CRAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CRAWLEY FAMILY FOUNDATION (EIN 73-1463271)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202413109349101191
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T12:24:29-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463734673 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WAGGONER COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NORTH HUDSON SUITE 310 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731024815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731463271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAWLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAW | BusinessNameControlTxt |
| Phone | 4052329700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NORTH HUDSON 800 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA C SHIRLEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2143681406 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA WAGGONER | PreparerPersonNm |
| PTIN | P01387520 | PTIN |
| Phone | 4052329541 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,659,301 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,588,885 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,914,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,963,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,594 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $80,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,356 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $777,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $777,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $865,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $777,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,098,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,109,526 | CashBOYAmt |
| Cash EOY | $2,489,883 | CashEOYAmt |
| Cash EOYFMV | $2,489,883 | CashEOYFMVAmt |
| Acct Rcvbl | $109,954 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,177 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $109,954 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $109,954 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $887,861 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,854,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,259,605 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,446,424 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,087,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,799,859 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,445,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,541,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,659,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,445,988 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,541,426 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,445,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,541,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,445,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,541,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,445,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,098,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,544,752 | SubtotalAmt |
| Other Decreases | $3,326 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,541,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2217.833 SHS INVESCO DEVELOPING MARKETS FUND | P | 2022-08-29 | 2023-07-31 | $90,332 | $78,334 | $11,998 | $11,998 |
| 22812 SHS ISHARES TR IBONDS | P | 2023-07-31 | 2023-12-22 | $564,906 | $566,176 | -$1,270 | -$1,270 |
| 2392 SHS ISHARES TR IBONDS | P | 2023-07-31 | 2023-12-22 | $59,234 | $59,234 | $0 | $0 |
| 888.028 SHS LAZARD INT'L STRATEGIC EQUITY | P | 2023-12-01 | 2023-12-28 | $13,747 | $13,294 | $453 | $453 |
| 1183.207 SHS LAZARD INT'L STRATEGIC EQUITY | P | 2023-11-01 | 2023-12-28 | $18,316 | $16,139 | $2,177 | $2,177 |
| 861.298 SHS LAZARD INT'L STRATEGIC EQUITY | P | 2023-09-18 | 2023-12-28 | $13,333 | $12,437 | $896 | $896 |
