CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201511329349102846
Schema version
2014v5.0
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)
Return2015-05-12T15:25:01-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270858822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Crawford Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCRAWBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn CrawfordPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,587,671FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$185,078ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,372DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,500NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$876,454GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$106,481CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$248,979TotalRevAndExpnssAmt
Total Net Invst Incm$140,882TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$14,367OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,367OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,134TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,536OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,461OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,442TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,461TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,591ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,591ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,628TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,442TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,052TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$180,351ExcessRevenueOverExpensesAmt
Net Investment Income$126,440NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$38,926SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$114,846SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$114,846SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,238,637CorporateStockBOYAmt
Corporate Stock EOY$1,343,068CorporateStockEOYAmt
Corporate Stock EOYFMV$1,472,825CorporateStockEOYFMVAmt
Total Assets BOY$1,277,563TotalAssetsBOYAmt
Total Assets EOY$1,457,914TotalAssetsEOYAmt
Total Assets EOYFMV$1,587,671TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,277,563RetainedEarningBOYAmt
Retained Earning EOY$1,457,914RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,277,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,457,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,277,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,457,914TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,277,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$180,351ExcessRevenueOverExpensesAmt
Subtotal$1,457,914SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,457,914TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$876,454GrossSalesPriceAmt
Cost Or Other Basis$769,973CostOrOtherBasisAmt
Gain Or Loss$106,481GainOrLossAmt
Gains Minus Excess Or Losses$106,481GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$106,481CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,522AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,138,009NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037365DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,879AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$852,154NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04093DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,101AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$736,524NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03408DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,052AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$667,258NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.015065DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$159,812NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.12744TotalDistributionRt
Average Distribution0.025488AverageDistributionRt
Net Vl Noncharitable Assets$1,440,553NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,717AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,264NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,981AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,052QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,264InvestmentIncomeExciseTaxAmt
Subtotal$1,264SubtotalAmt
Tax Based On Investment Income$1,264TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$436OverpaymentAmt
Applied To ES Tax$436AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
John Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
Norma Crawford
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,424,202AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,288AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,462,490TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,462,490AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,937CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,440,553NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,028MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,028MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,264TaxBasedOnInvestmentIncomeAmt
Total Tax$1,264TotalTaxAmt
Distributable Before Adj$70,764DistributableBeforeAdjAmt
Distributable Before Ded$70,764DistributableBeforeDedAmt
Distributable As Adjusted$70,764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,052ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$52,052QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,264PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,788AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,764DistributableAsAdjustedAmt
Undistributed Income PY$50,952UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$52,052QualifyingDistributionsAmt
Applied To Year1$50,952AppliedToYear1Amt
Applied To Current Year$1,100AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$69,664UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN CRAWFORDContributingManagerNm
Contributing ManagerNORMA CRAWFORDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE INTERNATIONAL MISSIONS
1830 VERNON STROSEVILLECA95678N/APCGeneral & Unrestricted$750
ALLEGRO ORGANIZATIONAL SOLUTIONS INC
5535 MEMORIAL DR STE F-811HOUSTONTX77007N/APCFJS Project$6,000
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$300
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSN INC
PO BOX 96011WASHINGTONDC20090N/APCGeneral & Unrestricted$1,000
AMERICAN LEGISLATIVE EXCHANGE COUNCIL
2900 CRYSTAL DR STE 600ARLINGTONVA22202N/APCGeneral & Unrestricted$400
BARNABAS FACTOR
8327 FALCON VIEW DRANTELOPECA95843N/APCGeneral & Unrestricted$1,000
BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RES
500 E CORONADO RDPHOENIXAZ85004N/APCGeneral & Unrestricted$200
CAPITAL RESEARCH CENTER
1513 16TH ST NWWASHINGTONDC20036N/APCGeneral & Unrestricted$100
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001N/APCGeneral & Unrestricted$350
CHARITY NAVIGATOR
139 HARRISTOWN RD STE 201GLEN ROCKNJ07452N/APCGeneral & Unrestricted$50
CHRISTIAN EDUCATION SOCIETY
1502 N HUSON STTACOMAWA98406N/APCDick & Shirley Walker Project$400
CITIZENS AGAINST GOVERNMENT WASTE
1301 PENNSYLVANIA AVE NW STE 1075WASHINGTONDC20004N/APCGeneral & Unrestricted$200
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920N/APCGeneral & Unrestricted$400
GLOBAL MEDIA OUTREACH
900 E HAMILTON AVE STE 100CAMPBELLCA95008N/APCGeneral & Unrestricted$5,876
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA22203N/APCGeneral & Unrestricted$400
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC20090N/APCGeneral & Unrestricted$500
JUDICIAL WATCH INC
425 3RD ST SW STE 800WASHINGTONDC20024N/APCGeneral & Unrestricted$500
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$365
MEDIA RESEARCH CENTER INC
1900 CAMPUS COMMONS DR STE 600RESTONVA20191N/APCGeneral & Unrestricted$100
MERCATUS CENTER INC
3351 FAIRFAX DR 4TH FLARLINGTONVA22201N/APCGeneral & Unrestricted$200
MERCY MINISTRIES OF AMERICA INC
15328 OLD HICKORY BLVDNASHVILLETN37211N/APCGeneral & Unrestricted$400
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
501 CAPITOL CT NE STE 200WASHINGTONDC20002N/APCGeneral & Unrestricted$200
NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDU FDN INC
8001 BRADDOCK RD STE 600SPRINGFIELDVA22151N/APCGeneral & Unrestricted$1,000
PACIFIC JUSTICE INSTITUTE
PO BOX 276600SACRAMENTOCA95827N/APCGeneral & Unrestricted$2,000
PACIFIC LEGAL FOUNDATION
930 G STSACRAMENTOCA95814N/APCGeneral & Unrestricted$300
RAILS TO TRAILS CONSERVANCY
2121 WARD COURT NW 5TH FLWASHINGTONDC20037N/APCGeneral & Unrestricted$1,000
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230N/APCGeneral & Unrestricted$200
SOUTHEASTERN LEGAL FOUNDATION INC
2255 SEWELL MILL RD STE 320MARIETTAGA30062N/APCGeneral & Unrestricted$250
STATE POLICY NETWORK
2020 14TH ST N STE 250ARLINGTONVA22201N/APCGeneral & Unrestricted$500
TAX FOUNDATION
529 14TH ST NW STE 420WASHINGTONDC20045N/APCGeneral & Unrestricted$200
THE LINCOLN INSTITUTE FOR RESEARCH AND EDUCATION
PO BOX 254GREAT FALLSVA22066N/APCGeneral & Unrestricted$200
THE SALVATION ARMY - SANTA CLARA COUNTY
359 N 4TH STSAN JOSECA95109N/APCGeneral & Unrestricted$1,000
TRUE THE VOTE INC
PO BOX 131768HOUSTONTX77219N/APCGeneral & Unrestricted$1,000
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20077N/APCGeneral & Unrestricted$750
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063N/APCFEC Water, Sanitation and Hygiene Project$3,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063N/APCFEC Water, Sanitation and Hygiene Project$3,000
WYCLIFFE ASSOCIATES INC
11450 TRANSLATION WAYORLANDOFL32832N/APCGeneral & Unrestricted$5,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,591TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,372ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,500ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,901ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,901TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCrawford JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line120128 Chateau DriveAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
FieldValueIRS element (for citing)
Total Contributions$185,078TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SOUND SHORE INSTITUTIONAL CLASS SHARES SSHVX, 190 sh.$10,0782014-12-10
1ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 223 sh.$29,9872014-10-02
1INTEL CORP INTC, 966 sh.$33,8632014-08-22
1INTEL CORP INTC, 1500 sh.$51,1502014-07-28

