CLM Private Foundation

990PF • Fiscal year 2019 • EIN 72-1400790

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 16, 2020

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.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-13%

Higher net margin than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

11%

Faster asset growth than 71% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-93%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$1,096,774

Up $106,805 (+11%) from 2018

Net Assets

$1,096,774

Up $106,805 (+11%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin23rd percentile

Revenue

Down

$53,937

Down $716,395 (-93%) from 2018

Expenses

$60,882

Up $4,751 (+8.5%) from 2018

Net Income

Down

-$6,945

Down $721,146 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

Highlighted filing

2019

Assets$1,096,774

Liabilities$0

Net Assets$1,096,774

Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2019

Revenue$53,937

Expenses$60,882

Net Income-$6,945

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Mar 16, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay43rd 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: 2020-03-16
Discuss with paid preparer: Yes

Preparer

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

Raw XML Appendix312 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	1084802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1084802
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	32972
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	20771
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	194
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	53937
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	53937
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	33166
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	20771
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	38000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	38000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	32972
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	32972
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	32972
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-6945
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	86235
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	194
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	194
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	194
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	20771
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	53375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	22320
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	22320
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	60
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	562
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	33166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	60380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	60882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	53937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	53937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	22380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	22882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2002-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	5643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	46519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	5296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	5517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	2489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-54
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	2711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	6057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	12862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-54
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	2711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	6057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	5589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	49230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	5004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	5004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	8546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Investment Co of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Investment Co of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Fundamental Investors Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	Growth Fund of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	Raymond James
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	20771
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-54
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-6945
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	113750
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1096774
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	989969
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1096774
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	49466
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	49466
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	49466
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	50534
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1068
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1068
IRS990PF/FMVAssetsEOYAmt	0	1096774
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	966262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1084802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1084802
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	1099
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	1361
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	1361
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1096774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	22608
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	10611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	10611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1096774
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1096774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1096774
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	989969
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1096774
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1026069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	26306
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	999763
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	15391
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	50534
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1010678
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1026069
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	89861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	90395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	55408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	17260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	23705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	24169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	15560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.088912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.15367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.05671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.08514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.08535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.06369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	1010678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	360570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	304352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	278415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	283181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	244302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	60380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.444562
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	60380
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	60380
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	60380
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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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/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	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/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	38000
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	38000
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	49466
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	49466
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	38383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	10023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	10364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	4358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	4358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	71944
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	10914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	38383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	2260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	10023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	10364
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	60380
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	10914
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	76302
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	65388
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1099
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Dividend Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1361
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1361
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Books
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	License & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Missionary Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2649
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	19626
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2649
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	19626
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	113750
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Change in market value
TaxesSchedule/TaxesDetail/Amt	0	60
TaxesSchedule/TaxesDetail/Amt	1	502
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	60
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	60
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	502
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Charles R Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-03-16
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	70808
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2257671020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAYNE G APPLE
ReturnHeader/ReturnTs	0	2020-03-16T14:54:36-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,096,774
Liabilities: $0
Net assets: $1,096,774
Revenue: $53,937
Expenses: $60,882
Net income: -$6,945

	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