CLM Private Foundation

990PF • Fiscal year 2018 • EIN 72-1400790

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 26, 2019

Organization Profile

5422 Superior DriveBaton Rouge, LA 70816

(225) 293-2110

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $500k-$1M nonprofits • Source year 2018

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $500k-$1M nonprofits • Source year 2018

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

222%

Faster asset growth than 98% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

1388%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets37th percentile

Assets

$989,969

Up $682,156 (+222%) from 2017

Net Assets

$989,969

Up $682,156 (+222%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin98th percentile

Revenue

$770,332

Up $718,576 (+1388%) from 2017

Expenses

$56,131

Up $38,632 (+221%) from 2017

Net Income

$714,201

Up $679,944 (+1985%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2018

Assets$989,969

Liabilities$0

Net Assets$989,969

Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2018

Revenue$770,332

Expenses$56,131

Net Income$714,201

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 26, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Charles R Morris	President	-	$0	-	-
Leah C Morris	Sec-Treas	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: CLM Private Foundation
EIN: 72-1400790
Phone: 2252932110
Address: 5422 Superior Drive, Baton Rouge, LA 70816

Signing Officer

Name: Charles R Morris
Title: President
Signed: 2019-04-26
Discuss with paid preparer: Yes

Preparer

Firm: Apple Guerin Company LLC
Address: 6421 Perkins Rd Bldg A Suite 1B, Baton Rouge, LA 70808-4263
Preparer: Jayne G Apple
Phone: 2257671020

Raw XML Appendix307 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.

Path	#	Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	966262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	966262
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	16384
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	34435
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	109
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	50928
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	50928
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	16493
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	34435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	40000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	40000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	719404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	16384
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	16384
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	16384
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	714201
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	68768
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	109
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	109
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	109
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	511
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	511
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	511
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	34435
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	50178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	15381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	15381
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	18
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	239
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	16493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	55910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	56131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	50928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	770332
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	15910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	16131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	34333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	13127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	21308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	13127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	47460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	RJ 50479211 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	34435
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	714201
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	32045
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1022014
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	307813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	989969
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	17527
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	17527
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	17527
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	18029
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	502
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	502
IRS990PF/FMVAssetsEOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	292194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	966262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	966262
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	1099
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	1099
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	307813
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	15619
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	22608
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	22608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	307813
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	307813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	307813
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	989969
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	366061
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	15640
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	350421
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	5491
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	18029
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	360570
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	366061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Charles R Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Leah C Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Sec-Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	9616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	9616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	70748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	70748
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	28089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	28591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	17260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	23705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	24169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	15560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	21689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.077903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.05671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.08514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.08535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.06369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.09862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	360570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	304352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	278415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	283181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	244302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	219923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	55910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.389515
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	55408
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	55910
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	502
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	55910
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	5422 Superior Dr Ste D
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Baton Rouge
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	70816
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Charles R Morris
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2252932110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Send a letter to Charles Morris requesting specific amount of funds for a particular purpose.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Charles R Morris
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	5422 Superior Dr Ste D
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Baton Rouge
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	LA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	70816
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	December 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Charles R Morris
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	40000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	South Baton Rouge Church of Christ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	8725 Jefferson Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Baton Rouge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	70809
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	17527
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	17527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	10023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	10364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	11250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	11250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	65388
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	38383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	10023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	10364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	4358
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	55910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	38383
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	76638
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	38255
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Missions in Training
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	5422 Superior Dr Ste D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Baton Rouge
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	LA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	70816
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	719404
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	714324
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Corporate Stocks
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Kean Miller
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	511
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	511
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	511
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Dividend Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1099
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1099
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	32045
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Change in Market Value
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Books
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	License & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Missionary Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	379
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	14987
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	14987
TaxesSchedule/TaxesDetail/Amt	0	18
TaxesSchedule/TaxesDetail/Amt	1	221
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	18
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	18
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	221
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Charles R Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CLM Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	CLMP
ReturnHeader/Filer/EIN	0	721400790
ReturnHeader/Filer/PhoneNum	0	2252932110
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5422 Superior Drive
ReturnHeader/Filer/USAddress/CityNm	0	Baton Rouge
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	LA
ReturnHeader/Filer/USAddress/ZIPCd	0	70816
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	721348954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Apple Guerin Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6421 Perkins Rd Bldg A Suite 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Baton Rouge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	708084263
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2257671020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAYNE G APPLE
ReturnHeader/ReturnTs	0	2019-04-26T13:08:37-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $989,969
Liabilities: $0
Net assets: $989,969
Revenue: $770,332
Expenses: $56,131
Net income: $714,201

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.11	$0.15	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.09	$0.08	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.14	$0.09	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.09	$0.05	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.15	$0.00	$1.15	$0.04	$0.05	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.05	$0.06	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.77	$0.06	$0.71
2017Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$0.05	$0.02	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$0.27	$0.00	$0.27	$0.01	$0.02	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$0.02	$0.03	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$0.07	$0.02	$0.06
2013Detailed filing. Detailed filing data is available for this year.	$0.24	$0.00	$0.24	$0.03	$0.02	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23		$0.02
2011Summary only. Only limited summary data is available for this year.	$0.24	$0.00		$0.04	$0.04	$0.01