| 1048.458 SHS LAZARD INT'L STRATEGIC EQUITY | P | 2023-08-29 | 2023-12-28 | $16,230 | $15,517 | $713 | $713 |
| 17.9998 SHS VERALTO CORP | P | 2023-09-18 | 2023-10-11 | $1,347 | $1,602 | -$255 | -$255 |
| 28718.886 SHS COHEN & STEERS PREF FUND | P | 2022-02-17 | 2023-07-31 | $328,831 | $385,137 | -$56,306 | -$56,306 |
| 191 SHS DOLLAR GENERAL CORP | P | 2018-02-08 | 2023-08-15 | $30,976 | $18,372 | $12,604 | $12,604 |
| 4 SHS FIRST REP BANK SAN FRANCISCO | P | 2022-01-28 | 2023-03-16 | $129 | $668 | -$539 | -$539 |
| 89 SHS FIRST REP BANK SAN FRANCISCO | P | 2018-01-11 | 2023-03-16 | $2,865 | $8,199 | -$5,334 | -$5,334 |
| 174 SHS FIRST REP BANK SAN FRANCISCO | P | 2016-11-14 | 2023-03-16 | $5,600 | $14,721 | -$9,121 | -$9,121 |
| 18 SHS HONEYWELL INTERNATIONAL INC | P | 2010-02-26 | 2023-12-28 | $3,774 | $692 | $3,082 | $3,082 |
| 117 SHS FISERV INC | P | 2020-03-17 | 2023-12-01 | $15,321 | $10,423 | $4,898 | $4,898 |
| 405 SHS ISHARES RUSSELL 2000 ETF | P | 2020-09-28 | 2023-07-31 | $80,252 | $60,849 | $19,403 | $19,403 |
| 444 SHS ISHARES RUSSELL 2000 ETF | P | 2020-09-28 | 2023-12-28 | $90,402 | $66,708 | $23,694 | $23,694 |
| 19 SHS L3HARRIS TECHNOLOGIES INC | P | 2022-09-22 | 2023-11-01 | $3,391 | $3,391 | $0 | $0 |
| 3547.932 SHS LAZARD INT'L STRATEGIC EQUITY | P | 2020-09-28 | 2023-07-31 | $53,858 | $51,480 | $2,378 | $2,378 |
| 25452.911 SHS LAZARD INT'L STRATEGIC EQUITY | P | 2020-09-28 | 2023-12-28 | $394,011 | $369,322 | $24,689 | $24,689 |
| 64 SHS PAYPAL HOLDINGS INC | P | 2014-03-27 | 2023-11-01 | $3,290 | $2,146 | $1,144 | $1,144 |
| 160 SHS SCHWAB CHARLES CORP | P | 2010-05-04 | 2023-12-28 | $11,111 | $3,032 | $8,079 | $8,079 |
| 27 SHS STRYKER CORP | P | 2009-04-07 | 2023-12-01 | $8,015 | $898 | $7,117 | $7,117 |
| 1260 SHS VANGUARD FISE DEV MKTS ETF | P | 2020-09-28 | 2023-07-31 | $60,026 | $51,799 | $8,227 | $8,227 |
| 67 SHS VANGUARD INDEX FDS ETF | P | 2020-04-27 | 2023-07-31 | $28,120 | $17,694 | $10,426 | $10,426 |
| 25 SHS VANGUARD INDEX FDS ETF | P | 2019-08-16 | 2023-07-31 | $10,492 | $6,625 | $3,867 | $3,867 |
| 1.3333 SHS VERALTO CORP | P | 2022-01-28 | 2023-10-11 | $100 | $130 | -$30 | -$30 |
| 41.3329 SHS VERALTO CORP | P | 2008-04-21 | 2023-10-11 | $3,092 | $416 | $2,676 | $2,676 |
| 41.9996 SHS VERALTO CORP | P | 2010-04-06 | 2023-10-11 | $3,142 | $451 | $2,691 | $2,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,357 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,711 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,711 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,770 | OverpaymentAmt |
| Applied To ES Tax | $2,770 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARA B CRAWLEY | IndividualWithBooksNm |
| Phone | 4052329700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N HUDSON SUITE 800 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA B CRAWLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTHA C TRACEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA C SHIRLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LINDA C SHIRLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARTHA C TRACEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| SARA B CRAWLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA C SHIRLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARTHA C TRACEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,947,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,993,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,940,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,940,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,716,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $735,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $735,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,941 | TotalTaxAmt |
