CRAWFORD IDEMA FAM FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD IDEMA FAM FOUNDATION INC (EIN 04-3473310)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202341329349102924
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T13:10:00-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN950858589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON & BLOODGOOD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST CARRILLO STREET SUITE 303AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043473310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRAWFORD IDEMA FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCRAWBusinessNameControlTxt
Phone9783180505PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MAIN STREET 325AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP C VANDERWILDENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9783180505PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILIPPersonFirstNm
Person LastVANDERWILDENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MACAULAYPreparerPersonNm
PTINP00178796PTIN
Phone8059631837PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,951,313FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,058,898ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$106,684DividendsRevAndExpnssAmt
Dividends Net Invst Incm$106,684DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$131,836NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,686,716GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,033,750TotalRevAndExpnssAmt
Total Net Invst Incm$106,688TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$170,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$68,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$102,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$33,073PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$13,229PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$19,844PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,286AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,643AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,643AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$37,146OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$37,146OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,331TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,632TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,017TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$24,715OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$9,886OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$14,829OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,654TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,827TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,827TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$681PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$681PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,139OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$856OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,283OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$299,025TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$140,219TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$152,124TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$362,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$362,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$661,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$140,219TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$514,374TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$372,475ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15CashBOYAmt
Cash EOY$15CashEOYAmt
Cash EOYFMV$15CashEOYFMVAmt
Sav And Temp Cash Invst BOY$249,089SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$265,567SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$265,567SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,917,493OtherInvestmentsBOYAmt
Other Investments EOY$7,159,136OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,685,731OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$17,821LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,821LandBldgEquipAccumDeprecAmt
Total Assets BOY$7,166,597TotalAssetsBOYAmt
Total Assets EOY$7,424,718TotalAssetsEOYAmt
Total Assets EOYFMV$9,951,313TotalAssetsEOYFMVAmt
Other Liabilities BOY$145OtherLiabilitiesBOYAmt
Other Liabilities EOY$119OtherLiabilitiesEOYAmt
Total Liabilities BOY$145TotalLiabilitiesBOYAmt
Total Liabilities EOY$119TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,166,452RetainedEarningBOYAmt
Retained Earning EOY$7,424,599RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,166,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,424,599TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,166,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,424,718TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,166,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$372,475ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,538,927SubtotalAmt
Other Decreases$114,328OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,424,599TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GREAN LEAF #0022P2022-01-012022-12-31$1,640,103$1,818,552-$178,449-$178,449
CAPITAL GAINS DIVIDENDSP$46,613$46,613$46,613
FieldValueIRS element (for citing)
Capital Gain Net Income-$131,836CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,200OverpaymentAmt
Applied To ES Tax$4,200AppliedToESTaxAmt
Refund$0RefundAmt

