CRESTLEA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CRESTLEA FOUNDATION INC (EIN 51-6015638)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-24
- IRS object ID
- 201831449349100208
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-24T09:37:48-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 62 ROCKFORD ROAD SUITE 200 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 NO 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 | PRESIDENT | PersonTitleTxt |
| Phone | 3026838200 | PhoneNum |
| Signature | 2018-05-15 | 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 | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $22,518,744 | 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 | $2,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $347,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,252,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $347,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $659,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $659,085 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,079 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,539 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,143 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,572 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,571 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,506 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,507 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,386 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,385 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,350 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,675 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,675 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,465 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,494 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$94,354 | CashBOYAmt |
| Cash EOY | $16,652 | CashEOYAmt |
| Cash EOYFMV | $16,652 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $292,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $834,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $834,525 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $2,401,402 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $2,041,106 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $2,041,106 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $5,504 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $13,519,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,046,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,046,273 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,152,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,398,238 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,398,238 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,028,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,181,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,181,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,305,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,518,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,518,744 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,531 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,531 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,904,113 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,512,213 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $2,401,402 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,305,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,512,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,305,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,518,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,305,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,816,501 | OtherIncreasesAmt |
| Subtotal | $22,512,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,512,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GLENMEDE INVESTEMENTS | P | $29,127 | $25,873 | $3,254 | $3,254 |
| GLENMEDE INVESTEMENTS | P | $2,115,263 | $1,878,949 | $236,314 | $236,314 |
| CAPITAL GAIN DISTRIBUTION - LT | P | $96,313 | $96,313 | $96,313 | |
| CAPITAL GAIN DISTRIBUTION - ST | P | $11,912 | $11,912 | $11,912 | |
| DOW-DUPONT FRACTIONAL SHARES | P | $43 | $3 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $347,833 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $750,531 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,573,243 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $738,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,222,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,131,879 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,815,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $523,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,679,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $488,454 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,279,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043305 | DistributionYr5Rt |
| Total Distribution | 0.264455 | TotalDistributionRt |
| Average Distribution | 0.052891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,958,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $949,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,017 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $955,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,494 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,035 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,035 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,035 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,504 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,531 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN A MARTINENZA | IndividualWithBooksNm |
| Phone | 3026542477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET SUITE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011694 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | $26,028 | $0 | $0 |
| SANDRA S DREW | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 5.00 | $4,544 | $0 | $0 |
| JOANNE S REILLY | ||||||||
| 100 WEST 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 5.00 | $2,507 | $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 | $17,908,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,232,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,232,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $273,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,958,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $897,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $897,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,035 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,035 | TotalTaxAmt |
| Distributable Before Adj | $885,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $885,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $885,894 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,494 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,494 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,494 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $885,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $18,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,494 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $79,636 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $79,636 | 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 | $606,764 | 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 | TWO PAGE LETTER DESCRIBING REQUEST FOR GRANT, PERTINENT FINANCIAL STATEMENTS AND COPY OF IRS EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOME GRANTS ARE MADE AT THE DISCRETION OF THE BOARD OF TRUSTEES REGARDLESS OF GEOGRAPHIC LOCATION. SOLICITATIONS FOR GRANTS ARE ONLY CONSIDERED FROM ORGANIZATIONS WITHIN 50 MILES OF WILMINGTON, DE. | 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 |
|---|---|---|---|---|---|---|---|---|
| ALL THE DIFFERENCE | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | LEGAL FEES/MOVING EXPENSES | $40,000 |
| BRANDYWINE CONSERVANCY | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | LAND PURCHASE | $20,000 |
| DELAWARE ALLIANCE FOR NONPROFIT ADVANCEMENT | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | OPERATING SUPPORT | $10,000 |
| FORGOTTEN CATS | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | SUSSEX CITY EXPANSION | $15,000 |
| GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | COMPUTERS/SOFTWARE | $10,000 |
| KENNETT SYMPHONY OF CHESTER COUNTY | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | FEASIBILITY/CONSULTANT | $10,000 |
| MARK BADER JR LEGACY FUND | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | START UP FUNDING | $15,000 |
| SERVIAM GIRLS ACADEMY INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | WHITE BOARD/DONOR WALL | $15,000 |
| ST PATRICK'S CENTER INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | 2017 SUPPORT | $6,000 |
| ULSTER PROJECT DELAWARE | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | 2017 SUPPORT | $4,000 |
| WARRIORS HELPING WARRIORS | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | BUILDING RENOVATIONS | $15,000 |
| WEST END NEIGHBORHOOD HOUSE INC | ||||||||
| C/O CRESTLEA FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 501(C)(3) ORG | EMPLOYEE TRAINING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,920 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,332 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $347,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $659,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,085 | 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 FEES | CategoryTxt |
| Amt | $7,013 | Amt |
| Net Investment Income | $3,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,507 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,398,238 | EOYBookValueAmt |
| EOYFMV | $1,398,238 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $17,046,273 | EOYBookValueAmt |
| EOYFMV | $17,046,273 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,181,950 | BookValueAmt |
| EOYFMV | $1,181,950 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $1,019 | $509 | $510 |
| DIRECTORS AND OFFICERS INSURANCE | $2,244 | $1,122 | $1,122 |
| BANK SERVICE FEES | $3,649 | $3,649 | $0 |
| DUES & SUBSCRIPTIONS | $1,000 | $500 | $500 |
| PAYROLL SERVICE FEE | $1,370 | $685 | $685 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN GRANTS RECEIVABLE | $316,113 |
| UNREALIZED GAIN ON INVESTMENTS | $3,500,388 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,531 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $24,215 | Amt |
| Net Investment Income | $24,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $12,035 | $0 | $0 |
| PAYROLL TAXES | $2,771 | $1,386 | $1,385 |
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