CRAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CRAWLEY FAMILY FOUNDATION (EIN 73-1463271)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-02
- IRS object ID
- 202201229349100745
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T17:59:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | JAMES B CRAWLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4052329700 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CRAWLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA WAGGONER | PreparerPersonNm |
| PTIN | P01387520 | PTIN |
| Phone | 4052329541 | PhoneNum |
| Preparation | 2022-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,907,667 | 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 | $1,439,380 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,951,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,254 | 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 | $76,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,996 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $461,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,396,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $419,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $859,969 | CashBOYAmt |
| Cash EOY | $1,822,327 | CashEOYAmt |
| Cash EOYFMV | $1,822,327 | CashEOYFMVAmt |
| Corporate Stock BOY | $822,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $830,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,459,989 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,157,540 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,157,540 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,625,351 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,839,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,809,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,907,667 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $426,347 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $426,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,413,212 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,809,876 | 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 | $9,413,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,809,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,839,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,809,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,413,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,396,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,809,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,809,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 22 SHS BLACKROCK INC | P | 2010-04-06 | 2021-09-21 | $18,603 | $9,969 | $8,634 | $8,634 |
| 1,298 SHS CENTERPOINT ENERGY INC | P | 2019-03-04 | 2021-03-24 | $28,254 | $39,278 | -$11,024 | -$11,024 |
| 77 SHS FIRST REP BK SAN FRANCISCO CAL | P | 2017-01-13 | 2021-09-21 | $14,816 | $7,188 | $7,628 | $7,628 |
| CAPITAL GAINS DIVIDENDS | P | $299,908 | $299,908 | $299,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,121 | 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 | $16,121 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,293 | OverpaymentAmt |
| Applied To ES Tax | $10,293 | 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 | JAMES 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES B CRAWLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SARA B CRAWLEY | ||||||||
| 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 | VICE 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 |
| SARA B CRAWLEY | ||||||||
| 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 |
