CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202131339349100123
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T08:12:01-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270858822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Crawford Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCRAWBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN H CRAWFORDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHN HPersonFirstNm
Person LastCRAWFORDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,144,799FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$214,099ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$187InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$187InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,662DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,662DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,253,423GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,508CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$285,420TotalRevAndExpnssAmt
Total Net Invst Incm$76,357TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,243OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,243OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,542TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$14,252OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$14,252OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,243TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,252TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,764ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,764ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,243TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$108,016TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,619ExcessRevenueOverExpensesAmt
Net Investment Income$67,114NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$272,611SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$121,622SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$121,622SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,676,824CorporateStockBOYAmt
Corporate Stock EOY$1,994,432CorporateStockEOYAmt
Corporate Stock EOYFMV$3,023,177CorporateStockEOYFMVAmt
Total Assets BOY$1,949,435TotalAssetsBOYAmt
Total Assets EOY$2,116,054TotalAssetsEOYAmt
Total Assets EOYFMV$3,144,799TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,949,435RetainedEarningBOYAmt
Retained Earning EOY$2,116,054RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,949,435TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,116,054TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,949,435TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,116,054TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,949,435TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$166,619ExcessRevenueOverExpensesAmt
Subtotal$2,116,054SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,116,054TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,253,423GrossSalesPriceAmt
Cost Or Other Basis$1,213,915CostOrOtherBasisAmt
Gain Or Loss$39,508GainOrLossAmt
Gains Minus Excess Or Losses$39,508GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$39,508CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$933InvestmentIncomeExciseTaxAmt
Subtotal$933SubtotalAmt
Tax Based On Investment Income$933TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$133TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J Alexander Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
John Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec2.0$0$0$0
Norma Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Rebecca R Guagliardo
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,353,313AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$133,193AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,486,506TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,486,506AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,298CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,449,208NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,460MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,460MinimumInvestmentReturnAmt
Tax Based On Investment Income$933TaxBasedOnInvestmentIncomeAmt
Total Tax$933TotalTaxAmt
Distributable Before Adj$121,527DistributableBeforeAdjAmt
Distributable Before Ded$121,527DistributableBeforeDedAmt
Distributable As Adjusted$121,527DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,016ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$108,016QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$108,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,527DistributableAsAdjustedAmt
Undistributed Income PY$99,176UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$108,016QualifyingDistributionsAmt
Applied To Year1$99,176AppliedToYear1Amt
Applied To Current Year$8,840AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$112,687UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn CrawfordContributingManagerNm
Contributing ManagerNorma CrawfordContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AGAPE INTERNATIONAL MISSIONS
2000 OPPORTUNITY DR STE 100ROSEVILLECA95678N/APCGeneral & Unrestricted$1,000
ALLEGRO ORGANIZATIONAL SOLUTIONS INC
5535 MEMORIAL DR STE F- 811HOUSTONTX77007N/APCJonathanProj:FJS project$4,800
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$400
ALZHEIMER'S DISEASE AND RELATED DISORDERS
Association INCWASHINGTONDC20090N/APCGeneral & Unrestricted$1,000PO BOX 96011
BARNABAS FACTOR
2773 MARASCHINO WAYANTELOPECA95843N/APCGeneral & Unrestricted$1,500
BOY SCOUTS OF AMERICA - SILICON VALLEY MONTEREY
BAY COUNCILSAN JOSECA95126N/APCGeneral & Unrestricted$275970 W JULIAN ST
CAPITAL RESEARCH CENTER
1513 16TH ST NWWASHINGTONDC20036N/APCGeneral & Unrestricted$500
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001N/APCGeneral & Unrestricted$500
CHARITY NAVIGATOR
139 HARRISTOWN RD STE 201GLEN ROCKNJ07452N/APCGeneral & Unrestricted$50
CHRISTIAN EDUCATION SOCIETY
PO BOX 11141TACOMAWA98411N/APCGeneral & Unrestricted$300
CITIZENS AGAINST GOVERNMENT WASTE
1100 CONNECTICUT AVE NW STE 650WASHINGTONDC20036N/APCGeneral & Unrestricted$500
CITYTEAM MINISTRIES
2306 ZANKER RDSAN JOSECA95131N/APCSan Jose local ministries Program$9,000
COMPETITIVE ENTERPRISE INSTITUTE
1310 L ST NW 7TH FLWASHINGTONDC20005N/APCGeneral & Unrestricted$250
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVDMOUNTAIN VIEWCA94043N/APCGeneral & Unrestricted$1,024
EDUCATIONAL MEDIA FDN - K-LOVE RADIO NETWORK
5700 W OAKS BLVDROCKLINCA95765N/APCPledge Drive Success Fund$1,000
EVERGREEN FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507N/APCGeneral & Unrestricted$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920N/APCGeneral & Unrestricted$500
GLOBAL MEDIA OUTREACH
7160 DALLAS PKWY STE 200PLANOTX75024N/APCGeneral & Unrestricted$20,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APCGeneral & Unrestricted$500
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA22203N/APCGeneral & Unrestricted$500
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC20090N/APCGeneral & Unrestricted$1,000
JUDICIAL WATCH INC
425 3RD ST SW STE 800WASHINGTONDC20024N/APCGeneral & Unrestricted$750
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$365
MERCY MULTIPLIED AMERICA INC
15328 OLD HICKORY BLVDNASHVILLETN37211N/APCGeneral & Unrestricted$500
MERCY SHIPS
PO BOX 1930LINDALETX75771N/APCGeneral & Unrestricted$25,000
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
20 F ST NW STE 700WASHINGTONDC20001N/APCGeneral & Unrestricted$400
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
20 F ST NW STE 700WASHINGTONDC20001N/APCProject 21$300
NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION
FOUNDATION INCSPRINGFIELDVA22151N/APCGeneral & Unrestricted$1,5008001 BRADDOCK RD STE 600
NEW GENERATIONS
650B FREMONT AVE 175LOS ALTOSCA94024N/APCGeneral & Unrestricted$1,000
NEW GENERATIONS
650B FREMONT AVE 175LOS ALTOSCA94024N/APCAfrica Flood relief fund$500
PACIFIC JUSTICE INSTITUTE
9584 HORN RD STE 115SACRAMENTOCA95827N/APCGeneral & Unrestricted$1,500
PACIFIC LEGAL FOUNDATION
930 G STSACRAMENTOCA95814N/APCGeneral & Unrestricted$400
PROJECT VERITAS
1214 W BOSTON POST RD NO 148MAMARONECKNY10543N/APCGeneral & Unrestricted$750
RAILS TO TRAILS CONSERVANCY
2121 WARD COURT NW 5TH FLWASHINGTONDC20037N/APCGeneral & Unrestricted$1,000
SOUTHEASTERN LEGAL FOUNDATION INC
560 W CROSSVILLE RD STE 104ROSWELLGA30075N/APCGeneral & Unrestricted$250
TAX FOUNDATION
1325 G ST NW STE 950WASHINGTONDC20005N/APCGeneral & Unrestricted$500
THE REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230N/APCGeneral & Unrestricted$250
THE SALVATION ARMY - SANTA CLARA COUNTY
359 N 4TH STSAN JOSECA95109N/APCGeneral & Unrestricted$1,500
TRUE THE VOTE INC
PO BOX 3109HOUSTONTX77253N/APCGeneral & Unrestricted$1,500
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20077N/APCGeneral & Unrestricted$200
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063N/APCWASH projects$4,000
WYCLIFFE ASSOCIATES INC
PO BOX 620143ORLANDOFL32862N/APCGeneral & Unrestricted$4,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,764TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,662ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,472ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$71,321ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,321TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCrawford JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line120128 Chateau DriveAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
FieldValueIRS element (for citing)
Total Contributions$214,099TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 134 sh.$23,7922020-01-02
1VANGUARD FTSE EUROPEAN ETF VGK, 352 sh.$20,7492020-01-02
1SPDR S&P 500 GROWTH SPYG, 75 sh.$3,2952020-06-04
1VANGUARD S&P 500 ETF VOO, 25 sh.$7,6902020-08-11
1VANGUARD S&P 500 ETF VOO, 20 sh.$6,1682020-11-03
1VANGUARD HIGH DIV YIELD VYM, 350 sh.$28,8612020-11-03
1T. ROWE PRICE GROWTH STOCK FD PRGFX, 150 sh.$13,3762020-11-03
1VANGUARD S&P 500 ETF VOO, 80 sh.$26,8702020-12-02
1VANGUARD HIGH DIV YIELD VYM, 125 sh.$11,2982020-12-02

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMG GW AND K TRILOGY EMERGING$75,000$102,352
AMG TIMESSQUARE INTERNATIONAL$75,478$105,495
BLACKROCK HEALTH SCIENCES CLOS$75,480$121,046
FULLER & THALER BEHAVIORAL SMA$141,803$201,414
ISHARE MSCI GERMANY$49,979$58,616
ISHARES CORE MSCI EAFE ETF$275,394$324,723
ISHARES CORE MSCI EMERGING MAR$125,430$175,263
ISHARES DJ US INDUSTRIAL SECTO$75,351$82,535
ISHARES MSCI CHINA INDEX FUND$50,214$70,849
ISHARES MSCI-MEXICO$50,003$63,840
ISHARES MSCI-SOUTH KOREA$50,016$90,353
ISHARES TR S & P MIDCAP 400 IN$233,451$387,264
ISHARES TRUST RUSSELL 1000 GRO$213,186$470,222
KRANESHARES CSI CHINA INTERNET$49,949$80,630
T. ROWE PRICE GROWTH STOCK FD$13,886$15,066
UNDISCOVERED MANAGERS BEHAVIOR$150,216$244,744
VANGUARD DIVIDEND APPRECIATION$208,708$342,337
VANGUARD HIGH DIV YIELD$40,159$43,467
VANGUARD S&P 500 ETF$40,729$42,961

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$14,227$14,227
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$9,243Amt
Net Investment Income$9,243NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$800
990-PF Excise Tax for 2019$742

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