| Distributable Before Adj | $731,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $731,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $731,877 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $777,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $777,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $731,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,858 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $777,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,858 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $731,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,265 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,265 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $34,265 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| NEXUS RECOVERY CENTER INC | |||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | ASC LUNCHEON | $10,000 |
| TEXAS A&M ASSOCIATION OF FORMER STUDENTS | |||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402918 | ANNUAL FUND | $2,000 |
| NORTH TEXAS PUBLIC BROADCASTING INC | |||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | ANNUAL FUND | $2,000 |
| HARVARD BUSINESS SCHOOL | |||||
| PO BOX 412275 | BOSTON | MA | 022412275 | ANNUAL FUND | $5,000 |
| OKLAHOMA ARTS INSTITUTE | |||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | SCHOLARSHIP SUPPORT | $10,000 |
| PUBLIC BROADCASTING OF COLORADO INC | |||||
| 7409 S ALTON CT | ENGLEWOOD | CO | 801122301 | ANNUAL FUND | $5,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | MASTER CLASSES | $5,000 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | URBAN AGRICULTURE PROGRAM | $15,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | ANNUAL FUND | $6,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||
| 845 WEST ST | AMHERST | MA | 01002 | INSPIRING CREATIVE PROBLEM-SOLVING IN OUR WATERSHED | $25,000 |
| WORLD CENTRAL KITCHEN INC | |||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | ANNUAL FUND | $5,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | |||||
| 1 SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | EMERGENCY FARM FUND | $5,000 |
| AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 787055711 | ANNUAL FUND | $5,000 |
| HAWAII COMMUNITY FOUNDATION | |||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | MAUI EMERGENCY FUND | $2,500 |
| YALE UNIVERSITY | |||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | ANNUAL FUND | $15,000 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | TANGLEWOOD | $5,000 |
| THE WOMEN'S FOUNDATION OF COLORADO | |||||
| 1901 E ASBURY AVE | DENVER | CO | 80208 | ANNUAL FUND | $5,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||
| 7424 GREENVILLE AVE | DALLAS | TX | 75231 | ANNUAL FUND | $5,000 |
| TEXAS TREES FOUNDATION | |||||
| 3000 PEGASUS PARK DRIVE | DALLAS | TX | 75247 | ANNUAL FUND | $5,000 |
| INFANT CRISIS SERVICES INC | |||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | ANNUAL FUND | $15,000 |
| REGIONAL FOOD BANK OF OKLAHOMA INC | |||||
| 3355 S PURDUE | OKLAHOMA CITY | OK | 731213006 | ANNUAL FUND | $25,000 |
| MUSEUM OF CONTEMPORARY ART - DENVER | |||||
| 1485 DELGANY ST | DENVER | CO | 80202 | ANNUAL FUND | $10,000 |
| OKLAHOMA CONTEMPORARY | |||||
| 11 W 11TH ST | OKLAHOMA CITY | OK | 73103 | ANNUAL FUND | $5,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||
| 97 NORTH HATFIELD ROAD | HATFIELD | MA | 01038 | ANNUAL FUND | $15,000 |
| NORTH DALLAS SHARED MINISTRIES INC | |||||
| 2875 MERRELL RD | DALLAS | TX | 752294702 | ANNUAL FUND | $20,000 |
| OKLAHOMA CITY PHILHARMONIC | |||||
| 424 COLCORD DRIVE SUITE B | OKLAHOMA CITY | OK | 73102 | ANNUAL FUND | $10,000 |
| WOMEN'S FUND OF WESTERN MASSACHUSETTS | |||||
| 1350 MAIN STREET | SPRINGFIELD | MA | 01103 | MA WOMENS MOVEMENT BUILDING & POLICY INSTITUTE | $15,000 |
| THE PARK PEOPLE | |||||
| 1510 S GRANT STREET | DENVER | CO | 80210 | ANNUAL FUND | $5,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | NEW AND RARELY PERFORMED OPERA REPERTOIRE | $40,000 |
| WOMEN'S BEAN PROJECT | |||||
| 3201 CURTIS ST | DENVER | CO | 80205 | ANNUAL FUND | $10,000 |
| COLORADO SYMPHONY ASSOCIATION | |||||
| BOETTCHER CONCERT HALL | DENVER | CO | 80202 | ANNUAL FUND | $5,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | INCREASING ACCESS TO NATURE FOR CHILDREN IN SPRINGFIELD | $25,000 |
