Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CREWS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 488
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLLIERVILLE, TN380270488
A Employer identification number

46-1600634
B Telephone number (see instructions)

(901) 854-4014
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$99,355,008J Accounting method:
GAAP
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 65,579 65,579  
4 Dividends and interest from securities... 2,196,470 2,196,470  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,433,598
b Gross sales price for all assets on line 6a 10,460,000
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
331,790 331,790  
12 Total. Add lines 1 through 11........ -839,759 2,593,839  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,200 0   31,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
339,566 339,566   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
142,466 23,994   20
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
774,080 773,139   941
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,287,312 1,136,699   32,161
25 Contributions, gifts, grants paid....... 3,857,533 3,857,533
26 Total expenses and disbursements. Add lines 24 and 25 5,144,845 1,136,699   3,889,694
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,984,604
b Net investment income (if negative, enter -0-) 1,457,140
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,381,002 2,125,044 2,125,044
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   9,609    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 84,489,140 Click to see attachment
List of Attached Documents:
// Content
96,479,964 		96,479,964
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
750,000 		Click to see attachment
List of Attached Documents:
// Content
750,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 88,879,751 99,355,008 99,355,008
Liabilities 17 Accounts payable and accrued expenses.......... 194 20
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 194 20
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 88,879,557 99,354,988
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 88,879,557 99,354,988
30 Total liabilities and net assets/fund balances (see instructions). 88,879,751 99,355,008
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
88,879,557
2
Enter amount from Part I, line 27a .....................
2
-5,984,604
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,464,969
4
Add lines 1, 2, and 3 ..........................
4
99,359,922
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,934
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
99,354,988
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB - 9631 P    
b CHARLES SCHWAB - 9631 P    
c CHARLES SCHWAB - 0589 P    
d CHARLES SCHWAB - 0589 P    
e CHARLES SCHWAB - 6019 P    
CHARLES SCHWAB - 6019 P    
RAYMOND JAMES - C872 P    
RAYMOND JAMES - L985 P    
RAYMOND JAMES - L985 P    
RAYMOND JAMES - M896 P    
RAYMOND JAMES - M896 P    
RAYMOND JAMES - 5314 P    
RAYMOND JAMES - 5314 P    
RAYMOND JAMES - 6523 P    
RAYMOND JAMES - 6523 P    
CAPITAL ALIGNMENT PARTNERS III, LP P    
RESOLUTE CAPITAL PARTNERS FUND IV, L.P. P    
RESOLUTE CAPITAL PARTNERS FUND IV, L.P. P    
COMPOUND CAPITAL INVESTMENT FUND, LP P    
GULLANE CAPITAL PARTNERS, LLC P    
GULLANE CAPITAL PARTNERS, LLC P    
GT INTERNATIONAL EQUITY QP FUND, LP P    
GT INTERNATIONAL EQUITY QP FUND, LP P    
GT OFFSHORE FUND, LTD. (CLASS A) P    
PALLADIAN PARTNERS IX, LP P    
PALLADIAN PARTNERS IX, LP P    
PALLADIAN PARTNERS IX, LP P    
GT OFFSHORE FUND, LTD. (CLASS B) P    
GT OFFSHORE FUND, LTD. (CLASS B) P    
PALLADIAN PARTNERS VII, LP P    
PALLADIAN PARTNERS VII, LP P    
PALLADIAN PARTNERS VII, LP P    
KEMMONS WILSON HOSPITALITY PARTNERS, LP P    
GT SPECIAL OPPORTUNITIES III, LP P    
GT SPECIAL OPPORTUNITIES III, LP P    
RESOLUTE CAPITAL PARTNERS FUND V-A, LP P    
GT PRIVATE EQUITY X-A, LP P    
GT PRIVATE EQUITY X-A, LP P    
GT PRIVATE EQUITY X-A, LP P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,735   19,086 -351
b 6,776   6,938 -162
c 25,463   28,245 -2,782
d 64,803   52,209 12,594
e 47,959   47,841 118
393,758   375,174 18,584
515,589   684,754 -169,165
6,194   6,666 -472
215,201   196,519 18,682
62,797   101,238 -38,441
1,040,326   1,125,337 -85,011
770,265   637,449 132,816
2,239,351   5,779,878 -3,540,527
2,302,516   2,616,190 -313,674
1,866,155   2,187,318 -321,163
1,451     1,451
17,184     17,184
644     644
51,696     51,696
    1,224 -1,224
2,269     2,269
22,955     22,955
193,690     193,690
87,485     87,485
130     130
    22,562 -22,562
    1 -1
60,813     60,813
65,889     65,889
    25 -25
47,342     47,342
241     241
284,229     284,229
10,316     10,316
5,623     5,623
34     34
181     181
    4,944 -4,944
2     2
31,938     31,938
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -351
b       -162
c       -2,782
d       12,594
e       118
      18,584
      -169,165
      -472
      18,682
      -38,441
      -85,011
      132,816
      -3,540,527
      -313,674
      -321,163
      1,451
      17,184
      644
      51,696
      -1,224
      2,269
      22,955
      193,690
      87,485
      130
      -22,562
      -1
      60,813
      65,889
      -25
      47,342
      241
      284,229
      10,316
      5,623
      34
      181
      -4,944
      2
      31,938
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -3,433,598
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,254
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,254
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,254
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 29,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,179
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,567
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,567 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowHILLIARD R CREWS JR Telephone no.right arrow (901) 854-4014

