CRAWFORD IDEMA FAM FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD IDEMA FAM FOUNDATION INC (EIN 04-3473310)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201711309349102301
Schema version
2016v3.0
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)
Return2017-05-10T14:54:44-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MACAULAYPreparerPersonNm
PTINP00178796PTIN
Phone8059631837PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.64.156.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm09:28:56IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD2A5C75B0E49137EE371CCAF6681CC59D4508F6AtSubmissionCreationDeviceId
At Submission Filing Device Id126C55C33015076242EA3A1EA892F641F0A51BABAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,861,465FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$211InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$211InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$139,199DividendsRevAndExpnssAmt
Dividends Net Invst Incm$139,199DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$333,688NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,066,843GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$333,688CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,112OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,112OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$481,210TotalRevAndExpnssAmt
Total Net Invst Incm$481,210TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$152,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$60,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$91,200CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$49,805PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$19,922PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$29,883PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,842OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,842OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,725TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,198TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$6,423TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,028DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$26,689OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,676OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$16,013OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,462TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,231TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,231TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$444PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$444PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,787OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,925OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,862OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$294,782TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$139,094TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$152,556TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$319,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$319,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$614,032TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$139,094TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$471,806TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$132,822ExcessRevenueOverExpensesAmt
Net Investment Income$342,116NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16CashBOYAmt
Cash EOY$15CashEOYAmt
Cash EOYFMV$15CashEOYFMVAmt
Sav And Temp Cash Invst BOY$195,051SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$149,528SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$149,528SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,412,159OtherInvestmentsBOYAmt
Other Investments EOY$6,325,887OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,709,863OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$35,264LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$33,205LandBldgEquipAccumDeprecAmt
Land BOY$3,087LandBOYAmt
Land EOY$2,059LandEOYAmt
Land EOYFMV$2,059LandEOYFMVAmt
Total Assets BOY$6,610,313TotalAssetsBOYAmt
Total Assets EOY$6,477,489TotalAssetsEOYAmt
Total Assets EOYFMV$7,861,465TotalAssetsEOYFMVAmt
Other Liabilities BOY$2OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,610,311RetainedEarningBOYAmt
Retained Earning EOY$6,477,489RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,610,311TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,477,489TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,610,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,477,489TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,610,311TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$132,822ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,477,489SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,477,489TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIFTH THIRD #9370099P2016-01-012016-12-31$5,055,977$4,733,155$322,822$322,822
POWERSHARES DB COMMODITY INDEXP2016-01-012016-12-31$1,139$1,139$1,139
UNITED STATES COMMODITY INDEX FUNDP2016-01-012016-12-31$216$216$216
CAPITAL GAINS DIVIDENDSP$9,511$9,511$9,511
FieldValueIRS element (for citing)
Capital Gain Net Income$333,688CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$488,223AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,825,573NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055319DistributionYr1Rt
Adjusted Qlfy Distri Yr2$520,710AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,148,674NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056916DistributionYr2Rt
Adjusted Qlfy Distri Yr3$522,371AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,009,702NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057979DistributionYr3Rt
Adjusted Qlfy Distri Yr4$512,872AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,447,983NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060709DistributionYr4Rt
Adjusted Qlfy Distri Yr5$458,389AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,922,922NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051372DistributionYr5Rt
Total Distribution0.282295TotalDistributionRt
Average Distribution0.056459AverageDistributionRt
Net Vl Noncharitable Assets$7,770,732NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$438,728AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,421NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$442,149AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$471,806QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,421InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,421SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,421TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Tax Due$221TaxDueAmt

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

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$152,000$49,805$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$7,603,521AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$285,547AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,889,068TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,889,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$118,336CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,770,732NetVlNoncharitableAssetsAmt
Minimum Investment Return$388,537MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$388,537MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,421TaxBasedOnInvestmentIncomeAmt
Total Tax$3,421TotalTaxAmt
Distributable Before Adj$385,116DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$385,116DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$385,116DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$471,806ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$471,806QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,421PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$468,385AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$385,116DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,270ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$92,477ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,778ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$67,114ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,848ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$303,487TotalExcessDistributionCyovAmt
Qualifying Distributions$471,806QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$385,116AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,690RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$390,177TotalCorpusAmt
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$14,270ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$375,907ExcessDistriCyovToNextYrAmt
Excess From Year4$92,477ExcessFromYear4Amt
Excess From Year3$79,778ExcessFromYear3Amt
Excess From Year2$67,114ExcessFromYear2Amt
Excess From Year1$49,848ExcessFromYear1Amt
Excess From Current Year$86,690ExcessFromCurrentYearAmt