| JAMES B CRAWLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 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 | $12,832,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $782,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,615,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,615,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,410,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $670,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $670,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $664,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $664,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $664,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $461,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $664,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $193,728 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,694 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,796 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $207,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $461,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $203,214 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $203,214 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,004 | 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 | $4,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,004 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES B CRAWLEY | ContributingManagerNm |
| Contributing Manager | JAMES B CRAWLEY | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|
| AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 78705 | ANNUAL PLEDGE 2021 | $5,000 |
| CENTER FOR CHILDREN AND FAMILIES | |||||
| 210 S COCKREL AVE | NORMAN | OK | 73071 | 2021 DONATION | $1,000 |
| CENTER FOR CHILDREN AND FAMILIES | |||||
| 210 S COCKREL AVE | NORMAN | OK | 73071 | 2021 DONATION | $5,000 |
| CLEVELAND COUNTY HABITAT FOR HUMANITY | |||||
| 1100 W MAIN ST SUITE 100 | NORMAN | OK | 73069 | 2021 DONATION | $5,000 |
| COMMUNITY FOUNDATION OF OKLAHOMA | |||||
| 801 NW 63RD ST SUITE 200 | OKLAHOMA CITY | OK | 73116 | 2021 DONATION | $1,000 |
| COMMUNITY FOUNDATION OF WEST KENTUCKY | |||||
| PO BOX 7 | PADUCAH | KY | 42001 | 2021 DONATION - DISASTER RELIEF | $2,500 |
| COMMUNITY LITERACY CENTERS INC | |||||
| 4 NE 10TH STREET 263 | OKLAHOMA CITY | OK | 73104 | 2021 DONATION | $30,000 |
| DEAN MCGEE EYE INSTITUTE | |||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | 2021 DONATION | $10,000 |
| FOOD AND SHELTER INC | |||||
| 201 REED AVENUE | NORMAN | OK | 73071 | 2021 DONATION | $10,000 |
| FOOD BANK OF WESTERN MA | |||||
| 97 NORTH HATFIELD RD | HATFIELD | MA | 01038 | 2021 DONATION, SBC ASSOCIATE DONATION | $15,000 |
| FOOD BANK OF WESTERN MA | |||||
| 97 NORTH HATFIELD RD | HATFIELD | MA | 01038 | 2021 2ND DONATION - SBC ASSOCIATE DONATION | $15,000 |
| FRIENDS OF THE STERLING EVANS LIBRARY -TAMU | |||||
| 5000 TAMU | COLLEGE STATION | TX | 77843 | 2021 DONATION | $5,000 |
| FRIENDSHIP BRIDGE | |||||
| 405 URBAN ST SUITE 140 | LAKEWOOD | CO | 80228 | 2021 DONATION | $50,000 |
| GOODLAND ACADEMY | |||||
| 1216 N 4200 RD | HUGO | OK | 74743 | 2021 DONATION | $10,000 |
| HARVARD BUSINESS SCHOOL | |||||
| HARVARD UNIVERSITY | BOSTON | MA | 02163 | 2021 DONATION | $5,000 |
| HITCHCOCK CENTER FOR ENVIRONMENT | |||||
| 845 WEST STREET | AMHERST | MA | 01002 | 2021 DONATION | $6,000 |
| HOPE SUPPLY COMPANY | |||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | 2021 - LCS ASSOCIATE DONATION | $10,000 |
| INFANT CRISIS SERVICES INC | |||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | 2021 DONATION | $15,000 |
| LITERACY ACHIEVES | |||||
| 1408 N RIVERFRONT BLVD | DALLAS | TX | 75207 | 2021 DONATION | $10,000 |
| MASS AUDUBON | |||||
| CAPITAL CAMPAIGN | EASTHAMPTON | MA | 01027 | 2021 DONATION | $10,000 |
| MCA DENVER | |||||
| 1485 DELGANY ST | DENVER | CO | 80202 | 2021-MCT ASSOCIATE DONATION | $5,000 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | 2021 DONATION | $2,500 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | 2021- SAM ASSOCIATE DONATION | $500 |
| MONTVIEW BOULEVARD PRESBYTERIAN CHURCH | |||||
| 1980 DAHLIA STREET | DENVER | CO | 80220 | 2021 DONATION - CAPITAL CAMPAIGN, 3 OF 5 | $1,500 |
| NEW ENGLAND PUBLIC MEDIA | |||||
| 44 HAMPDEN ST | SPRINGFIELD | MA | 01103 | 2021 2ND DONATION - SBC ASSOCIATE | $5,000 |
| NORTH DALLAS SHARED MINISTRIES | |||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | 2021 - LCS ASSOCIATE DONATION | $7,500 |
| OKLAHOMA ARTS INSTITUTE QUARTZ MOUNTAIN | |||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | 2021 DONATION | $10,000 |
| OKLAHOMA CITY PHILHARMONIC | |||||
| 424 COLCORD DRIVE SUITE B | OKLAHOMA CITY | OK | 73102 | 2021 DONATION | $7,500 |
| OKLAHOMA CITY PHILHARMONIC | |||||
| 424 COLCORD DRIVE SUITE B | OKLAHOMA CITY | OK | 73102 | 2021 DONATION | $8,000 |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | |||||
| 101 PARK AVENUE SUITE 420 | OKLAHOMA CITY | OK | 73102 | 2021 DONATION | $5,000 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | 2021 DONATION | $10,000 |
| OPERA OF COLORADO | |||||
| 4121 S NAVAJO ST STE 100 | ENGLEWOOD | CO | 80110 | 2021-MCT ASSOCIATE DONATION - BOARD PLEDGE & ARTIST IN RESIDENCE | $10,500 |
| OU COLLEGE OF EDUCATION | |||||
| 820 VAN VLEET OVAL | NORMAN | OK | 73019 | 2021 DONATION - OU COLLEGE OF EDUCATION - 1ST PLEDGE OF 3 YRS: $10,000-2ND PLEDGE OF 3 YRS $20,000 | $30,000 |
| OU SCHOOL OF FINE ARTS | |||||
| 540 PARRINGTON OVAL SUITE 122 | NORMAN | OK | 73019 | 2021 DONATION | $12,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||
| 4401 W 109TH STREET SUITE 200 | OVERLAND PARK | KS | 66211 | 2021 DONATION | $10,000 |
| PLANNED PARENTHOOD TEXAS | |||||
| 7424 GREENVILLE AVENUE 206 | DALLAS | TX | 75231 | 2021 DONATION | $1,000 |
| REGIONAL FOOD BANK OF OKLAHOMA | |||||
| 3555 S PURDUE AVE | OKLAHOMA CITY | OK | 73179 | 2021 DONATION, NORMAN CHAPTER | $20,000 |
| ROSIE'S PLACE | |||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | 2021 DONATION | $1,000 |
| SECOND HARVEST FOOD BANK (NEW ORLEANS) | |||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | DISASTER RELIEF | $2,500 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE | |||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | DISASTER RELIEF | $2,500 |
| SHELTER MINISTRIES OF DALLAS - GENESIS | |||||
| PO BOX 151085 | DALLAS | TX | 75315 | 2021 DONATION - GENESIS WOMEN'S SHELTER | $10,000 |
| SUN VALLEY YOUTH CENTER | |||||
| 1230 DECATUR ST | DENVER | CO | 80204 | 2021 - SAM ASSOCIATE DONATION | $500 |
| TEXAS TREE FOUNDATION | |||||
| 2906 SWISS AVENUE | DALLAS | TX | 75204 | 2021 DONATION | $2,500 |
| THE ASSOCIATION OF FORMER STUDENTS | |||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | 2021 DONATION - TAMU | $2,000 |
| THE PARK PEOPLE | |||||
| 1510 SGRANT STREET | DENVER | CO | 80210 | 2021 DONATION | $2,500 |
| THE URBAN MISSIONS INC | |||||
| 3737 N PORTLAND AVE | OKLAHOMA CITY | OK | 73112 | 2021 DONATION | $35,000 |
| UNDOCUFUND | |||||
| PO BOX 503 | GRATON | CA | 95444 | 2021 DONATION | $2,500 |
| UNIVERSITY OF OU -SCHOOL OF FINE ARTS | |||||
| 540 PARRINGTON OVAL SUITE 122 | NORMAN | OK | 73019 | 2021 DONATION - BALLET RUSSES ARCHIVE AND SPECIAL COLLECTIONS | $10,000 |
| WOMEN'S BEAN PROJECT | |||||
| 3201 CURTIS STREET | DENVER | CO | 80205 | 2021 DONATION | $5,000 |
| WOMEN'S FOUNDATION OF OKLAHOMA | |||||
| PO BOX 21210 | OKLAHOMA CITY | OK | 73156 | 2021 DONATION | $4,000 |
| WOMEN'S FUND OF WESTERN MA | |||||
| 1350 MAIN STREET SUITE 1006 | SPRINGFIELD | MA | 01103 | 2021 DONATION | $10,000 |
| WOMEN'S FOUNDATION OF COLORADO | |||||
| 1901 EAST ASBURY AVE | DENVER | CO | 80208 | 2021 DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $511,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $511,776 | 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 | $350,000 | Yes (X) |
| 2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST | ||||||
| 2 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $241,943 | Yes (X) |
| MARY W CRAWLEY CHARITABLE LEAD UNITRUST | ||||||
| 3 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $847,437 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 503 SHS ABBOTT LABORATORIES | $15,963 | $70,792 |
| 234 SHS ACCENTURE LTD CL A | $22,471 | $97,005 |
| 80 SHS ADOBE INC | $22,166 | $45,365 |
| 80 SHS AIR PRODS &U CHEMS INC | $22,821 | $24,341 |
| 36 SHS ALPHABET INC | $35,434 | $104,293 |
| 221 SHS AMERICAN TOWER CORP | $10,926 | $64,642 |
| 73 SHS BLACKROCK INC | $14,773 | $66,836 |
| 148 SHS COSTCO WHSL CORP NEW | $41,490 | $84,020 |
| 250 SHS DANAHER CORP | $7,435 | $82,252 |
| 335 SHS DISNEY WALT CO | $46,876 | $51,888 |
| 191 SHS DOLLAR GENERAL CORP | $18,372 | $45,044 |
| 254 SHS ECOLAB INC | $11,249 | $59,586 |
| 323 SHS FIRST REP BK SAN FRANSCISCO CAL | $28,521 | $66,703 |
| 352 SHS FISERV INC | $32,737 | $36,534 |
| 560 SHS FORTIVE CORP | $21,244 | $42,722 |
| 567 SHS GILEAD SCIENCES INC | $28,736 | $41,170 |
| 201 SHS HOME DEPOT | $31,153 | $83,417 |
| 258 SHS HONEYWELL INTERNATIONAL INC | $12,542 | $53,796 |
| 270 SHS INTERCONTINENTAL EXCHANGE, INC | $12,565 | $36,928 |
| 94 SHS INTUIT | $4,446 | $60,463 |
| 366 SHS JP MORGAN CHASE & CO | $36,266 | $57,956 |
| 277 SHS LAUDER ESTEE COS INC | $8,853 | $102,545 |
| 211 SHS MCDONALDS CORP | $20,686 | $56,563 |
| 323 SHS MICROSOFT CORPORATION | $13,906 | $108,631 |
| 555 SHS NEXTERA ENERGY INC | $41,842 | $51,815 |
| 484 SHS NIKE INC CL B | $11,503 | $80,668 |
| 781 SHS ORACLE CORP | $23,977 | $68,111 |
| 206 SHS PAYPAL HLDGS INC | $6,907 | $38,847 |
| 343 SHS PEPSICO INC | $25,515 | $59,583 |
| 111 SHS ROPER TECHNOLOGIES, INC. | $10,204 | $54,596 |
| 102 SHS S&P GLOBAL INC | $10,252 | $48,137 |
| 1655 SHS SCHLUMBERGER LTD | $47,370 | $49,567 |
| 827 SHS SCHWAB CHARLES CORP | $14,197 | $69,551 |
| 273 SHS STRYKER CORP | $24,603 | $73,006 |
| 374 SHS TEXAS INSTRUMENTS | $13,123 | $70,488 |
| 123 SHS THERMOS FISHER CORP | $6,355 | $82,070 |
| 782 SHS TJX COS INC | $24,536 | $59,369 |
| 177 SHS UNION PAC CORP | $31,849 | $44,592 |
| 305 SHS VISA INC | $16,145 | $66,097 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8775.17 SHS AB SMALL CAP GROWH PORTFOLIO ADV | FMV | $528,252 | $752,909 |
| 777870.710 SHS AETOS CAPITAL LLC | FMV | $428,063 | $777,871 |
| 23233.083 SHS BAIRD MIDCAP FUND - INST #76 | FMV | $606,470 | $685,376 |
| 31142.164 SHS COLUMBIA HIGH YIELD BOND FUND INSTL | FMV | $333,053 | $375,263 |
| 13248.023 SHS INVESCO DEVELOPING MKTS FUND CL R6 | FMV | $637,258 | $622,657 |
| 4798 SHS ISHARES RUSSELL MID-CAP ETF | FMV | $283,240 | $398,282 |
| 3640 SHS ISHARES RUSSELL 2000 ETF | FMV | $546,886 | $809,718 |
| 40472.943 SHS LAZARD INTERNATIONAL STRATEGIC EQUITY | FMV | $587,263 | $662,542 |
| 61271.48 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND | FMV | $668,826 | $668,472 |
| 45473.748 SHS OAKHURST SHORT DURATION BOND FUND #811 | FMV | $450,100 | $448,371 |
| 51954.84 SHS TOUCHSTONE SAND CAPITAL SELECT GROWTH FUND | FMV | $989,903 | $995,455 |
| 12279 SHS VANGUARD FTSE DEVELOPED MARKETS ETF | FMV | $504,790 | $626,966 |
| 6417 SHS VANGUARD INDEX FDS S&P 500 ETF | FMV | $1,593,436 | $2,801,469 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $291 | $291 | $0 |
| CONTRACT LABOR | $539 | $539 | $0 |
| INVESTMENT EXPENSES | $5 | $5 | $0 |
| OTHER EXPENSES | $354 | $354 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE - PENDING TRADES | Desc |
| BOY Book Value | $426,347 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $76,792 | Amt |
| Net Investment Income | $76,792 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $13,015 | $0 | $0 |
| FOREIGN TAXES | $1,996 | $1,996 | $0 |
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