Located atright arrowPO BOX 488COLLIERVILLETN ZIP+4right arrow380270488
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HILLIARD R CREWS JR PRESIDENT/DIRECTOR
2.00 		0 0 0
PO BOX 488
COLLIERVILLE,TN38017
JASON L CREWS TREASURER/DIRECTOR
0.25 		0 0 0
PO BOX 488
COLLIERVILLE,TN38017
STACY CREWS MCGEE SECRETARY/DIRECTOR
4.00 		0 0 0
PO BOX 488
COLLIERVILLE,TN38017
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RAYMOND JAMES & ASSOCIATES INC INVESTMENT ADVISORY FEES 293,100
1100 RIDGEWAY LOOP RD STE 600
MEMPHIS,TN38120
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
90,653,225
b
Average of monthly cash balances.......................
1b
3,281,465
c
Fair market value of all other assets (see instructions)................
1c
750,000
d
Total (add lines 1a, b, and c).........................
1d
94,684,690
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
94,684,690
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,420,270
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
93,264,420
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,663,221
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,663,221
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,254
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,597
c
Add lines 2a and 2b............................
2c
24,851
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,638,370
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,638,370
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,638,370
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,889,694
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,889,694
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,638,370
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 4,854
b From 2019...... 311,165
c From 2020......  
d From 2021...... 29,266
e From 2022...... 693,204
f Total of lines 3a through e ........ 1,038,489
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,889,694
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,889,694
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 748,676 748,676
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 289,813
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		289,813
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 289,813
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
HILLIARD R CREWS JR
JASON L CREWS
STACY CREWS MCGEE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADVANCE MEMPHIS