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 (34 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$3,750
ALZHEIMER'S ASSOCIATION OF SANTA BARBARA
1528 CHAPALA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
ANGELS FOSTER CARE OF SANTA BARBARA
3905 STATE STREET 7-115SANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$1,000
CASA SERENA
1515 BATH STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$4,000
COMMUNITY COUNSELING & EDUCATION CENTER
923 OLIVE STREET 1SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$8,000
COOPERATIVE ELDER SERVICES
9 MERIAM STREET SUITE 28LEXINGTONMA02420NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
COUNCIL ON ALCOHOL AND DRUG ABUSE
232 EAST CANON PERDIDO STREETSANTA BARBARACA93102NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$7,000
COURT APPOINTED SPECIAL ADVOCATES
118 EAST FIGUEROA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LANESANTA BARBARACA93108NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$3,500
DOMESTIC VIOLENCE SOLUTIONS OF SANTA BARBARA
PO BOX 1536SANTA BARBARACA93102NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
DOS PUEBLOS HS
7266 ALAMEDA AVEGOLETACA93117NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$2,000
ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
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
909 NORTH LA CUMBRE ROADSANTA BARBARACA93110NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$8,000
FRIENDS OF MAHAULEPU
PO BOX 1654KOLOAHI96756NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
FRIENDSHIP ADULT DAY CARE CENTER
89 EUCALYPTUS LANESANTA BARBARACA93108NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$8,000
GAINING GROUND INC
PO BOX 374CONCORDMA01742NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$6,000
HOSPICE OF SANTA BARBARA
2050 ALAMEDA PADRE SERRASANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
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
NAMI HAWAII
770 KAPIOLANE BOULEVARD 613HONOLULUHI96813NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
NEW BEGINNINGS COUNSELING CENTER
324 EAST CARRILLO STREET CSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
NEW HOUSE SANTA BARBARA
2434 BATH SREETSANTA BARBARACA93105NONEPCIN 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$25,000
PLANNED PARENTHOOD
518 GARDEN STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$25,000
SANTA BARBARA CHANNELKEEPER
714 BOND AVESANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
SANTA BARBARA FOUNDATION PFE SUPPORT
1111 CHAPALA STREET 200SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$3,000
SANTA BARBARA ZOO
500 NINOS DRIVESANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$5,000
SARAH HOUSE
2612 MODOC RDSANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$15,000
TRANSITION HOUSE
425 EAST COTA STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$20,000
UNITED BOYS AND GIRLS CLUB OF SB COUNTY
1124 CASTILLO STREETSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$3,000
YMCA YOUTH AND FAMILY SERVICES
36 HITCHCOCK WAYSANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$319,250TotalGrantOrContriPdDurYrAmt
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$211ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$139,199ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,112ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$333,688ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$481,210ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$481,210TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDAMITZ, BROOKS, NIGHTINGALECategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (21 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTERS/SOFTWARE1999-10-06$7,087$7,087SL5.000000000000$0$0
OFFICE EQUIPMENT1999-10-05$300$300SL7.000000000000$0$0
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
POWERBOOK/SOFTWARE2001-08-22$3,330$3,330SL5.000000000000$0$0
COMPUTER/MONITOR/PRINTER2005-04-04$5,058$5,058SL5.000000000000$0$0
COMPUTER2007-01-17$1,668$1,668SL5.000000000000$0$0
IMAC COMPUTER & DVD/CD PLAYER2013-03-01$2,777$1,573SL5.000000000000$555$0
COLOR PRINTER2014-01-31$669$257SL5.000000000000$134$0
COMPUTER2015-05-01$1,697$226SL5.000000000000$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
FIFTH THIRD INVESTMENT ACCOUNT #XXX0099AT COST$6,316,270$7,709,863
POWERSHARES DB COMMODITY CUMULATIVE ADJUSTMENTSAT COST$9,617$0

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (21 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTERS/SOFTWARE$7,087$7,087$0
OFFICE EQUIPMENT$300$300$0
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
POWERBOOK/SOFTWARE$3,330$3,330$0
COMPUTER/MONITOR/PRINTER$5,058$5,058$0
COMPUTER$1,668$1,668$0
IMAC COMPUTER & DVD/CD PLAYER$2,777$2,128$649
COLOR PRINTER$669$391$278
COMPUTER$1,697$565$1,132

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$4,770$1,908$2,862
MISCELLANEOUS$17$17$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPASSTHROUGH - OTHER INCOMEDesc
Revenue And Expenses Per Books$8,112RevenueAndExpensesPerBooksAmt
Net Investment Income$8,112NetInvestmentIncomeAmt
Adjusted Net Income$8,112AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescVISA CREDIT CARDDesc
BOY Book Value$2BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$35,842Amt
Net Investment Income$35,842NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$9,551$3,820$5,731
PROPERTY TAXES$945$378$567
REGISTRATION FEE$125$0$125
990-PF ES PAYMENT$2,104$0$0

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