CRAWFORD IDEMA FAM FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD IDEMA FAM FOUNDATION INC (EIN 04-3473310)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-11
IRS object ID
202001639349101015
Schema version
2019v5.1
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)
Return2020-06-11T18:28:09-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770076647PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAMITZ BROOKS NIGHTINGALEBusinessNameLine1Txt

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 Begin2019-01-01TaxPeriodBeginDt

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 NO 325AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP C VANDERWILDENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9783180505PhoneNum
Signature2020-06-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MACAULAYPreparerPersonNm
PTINP00178796PTIN
Phone8059631837PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,340,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$118,853DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,853DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$116,641NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,675,573GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,641CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$310,520TotalRevAndExpnssAmt
Total Net Invst Incm$235,520TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$166,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$58,100CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$107,900CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$51,277PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$17,947PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$33,330PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,495AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,247AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,248AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,699OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,699OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,235TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,727TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,008TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$349DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$28,772OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,070OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$18,702OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,012TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,006TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,006TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$518PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$518PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,358OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$826OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,532OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$312,715TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$136,622TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$175,244TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$327,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$327,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$640,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$136,622TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$502,744TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$329,695ExcessRevenueOverExpensesAmt
Net Investment Income$98,898NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16CashBOYAmt
Cash EOY$15CashEOYAmt
Cash EOYFMV$15CashEOYFMVAmt
Sav And Temp Cash Invst BOY$225,668SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$434,204SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$434,204SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$7,610,007OtherInvestmentsBOYAmt
Other Investments EOY$7,072,126OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,906,587OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$17,821LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,706LandBldgEquipAccumDeprecAmt
Land BOY$464LandBOYAmt
Land EOY$115LandEOYAmt
Land EOYFMV$115LandEOYFMVAmt
Total Assets BOY$7,836,155TotalAssetsBOYAmt
Total Assets EOY$7,506,460TotalAssetsEOYAmt
Total Assets EOYFMV$8,340,921TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$7,836,155RetainedEarningBOYAmt
Retained Earning EOY$7,506,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,836,155TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,506,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,836,155TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,506,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,836,155TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$329,695ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,506,460SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,506,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GREENLEAF #0022P2018-01-012019-12-31$787,737$787,651$86$86
GREENLEAF #0222P2018-01-012019-12-31$760,681$771,281-$10,600-$10,600
CAPITAL GAINS DIVIDENDSP$127,155$127,155$127,155
FieldValueIRS element (for citing)
Capital Gain Net Income$116,641CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$488,656AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,285,832NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058975DistributionYr1Rt
Adjusted Qlfy Distri Yr2$478,674AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,134,306NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058846DistributionYr2Rt
Adjusted Qlfy Distri Yr3$468,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,770,732NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060276DistributionYr3Rt
Adjusted Qlfy Distri Yr4$488,223AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,825,573NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055319DistributionYr4Rt
Adjusted Qlfy Distri Yr5$520,710AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,148,674NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056916DistributionYr5Rt
Total Distribution0.290332TotalDistributionRt
Average Distribution0.058066AverageDistributionRt
Net Vl Noncharitable Assets$8,057,004NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$467,838AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$989NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$468,827AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$502,744QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$989InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$989SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$989TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$708EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$708TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$281TaxDueAmt

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 RqrYes (1)ComplyWithPublicInspRqrInd
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 (9 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$166,000$51,277$0
PETER T CRAWFORD
100 MAIN STREET 325CONCORDMA01742DIRECTOR0.00$0$0$0
PIETER VAN MEEUWEN
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$7,849,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$330,559AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,179,700TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,179,700AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,696CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,057,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$402,850MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$402,850MinimumInvestmentReturnAmt
Tax Based On Investment Income$989TaxBasedOnInvestmentIncomeAmt
Total Tax$989TotalTaxAmt
Distributable Before Adj$401,861DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$401,861DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$401,861DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$502,744ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$502,744QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$989PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$501,755AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$401,861DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$67,114ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,848ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$86,690ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$89,825ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$100,948ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$394,425TotalExcessDistributionCyovAmt
Qualifying Distributions$502,744QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$401,861AppliedToCurrentYearAmt
Remaining Distri From Corpus$100,883RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$495,308TotalCorpusAmt
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$67,114ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$428,194ExcessDistriCyovToNextYrAmt
Excess From Year4$49,848ExcessFromYear4Amt
Excess From Year3$86,690ExcessFromYear3Amt
Excess From Year2$89,825ExcessFromYear2Amt
Excess From Year1$100,948ExcessFromYear1Amt
Excess From Current Year$100,883ExcessFromCurrentYearAmt

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$5,000
COMMUNITY COUNSELING & EDUCATION CENTER
923 OLIVE STREET 1SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
CONCORD FREE PUBLIC LIBRARY CORP
129 MAIN STREETCONCORDMA01742NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
COURT APPOINTED SPECIAL ADVOCATES
118 EAST FIGUEROA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LANESANTA BARBARACA93108NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
DOMESTIC VIOLENCE SOLUTIONS OF SANTA BARBARA
PO BOX 1536SANTA BARBARACA93102NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
DOS PUEBLOS HIGH SCHOOL
7266 ALAMEDA AVENUEGOLETACA93117NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
FAMILY SERVICE AGENCY OF SANTA BARBARA
123 WEST GUTIERREZ STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$12,000
FOOD FROM THE HEART SB
909 N LA CUMBRE RDSANTA BARBARACA93110NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$7,000
FOODBANK OF SANTA BARBARA COUNTY
1525 STATE STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$12,000
GAINING GROUND
PO BOX 374CONCORDMA01742NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
HALE'OPIO KAUAI INC
2959 UMI ST 303LIHUEHI96766NONEPCIN 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$15,000
HOUSEHOLD GOODS RECYCLING OF MASSACHUSETTS
530 MAIN STREETACTONMA01720NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
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$10,000
MINUTEMEN SENIOR SERVICES
26 CROSBY DRBEDFORDMA01730NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$4,000
NEW BEGINNINGS COUNSELING CENTER
324 E CARRILLO ST STE CSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
OPEN TABLE INC
368 COLLEGE ROADCONCORDMA01742NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
PACIFIC PRIDE FOUNDATION
126 EAST HALEY STREET 11SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$30,000
PATH- CASA ESPERANZA HOMELESS CENTER
816 CACIQUE STREETSANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$12,000
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$8,000
SANTA BARBARA WILDLIFE CARE NETWORK
1460 N FAIRVIEW AVEGOLETACA93117NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
SANTA BARBARA ZOO
500 NINOS DRIVESANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
SANTA BARBARACOMMUNITY FOUNDATION
1111 CHAPALA STREET STE 200SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$2,500
SARAH HOUSE
2612 MODOC ROADSANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$15,000
SEE INTERNATIONAL
175 CREMONA DRIVE SUITE 100SANTA BARBARACA93117NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
TRANSITION HOUSE
425 EAST COTA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$327,500TotalGrantOrContriPdDurYrAmt
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$26ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,853ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$116,641ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$235,520ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$235,520TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS CRAWFORD JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1100 MAIN STREET SUITE 325AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP07142ZIPCd
FieldValueIRS element (for citing)
Total Contributions$75,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDAMITZ, BROOKS, NIGHTINGALECategoryTxt
Amt$8,495Amt
Net Investment Income$4,247NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,248DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
CREDENZA1999-10-15$1,118$1,118SL7.000000000000$0$0
TABLE BRIDGE1999-10-15$337$337SL7.000000000000$0$0
BULLET TABLE1999-10-15$899$899SL7.000000000000$0$0
SERVICE MODULE1999-10-15$1,000$1,000SL7.000000000000$0$0
BOOKCASE1999-10-15$602$602SL7.000000000000$0$0
GUEST CHAIRS (4)1999-10-15$1,728$1,728SL7.000000000000$0$0
CHAIR1999-10-15$820$820SL7.000000000000$0$0
ROUND TABLE1999-10-15$825$825SL7.000000000000$0$0
CONFERENCE TABLE1999-10-15$2,047$2,047SL7.000000000000$0$0
METAL LATERAL FILES (2)1999-10-15$773$773SL7.000000000000$0$0
WOOD LATERAL FILE1999-10-15$742$742SL7.000000000000$0$0
PRINTER TABLE1999-10-15$469$469SL7.000000000000$0$0
EGAN VISUAL BOARD1999-10-15$1,318$1,318SL7.000000000000$0$0
IMAC COMPUTER & DVD/CD PLAYER2013-03-01$2,777$2,777SL5.000000000000$0$0
COLOR PRINTER2014-01-31$669$659SL5.000000000000$10$0
COMPUTER2015-05-01$1,697$1,243SL5.000000000000$339$0

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$5,287,102$5,817,075
GREENLEAF INVESTMENT ACCOUNT #0222AT COST$1,785,024$2,089,512

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (16 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
CREDENZA$1,118$1,118$0
TABLE BRIDGE$337$337$0
BULLET TABLE$899$899$0
SERVICE MODULE$1,000$1,000$0
BOOKCASE$602$602$0
GUEST CHAIRS (4)$1,728$1,728$0
CHAIR$820$820$0
ROUND TABLE$825$825$0
CONFERENCE TABLE$2,047$2,047$0
METAL LATERAL FILES (2)$773$773$0
WOOD LATERAL FILE$742$742$0
PRINTER TABLE$469$469$0
EGAN VISUAL BOARD$1,318$1,318$0
IMAC COMPUTER & DVD/CD PLAYER$2,777$2,777$0
COLOR PRINTER$669$669$0
COMPUTER$1,697$1,582$115

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$2,358RevenueAndExpensesPerBooksAmt
Net Investment Income$826NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,532DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$39,699Amt
Net Investment Income$39,699NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$10,647$3,727$6,920
REGISTRATION FEE$88$0$88
EXCISE TAXES$500$0$0

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