769 VANCE AVE
MEMPHIS,TN38126 		  PC GENERAL - OPERATING 10,000

AGAPE CHILD & FAMILY SERVICES INC

3160 DIRECTORS ROW
MEMPHIS,TN38131 		  PC GENERAL - OPERATING 105,000

AMERICAN CANCER SOCIETY

5101 WHEELIS DR STE 100
MEMPHIS,TN38117 		  PC GENERAL - OPERATING 2,000

ANGEL STREET

PO BOX 93
CORDOVA,TN38088 		  PC GENERAL - OPERATING 5,000

ARISE 2 READ

5885 RIDGEWAY CENTER PARKWAY STE
210
MEMPHIS,TN38120 		  PC GENERAL - OPERATING 40,000

ARTS MEMPHIS

575 S MENDENHALL RD
MEMPHIS,TN38117 		  PC GENERAL - OPERATING 1,000

BADDOUR CENTER

626 BADDOUR BLVD
SENATOBIA,MS38668 		  PC GENERAL - OPERATING 5,000

BALANCED LIFE MINISTRIES

3551 MORGANFORD ROAD
ST LOUIS,MO63116 		  PC GENERAL - OPERATING 3,000

BINGHAMPTON CHRISTIAN ACADEMY

175 TILLMAN ST
MEMPHIS,TN38111 		  PC GENERAL - OPERATING 20,000

BOYS & GIRLS CLUB

1275 PEACHTREE STREET NE
ATLANTA,GA30309 		  PC GENERAL - OPERATING 5,000

BOY SCOUTS OF AMERICA

171 S HOLLYWOOD ST
MEMPHIS,TN38112 		  PC GENERAL - OPERATING 4,500

BRIARCREST CHRISTIAN SCHOOL

76 S HOUSTON LEVEE RD
EADS,TN38028 		  PC GENERAL - OPERATING 75,000

CHURCH HEALTH CENTER

1350 CONCOURSE AVE 142
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 100,000

CITY LEADERSHIP CROSSTOWN

1350 CONCOURSE AVE 463
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 10,000

CMDA

2604 US-421
BRISTOL,TN37620 		  PC GENERAL - OPERATING 5,000

COLLIERVILLE EDUCATION FUND

50 N MAIN ST 201
COLLIERVILLE,TN38017 		  PC GENERAL - OPERATING 10,000

COLLIERVILLE POLICE ASSOCIATION

156 NORTH ROWLETT STREET
COLLIERVILLE,TN38017 		  PC GENERAL - OPERATING 1,000

DALLAS BAY CHURCH

8305 DAISY DALLAS RD
HIXSON,TN37343 		  PC GENERAL - OPERATING 500

DREAM FACTORY OF MEMPHIS INC

1626 HOLLY HILL DR
GERMANTOWN,TN38138 		  PC GENERAL - OPERATING 5,000

EXCHANGE CLUB FAMILY CENTER

2180 UNION AVE
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 10,000

FOR THE KINGDOM

4100 RALEIGH MILLINGTON RD
MEMPHIS,TN38128 		  PC GENERAL - OPERATING 5,000

FRAYSER COMMUNITY DEVELOPMENT CORPORATION

3684 N WATKINS ST
MEMPHIS,TN38127 		  PC GENERAL - OPERATING 40,000

GERMANTOWN UNITED METHODIST CHURCH

2331 S GERMANTOWN RD
GERMANTOWN,TN38138 		  PC GENERAL - OPERATING 5,000

GRIZZLIES PREP CHARTER SCHOOL

168 JEFFERSON AVE
MEMPHIS,TN38103 		  PC GENERAL - OPERATING 25,000

JORDAN THOMAS FOUNDATION

9005 OVERLOOK BLVD
BRENTWOOD,TN37027 		  PC GENERAL - OPERATING 2,000

JUNIOR ACHIEVEMENT

307 MADISON AVE
MEMPHIS,TN38103 		  PC GENERAL - OPERATING 30,000

LEBONHEUR CHILDREN'S HOSPITAL FOUNDATION

850 POPLAR AVENUE
MEMPHIS,TN38105 		  PC GENERAL - OPERATING 5,000

LIFE CHOICES

5575 RALEIGH LAGRANGE RD
MEMPHIS,TN38134 		  PC GENERAL - OPERATING 1,000

LITE MEMPHIS (LET'S INNOVATE THROUGH EDUCATION)

88 UNION AVE 6TH FLOOR
MEMPHIS,TN38103 		  PC GENERAL - OPERATING 30,000

MEMPHIS ATHLETIC MINISTRIES (MAM)

