Civic Intelligence

Crews Family Foundation

990PF • Fiscal year 2018 • EIN 46-1600634

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 19, 2019

Organization Profile
PO Box 488Collierville, TN 38027-0488

(901) 854-4014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.03x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

6th percentile

-12%

Faster asset growth than 6% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$27,424,446

Up $6,746,181 (+33%) from 2016

Net Assets

Up

$27,374,446

Up $6,696,181 (+32%) from 2016

Liabilities

Up

$50,000

Up $50,000 from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin5th percentile

Revenue

Down

$1,438,594

Down $6,498,095 (-82%) from 2016

Expenses

Up

$2,326,250

Up $1,013,921 (+77%) from 2016

Net Income

Down

-$887,656

Down $7,512,016 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2012: $10,308,237Liabilities 2012: $02012Assets 2013: $12,172,753Liabilities 2013: $0Net Assets 2013: $12,172,7532013Assets 2014: $12,939,316Liabilities 2014: $59,994Net Assets 2014: $12,879,3222014Assets 2015: $11,584,336Liabilities 2015: $0Net Assets 2015: $11,584,3362015Assets 2016: $20,678,265Liabilities 2016: $0Net Assets 2016: $20,678,2652016Assets 2018: $27,424,446Liabilities 2018: $50,000Net Assets 2018: $27,374,4462018Assets 2019: $39,719,371Liabilities 2019: $0Net Assets 2019: $39,719,3712019Assets 2020: $108,063,708Liabilities 2020: $12020Assets 2021: $117,094,384Liabilities 2021: $0Net Assets 2021: $117,094,3842021Assets 2022: $88,879,751Liabilities 2022: $194Net Assets 2022: $88,879,5572022Assets 2023: $99,355,008Liabilities 2023: $202023Assets 2024: $108,291,081Liabilities 2024: $20Net Assets 2024: $108,291,0612024

Highlighted filing

2018

Assets$27,424,446
Liabilities$50,000
Net Assets$27,374,446
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2012: $10,351,346Expenses 2012: $1,872Net Income 2012: $10,349,4742012Revenue 2013: $1,329,693Expenses 2013: $936,796Net Income 2013: $392,8972013Revenue 2014: $1,935,443Expenses 2014: $1,075,273Net Income 2014: $860,1702014Revenue 2015: $1,843,526Expenses 2015: $1,238,408Net Income 2015: $605,1182015Revenue 2016: $7,936,689Expenses 2016: $1,312,329Net Income 2016: $6,624,3602016Revenue 2018: $1,438,594Expenses 2018: $2,326,250Net Income 2018: -$887,6562018Revenue 2019: $10,376,697Expenses 2019: $2,468,386Net Income 2019: $7,908,3112019Revenue 2020: $68,028,445Expenses 2020: $3,353,754Net Income 2020: $64,674,6912020Revenue 2021: $12,659,286Expenses 2021: $6,670,254Net Income 2021: $5,989,0322021Revenue 2022: $3,404,986Expenses 2022: $6,698,188Net Income 2022: -$3,293,2022022Revenue 2023: -$839,759Expenses 2023: $5,144,845Net Income 2023: -$5,984,6042023Revenue 2024: $7,713,774Expenses 2024: $6,462,053Net Income 2024: $1,251,7212024

Highlighted filing

2018

Revenue$1,438,594
Expenses$2,326,250
Net Income-$887,656
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILLIARD R CREWS JRPresident/Director-$0--
JASON L CREWSTreasurer/Director-$0--
STACY CREWS MCGEESecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Crews Family Foundation
EIN
46-1600634
Phone
9018544014
Address
PO BOX 488, COLLIERVILLE, TN 38027-0488

Signing Officer

Name
Hilliard R Crews Jr
Title
Director
Phone
9018544014
Signed
2019-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Reynolds Bone & Griesbeck Plc
Address
5100 WHEELIS DRIVE SUITE 300, MEMPHIS, TN 38117-4568
Preparer
Paul B Berryhill
Phone
9016822431
Raw XML AppendixShowing 400 of 1,177 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART II, LINE 20, COLUMN (B)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1LOAN FROM DISQUALFIED PERSONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CREWS FAMILY FOUNDATIONP.O. BOX 488COLLIERVILLE, TN 38027-0488EMPLOYER IDENTIFICATION NUMBER: 46-1600634FOR THE YEAR ENDING DECEMBER 31, 2018THE CREWS FAMILY FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2257316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23100201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-279700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2627327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2100621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt371376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4110817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt542884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7837906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8563341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1063589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11211909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1253620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14264808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1557316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16100201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1727327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - 0589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - 0589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - 6019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB - 6019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB - 2943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB - 2943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RAYMOND JAMES - 6523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RAYMOND JAMES - 6523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RAYMOND JAMES - 0782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RESOLUTE CAPITAL PARTNERS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10COMPOUND CAPITAL INVESTMENT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COMPOUND CAPITAL INVESTMENT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GULLANE CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GULLANE CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CCSD II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GT INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GT INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GT OFFSHORE FUND, LTD. (CLASS A)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GT ILS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GT U.S. QP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20GT U.S. QP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21GT EMERGING MARKETS QP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22GT EMERGING MARKETS QP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23GT OFFSHORE FUND, LTD. (CLASS B)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24GT U.S. QP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25GT EMERGING MARKETS QP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035593
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-887656
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02735963
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030110409
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030998065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027374446
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01535545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01535545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01535545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01536706
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01161
IRS990PF/DistributableAmountGrp/TotalTaxAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04426
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04426
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05598
IRS990PF/FMVAssetsEOYAmt027424446
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09165141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08180169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08180169
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt080000
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0921539
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0921539
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019643811
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018193329
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018193329
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt030454
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02299567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0129409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0129409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031108519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027424446
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027424446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0110454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031108519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027424446
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030998065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027374446
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt030998065
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt027374446
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031202152
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0418078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029862535
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0468032
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0921539
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01536706
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030734120
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031202152
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RAYMOND JAMES & ASSOCIATES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt093988
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01100 RIDGEWAY LOOP RD STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd038120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HILLIARD R CREWS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JASON L CREWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STACY CREWS MCGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010001 HOLMES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1294 DUBRAY MANOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23145 SHEA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLLIERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1COLLIERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2COLLIERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd038017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd138017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd238017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02184120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02184701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01128737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01032836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0983821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0839234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0740407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.071065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.084019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.082898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.069072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.067062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt030734120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt021592143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012292942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011867825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012150125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011040696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01540399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.355326
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01540399
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01540399

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,424,446
Liabilities
$50,000
Net assets
$27,374,446
Revenue
$1,438,594
Expenses
$2,326,250
Net income
-$887,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$0.00$108$7.71$6.46$1.25
2023Summary only. Only limited summary data is available for this year.$99.4$0.00$0.84$5.14$5.98
2022Detailed filing. Detailed filing data is available for this year.$88.9$0.00$88.9$3.40$6.70$3.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$0.00$117$12.7$6.67$5.99
2020Summary only. Only limited summary data is available for this year.$108$0.00$68.0$3.35$64.7
2019Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$10.4$2.47$7.91
2018Detailed filing. Detailed filing data is available for this year.$27.4$0.05$27.4$1.44$2.33$0.89
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$7.94$1.31$6.62
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$1.84$1.24$0.61
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.06$12.9$1.94$1.08$0.86
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.33$0.94$0.39
2012Summary only. Only limited summary data is available for this year.$10.3$0.00$10.4$0.00$10.3