BETA

THE PERCY FUND: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE PERCY FUND (EIN 23-2664951)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202411289349102436
Schema version
2023v5.0
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)
Return2024-05-07T11:10:59-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 Market Street Suite 4500AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP191037341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232664951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Percy FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERCBusinessNameControlTxt
Phone2156283500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 Skippack Pike Suite 210AddressLine1Txt
CityBlue BellCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald B CrawfordPersonNm
Person TitlePresidentPersonTitleTxt
Phone2156283500PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDonaldPersonFirstNm
Person LastCrawfordPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew Baker CPAPreparerPersonNm
PTINP01440641PTIN
Phone2159720701PhoneNum
Preparation2024-05-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$2,152,223FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$702,992ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$95,708DividendsRevAndExpnssAmt
Dividends Net Invst Incm$95,708DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$798,700TotalRevAndExpnssAmt
Total Net Invst Incm$95,708TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$981AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$981AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,330TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,326TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$996TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$769,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$769,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$771,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$769,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,374ExcessRevenueOverExpensesAmt
Net Investment Income$95,708NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,794CashBOYAmt
Cash EOY$30,436CashEOYAmt
Cash EOYFMV$30,436CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,785,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,845,745SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,845,745SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$485,671OtherInvestmentsBOYAmt
Other Investments EOY$480,912OtherInvestmentsEOYAmt
Other Investments EOYFMV$276,042OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,328,743TotalAssetsBOYAmt
Total Assets EOY$2,357,093TotalAssetsEOYAmt
Total Assets EOYFMV$2,152,223TotalAssetsEOYFMVAmt
Other Liabilities BOY$34OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,010OtherLiabilitiesEOYAmt
Total Liabilities BOY$34TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,010TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,328,709CapitalStockBOYAmt
Capital Stock EOY$2,356,083CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,328,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,356,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,328,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,357,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,328,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,374ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,356,083SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,356,083TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,330InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,330SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,330TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,010TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBaker Tilly US LLPIndividualWithBooksNm
Phone2159720701PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11650 Market St Ste 4500AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDONALD B CRAWFORDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13425 SOUTH OCEAN BLVDAddressLine1Txt
CityHIGHLAND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
TitlePRES/SEC/TREASTitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$265,777AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,702,266AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,968,043TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,968,043AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,521CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,938,522NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,926MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,926MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,330TaxBasedOnInvestmentIncomeAmt
Total Tax$1,330TotalTaxAmt
Distributable Before Adj$95,596DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$95,596DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$95,596DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$769,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$769,996QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,596DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$114,476ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$134,392ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$322,748ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$578,343ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$647,032ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,796,991TotalExcessDistributionCyovAmt
Qualifying Distributions$769,996QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$95,596AppliedToCurrentYearAmt
Remaining Distri From Corpus$674,400RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,471,391TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$114,476ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,356,915ExcessDistriCyovToNextYrAmt
Excess From Year4$134,392ExcessFromYear4Amt
Excess From Year3$322,748ExcessFromYear3Amt
Excess From Year2$578,343ExcessFromYear2Amt
Excess From Year1$647,032ExcessFromYear1Amt
Excess From Current Year$674,400ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD B CRAWFORDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCURACY IN MEDIA
1717 K Street Northwest Suite 900WashingtonDC20006NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$60,000
ALZHEIMER'S ASSOCIATION OF WESTERN NEW YORK
6400 Sheridan Drive Suite 320AMHERSTNY14221NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$22,000
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
225 NORTH MICHIGAN AVENUE SUITECHICAGOIL60601NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$22,0001700
AMERICAN CENTER FOR LAW AND JUSTICE
1000 REGENT UNIVERSITY DRVIRGINIA BEACHVA23464NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$60,000
AMERICANS FOR PROSPERITY
4201 WILSON BLVD STE 1000ARLINGTONVA22203NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$10,000
CLARION SUNSHINE PROJECT
PO BOX 303CLARIONPA16214NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$20,000
DAVID HOROWITZ FREEDOM CENTER
14724 VENTURA BLVD SUITE 820SHERMAN OAKSCA91403NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$50,000
FAMILY RESEARCH COUNCIL
801 G STREET NWWASHINGTONDC20001NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$60,000
FIRE
510 WALNUT STREET SUITE 1250PHILADELPHIAPA19106NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$50,000
FRIENDS OF YEMIN ORDE INC
4340 EAST-WEST HIGHWAY SUITE 202BETHESDAMD20814NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$65,000
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$30,000
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$80,000
MEDIA RESEARCH CENTER
1900 CAMPUS COMMONS DRIVE SUITE 600RESTONVA20191NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$100,000
NATIONAL LEGAL AND POLICY CENTER
107 Park Washington CourtFalls ChurchVA22046NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$10,000
PACIFIC LEGAL FOUNDATION
555 Capitol Mall Suite 1290SACRAMENTOCA95814NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$30,000
PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
PO BOX 60485PASADENACA91116NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$50,000
THOMAS JEFFERSON UNIVERSITY
1020 WALNUT STREET 5TH FLOORPHILADELPHIAPA19107NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$30,000
YOUNG AMERICA'S FOUNDATION
11480 COMMERCE PARK DRIVE SUITE 600RESTONVA20191NONEPUBLIC CHARITYTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$769,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,708ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$95,708ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,708TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDONALD B CRAWFORDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13425 S OCEAN BLVD APT 301AddressLine1Txt
CityHIGHLAND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Total Contributions$700,992TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$981Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$981DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
3,951 SHS ALPS ALERIAN MLPAT COST$257,849$167,997
6,125 SHS KINDER MORGAN INC.AT COST$223,063$108,045

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEEDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAccrued Income TaxDesc
BOY Book Value$34BOYBookValueAmt
EOY Book Value$1,010EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,330Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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