2146 BALL RD
MEMPHIS,TN38114 		  PC GENERAL - OPERATING 20,000

MEMPHIS BOTANICAL GARDENS

750 CHERRY RD
MEMPHIS,TN38117 		  PC GENERAL - OPERATING 2,500

MEMPHIS CHILD ADVOCACY CENTER

1085 POPLAR AVENUE
MEMPHIS,TN38105 		  PC GENERAL - OPERATING 10,000

MEMPHIS DEVELOPMENT FOUNDATION

203 S MAIN STREET
MEMPHIS,TN38103 		  PC GENERAL - OPERATING 2,500

MEMPHIS INNER CITY RUGGY

650 NEW YORK ST
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 20,000

MEMPHIS LEADERSHIP FOUNDATION

2400 POPLAR AVE 318
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 20,000

MEMPHIS TEACHER RESIDENCY

1350 CONCOURSE AVENUE SUITE 366
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 250,000

MEMPHIS THUNDER

1880 WOLF RIVER BLVD
COLLIERVILLE,TN38017 		  PC GENERAL - OPERATING 2,000

MEMPHIS UNION MISSION

383 POPLAR AVENUE
MEMPHIS,TN38105 		  PC GENERAL - OPERATING 20,000

MEMPHIS YOUTH ATHLETICS

2987 SAVANNAH WAY S
GERMANTOWN,TN38138 		  PC GENERAL - OPERATING 25,000

METHODIST HEALTHCARE FOUNDATION

1211 UNION AVENUE STE 450
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 600

MID-SOUTH FOOD BANK

239 SOUTH DUDLEY
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 100,000

MIFA

910 VANCE AVE
MEMPHIS,TN38126 		  PC GENERAL - OPERATING 100,000

MY CITY RIDES

376 NORTH CLEVELAND STE 107
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 30,000

MY CUP OF TEA

3028 CARNES AVE
MEMPHIS,TN38111 		  PC GENERAL - OPERATING 5,000

NEW LEADERS

2701 UNION AVE EXTENDED STE 300
MEMPHIS,TN38112 		  PC GENERAL - OPERATING 100,000

NEW MEMPHIS INSTITUTE

22 N FRONT ST
MEMPHIS,TN38103 		  PC GENERAL - OPERATING 50,000

PAGE ROBBINS ADULT DAY CENTER

1961 S HOUSTON LEVEE RD
COLLIERVILLE,TN38017 		  PC GENERAL - OPERATING 10,000

PALMER HOME FOR CHILDREN

800 BALDWIN ROAD S
LAKE CORMORANT,MS38641 		  PC GENERAL - OPERATING 5,000

PEER POWER FOUNDATION

850 RIDGE LAKE BLVD SUITE ONE
MEMPHIS,TN38120 		  PC GENERAL - OPERATING 20,000

PORTER LEATH

3400 PRESCOTT ROAD
MEMPHIS,TN38118 		  PC GENERAL - OPERATING 25,000

RISE MEMPHIS INC

1355 LYNNFIELD RD BUILDING B STE
101
MEMPHIS,TN38119 		  PC GENERAL - OPERATING 3,000

RONALD MCDONALD HOUSE

535 ALABAMA AVE
MEMPHIS,TN38105 		  PC GENERAL - OPERATING 3,000

SHELBY FARMS PARK CONSERVANCY

500 NORTH PINE LAKE DRIVE
MEMPHIS,TN38134 		  PC GENERAL - OPERATING 3,600

SLINGSHOT MEMPHIS

802 ROZELLE ST
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 100,000

SOCIETY OF ENTREPRENEURS

PO BOX 770839
MEMPHIS,TN38177 		  PC GENERAL - OPERATING 3,333

ST GEORGE'S INDEPENDENT SCHOOL

8250 POPLAR AVENUE
GERMANTOWN,TN38138 		  PC GENERAL - OPERATING 2,300

ST JUDE CHILDREN'S RESEARCH HOSPITAL

51 GERMANTOWN COURT STE 309
CORDOVA,TN38018 		  PC GENERAL - OPERATING 5,000

STREETS MINISTRIES INC

PO BOX 42181
MEMPHIS,TN381742181 		  PC GENERAL - OPERATING 20,000

SUCASA FAMILY MINISTRIES

1302 N GRAHAM ST
MEMPHIS,TN38122 		  PC GENERAL - OPERATING 25,000

TEACH FOR AMERICA

1350 CONCOURSE AVE 437
MEMPHIS,TN38104 		  PC GENERAL - OPERATING 270,200

THE COLLEGIATE SCHOOL

3353 FAXON AVE
MEMPHIS,TN38122 		  PC GENERAL - OPERATING 12,500

THE GOODWILL EXCEL CENTER

2576 THOUSAND OAKS BLVD
MEMPHIS,TN38118 		  PC GENERAL - OPERATING 30,000

UNITED WAY OF THE MID-SOUTH

1005 TILLMAN ST
MEMPHIS,TN38112 		  PC GENERAL - OPERATING 100,000

UNIVERSITY OF MEMPHIS FOUNDATION

635 NORMAL ST
MEMPHIS,TN38152 		  PC GENERAL - OPERATING 1,205,000

WEST CLINIC

7945 WOLF RIVER BLVD
GERMANTOWN,TN38138 		  PC GENERAL - OPERATING 10,000

WOLF RIVER CONSERVANCY

2693 UNION AVE EXTENDED 205
MEMPHIS,TN38112 		  PC GENERAL - OPERATING 10,000

YOUNG LIFE

658 COLONIAL RD
MEMPHIS,TN38117 		  PC GENERAL - OPERATING 25,000

YOUTH LEADERSHIP OF MEMPHIS

1255 LYNNFIELD RD STE 141
MEMPHIS,TN38119 		  PC GENERAL - OPERATING 2,000

YOUTH VILLAGES

PO BOX 341154
MEMPHIS,TN381841154 		  PC GENERAL - OPERATING 650,000
Total .................................right arrow 3a 3,857,533
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 65,579  
4 Dividends and interest from securities ....     14 2,196,470  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 331,790  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -3,433,598  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -839,759 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-839,759
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 31,200 0   31,200

