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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T14:54:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043473310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRAWFORD IDEMA FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAW | BusinessNameControlTxt |
| Phone | 9783180505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAIN STREET NO 325 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP C VANDERWILDEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9783180505 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.64.156.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 09:28:56 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD2A5C75B0E49137EE371CCAF6681CC59D4508F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,861,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $333,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,066,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $333,688 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $481,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $481,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $91,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,805 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,922 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,883 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,842 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,423 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,028 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $26,689 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,676 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,013 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,462 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,231 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,231 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $444 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $444 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,787 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $294,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $319,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $319,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $614,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16 | CashBOYAmt |
| Cash EOY | $15 | CashEOYAmt |
| Cash EOYFMV | $15 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $195,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,528 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,412,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,325,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,709,863 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,264 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,205 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,087 | LandBOYAmt |
| Land EOY | $2,059 | LandEOYAmt |
| Land EOYFMV | $2,059 | LandEOYFMVAmt |
| Total Assets BOY | $6,610,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,477,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,861,465 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,610,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,477,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,610,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,477,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,610,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,477,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,610,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,822 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,477,489 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,477,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD #9370099 | P | 2016-01-01 | 2016-12-31 | $5,055,977 | $4,733,155 | $322,822 | $322,822 |
| POWERSHARES DB COMMODITY INDEX | P | 2016-01-01 | 2016-12-31 | $1,139 | $1,139 | $1,139 | |
| UNITED STATES COMMODITY INDEX FUND | P | 2016-01-01 | 2016-12-31 | $216 | $216 | $216 | |
| CAPITAL GAINS DIVIDENDS | P | $9,511 | $9,511 | $9,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $333,688 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $488,223 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,825,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $520,710 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,148,674 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $522,371 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,009,702 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $512,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,447,983 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $458,389 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,922,922 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051372 | DistributionYr5Rt |
| Total Distribution | 0.282295 | TotalDistributionRt |
| Average Distribution | 0.056459 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,770,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $438,728 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $442,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $471,806 | 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 | $3,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $221 | 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 | MA | 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 | PHILIP C VANDERWILDEN | IndividualWithBooksNm |
| Phone | 9783180505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAIN STREET 325 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS CRAWFORD JR | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY S CRAWFORD | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | TREASURER | 0.00 | $0 | $0 | $0 |
| THOMAS CRAWFORD IV | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY RUIZ CRAWFORD | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN C ADAMS | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY-WREN VANDERWILDEN | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | CLERK | 0.00 | $0 | $0 | $0 |
| PHILIP C VANDERWILDEN | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | EXECUTIVE DIRECTOR | 40.00 | $152,000 | $49,805 | $0 |
| PETER T CRAWFORD | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PIETER VAN MEEUWEN | ||||||||
| 100 MAIN STREET 325 | CONCORD | MA | 01742 | DIRECTOR | 0.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,603,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $285,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,889,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,889,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,770,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $388,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $388,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,421 | TotalTaxAmt |
| Distributable Before Adj | $385,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $385,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $385,116 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $471,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,421 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $468,385 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,270 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $303,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $385,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $390,177 | 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 | $14,270 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $375,907 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,477 | ExcessFromYear4Amt |
