CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-13
IRS object ID
202440739349100509
Schema version
2023v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-13T09:15:03-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270858822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Crawford Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCRAWBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN CRAWFORDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-03-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastCRAWFORDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,370,722FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31,218InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31,218InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$66,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,061DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,817NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$359,027GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,817CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$120,096TotalRevAndExpnssAmt
Total Net Invst Incm$120,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$12,611OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,611OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,085TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,698TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,698TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,516OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$17,516OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,611TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,214TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,724ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,724ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$163,634TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,611TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$149,938TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,538ExcessRevenueOverExpensesAmt
Net Investment Income$107,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,087,574SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$566,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$566,195SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,427,530CorporateStockBOYAmt
Corporate Stock EOY$1,905,371CorporateStockEOYAmt
Corporate Stock EOYFMV$2,804,527CorporateStockEOYFMVAmt
Total Assets BOY$2,515,104TotalAssetsBOYAmt
Total Assets EOY$2,471,566TotalAssetsEOYAmt
Total Assets EOYFMV$3,370,722TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,515,104RetainedEarningBOYAmt
Retained Earning EOY$2,471,566RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,515,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,471,566TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,515,104TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,471,566TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,515,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,538ExcessRevenueOverExpensesAmt
Subtotal$2,471,566SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,471,566TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$359,027GrossSalesPriceAmt
Cost Or Other Basis$336,210CostOrOtherBasisAmt
Gain Or Loss$22,817GainOrLossAmt
Gains Minus Excess Or Losses$22,817GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,817CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,494InvestmentIncomeExciseTaxAmt
Subtotal$1,494SubtotalAmt
Tax Based On Investment Income$1,494TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$694TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J Alexander Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
John Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec2.0$0$0$0
Norma Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Rebecca R Guagliardo
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,527,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$663,592AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,190,845TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,190,845AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,863CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,142,982NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,494TaxBasedOnInvestmentIncomeAmt
Total Tax$1,494TotalTaxAmt
Distributable Before Adj$155,655DistributableBeforeAdjAmt
Distributable Before Ded$155,655DistributableBeforeDedAmt
Distributable As Adjusted$155,655DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,938ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$149,938QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$155,655DistributableAsAdjustedAmt
Undistributed Income PY$145,572UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$149,938QualifyingDistributionsAmt
Applied To Year1$145,572AppliedToYear1Amt
Applied To Current Year$4,366AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$151,289UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn CrawfordContributingManagerNm
Contributing ManagerNorma CrawfordContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE INTERNATIONAL MISSIONS
2000 OPPORTUNITY DR STE 100ROSEVILLECA95678N/APCGeneral & Unrestricted$2,000
ALLEGRO ORGANIZATIONAL SOLUTIONS INC
5535 MEMORIAL DR STE F- 811HOUSTONTX77007N/APCJonathanProj: FJS project$5,200
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$600
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT
PO BOX 96011WASHINGTONDC20090N/APCGeneral & Unrestricted$1,000
