CHARLES H BOYLE FON INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H BOYLE FON INC (EIN 23-7256010)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-11
- IRS object ID
- 202520709349100717
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-11T15:23:11-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 |
| Signature | 2025-01-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID WAGES | PreparerPersonNm |
| PTIN | P02528688 | PTIN |
| Phone | 9017664290 | PhoneNum |
| Preparation | 2025-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $17,647,014 | 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 | $1,320,817 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124,712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124,712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,437 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $1,593,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,149 | 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 | $1,348,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,348,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,356,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,348,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $237,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,149 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $335,695 | CashBOYAmt |
| Cash EOY | $1,021,331 | CashEOYAmt |
| Cash EOYFMV | $1,021,331 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,932,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,904,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,904,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,971,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,096,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,653,583 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,162 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,301,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,085,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,647,014 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,506 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,506 | 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 | $3,956,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,744,193 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,289,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,077,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,301,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,085,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,289,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $237,295 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,527,254 | SubtotalAmt |
| Other Decreases | $449,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,077,572 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,797 | SubtotalAmt |
| Tax Based On Investment Income | $3,797 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $214 | EsPenaltyAmt |
| Tax Due | $4,011 | TaxDueAmt |
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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | $10,643,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,962,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,606,112 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,606,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,357,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $817,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $817,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,797 | TotalTaxAmt |
| Distributable Before Adj | $814,054 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $814,054 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $814,054 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,348,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,348,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $814,054 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $308,431 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $277,407 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $768,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,348,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $814,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $534,796 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,303,539 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,303,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $308,431 | ExcessFromYear4Amt |
| Excess From Year3 | $56,577 | ExcessFromYear3Amt |
| Excess From Year2 | $126,328 | ExcessFromYear2Amt |