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANGEL OAK MULTI-STRATEGY INCOM$52,610$51,790
BLACKROCK GLOBAL LONG/SHORT CR$52,622$51,041
COLUMBIA ACORN EMERGING MARKET$50,401$49,772
DB X TRACKERS MSCI EUROPE HEDG$100,135$92,764
FEDERATED INTERNATIONAL STRATE$55,332$56,224
GOLDMAN SACHS STRAT INC-INSTIT$50,879$49,532
ISHARES MSCI EMERGING MARKETS$49,832$49,551
ISHARES MSCI-MEXICO$25,170$23,756
ISHARES MSCI-TAIWAN$25,004$24,403
ISHARES RUSSELL 2000$51,077$76,796
ISHARES TR S & P MIDCAP 400 IN$142,783$178,828
ISHARES TRUST RUSSELL 1000 GRO$125,218$161,963
JANUS ADVISER FLEXIBLE INCOME$50,000$49,905
JANUS CONTRARIAN FD CL I$55,340$55,163
JANUS TRITON FUND CLASS I SHS$58,915$71,361
KEELEY SMALL CAP VALUE FUND CL$50,348$57,042
LATEEF CLASS I$50,000$49,965
MANAGERS INTERMEDIATE DURATION$51,124$50,853
MATTHEWS ASIA PACIFIC EQUITY I$54,813$59,685
PRUDENTIAL JENNISON MID CAP GR$56,395$59,018
SOUND SHORE INSTITUTIONAL CLAS$10,078$9,273
VANGUARD DIVIDEND APPRECIATION$124,992$144,140

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,436$10,436
Bank Charges$75$75
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$14,367Amt
Net Investment Income$14,367NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$1,700
990-PF Excise Tax for 2013$434

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