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
321 NORRISTOWN RD STE 260AMBLERPA19002N/APCGeneral & Unrestricted$2,000
BARNABAS FACTOR
1 THOMAS AVETOPSHAMME04086N/APCGeneral & Unrestricted$1,500
BOY SCOUTS OF AMERICA - SILICON VALLEY MONTEREY BA
970 W JULIAN STSAN JOSECA95126N/APCGeneral & Unrestricted$500
CAPITAL RESEARCH CENTER
1513 16TH NW STWASHINGTONDC20036N/APCGeneral & Unrestricted$500
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001N/APCGeneral & Unrestricted$1,000
CENTER FOR AMERICAN LIBERTY
PO BOX 26141ALEXANDRIAVA22313N/APCGeneral & Unrestricted$1,000
CHARITY NAVIGATOR
PO BOX 4009HARLANIA51593N/APCGeneral & Unrestricted$100
CHRISTIAN EDUCATION SOCIETY
PO BOX 11141TACOMAWA98411N/APCGeneral & Unrestricted$300
CITIZENS AGAINST GOVERNMENT WASTE
1100 CONNECTICUT AVE NW STE 650WASHINGTONDC20036N/APCGeneral & Unrestricted$500
CITYTEAM MINISTRIES
2306 ZANKER RDSAN JOSECA95131N/APCGeneral & Unrestricted$500
COMPETITIVE ENTERPRISE INSTITUTE
1310 L ST NW 7TH FLWASHINGTONDC20005N/APCGeneral & Unrestricted$250
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVDMOUNTAIN VIEWCA94043N/APCGeneral & Unrestricted$1,024
EDUCATIONAL MEDIA FOUNDATION - K-LOVE RADIO NETWOR
5700 W OAKS BLVDROCKLINCA95765N/APCGeneral & Unrestricted$1,000
EVERGREEN FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507N/APCGeneral & Unrestricted$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920N/APCGeneral & Unrestricted$500
GLOBAL MEDIA OUTREACH
PO BOX 208867DALLASTX75320N/APCGeneral & Unrestricted$15,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APCGeneral & Unrestricted$500
ILG RELIEF FUND INC
7812 PALM PKWYORLANDOFL32836N/APCLahaina Wildfire$2,000
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA22203N/APCGeneral & Unrestricted$500
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC20090N/APCGeneral & Unrestricted$1,000
JUDICIAL WATCH INC
425 3RD ST SW STE 800WASHINGTONDC20024N/APCGeneral & Unrestricted$1,500
KAANAPALI BEACH MINISTRY
PO BOX 39LAHAINAHI96767N/APCGeneral & Unrestricted$250
KIDS CLUB CONSULTANTS INC
6633 MOUNT WELLINGTON DRSAN JOSECA95120N/APCGeneral & Unrestricted$2,000
LIVING WATER INTERNATIONAL
4001 GREENBRIAR DRSTAFFORDTX77477N/APCWell in Honduras$10,000
MERCY MULTIPLIED AMERICA INC
15328 OLD HICKORY BLVDNASHVILLETN37211N/APCGeneral & Unrestricted$500
MERCY SHIPS
PO BOX 1930LINDALETX75771N/APCGeneral & Unrestricted$25,000
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
20 F ST NW STE 700WASHINGTONDC20001N/APCGeneral & Unrestricted$500
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
20 F ST NW STE 700WASHINGTONDC20001N/APCProject 21$2,000
NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION F
8001 BRADDOCK RD STE 600SPRINGFIELDVA22151N/APCGeneral & Unrestricted$2,000
NEW GENERATIONS
650B FREMONT AVE 175LOS ALTOSCA94024N/APCGeneral & Unrestricted$1,000
NEW JERSEY AUDUBON SOCIETY
9 HARDSCRABBLE RDBERNARDSVILLENJ07924N/APCCape May Bird Observatory$5,000
OKIZU FOUNDATION
83 HAMILTON DR STE 200NOVATOCA94949N/APCGeneral & Unrestricted$500
PACIFIC JUSTICE INSTITUTE
9581 HORN RD STE 115SACRAMENTOCA95827N/APCGeneral & Unrestricted$2,000
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL STE 1290SACRAMENTOCA95814N/APCGeneral & Unrestricted$500
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403N/APCGeneral & Unrestricted$500
RAILS TO TRAILS CONSERVANCY
2445 M ST NW STW 650WASHINGTONDC20037N/APCGeneral & Unrestricted$1,000
RURAL DEVELOPMENT CORP
6140 MAYS LANDING RDVINELANDNJ08361N/APCGeneral & Unrestricted$5,000
SOUTHEASTERN LEGAL FOUNDATION INC
560 W CROSSVILLE RD STE 104ROSWELLGA30075N/APCGeneral & Unrestricted$300
TAX FOUNDATION
1325 G ST NW STE 950WASHINGTONDC20005N/APCGeneral & Unrestricted$500
TEAM EXPANSION MINISTRIES INC
4112 OLD ROUTT RDLOUISVILLEKY40299N/APCFidelis project$10,000
THE REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230N/APCGeneral & Unrestricted$500
TRUE THE VOTE INC
PO BOX 3109HOUSTONTX77253N/APCGeneral & Unrestricted$2,500
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20077N/APCGeneral & Unrestricted$200
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063N/APCGeneral & Unrestricted$9,000
WYCLIFFE ASSOCIATES INC
PO BOX 620143ORLANDOFL32862N/APCGeneral & Unrestricted$6,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCGeneral & Unrestricted$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,724TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,218ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,061ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,817ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$120,096ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,096TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FULLER & THALER BEHAVIORAL SMA$53,097$105,107
ISHARE MSCI UK INDEX$75,862$76,346
ISHARES CORE MSCI EAFE ETF$377,053$411,548
ISHARES CORE MSCI EMERGING MAR$352,398$325,735
ISHARES MSCI BRAZIL FREE INDEX$75,569$87,050
ISHARES TR S & P MIDCAP 400 IN$213,123$345,052
ISHARES TRUST RUSSELL 1000 GRO$213,186$591,182
SELECT SECTOR SPDR INDUSTRIAL$75,900$88,342
UNDISCOVERED MANAGERS BEHAVIOR$81,343$158,169
VANGUARD DIVIDEND APPRECIATION$387,840$615,996

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$17,491$17,491
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$12,611Amt
Net Investment Income$12,611NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$800
990-PF Excise Tax for 2022$285

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