| Excess From Year1 | $277,407 | ExcessFromYear1Amt |
| Excess From Current Year | $534,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| A STEP AHEAD FOUNDATION | |||||||||
| 666 WEST DRIVE | MEMPHIS | TN | 38119 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| AFA FOUNDATION | |||||||||
| POST OFFICE DRAWER 2440 | TUPELO | MS | 38803 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $5,000 | ||
| AMERICAN CENTER FOR LAW | |||||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | NONE | PUBLIC | 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 | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ALUMNI | |
| AMERICAN ENTERPRISE | |||||||||
| 1789 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | INSTITUTE | NW |
| EVANGELICAL CHRISTIAN SCHOOL | |||||||||
| 1920 FOREST HILL IRENE RD | GERMANTOWN | TN | 38139 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,500 | ||
| GERMANTOWN PRESBYTERIAN CHURCH | |||||||||
| 2363 GERMENTOWN RD | GERMANTOWN | TN | 38138 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $40,350 | ||
| MEMPHIS UNIVERSITY SCHOOL | |||||||||
| 6191 PARK AVENUE | MEMPHIS | TN | 38119 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $10,000 | ||
| BODINE SCHOOL | |||||||||
| 2432 YESTER OAKS DRIVE | GERMANTOWN | TN | 38139 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $2,500 | ||
| HUTCHISON SCHOOL | |||||||||
| 1740 RIDGEWAY RD | MEMPHIS | TN | 38119 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $104,000 | ||
| IMMIGRATION REFORM LAW INSTITUTE | |||||||||
| 25 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| AMERICAN LEGISLATIVE EXCHANGE | |||||||||
| 2900 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | COUNCIL | 6TH FLOOR |
| MANHATTAN INSTITUTE | |||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| CLAREMONT INSTITUTE | |||||||||
| PO BOX 39 | CLAREMONT | CA | 91711 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| THE FEDERALIST SOCIETY | |||||||||
| 1776 I STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $3,500 | ||
| THE STATE POLICY NETWORK | |||||||||
| 1500 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $7,500 | ||
| VICTIMS OF COMMUNISM MEMORIAL | |||||||||
| 900 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $7,500 | FOUNDATION | |
| HOOVER INSTITUTION | |||||||||
| 434 GALVEZ MALL | STANDFORD | CA | 94305 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $15,000 | ||
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||||
| 420 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $7,500 | 7TH FLOOR | |
| BEACON CENTER OF TENNESSEE | |||||||||
| 1200 CLINTON STREET 205 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $10,000 | ||
| FEDERATION FOR AMERICAN IMMIGRATION | |||||||||
| 25 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $20,000 | REFORM | |
| CENTER FOR IMMIGRATION STUDIES | |||||||||
| 1629 K ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $10,000 | ||
| HILLSDALE COLLEGE | |||||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $85,000 | ||
| JUDICIAL WATCH | |||||||||
| PO BOX 96234 | WASHINGTON | DC | 20090 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| CAPITAL RESEARCH CENTER | |||||||||
| 1513 16TH STREET NW | WASHINTON | DC | 20036 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| NATIONAL RIGHT TO WORK LEGAL | |||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | DEFENSE FOUNDATION | |
| FOUNDATION FOR INDIVIDUAL RIGHTS | |||||||||
| 510 WALNUT ST SUITE 900 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | AND EXPRESSION | |
| PHILANTHROPY ROUNDTABLE | |||||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | SUITE 400N | |
| NATIONAL CONSTITUTION CENTER | |||||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| AMERICAN FEDERATION FOR CHILDREN | |||||||||
| 5950 BERKSHIRE LANE | DALLAS | TX | 75225 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | GROWTH FUND | |
| LEADERSHIP INSTITUTE | |||||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| MEDIA RESEARCH CENTER | |||||||||
| 1900 CAMPUS COMMMONS DR | RESTON | VA | 20191 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $1,000 | ||
| THE HERITAGE FOUNDATION | |||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) | $70,000 | ||
| HUDSON INSTITUTE | |||||||||
| 1201 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ||
| SLINGSHOT MEMPHIS | |||||||||
| 802 ROZELLE | MEMPHIS | TN | 38104 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| MIFA | |||||||||
| C/O ADVANCEMENT OFFICE | MEMPHIS | TN | 38126 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | 910 VANCE AVENUE | |
| CHURCH HEALTH CENTER | |||||||||
| 1350 CONCOURSE AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | ||
| PLANNED PARENTHOOD CENTER | |||||||||
| 2430 POPLAR AVE SUITE | MEMPHIS | TN | 38112 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $100,000 | 100 | |
| MID SOUTH FOOD BANK | |||||||||
| 3865 SOUTH PERKINS ROAD | MEMPHIS | TN | 38118 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ||
| THE SALVATION ARMY | |||||||||
| 696 JACKSON AVENUE | MEMPHIS | TN | 38105 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $50,000 | ||
| S E MINISTRIES | |||||||||
| PO BOX 1269 | SALTILLO | MS | 38866 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| SERVICE OVER SELF | |||||||||
| 2505 POPLAR AVENUE | MEMHIS | TN | 38112 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| FINANCIAL ISSUES STEWARDSHIP | |||||||||
| PO BOX 270 | EXTON | PA | 19341 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $4,000 | MINISTRIES | |
| BIG OAK RANCH | |||||||||
| 250 JAKE MINTZ ROAD | GADSDEN | AL | 35905 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $15,000 | ||
| EMMANUEL AND ASSOCIATES | |||||||||
| PO BOX 483 | BRANDON | MS | 39043 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $25,000 | ||
| FIRST EVANGELICAL CHURCH | |||||||||
| 735 RIDGE LAKE BLVD | MEMPHIS | TN | 38120 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $20,000 | ||
| EUREKA TRUE VINE BAPTIST CHURCH | |||||||||
| 3510 MILLBRANCH ROAD | MEMPHIS | TN | 38116 | NONE | PUBLIC | TO FURTHER DONEE'S 501(C)(3) PURPOSE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,348,850 | 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 | $124,712 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148,437 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $273,149 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,149 | 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 124,712 OF INT INC WAS DERIVED FROM A MONEY MKT FUND |
| 4 | THE 148,437 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| J BAYARD BOYLE JR | |||||||
| 1 | 5900 POPLAR AVE | MEMPHIS | TN | 38119 | $201,316 | Yes (X) | |
| BAYARD B MORGAN | |||||||
| 2 | 5900 POPLAR AVE | MEMPHIS | TN | 38119 | $152,280 | Yes (X) | |
| PAUL T J BOYLE | |||||||
| 3 | 5900 POPLAR AVE | MEMPHIS | TN | 38119 | $217,221 | Yes (X) | |
| PAUL T J BOYLE | |||||||
| 4 | 5900 POPLAR AVE | MEMPHIS | TN | 38119 | $750,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 220 SHRS OF BERKSHIRE HATHAWAY | $100,998 | 2024-12-26 |
| 3 | 551 SHRS OF COINBASE GLOBAL INC | $136,813 | 2024-12-31 |
| 1 | 360 SHARES OF FEDEX CORPORATION | $100,318 | 2024-12-26 |
| 3 | 716 SHRS OF PROCORE TECH INC | $53,650 | 2024-12-31 |
| 2 | 246 SHRS OF APOLLO GLOBAL MGMT | $42,221 | 2024-12-23 |
| 3 | 1,390 SHRS OF DESPEGAR COM ORD | $26,758 | 2024-12-31 |
| 2 | 240 SHRS OF BERKSHIRE HATHAWAY | $109,044 | 2024-12-23 |
| 2 | 8 SHRS OF REDFIN CORPORATION | $68 | 2024-12-23 |
| 2 | 117 SHRS OF STONECO LIMITED COM | $947 | 2024-12-23 |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS (AXP) - 2,334 SHARE | $232,700 | $692,708 |
| AMERIPRISE FINANCIAL, INC (AMP) -466 | $79,970 | $248,112 |
| AMGEN, INC (AMGN) - 200 SHARES | $35,050 | $52,128 |
| BERKSHIRE HATHAWAY CLASS B (BRK.B) - | $765,939 | $3,308,037 |
| BP CORP. (BP) - 1,058 SHARES | $2,662 | $31,274 |
| COCA COLA (KO) - 950 SHARES | $228 | $59,147 |
| FEDEX CORPORATION (FDX) - 22,494 SHA | $2,507,010 | $6,260,718 |
| IBM (IBM) - 264 SHARES | $40,667 | $58,035 |
| JD.COM INCORPORATED (JD) - 15,036 SH | $373,001 | $521,298 |
| KYNDRYL HOLDINGS, INC. (KD) - 52 SHA | $1,678 | $1,799 |
| APOLLO GLOBAL MGMT INC (APO) - 246 | $4,679 | $40,629 |
| COINBASE GLOBAL CLASS A (COIN) - 551 | $19,941 | $136,813 |
| PROCORE TECHNOLOGIES (PCOR) - 716 SH | $17,900 | $53,650 |
| REDFIN CORPORATION (RDFN) - 8 SHARES | $81 | $63 |
| ROBLOX XORPORATION (RBLX) - 1,092 SH | $4,947 | $63,183 |
| TRUIST FINANCIAL CORP (TFC) - 2,266 | $4,753 | $98,299 |
| DESPEGAR COM CORP (DESP) - 1,390 SHA | $4,879 | $26,758 |
| STONECO LIMITED CLASS A (STNE) - 117 | $298 | $932 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LONGLEAF PARTNERS FUND (LLPFX) - 2,7 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $62,426 | BookValueAmt |
| EOYFMV | $67,162 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT ON CONTRIBUTED ASSETS | Desc |
| Amt | $449,682 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| RAYMOND JAMES - WIRE/ADR FEES | $301 |
| 2023 TN ANNUAL REPORT FEE | $20 |