CHARLES H BOYLE FON INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H BOYLE FON INC (EIN 23-7256010)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-23
- IRS object ID
- 201331139349100103
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-23T09:02:41-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237256010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles H Boyle Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOYL | NameControl |
| Phone | 9017670100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17800 | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38187 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Roy Taylor Sec-Treas | Name |
| Title | Sec - Treas | Title |
| Phone | 9017670100 | Phone |
| Date Signed | 2013-04-18 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2095870 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 395567 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5027 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5027 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 341031 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 595307 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 341031 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 741632 | TotalRevenueAndExpenses |
| Total Net Investment Income | 346065 | 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 |
| Accounting Fees Rev And Expnss | 400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 82 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 482 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 51400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 51400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51882 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 51400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 689750 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 346065 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 28382 | CashBOY |
| Cash EOY | 26510 | CashEOY |
| Cash EOYFMV | 26510 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 12120 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 561520 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 561520 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 81348 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 110512 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 942872 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 113058 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 564968 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 121850 | TotalAssetsBOY |
| Total Assets EOY | 811600 | TotalAssetsEOY |
| Total Assets EOYFMV | 2095870 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 571380 | CapitalStockBOY |
| Capital Stock EOY | 571380 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -449530 | RetainedEarningsBOY |
| Retained Earnings EOY | 240220 | RetainedEarningsEOY |
| Total Net Assets BOY | 121850 | TotalNetAssetsBOY |
| Total Net Assets EOY | 811600 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 121850 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 811600 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 121850 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 689750 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 811600 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 811600 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| Longleaf Partners Fund - 11,161 shares | D | 2012-08-31 | 2012-10-31 | 346661 | 188413 | 158248 | 158248 |
| Regions Financial - 16,270 shares | D | 2012-12-11 | 2012-12-31 | 114732 | 12773 | 101959 | 101959 |
| Berkshire Hathaway (B) - 1,500 shares | D | 2012-12-12 | 2012-12-31 | 133914 | 53090 | 80824 | 80824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 341031 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 621189 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026562 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 38700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 688496 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056209 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 111462 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 616920 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.180675 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 119200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 933286 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.127721 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 142334 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1117687 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.127347 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.518514 | TotalDistributionRatio |
| Average Distribution Ratio | 0.103703 | AverageDistributionRatio |
| Net Noncharitable Assets | 807058 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83694 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3461 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 87155 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 51400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6921 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6921 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6921 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 6922 | TaxDue |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | rtaylor@boyle.com | WebsiteAddress |
| Books In Care Of Person Name | J Roy Taylor | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9017670100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17800 | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38187 | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| J Roy Taylor | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | Sec. / Treas. / Director | 0.00 | 0 | 0 | 0 |
| 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 | 711352 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 107996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 819348 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 819348 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12290 | CashDeemedCharitable |