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 StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPHILIP C VANDERWILDENIndividualWithBooksNm
Phone9783180505PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 MAIN STREET 325AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS CRAWFORD JR
100 MAIN STREET 325CONCORDMA01742PRESIDENT0.00$0$0$0
NANCY S CRAWFORD
100 MAIN STREET 325CONCORDMA01742TREASURER0.00$0$0$0
THOMAS CRAWFORD IV
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
NANCY RUIZ CRAWFORD
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
SUSAN C ADAMS
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
MARY-WREN VANDERWILDEN
100 MAIN STREET 325CONCORDMA01742CLERK0.00$0$0$0
PHILIP C VANDERWILDEN
100 MAIN STREET 325CONCORDMA01742EXECUTIVE DIRECTOR40.00$170,000$33,073$0
PETER T CRAWFORD
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
PIETER VAN MEEUWEN
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
IAN BARENSE
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,653,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$143,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,797,401TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,797,401AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$146,961CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,650,440NetVlNoncharitableAssetsAmt
Minimum Investment Return$482,522MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$482,522MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$482,522DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$482,522DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$482,522DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$514,374ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$514,374QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$482,522DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$89,825ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,948ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$100,883ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$104,368ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$92,952ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$488,976TotalExcessDistributionCyovAmt
Qualifying Distributions$514,374QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$482,522AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,852RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$520,828TotalCorpusAmt
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$89,825ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$431,003ExcessDistriCyovToNextYrAmt
Excess From Year4$100,948ExcessFromYear4Amt
Excess From Year3$100,883ExcessFromYear3Amt
Excess From Year2$104,368ExcessFromYear2Amt
Excess From Year1$92,952ExcessFromYear1Amt
Excess From Current Year$31,852ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPHILIP C VANDERWILDEN - THE CRAWFORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 MAIN STREET 325AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9783180505RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE MADE FIRST THROUGH A LETTER OF INQUIRY INCLUDING PROJECT DESCRIPTION, GRANT AMOUNT REQUEST, BRIEF AGENCY HISTORY AND CONTACT PERSON. FULL PROPOSALS SHOULD ONLY BE SENT UPON REQUEST FROM THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION MAKES GRANTS TO 501(C)3 ORGANIZATIONS, EXCLUSIVELY IN THE SANTA BARBARA, CA AND CONCORD, MA AREAS. CURRENT AREAS OF GRANT MAKING INTEREST INCLUDE ENVIRONMENT, SUBSTANCE ABUSE, CRITICAL NEEDS AND GAY & LESBIAN RESOURCES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHA ATTITUDE HARMONY ACHIEVEMENT
1209 DE LA VINA SUITE ASANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
CASA SERENA
1515 BATH STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
COMMUNITY COUNSELING & EDUCATION CENTER
923 OLIVE STREET 1SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
COMMUNITY ENVIRONMENTAL COUNCIL
1219 STATE ST SUITE ASANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$18,250
COURT APPOINTED SPECIAL ADVOCATES
118 EAST FIGUEROA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
EMPOWERMENT WORKS
1187 COAST VILLAGE RDSANTA BARBARACA93108NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$4,000
ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
FOOD FROM THE HEART SB
909 N LA CUMBRE RDSANTA BARBARACA93110NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
FOODBANK OF SANTA BARBARA COUNTY
1525 STATE STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
FREEDOM 4 YOUTH
187 S PATTERSON AVESANTA BARBARACA93111NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
HOSPICE OF SANTA BARBARA
2050 ALAMEDA PADRE SERRASANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
HOUSEHOLD GOODS RECYCLING OF MASSACHUSETTS
530 MAIN STREETACTONMA01720NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
LAND TRUST FOR SANTA BARBARA COUNTY
1530 CHAPALA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$15,000
MENTAL WELLNESS CENTER
617 GARDEN STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$12,000
MINUTEMEN SENIOR SERVICES
26 CROSBY DRBEDFORDMA01730NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$4,000
MONTECITO TRAILS FOUNDATION
1470 E VALLEY RDMONTECITOCA93108NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$1,000
NEW HOUSE SANTA BARBARA
2434 BATH SREETSANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
OPEN TABLE INC
368 COLLEGE ROADCONCORDMA01742NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
PACIFIC PRIDE FOUNDATION
126 EAST HALEY STREET 11SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
PATH- CASA ESPERANZA HOMELESS CENTER
816 CACIQUE STREETSANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
PLANNED PARENTHOOD
518 GARDEN STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
SANTA BARBARA CHANNELKEEPER
714 BOND AVENUESANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
SANTA BARBARA COMMUNITY FOUNDATION
1111 CHAPALA STREET STE 200SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$2,000
SANTA BARBARA NEIGHBORHOOD CLINICS
414 E COTA STREET - 1ST FLOORSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$15,000
SANTA BARBARA ZOO
500 NINOS DRIVESANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
SARAH HOUSE
2612 MODOC ROADSANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$12,000
SEE INTERNATIONAL
175 CREMONA DRIVE SUITE 100SANTA BARBARACA93117NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$15,000
SHELTER BOX USA
101 INNOVATION PLACESANTA BARBARACA93108NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$4,000
SHOWERS OF BLESSING
PO BOX 1135GOLETACA93116PCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
TRANSITION HOUSE
425 EAST COTA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
UNITED BOYS & GIRLS CLUB OF SANTA BARBARA
1528 CHAPALA ST 309SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$362,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106,684ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$131,836ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$25,148ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$25,148TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
THOMAS AND NANCY CRAWFORD JR
1100 MAIN STREET SUITE 325CONCORDMA07142$100,000Yes (X)
CRIDEMA 2007 CHARITABLE REMAINDER TRUST
24001 KENNETT PIKE STE 226GREENVILLEDE19807$958,898Yes (X)Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryH&BCategoryTxt
Amt$9,286Amt
Net Investment Income$4,643NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,643DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionSECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRS SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ________________________________________________ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GREENLEAF INVESTMENT ACCOUNT #0022AT COST$5,055,923$5,670,394
GREENLEAF INVESTMENT ACCOUNT #0222AT COST$2,103,213$4,015,337

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR FMV OF DONATED SECURITIES TO COST BASISDesc
Amt$114,328Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$2,139RevenueAndExpensesPerBooksAmt
Net Investment Income$856NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,283DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFIFTH THRID FMA MASTER CARDDesc
BOY Book Value$145BOYBookValueAmt
EOY Book Value$119EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$37,146Amt
Net Investment Income$37,146NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$11,579$4,632$6,947
REGISTRATION FEE$70$0$70
EXCISE TAXES$6,682$0$0

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