TY 2023 InvestmentsOtherSchedule2
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COMPOUND CAPITAL INVESTMENT FUND, LP FMV 3,047,986 3,047,986
GULLANE CAPITAL PARTNERS, LLC FMV 862,777 862,777
CCSD II, LP FMV 132,537 132,537
CHARLES SCHWAB #9631 FMV 724,056 724,056
RAYMOND JAMES #6523 FMV 18,667,970 18,667,970
GT INTERNATIONAL EQUITY QP FUND, LP FMV 4,956,594 4,956,594
GT OFFSHORE FUND, LTD FMV 5,397,871 5,397,871
GT GLOBAL HEDGE, LP FMV 4,350,061 4,350,061
RESOLUTE CAPITAL PARTNERS FUND IV, LP FMV 5,102,980 5,102,980
CHARLES SCHWAB #0589 FMV 872,028 872,028
CHARLES SCHWAB #6019 FMV 1,839,599 1,839,599
CAPITAL ALIGNMENT PARTNERS III FMV 1,113,642 1,113,642
RAYMOND JAMES #0782 FMV 4,776,204 4,776,204
RAYMOND JAMES #N414 FMV 16,980,486 16,980,486
RAYMOND JAMES #A181 FMV 1,850,340 1,850,340
RAYMOND JAMES #C872 FMV 3,816,905 3,816,905
RAYMOND JAMES #M896 FMV 10,428,081 10,428,081
RAYMOND JAMES #L985 FMV 4,323,809 4,323,809
GT PALLADIAN IX FMV 2,288,631 2,288,631
GT PALLADIAN VII FMV 223,963 223,963
GT SPECIAL OPPORTUNITIES FMV 441,587 441,587
KEMMONS WILSON HOSPITALITY FUND FMV 1,593,578 1,593,578
RAYMOND JAMES #5314 FMV 424,421 424,421
RESOLUTE CAPITAL PARTNERS FUND V, LP FMV 1,087,408 1,087,408
GT PRIVATE X-A, LP FMV 429,973 429,973
KEMMONS WILSON HOSPITALITY PARTNERS II FMV 746,477 746,477

TY 2023 OtherAssetsSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DISTRIBUTION RECEIVABLE - GT INTERNATIONAL EQUITY QP FUND, LP 0 750,000 750,000


TY 2023 OtherDecreasesSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Description Amount
BOOK/TAX DIFFERENCES - GT INTERNATIONAL EQUITY QP FUND, LP 326
BOOK/TAX DIFFERENCES - GT SPECIAL OPPORTUNITIES III 241
BOOK/TAX DIFFERENCES - PALLADIAN PARTNERS IX 301
BOOK/TAX DIFFERENCES - RESOLUTE CAPITAL PARTNERS FUND V-A 235
BOOK/TAX DIFFERENCES - PALLADIAN PARTNERS VII 30
BOOK/TAX DIFFERENCES - RESOLUTE CAPITAL PARTNERS FUND IV 3,070
BOOK/TAX DIFFERENCES - CAPITAL ALIGNMENT PARTNERS III 19
BOOK/TAX DIFFERENCES - KEMMON WILSON HOSPITALITY FUND 421
BOOK/TAX DIFFERENCES - GT PRIVATE EQUITY X-A 73
BOOK/TAX DIFFERENCES - KEMMON WILSON HOSPITALITY PARTNERS II 218