| Net Noncharitable Assets | 807058 | NetNoncharitableAssets |
| Minimum Investment Return | 40353 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40353 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6921 | TaxBasedOnInvestmentIncome |
| Total Tax | 6921 | TotalTax |
| Distributable Amount Before Adj | 33432 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33432 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33432 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 51400 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 51400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 51400 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33432 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 87456 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 73160 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 82092 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4334 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 247042 | TotalExcessDistriCarryover |
| Qualifying Distributions | 51400 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33432 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 17968 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 265010 | 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 | 87456 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 177554 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 73160 | ExcessFromYear4 |
| Excess From Year3 | 82092 | ExcessFromYear3 |
| Excess From Year2 | 4334 | ExcessFromYear2 |
| Excess From Current Year | 17968 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Memphis Jewish Home | |||||||
| 36 Bazeberry Road | Cordova | TN | 38018 | None | Public | To further donee's 501(c)(3) purposes | $10,000 |
| Germantown Presbyterian Church | |||||||
| 2363 Germantown Road South | Memphis | TN | 38138 | None | Public | to further donee's 501(c)(3) purposes | $22,600 |
| Germantown Presbyterian Church Music Department | |||||||
| 2363 Germantown Road South | Memphis | TN | 38138 | None | Public | To further donee's 501(c)(3) purposes | $1,800 |
| United Way of the Mid-South | |||||||
| 6775 Lenox Center Ct | Memphis | TN | 38115 | None | Public | To further donee's 501(c)(3) purposes | $11,000 |
| Tennessee Shakespeare Company | |||||||
| 2260 West Street | Germantown | TN | 38138 | None | Public | To further donee's 501(c)(3) purposes | $1,000 |
| Chickasaw Council of the Boy Scouts of America | |||||||
| 171 South Hollywood Street | Memphis | TN | 38112 | None | Public | To further donee's 501(c)(3) purposes | $1,000 |
| The Salvation Army | |||||||
| 2649 Kirby Whitten Parkway | Memphis | TN | 38133 | None | Public | To further donee's 501(c)(3) purposes | $2,000 |
| Exchange Club Family Center | |||||||
| 2180 Union Avenue | Memphis | TN | 38104 | None | Public | To further donee's 501(c)(3) purposes | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 51400 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 7 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5027 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 341031 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 346065 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 346065 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | The $5,027 dividend income was derived from corporate securities. |
| 3 | The $7 interest income was derived from a money market fund. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (8 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | J Bayard Boyle Jr | 5900 Poplar Avenue | Memphis | TN | 38119 | 12773 | X |
| 2 | J Bayard Boyle Jr | 5900 Poplar Avenue | Memphis | TN | 38119 | 8284 | X |
| 3 | J Bayard Boyle Jr | 5900 Poplar Avenue | Memphis | TN | 38119 | 53090 | X |
| 4 | J Bayard Boyle Jr | 5900 Poplar Avenue | Memphis | TN | 38119 | 2662 | X |
| 5 | Hudson J Boyle | 5900 Poplar Avenue | Memphis | TN | 38119 | 17734 | X |
| 6 | Paul T J Boyle | 5900 Poplar Avenue | Memphis | TN | 38119 | 188413 | X |
| 7 | Paul T J Boyle | 5900 Poplar Avenue | Memphis | TN | 38119 | 112127 | X |
| 8 | Bayard B Morgan | 5900 Poplar Avenue | Memphis | TN | 38119 | 484 | X |
Noncash Property NoncashProperty (8 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | Regions Financial - 16,270 shares | 109985 | 2012-12-11 |
| 2 | Fed Ex Corporation - 700 shares | 64918 | 2012-12-21 |
| 3 | Berkshire Hathaway (B) - 1,500 shares | 133980 | 2012-12-12 |
| 4 | BP Corp. - 1,058 shares | 44562 | 2012-12-21 |
| 5 | Fed Ex Corporation - 1,500 shares | 135375 | 2012-12-11 |
| 6 | Longleaf Partners Fund - 11,161 shares | 328133 | 2012-08-31 |
| 7 | Longleaf Partners Small Cap Fund - 19,530 shares | 549574 | 2012-12-03 |
| 8 | Fed Ex Corporation - 488 shares | 45257 | 2012-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fee | Category |
| Amount | $400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| First Horizon National - 18,001 shares | 21353 | 178389 |
| Regions Financial - 10,634 sh | 8349 | 75820 |
| FedEx Corporation - 7,028 shares | 78148 | 644608 |
| BP Corp. - 1,058 shares | 2662 | 44055 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Longleaf Partners Fund - 12.428 shares | AT COST | 324 | 328 |
| Longleaf Partners Small Cap Fund - 19,551.265 shares | AT COST | 112734 | 564640 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| J Bayard Boyle Jr | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
| Hudson J Boyle | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
| Paul T J Boyle | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
| Bayard B Morgan | |||
| 5900 Poplar Avenue | Memphis | TN | 38119 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 Excise Tax on Investment Income | $52 | 0 | 0 |
| 2012 TN Annual Report Filing Fee | $20 | 0 | 0 |
| Wire transfer fee | $10 | 0 | 0 |