's 501(c)(3) purposes | $5,000 |
| InterVarsity Christian Fellowship | |||||||
| P O Box 7895 | Madison | WI | 53707 | None | Public | To further donee's 501(c)(3) purposesTo further donee's 501 (c) (3) purposesTo further donee's 501(c)(3) purposes | $5,000 |
| Planned Parenthood Center | |||||||
| 1407 Union Ave 300 | Memphis | TN | 38103 | None | Public | To further donee's 501 (c)(3) purposes | $10,000 |
| Slingshot Memphis Inc | |||||||
| 802 Rozelle Street | Memphis | TN | 38104 | None | Public | To further donee's 501(c)(3) purposes | $86,000 |
| Bodine School | |||||||
| 2432 Yester Oaks Dr | Germantwon | TN | 38139 | None | Public | To further donee's 501 (c)(3) purposes | $10,000 |
| Christ Church | |||||||
| 4488 Poplar AVe | Memphis | TN | 38117 | None | Public | To further donee's 501 (c)(3) purposes | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $4,119 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $256,582 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,033 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $253,668 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,668 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | The $256,582 of dividend income was derived from corporate securities. |
| 7 | The ($7,033) of capital gains was derived from mutual funds. |
| 3 | The $4,119 of interest income was derived from a money market fund. |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Snowden B Morgan | |||||||
| 1 | 5900 Poplar Ave | Memphis | TN | 38119 | $1,500,000 | Yes (X) | |
| Henry W Morgan Sr | |||||||
| 2 | 5900 Poplar Ave | Memphis | TN | 38119 | $321,876 | Yes (X) | |
| Henry W Morgan Jr | |||||||
| 3 | 5900 Poplar Ave | Memphis | TN | 38119 | $51,551 | Yes (X) | |
| J Bayard Boyle Jr | |||||||
| 4 | 5900 Poplar Ave | Memphis | TN | 38119 | $143,383 | Yes (X) | |
| J Bayard Boyle Jr | |||||||
| 5 | 5900 Poplar Ave | Memphis | TN | 38119 | $53,841 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 1,387 Shares FedEx | $321,876 | 2018-12-04 |
| 3 | 280 Shares FedEx | $51,551 | 2018-12-14 |
| 4 | 775 Shares FedEx | $143,383 | 2018-12-18 |
| 5 | 2,559 Shares JD.com | $53,841 | 2018-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,079 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| First Horizon National - 45,061 shares | $289,582 | $593,003 |
| Regions Financial - 35,239 sh | $191,704 | $471,498 |
| FedEx Corporation - 21,963 shares | $2,685,960 | $3,543,291 |
| BP Corp. - 1,058 shares | $2,662 | $40,119 |
| Berkshire Hathaway (B) 6,200 sh | $675,157 | $1,265,916 |
| SunTrust Banks - 1,750 shares | $4,753 | $88,270 |
| JD Com Incorporated (JD)- 27,395shares | $516,694 | $573,377 |
| American Express(AXP)- 2,334shares | $232,700 | $222,477 |
| Ameriprise Financial, Inc (AMP) 466shares | $79,970 | $48,636 |
| Amgen, Inc (AMGN) 200shs | $35,050 | $38,934 |
| IBM 264shares | $40,667 | $30,009 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Longleaf Partners Fund - 2,244.949 shares | AT COST | $51,155 | $41,195 |
| Longleaf Partners Small Cap Fund - 44,783.665 shares | AT COST | $1,212,124 | $989,719 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment | Desc |
| Amt | $488,719 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Henry W Morgan Sr | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
| Snowden B Morgan | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
| Henry W Morgan Jr | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
| J Bayard Boyle Jr | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017 Excise Tax on Investments | CategoryTxt |
| Amt | $927 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |