THE PERCY FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE PERCY FUND (EIN 23-2664951)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-08
- IRS object ID
- 202031299349100928
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T13:59:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Market Street Suite 4500 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232664951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Percy Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERC | BusinessNameControlTxt |
| Phone | 2156283500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 Skippack Pike Suite 210 | AddressLine1Txt |
| City | Blue Bell | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD B CRAWFORD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2156283500 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew Baker CPA | PreparerPersonNm |
| PTIN | P01440641 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,066,570 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,632 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $630,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,632 | 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 |
| Accounting Fees Rev And Expnss | $977 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $977 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $416,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,632 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,743 | CashBOYAmt |
| Cash EOY | $19,089 | CashEOYAmt |
| Cash EOYFMV | $19,089 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,296,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,749,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,749,755 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $555,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $537,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,592 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $134 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $134 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,890,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,306,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,066,570 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,890,818 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,306,929 | 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 | $1,890,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,306,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,890,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,306,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,890,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $416,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,306,938 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,306,929 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $198,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,693,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117086 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,899,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,929 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,036,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046604 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,158 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,228,299 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,806 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,476,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034400 | DistributionYr5Rt |
| Total Distribution | 0.344970 | TotalDistributionRt |
| Average Distribution | 0.068994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,599,812 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $306 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,683 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,077 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $306 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $306 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAKER TILLY VIRCHOW KRAUSE LLP | IndividualWithBooksNm |
| Phone | 2159720701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD B CRAWFORD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3425 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | HIGHLAND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/SEC/TREAS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $306,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,317,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,624,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,624,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,599,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $306 | TotalTaxAmt |
| Distributable Before Adj | $79,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,077 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $306 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $91,099 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,476 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $205,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,392 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $339,967 | 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 | $339,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $91,099 | ExcessFromYear2Amt |
| Excess From Year1 | $114,476 | ExcessFromYear1Amt |
| Excess From Current Year | $134,392 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD B CRAWFORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF WESTERN NEW YORK | ||||||||
| 6215 SHERIDAN DRIVE SUITE 100 | AMHERST | NY | 14221 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $5,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||||
| 225 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $15,000 | 1700 |
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||||
| 1000 REGENT UNIVERSITY DR | VIRGINIA BEACH | VA | 23464 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $10,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $5,000 | |
| FRIENDS OF YEMIN ORDE INC | ||||||||
| 4340 EAST-WEST HIGHWAY SUITE 202 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $20,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $10,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $60,000 | |
| MEALS ON WHEELS OF CENTRAL BUCKS COUNTY | ||||||||
| 252 BELMONT AVENUE | DOYLESTOWN | PA | 18901 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $5,000 | |
| MEDIA RESEARCH CENTER | ||||||||
| 1900 CAMPUS COMMONS DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $55,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $5,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | ||||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $5,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $5,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 1020 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $10,000 | |
| TIMOTHY SCHOOL CORP | ||||||||
| 973 OLD LANCASTER ROAD | BERWYN | PA | 19312 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $3,000 | |
| UNIVERSITY OF THE CUMBERLANDS | ||||||||
| 6180 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,632 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,632 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD B CRAWFORD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3425 S OCEAN BLVD APT 301 | AddressLine1Txt |
| City | HIGHLAND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $977 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $977 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 19,756 SHS ALPS ALERIAN MLP | AT COST | $292,988 | $167,926 |
| 6,125 SHS KINDER MORGAN INC. | AT COST | $244,963 | $129,666 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $134 | EOYBookValueAmt |
| EOYFMV | $134 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $9 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $435 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments