CRESTLEA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CRESTLEA FOUNDATION INC (EIN 51-6015638)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349104400
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:13:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVER & ROSSITER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 CENTERVILLE ROAD SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516015638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESTLEA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRES | BusinessNameControlTxt |
| Phone | 3026838245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST SUITE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER T GRUNDNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3026838245 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | GRUNDNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER KENNEDY | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,206,313 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $428,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $428,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $422,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,356,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,774 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $854,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $854,726 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $91,667 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $45,834 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,127 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,564 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,563 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $969 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,507 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,506 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,691 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $392,454 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $639,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $214,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,679 | CashBOYAmt |
| Cash EOY | $56,096 | CashEOYAmt |
| Cash EOYFMV | $56,096 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,867,444 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,983,910 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,983,910 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,074,734 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,406,030 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,406,030 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,232,274 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,760,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,760,277 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,184,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,206,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,206,313 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $208,046 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,743 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,227 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $209,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,227 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,974,342 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,190,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,974,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,190,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,184,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,206,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,974,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $214,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,189,179 | SubtotalAmt |
| Other Decreases | $4,999,093 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,190,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED G/L FROM SALE OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $5,356,665 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,933,891 | CostOrOtherBasisAmt |
| Gain Or Loss | $422,774 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $422,774 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,257 | 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 | $8,257 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,227 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CRESTLEA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026838245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST SUITE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011653 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| E BRADFORD DU PONT JR | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| M LYNNE DU PONT | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMEDE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $53,282 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,635,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,707,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,707,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $310,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,396,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,019,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,019,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,484 | TotalTaxAmt |
| Distributable Before Adj | $1,010,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,010,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,010,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $651,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,010,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $128,254 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $128,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $651,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $651,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $128,254 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $128,254 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $231,021 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTOPHER GRUNDNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026838245 | RecipientPhoneNum |
| Recipient Email Address | INFO@CRESTLEA.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED THROUGH THE CRESTLEA WEBSITE, WWW.CRESTLEA.ORG, FOLLOWING THE GUIDELINES SPECIFIED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO DELAWARE AND SOUTHERN CHESTER COUNTY, PENNSYLVANIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 1 IN 7B FOUNDATION | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | PICKUP TRUCK IN PULL 1 IN 7B TRAILERS | $30,000 |
| ACADEMIA ANTONIA ALONSO CHARTER SCHOOL | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | AAACS: SAFETY IMPROVEMENTS | $30,000 |
| ALL 4 PAWS RESCUE | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | COMMERCIAL BREEDING DOG RESCUE EFFORTS | $30,000 |
| BOYS & GIRLS CLUB OF DELAWARE | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | TRIPLE PLAY TRAINING CENTER | $15,000 |
| BRANDYWINE RED CLAY ALLIANCE | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | MERGER OF BRC AND TLC | $25,000 |
| BRINGING HOPE HOME INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | LIGHT OF HOPE FAMILY PROGRAM | $15,000 |
| CHRIST CHURCH EPISCOPAL PRESCHOOL | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | OUTDOOR ART STUDIO | $23,454 |
| DELAWARE WILD LANDS INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | PROTECTION OF ROBERTS FARM BIODIVERSITY | $35,000 |
| EMBRACE DELAWARE | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | RESPITE NIGHTS | $8,000 |
| FIRST COMMUNITY FOUNDATION | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CHEMOURS STEM HUB | $30,000 |
| INGLESIDE HOMES INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ITS - RISER VALVE PROJECT | $10,000 |
| MARK BADER JR LEGACY FUND | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING | $40,000 |
| MULTIPLYING GOOD | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DELAWARE STUDENTS IN ACTION | $11,000 |
| PADUA ACADEMY | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SECURITY AND MONITORING IMPROVEMENT 2022 | $20,000 |
| SPUR IMPACT ASSOCIATION | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DELAWARE GIVES | $30,000 |
| WEST END NEIGHBORHOOD HOUSE INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BOILER REPLACEMENT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,454 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAWARE YOUTH MOUNTAIN BIKING LEAGUE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CRESTLEA FOUNDATION 100 W 10TH | AddressLine1Txt |
| Address Line2 | ST | AddressLine2Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MATCHING GRANT | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $422,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $854,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $854,726 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,127 | Amt |
| Net Investment Income | $5,564 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,563 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $2,406,030 | EOYBookValueAmt |
| EOYFMV | $2,406,030 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $13,983,910 | EOYBookValueAmt |
| EOYFMV | $13,983,910 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENT | FMV | $1,002,713 | $1,002,713 |
| ALTERNATIVE MUTUAL FUNDS | FMV | $1,381,533 | $1,381,533 |
| MONEY MARKET HOLDINGS | FMV | $376,031 | $376,031 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5 | LegalFeesAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED | Desc |
| Amt | $4,999,093 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $17,253 | $8,627 | $8,626 |
| OFFICERS AND DIRECTORS INSURANCE | $1,567 | $784 | $783 |
| UMBRELLA LIABILITY INSURANCE | $535 | $268 | $267 |
| MISCELLANEOUS | $24 | $12 | $12 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,743 | BOYBookValueAmt |
| EOY Book Value | $1,227 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $106,822 | $106,822 | $0 |
| PAYROLL SERVICE FEES | $1,938 | $969 | $969 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,013 | $3,507 | $3,506 |
| EXCISE TAX | $9,484 | $0 | $0 |
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