TY 2023 OtherExpensesSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 250 125   125
CAPITAL ALIGNMENT PARTNERS III - OTHER DEDUCTIONS 43,312 43,312   0
CAPITAL ALIGNMENT PARTNERS III - INVESTMENT INTEREST 373 373   0
COMPOUND CAPITAL INVESTMENT FUND - OTHER DEDUCTIONS 55,310 55,310   0
GT INTERNATIONAL EQUITY QP FUND - INVESTMENT INTEREST 3,177 3,177   0
GT INTERNATIONAL EQUITY QP FUND - OTHER DEDUCTIONS 64,305 64,305   0
GT PRIVATE EQUITY X-A - CHARITABLE CONTRIBUTIONS 2 0   2
GT PRIVATE EQUITY X-A - INVESTMENT INTEREST 4,888 4,888   0
GT PRIVATE EQUITY X-A - OTHER DEDUCTIONS 21,536 21,536   0
GT SPECIAL OPPORTUNITIES - INVESTMENT INTEREST 42 42   0
GT SPECIAL OPPORTUNITIES - OTHER DEDUCTIONS 6,677 6,677   0
GULLANE CAPITAL PTNRS - INVESTMENT INTEREST 10,678 10,678   0
GULLANE CAPITAL PTNRS - OTHER DEDUCTIONS 32,546 32,546   0
INVESTMENT INTEREST EXPENSE 64 64   0
KEMMONS WILSON HOSPITALITY PARTNERS - OTHER DEDUCTIONS 379 379   0
KEMMONS WILSON HOSPITALITY PARTNERS II - INVESTMENT INTEREST 6,051 6,051   0
KEMMONS WILSON HOSPITALITY PARTNERS II - OTHER DEDUCTIONS 20,000 20,000   0
P.O. BOX 214 107   107
PALLADIAN PARTNERS IX - CHARITABLE CONTRIBUTIONS 40 0   40
PALLADIAN PARTNERS IX - INVESTMENT INTEREST 4,805 4,805   0
PALLADIAN PARTNERS IX - OTHER DEDUCTIONS 55,182 55,182   0
PALLADIAN PARTNERS VII - CHARITABLE CONTRIBUTIONS 2 0   2
PALLADIAN PARTNERS VII - INVESTMENT INTEREST 262 262   0
PALLADIAN PARTNERS VII - OTHER DEDUCTIONS 12,090 12,090   0
RESOLUTE CAPITAL PARTNERS FUND IV - CHARITABLE CONTRIBUTIONS 590 0   590
RESOLUTE CAPITAL PARTNERS FUND IV - INVESTMENT INTEREST 112,149 112,149   0
RESOLUTE CAPITAL PARTNERS FUND IV - OTHER DEDUCTIONS 185,580 185,580   0
RESOLUTE CAPITAL PARTNERS FUND V - CHARITABLE CONTRIBUTIONS 75 0   75
RESOLUTE CAPITAL PARTNERS FUND V - INVESTMENT INTEREST 59,076 59,076   0
RESOLUTE CAPITAL PARTNERS FUND V - OTHER DEDUCTIONS 74,425 74,425   0


TY 2023 OtherIncomeSchedule2
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CAPITAL ALIGNMENT PARTNERS III, LP - OTHER INCOME 115 115 115
GT INTERNATIONAL EQUITY QP FUND - OTHER INCOME -9,719 -9,719 -9,719
GT OFFSHORE FUND, LTD (CLASS A) - ORDINARY INCOME 327,153 327,153 327,153
GT PRIVATE EQUITY X-A - ORDINARY INCOME -3,729 -3,729 -3,729
GT PRIVATE EQUITY X-A - OTHER INCOME 25 25 25
GT SPECIAL OPPORTUNITIES - OTHER INCOME 1,501 1,501 1,501
GULLANE CAPITAL PARTNERS - ORDINARY INCOME -4 -4 -4
KEMMONS WILSON HOSPITALITY PARTNERS II LP - ORDINARY INCOME -27,566 -27,566 -27,566
KEMMONS WILSON HOSPITALITY PARTNERS LP - ORDINARY INCOME -201,398 -201,398 -201,398
RAYMOND JAMES M896 - OTHER INCOME 657 657 657
PALLADIAN PARTNERS IX - ORDINARY INCOME 3,218 3,218 3,218
PALLADIAN PARTNERS IX - ROYALTIES INCOME 151 151 151
PALLADIAN PARTNERS IX - OTHER INCOME 902 902 902
PALLADIAN PARTNERS VII - ORDINARY INCOME 1,101 1,101 1,101
PALLADIAN PARTNERS VII - ROYALTIES INCOME 25 25 25
PALLADIAN PARTNERS VII - OTHER INCOME 8,651 8,651 8,651
RESOLUTE CAPITAL PARTNERS IV - ORDINARY INCOME 103,158 103,158 103,158
RESOLUTE CAPITAL PARTNERS IV - OTHER INCOME 20,183 20,183 20,183
RESOLUTE CAPITAL PARTNERS V - ORDINARY INCOME -42,720 -42,720 -42,720
RESOLUTE CAPITAL PARTNERS V - OTHER INCOME 21,700 21,700 21,700
GT OFFSHORE FUND, LTD (CLASS B) - ORDINARY INCOME 128,386 128,386 128,386


TY 2023 OtherIncreasesSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Description Amount
UNREALIZED INVESTMENT GAINS 16,464,969


TY 2023 OtherProfessionalFeesSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 339,566 339,566   0


TY 2023 TaxesSchedule
Name:
CREWS FAMILY FOUNDATION
EIN:
46-1600634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 23,994 23,994   0
TN ANNUAL REPORT 20 0   20
FEDERAL TAXES 118,452 0   0