CLM Private Foundation

990PF • Fiscal year 2021 • EIN 72-1400790

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 22, 2022

Organization Profile

5422 Superior Drive Ste DBaton 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.

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

40%

Higher net margin than 77% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

13%

Faster asset growth than 63% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

103%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

$1,301,541

Up $151,548 (+13%) from 2020

Net Assets

$1,301,541

Up $151,548 (+13%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin77th percentile

Revenue

$85,103

Up $43,127 (+103%) from 2020

Expenses

$51,475

Up $152 (+0.3%) from 2020

Net Income

$33,628

Up $42,975 (+460%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

Highlighted filing

2021

Assets$1,301,541

Liabilities$0

Net Assets$1,301,541

Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

Highlighted filing

2021

Revenue$85,103

Expenses$51,475

Net Income$33,628

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Mar 22, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

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

Filing and Contact Details

Filer

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

Signing Officer

Name: Charles R Morris
Title: President
Signed: 2022-03-22
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 Appendix274 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1291336
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	36672
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	48429
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	2
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	85103
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	85103
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	36674
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	48429
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	35000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	35000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	36672
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	36672
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	36672
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	33628
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	52434
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	48429
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	84528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	15900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	15900
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	36674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	50900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	51475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	85103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	85103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	15900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	16475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2002-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	2488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	3477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	10915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	34037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	3477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	10915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	4994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	13403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Carillon Eagle Mid
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Raymond James
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2021-06-01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	33628
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	117920
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1301541
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1149993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1301541
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	49276
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	49276
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	49276
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	50451
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1175
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1175
IRS990PF/FMVAssetsEOYAmt	0	1301541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1142015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1291336
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1291336
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	1059
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	1133
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	1133
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1149993
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1301541
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	6919
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	9072
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	9072
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1149993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1301541
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1301541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1149993
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1301541
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1149993
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1301541
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1024379
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	25902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	998477
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	15366
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	50451
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1009013
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1024379
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/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Charles R Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Leah C Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Leah E Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Micah Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Sec-Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	9616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	9616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	9616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	9616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	70748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	70748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	70748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	70748
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	50900
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	50900
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	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/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	35000
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	35000
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	49276
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	49276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	10914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	38383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	10023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	10023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	53698
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	10914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	38383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	2260
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	50900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1624
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	63721
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	62097
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1059
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Dividend Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1133
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1133
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Missionary Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	15900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15900
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	117920
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Change in market value
TaxesSchedule/TaxesDetail/Amt	0	575
TaxesSchedule/TaxesDetail/CategoryTxt	0	Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	575
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
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	2022-03-22
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 Ste D
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	2022-03-22T09:18:42-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Charles R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Morris
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,301,541
Liabilities: $0
Net assets: $1,301,541
Revenue: $85,103
Expenses: $51,475
Net income: $33,628

	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