STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHARLES H BOYLE FON INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHARLES H BOYLE FON INC (EIN 23-7256010)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-03-06
IRS object ID
201210669349100701
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-03-06T10:29:55-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237256010EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Charles H Boyle Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHARNameControl
Phone9017670100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 17800AddressLine1
CityMemphisCity
StateTNState
ZIP Code38187ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJ Roy Taylor Sec-TreasName
TitleSec - TreasTitle
Phone9017670100Phone
Date Signed2012-03-06DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00358826PTIN
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY592669FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss25000ContriReceivedRevAndExpnss
Dividends Rev And Expnss2619DividendsRevAndExpnss
Dividends Net Invst Incm2619DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses27619TotalRevenueAndExpenses
Total Net Investment Income2619TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss226TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss626TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss16500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps16500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss17126TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps16500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses10493ExcessOfRevenueOverExpenses
Net Investment Income2619NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY409CashBOY
Cash EOY28382CashEOY
Cash EOYFMV28382CashEOYFMV
Savings And Temp Cash Invst BOY29600SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY12120SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV12120SavingsAndTempCashInvstEOYFMV
Investments Other BOY81348InvestmentsOtherBOY
Investments Other EOY81348InvestmentsOtherEOY
Investments Other EOYFMV552167InvestmentsOtherEOYFMV
Total Assets BOY111357TotalAssetsBOY
Total Assets EOY121850TotalAssetsEOY
Total Assets EOYFMV592669TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY571380CapitalStockBOY
Capital Stock EOY571380CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-460023RetainedEarningsBOY
Retained Earnings EOY-449530RetainedEarningsEOY
Total Net Assets BOY111357TotalNetAssetsBOY
Total Net Assets EOY121850TotalNetAssetsEOY
Total Liabilities Net Assets BOY111357TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY121850TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY111357TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses10493ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal121850Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY121850TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year138700QualifyingDistributionsYear1
Noncharitable Assets Year1688496NoncharitableAssetsYear1
Distribution Ratio Year10.056209DistributionRatioYear1
Qualifying Distributions Year2111462QualifyingDistributionsYear2
Noncharitable Assets Year2616920NoncharitableAssetsYear2
Distribution Ratio Year20.180675DistributionRatioYear2
Qualifying Distributions Year3119200QualifyingDistributionsYear3
Noncharitable Assets Year3933286NoncharitableAssetsYear3
Distribution Ratio Year30.127721DistributionRatioYear3
Qualifying Distributions Year4142334QualifyingDistributionsYear4
Noncharitable Assets Year41117687NoncharitableAssetsYear4
Distribution Ratio Year40.127347DistributionRatioYear4
Qualifying Distributions Year5250730QualifyingDistributionsYear5
Noncharitable Assets Year51000946NoncharitableAssetsYear5
Distribution Ratio Year50.250493DistributionRatioYear5
Total Distribution Ratio0.742445TotalDistributionRatio
Average Distribution Ratio0.148489AverageDistributionRatio
Net Noncharitable Assets621189NetNoncharitableAssets
Adjusted Noncharitable Assets92240AdjustedNoncharitableAssets
One Percent Net Investment Income26OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One92266AdjNonchrtblAssetsAndOnePct
Qualifying Distributions16500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax52InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal52Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income52TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due52TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithTNStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website Addressrtaylor@boyle.comWebsiteAddress
Books In Care Of Person NameJ Roy TaylorBooksInCareOfPersonName
Books In Care Of Phone Number9017670100BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1P O Box 17800AddressLine1
CityMemphisCity
StateTNState
ZIP Code38187ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
J Bayard Boyle Jr
P O Box 17800MemphisTN38187President / Director0.00000
Henry W Morgan Sr
P O Box 17800MemphisTN38187Vice President / Director0.00000
Snowden B Morgan
p O Box 17800MemphisTN38187Director0.00000
J Roy Taylor
P O Box 17800MemphisTN38187Sec. / Treas. / Director0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities608204AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances22445AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets630649TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets630649AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9460CashDeemedCharitable
Net Noncharitable Assets621189NetNoncharitableAssets
Minimum Investment Return31059MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return31059MinimumInvestmentReturn
Tax Based On Investment Income52TaxBasedOnInvestmentIncome
Total Tax52TotalTax
Distributable Amount Before Adj31007DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded31007DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted31007DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions16500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions16500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions16500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted31007DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5201577ExcessDistriCarryoverYear5
Excess Distri Carryover Year487456ExcessDistriCarryoverYear4
Excess Distri Carryover Year373160ExcessDistriCarryoverYear3
Excess Distri Carryover Year282092ExcessDistriCarryoverYear2
Excess Distri Carryover Year14334ExcessDistriCarryoverYear1
Total Excess Distri Carryover448619TotalExcessDistriCarryover
Qualifying Distributions16500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year16500AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus14507ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY14507ExcessDistriCyovAppliedCY
Total Corpus434112TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5187070ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year247042ExcessDistriCyovToNextYear
Excess From Year487456ExcessFromYear4
Excess From Year373160ExcessFromYear3
Excess From Year282092ExcessFromYear2
Excess From Year14334ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
The Peer Power Foundation
850 Ridge Lake BoulevardMemphisTN38120NonePublicTo further donee's 501(c)(3) purposes$5,000
Arts Memphis
119 South Main StreetMemphisTN38109NonePublicTo further donee's 501(c)(3) purposes$3,500
Germantown Presbyterian Church
2363 Germantown Road SouthMemphisTN38138NonePublicTo further donee's 501(c)(3) purposes$3,500
Germantown Presbyterian Church Music Department
2363 Germantown Road SouthMemphisTN38138NonePublicTo further donee's 501(c)(3) purposes$100
Woodland Presbyterian Church
5217 Park AvenueMemphisTN38119NonePublicTo further donee's 501(c)(3) purposes$4,400
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year16500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income2619RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income2619RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2619TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number4LineNumber
Relationship StatementThe $2,619 dividend income was derived from corporate securities.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBoyle Investment CompanyContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line15900 Poplar AvenueAddressLine1
CityMemphisCity
StateTNState
ZIP Code38119ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions25000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccounting feeCategory
Amount$400Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
First Horizon National - 17,681 shAT COST21353144008
Regions Financial - 10,634 shAT COST834945726
FedEx Corporation - 4,340 sharesAT COST51646362433

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
2009 Excise Tax on Investment Income$20600
2010 TN Annual Report Filing Fee$2000