| Excess From Year3 | $79,778 | ExcessFromYear3Amt |
| Excess From Year2 | $67,114 | ExcessFromYear2Amt |
| Excess From Year1 | $49,848 | ExcessFromYear1Amt |
| Excess From Current Year | $86,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHILIP C VANDERWILDEN - THE CRAWFOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAIN STREET 325 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9783180505 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS 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 Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE 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/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHA ATTITUDE HARMONY ACHIEVEMENT | |||||||
| 1209 DE LA VINA SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,750 |
| ALZHEIMER'S ASSOCIATION OF SANTA BARBARA | |||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 |
| CASA SERENA | |||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $4,000 |
| COMMUNITY COUNSELING & EDUCATION CENTER | |||||||
| 923 OLIVE STREET 1 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $8,000 |
| COOPERATIVE ELDER SERVICES | |||||||
| 9 MERIAM STREET SUITE 28 | LEXINGTON | MA | 02420 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| COUNCIL ON ALCOHOL AND DRUG ABUSE | |||||||
| 232 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $7,000 |
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 118 EAST FIGUEROA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,500 |
| DOMESTIC VIOLENCE SOLUTIONS OF SANTA BARBARA | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 |
| DOS PUEBLOS HS | |||||||
| 7266 ALAMEDA AVE | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,000 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $12,000 |
| FOOD FROM THE HEART | |||||||
| 909 NORTH LA CUMBRE ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $8,000 |
| FRIENDS OF MAHAULEPU | |||||||
| PO BOX 1654 | KOLOA | HI | 96756 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| FRIENDSHIP ADULT DAY CARE CENTER | |||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $8,000 |
| GAINING GROUND INC | |||||||
| PO BOX 374 | CONCORD | MA | 01742 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $6,000 |
| HOSPICE OF SANTA BARBARA | |||||||
| 2050 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| HOUSEHOLD GOODS RECYCLING OF MASSACHUSETTS | |||||||
| 530 MAIN STREET | ACTON | MA | 01720 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 |
| LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| 1530 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $15,000 |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 |
| NAMI HAWAII | |||||||
| 770 KAPIOLANE BOULEVARD 613 | HONOLULU | HI | 96813 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 EAST CARRILLO STREET C | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 |
| NEW HOUSE SANTA BARBARA | |||||||
| 2434 BATH SREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| OPEN TABLE INC | |||||||
| 368 COLLEGE ROAD | CONCORD | MA | 01742 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| PACIFIC PRIDE FOUNDATION | |||||||
| 126 EAST HALEY STREET 11 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $25,000 |
| PLANNED PARENTHOOD | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $25,000 |
| SANTA BARBARA CHANNELKEEPER | |||||||
| 714 BOND AVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| SANTA BARBARA FOUNDATION PFE SUPPORT | |||||||
| 1111 CHAPALA STREET 200 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,000 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 |
| SARAH HOUSE | |||||||
| 2612 MODOC RD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $15,000 |
| TRANSITION HOUSE | |||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 |
| UNITED BOYS AND GIRLS CLUB OF SB COUNTY | |||||||
| 1124 CASTILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,000 |
| YMCA YOUTH AND FAMILY SERVICES | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $319,250 | 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 | $211 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,199 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $333,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $481,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,210 | 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 | DAMITZ, BROOKS, NIGHTINGALE | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTERS/SOFTWARE | 1999-10-06 | $7,087 | $7,087 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 1999-10-05 | $300 | $300 | SL | 7.000000000000 | $0 | $0 |
| CREDENZA | 1999-10-15 | $1,118 | $1,118 | SL | 7.000000000000 | $0 | $0 |
| TABLE BRIDGE | 1999-10-15 | $337 | $337 | SL | 7.000000000000 | $0 | $0 |
| BULLET TABLE | 1999-10-15 | $899 | $899 | SL | 7.000000000000 | $0 | $0 |
| SERVICE MODULE | 1999-10-15 | $1,000 | $1,000 | SL | 7.000000000000 | $0 | $0 |
| BOOKCASE | 1999-10-15 | $602 | $602 | SL | 7.000000000000 | $0 | $0 |
| GUEST CHAIRS (4) | 1999-10-15 | $1,728 | $1,728 | SL | 7.000000000000 | $0 | $0 |
| CHAIR | 1999-10-15 | $820 | $820 | SL | 7.000000000000 | $0 | $0 |
| ROUND TABLE | 1999-10-15 | $825 | $825 | SL | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 1999-10-15 | $2,047 | $2,047 | SL | 7.000000000000 | $0 | $0 |
| METAL LATERAL FILES (2) | 1999-10-15 | $773 | $773 | SL | 7.000000000000 | $0 | $0 |
| WOOD LATERAL FILE | 1999-10-15 | $742 | $742 | SL | 7.000000000000 | $0 | $0 |
| PRINTER TABLE | 1999-10-15 | $469 | $469 | SL | 7.000000000000 | $0 | $0 |
| EGAN VISUAL BOARD | 1999-10-15 | $1,318 | $1,318 | SL | 7.000000000000 | $0 | $0 |
| POWERBOOK/SOFTWARE | 2001-08-22 | $3,330 | $3,330 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER/MONITOR/PRINTER | 2005-04-04 | $5,058 | $5,058 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2007-01-17 | $1,668 | $1,668 | SL | 5.000000000000 | $0 | $0 |
| IMAC COMPUTER & DVD/CD PLAYER | 2013-03-01 | $2,777 | $1,573 | SL | 5.000000000000 | $555 | $0 |
| COLOR PRINTER | 2014-01-31 | $669 | $257 | SL | 5.000000000000 | $134 | $0 |
| COMPUTER | 2015-05-01 | $1,697 | $226 | SL | 5.000000000000 | $339 | $0 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 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 ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIFTH THIRD INVESTMENT ACCOUNT #XXX0099 | AT COST | $6,316,270 | $7,709,863 |
| POWERSHARES DB COMMODITY CUMULATIVE ADJUSTMENTS | AT COST | $9,617 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,770 | $1,908 | $2,862 |
| MISCELLANEOUS | $17 | $17 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,112 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CREDIT CARD | Desc |
| BOY Book Value | $2 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,842 | Amt |
| Net Investment Income | $35,842 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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 |
Comments