CRESTLEA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CRESTLEA FOUNDATION INC (EIN 51-6015638)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-18
- IRS object ID
- 202031709349100108
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T16:35:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVER & ROSSITER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 CENTERVILLE ROAD SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | 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 | 516015638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESTLEA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRES | BusinessNameControlTxt |
| Phone | 3026838200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST SUITE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN A MARTINENZA | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3026838200 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER KENNEDY | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2020-06-05 | PreparationDt |
| 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 | $21,110,179 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $416,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $416,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $416,551 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $745,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $745,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,878 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,439 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,439 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,602 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,602 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,293 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,293 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,059 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $378,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $366,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $628,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,957,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $792,430 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $97,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,826 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,826 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,416,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,164,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,164,695 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,985,590 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,027,420 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,027,420 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,493,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,120,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,120,808 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,950,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,110,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,110,179 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $156,393 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $173 | AccountsPayableEOYAmt |
| Grants Payable EOY | $20,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $156,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,173 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,793,769 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,090,006 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,793,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,090,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,950,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,110,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,793,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $366,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,929,385 | OtherIncreasesAmt |
| Subtotal | $21,090,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,090,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF INVESTMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $416,551 | GrossSalesPriceAmt |
| Gain Or Loss | $416,551 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $416,551 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $416,551 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,189,334 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,441,880 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058181 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $199,494 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,958,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011109 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $750,531 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,573,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $738,895 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,222,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051953 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,131,879 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,815,270 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076399 | DistributionYr5Rt |
| Total Distribution | 0.249143 | TotalDistributionRt |
| Average Distribution | 0.049829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,265,512 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $959,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $966,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $229,282 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,574 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,574 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,826 | OverpaymentAmt |
| Applied To ES Tax | $4,826 | 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 | DE | 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 | WWW.CRESTLEA.ORG | WebsiteAddressTxt |
| Individual With Books | STEPHEN A MARTINENZA | IndividualWithBooksNm |
| Phone | 3026838200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH STREET SUITE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A MARTINENZA | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | SECRETARY/TREASURER | 16.00 | $24,878 | $0 | $0 |
| E BRADFORD DU PONT JR | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| M LYNNE DU PONT | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | VICE PRESIDENT | 5.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,894,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $664,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,558,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,558,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,265,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $963,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $963,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,574 | TotalTaxAmt |
| Distributable Before Adj | $950,702 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $950,702 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $950,702 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $229,282 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $229,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $950,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $372,440 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $372,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $372,440 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $372,440 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $348,980 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN A MARTINENZA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026838200 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED THROUGH THE CRESTLEA WEBSITE WWW.CRESTLEA.ORG FOLLOWING THE GUIDELINES SPECIFIED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO DELAWARE AND SOUTHERN CHESTER COUNTY, PENNSYLVANIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WESLEY COLLEGE | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | PROJECT SUPPORT | $20,000 |
| THE SUMMER LEARNING COLLABORATIVE INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | SUMMER PROGRAM SUPPORT | $25,000 |
| DELAWARE PACEM IN TERRIS | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | EQUIPMENT TO SUPPORT PROGRAM EXPANSION | $9,000 |
| J HOWARD WESTON COMMUNITY SERVICE CENTER | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | BOILER REPLACEMENT | $25,000 |
| MILFORD HOUSING DEVELOPMENT CORP | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | SELF-HELP HOUSING CAPITAL CAMPAIGN | $30,000 |
| PEOPLES PLACE II | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | SAFE DOMESTIC VLNCE SHLTR | $19,875 |
| WEST END NEIGHBORHOOD HOUSE | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | CAPITAL REPAIRS | $15,000 |
| CARING HEARTS HELPING HANDS | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | WINDOWS AND INSULATIONS | $2,500 |
| ST ELIZABETHS SCHOOL | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | VIKING PERFORMANCE PATHWAY | $20,000 |
| NCALL RESEARCH | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | COMPUTER EQUIPMENT | $25,000 |
| HARRY K FOUNDATION | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | HALT HUNGER INITIATIVE | $5,018 |
| BEST BUDDIES | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) | BEST BUDDIES DELAWARE FRIENDSHIP PROJECT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,393 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S BEACH HOUSE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CRESTLEA FOUNDATION 100 WEST | AddressLine1Txt |
| Address Line2 | 10TH STREET | AddressLine2Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MATCHING GRANT. | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,052 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $416,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $745,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $745,201 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $2,027,420 | EOYBookValueAmt |
| EOYFMV | $2,027,420 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $16,164,695 | EOYBookValueAmt |
| EOYFMV | $16,164,695 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENT | FMV | $480,430 | $480,430 |
| ALTERNATIVE MUTUAL FUNDS | FMV | $1,640,378 | $1,640,378 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEE | $1,475 | $738 | $737 |
| OFFICE EXPENSES | $22,039 | $11,020 | $11,019 |
| DIRECTOR & OFFICERS INSURANCE | -$1,398 | -$699 | -$699 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED | $2,764,742 |
| NON TAXABLE DISTRIBUTION | $8,250 |
| CHANGE IN GRANTS PAYABLE | $156,393 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $88,602 | Amt |
| Net Investment Income | $88,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,586 | $1,293 | $1,293 |
| EXCISE TAX | $12,574 | $0 | $0 |
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