| CLEVELAND COUNTY HABITAT FOR HUMANITY INC | |||||
| PO BOX 1005 | NORMAN | OK | 73070 | ANNUAL FUND | $5,000 |
| COMMUNITY LITERACY CENTERS INC | |||||
| 4 NE 10TH STREET | OKLAHOMA CITY | OK | 731041402 | CLC READING PARTNERS | $40,000 |
| MONTVIEW BOULEVARD PRESBYTERIAN CHURCH | |||||
| 1980 DAHLIA ST | DENVER | CO | 802201239 | CAPITAL CAMPAIGN | $1,500 |
| AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 787055711 | ANNUAL FUND | $6,000 |
| VICKERY MEADOW LEARNING CENTER DBA LITERACY ACHIEVES | |||||
| PO BOX 150390 | DALLAS | TX | 75315 | ANNUAL FUND | $10,000 |
| ALLIED ARTS OF OKLAHOMA INC | |||||
| 1015 N BROADWAY AVENUE | OKLAHOMA CITY | OK | 73102 | ANNUAL FUND | $5,000 |
| MOUNT GRACE LAND CONSERVATION TRUST | |||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | MOUNT GRACE STEWARDSHIP YOUTH OUTREACH PROJECT | $35,000 |
| FRIENDSHIP BRIDGE | |||||
| 405 URBAN ST | LAKEWOOD | CO | 80228 | BLENDED LEARNING | $50,000 |
| HOPE SUPPLY CO (FORMERLY CAPTAIN HOPE'S KIDS) | |||||
| 10480 SHADY TRAIL | DALLAS | TX | 75220 | ANNUAL FUND | $5,000 |
| FOOD AND SHELTER INC | |||||
| 201 REED AVENUE | NORMAN | OK | 73071 | THE SHARE CENTER | $25,000 |
| PRESTON HOLLOW PRESBYTERIAN SCHOOL | |||||
| 9800 PRESTON RD | DALLAS | TX | 752305044 | ANNUAL FRND | $5,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||
| 97 NORTH HATFIELD ROAD | HATFIELD | MA | 01038 | CAPITAL CAMPAIGN | $15,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | TEACH TO TRANSFORM | $10,000 |
| THE URBAN MISSION INC | |||||
| 3737 N PORTLAND AVE | OAKLAHOMA CITY | OK | 73112 | THE URBAN MISSION'S FOOD & RESOURCE CENTER | $25,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||
| 4401 W 109TH ST | OVERLAND PARK | KS | 66211 | ANNUAL FUND | $5,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | DEBT FREE TEACHERS | $20,000 |
| DALLAS SYMPHONY ASSOCIATION INC | |||||
| MORTON H MEYERSON SYMPHONY CENTER | DALLAS | TX | 75201 | ANNUAL FUND | $5,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| DALLAS CHILDREN'S THEATER | |||||
| 5938 SKILLMAN | DALLAS | TX | 75231 | DALLAS CHILDRENS THEATER OFF-SITE RESIDENCIES- CURTAINS UP ON READING AND CURTAINS UP ON LITERACY | $25,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | ENHANCE THE SCHOOL OF MUSIC'S STREAMING CAPABILITIES | $72,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $777,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 787055711 | ANNUAL FUND | $6,000 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | URBAN AGRICULTURE PROGRAM | $15,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||
| 845 WEST ST | AMHERST | MA | 01002 | INSPIRING CREATIVE PROBLEM-SOLVING IN OUR WATERSHED | $25,000 |
| FOOD AND SHELTER INC | |||||
| 201 REED AVENUE | NORMAN | OK | 73071 | THE SHARE CENTER | $25,000 |
| THE URBAN MISSION INC | |||||
| 3737 N PORTLAND AVE | OAKLAHOMA CITY | OK | 73112 | THE URBAN MISSION'S FOOD & RESOURCE CENTER | $25,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | NEW AND RARELY PERFORMED OPERA REPERTOIRE | $40,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | INCREASING ACCESS TO NATURE FOR CHILDREN IN SPRINGFIELD | $25,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 787055711 | ANNUAL FUND | $6,000 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | URBAN AGRICULTURE PROGRAM | $15,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||
| 845 WEST ST | AMHERST | MA | 01002 | INSPIRING CREATIVE PROBLEM-SOLVING IN OUR WATERSHED | $25,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | NEW AND RARELY PERFORMED OPERA REPERTOIRE | $40,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $472,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,930 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $374,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,921 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES B CRAWLEY | ||||||
| 1 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $2,806,652 | Yes (X) |
| 2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST | ||||||
| 2 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $335,233 | Yes (X) |
| MARY W CRAWLEY CHARITABLE LEAD UNITRUST | ||||||
| 3 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $447,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 784.0000 SHS ABBOTT LABS COM | $43,035 | $86,295 |
| 388.0000 SHS ACCENTURE PLC IRELAND SHS CLASS A | $69,749 | $136,153 |
| 120.0000 SHS ADOBE INC COM | $44,395 | $71,592 |
| 97.0000 SHS AIR PRODS & CHEMS INC COM | $27,941 | $26,559 |
| 1,086.0000 SHS ALPHABET INC CAP STK CL A | $85,027 | $151,703 |
| 308.0000 SHS AMERICAN TOWER CORP NEW COM | $26,329 | $66,491 |
| 57.0000 SHS BLACKROCK INC COM | $16,964 | $46,273 |
| 203.0000 SHS COSTCO WHSL CORP NEW COM | $72,801 | $133,996 |
| 385.0000 SHS DANAHER CORPORATION COM | $35,423 | $89,066 |
| 399.0000 SHS DISNEY WALT CO COM | $52,349 | $36,026 |
| 418.0000 SHS ECOLAB INC COM | $38,993 | $82,910 |
| 616.0000 SHS FISERV INC COM | $66,440 | $81,829 |
| 661.0000 SHS FORTIVE CORP COM | $28,993 | $48,669 |
| 831.0000 SHS GILEAD SCIENCES INC COM | $45,776 | $67,319 |
| 323.0000 SHS HOME DEPOT INC COM | $69,101 | $111,936 |
| 516.0000 SHS HONEYWELL INTL INC COM | $66,256 | $108,210 |
| 438.0000 SHS INTERCONTINENTAL EXCHANGE INC COM | $31,500 | $56,252 |
| 161.0000 SHS INTUIT COM | $41,751 | $100,630 |
| 447.0000 SHS JPMORGAN CHASE & CO. COM | $48,314 | $76,035 |
| 1,182.0000 SHS KEURIG DR PEPPER INC COM | $44,080 | $39,384 |
| 292.0000 SHS L3HARRIS TECHNOLOGIES INC COM | $59,832 | $61,501 |
| 311.0000 SHS LAUDER ESTEE COS INC CL A | $14,109 | $45,484 |
| 239.0000 SHS MARRIOTT INTL INC NEW CL A | $40,410 | $53,897 |
| 341.0000 SHS MCDONALDS CORP COM | $54,437 | $101,110 |
| 451.0000 SHS MICROSOFT CORP COM | $57,216 | $169,594 |
| 806.0000 SHS NEXTERA ENERGY INC COM | $57,560 | $48,956 |
| 750.0000 SHS NIKE INC CL B | $37,975 | $81,428 |
| 1,184.0000 SHS ORACLE CORP COM | $68,000 | $124,829 |
| 506.0000 SHS PAYPAL HLDGS INC COM | $30,340 | $31,074 |
| 175.0000 SHS ROPER TECHNOLOGIES INC COM | $42,061 | $95,405 |
| 157.0000 SHS S&P GLOBAL INC COM | $30,576 | $69,162 |
| 1,998.0000 SHS SCHLUMBERGER LTD COM STK | $68,433 | $103,976 |
| 1164 SHS SCHWAB CHARLES CORP COM | $49,782 | $80,083 |
| 476.0000 SHS STRYKER CORPORATION COM | $86,934 | $142,543 |
| 620.0000 SHS TEXAS INSTRS INC COM | $51,701 | $105,685 |
| 181.0000 SHS THERMO FISHER SCIENTIFIC INC COM | $34,582 | $96,073 |
| 1,424.0000 SHS TJX COS INC NEW COM | $81,657 | $133,585 |
| 376.0000 SHS VISA INC COM CL A | $33,539 | $97,892 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 837283.53 SHS AETOS CAPITAL, LLC PRIME PORTFOLIO | FMV | $428,063 | $837,284 |
| 24909.427 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT R6 | FMV | $902,116 | $960,757 |
| 57929.259 SHS COHEN & STEERS PFD SECS & INCO CL I | FMV | $752,737 | $682,407 |
| 10006 SHS ISHARES TR RUSSELL 2000 ETF | FMV | $1,763,283 | $2,008,304 |
| 34523 SHS ISHARES TR RUS MID CAP ETF | FMV | $2,433,378 | $2,683,473 |
| 9549 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | FMV | $3,347,346 | $4,171,003 |
| 9533 SHS VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | FMV | $460,305 | $456,631 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,326 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $55 | $55 | $0 |
| INVESTMENT EXPENSES | $23 | $23 | $0 |
| SOFTWARE SUBSCRIPTIONS | $4,000 | $4,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $1,229 | $1,229 | $0 |
| PORTFOLIO MANAGEMENT FEES | $79,379 | $79,379 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMES B CRAWLEY | |||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 |
| 2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST | |||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 |
| MARY W CRAWLEY CHARITABLE LEAD UNITRUST | |||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $0 | $0 | $0 |
| FOREIGN TAXES | $3,356 | $3,356 | $0 |
Comments