BETA

CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201421359349102177
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-15T15:13:50-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270858822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Crawford Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% c/o Foundation SourceInCareOfNm
Business Name ControlCRAWBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
Address Line2Suite 123AddressLine2
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn H CrawfordPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2014-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,404,360FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$301,119ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,012DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,012DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,529NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$706,507GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$167,682CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$371,674TotalRevAndExpnssAmt
Total Net Invst Incm$194,708TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$11,205OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,205OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,487TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,774OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,624OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,355TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,624TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,732ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,732ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,198TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,355TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,356TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$314,476ExcessRevenueOverExpensesAmt
Net Investment Income$183,353NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$146,026SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,926SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,926SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$817,061CorporateStockBOYAmt
Corporate Stock EOY$1,238,637CorporateStockEOYAmt
Corporate Stock EOYFMV$1,365,434CorporateStockEOYFMVAmt
Total Assets BOY$963,087TotalAssetsBOYAmt
Total Assets EOY$1,277,563TotalAssetsEOYAmt
Total Assets EOYFMV$1,404,360TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$963,087RetainedEarningBOYAmt
Retained Earning EOY$1,277,563RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$963,087TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,277,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$963,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,277,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$963,087TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$314,476ExcessRevenueOverExpensesAmt
Subtotal$1,277,563SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,277,563TotNetAstOrFundBalancesEOYAmt

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$706,507GrossSalesPriceAmt
Cost Or Other Basis$538,825CostOrOtherBasisAmt
Gain Or Loss$167,682GainOrLossAmt
Gains Minus Excess Or Losses$167,682GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$167,682CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,879AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$852,154NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04093DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,101AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$736,524NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03408DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,052AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$667,258NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.015065DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$159,812NetVlNoncharitableAssetsYr4Amt
Total Distribution0.090075TotalDistributionRt
Average Distribution0.022519AverageDistributionRt
Net Vl Noncharitable Assets$1,138,009NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,627AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,834NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,461AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,356QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,834InvestmentIncomeExciseTaxAmt
Subtotal$1,834SubtotalAmt
Tax Based On Investment Income$1,834TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$434TaxDueAmt

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 Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$1,113,380AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,959AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,155,339TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,155,339AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,138,009NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,834TaxBasedOnInvestmentIncomeAmt
Total Tax$1,834TotalTaxAmt
Distributable Before Adj$55,066DistributableBeforeAdjAmt
Distributable Before Ded$55,066DistributableBeforeDedAmt
Distributable As Adjusted$55,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,356ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$44,356QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,834PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,522AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,066DistributableAsAdjustedAmt
Undistributed Income PY$40,242UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Qualifying Distributions$44,356QualifyingDistributionsAmt
Applied To Year1$40,242AppliedToYear1Amt
Applied To Current Year$4,114AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$50,952UndistributedIncomeCYAmt
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
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE INTERNATIONAL MISSIONS
1830 VERNON STROSEVILLECA95678N/APCGeneral & Unrestricted$1,250
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$500
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSN INC
225 N MICHIGAN AVE 17TH FLCHICAGOIL60601N/APCGeneral & Unrestricted$2,000
AMERICAN COUNCIL ON SCIENCE AND HEALTH
1995 BROADWAYNEW YORKNY10023N/APCGeneral & Unrestricted$400
AMERICAN LEGISLATIVE EXCHANGE COUNCIL
2900 CRYSTAL DR STE 600ARLINGTONVA22202N/APCGeneral & Unrestricted$600
AMERICAN MAJORITY INC
PO BOX 87PURCELLVILLEVA20134N/APCGeneral & Unrestricted$200
BARNABAS FACTOR
8327 FALCON VIEW DRANTELOPECA95843N/APCGeneral & Unrestricted$2,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001N/APCGeneral & Unrestricted$500
CITIZENS AGAINST GOVERNMENT WASTE
1301 PENNSYLVANIA AVE NW STE 1075WASHINGTONDC20004N/APCGeneral & Unrestricted$200
CLAREMONT INSTITUTE
937 W FOOTHILL BLVD STE ECLAREMONTCA91711N/APCGeneral & Unrestricted$250
COALITION TO SALUTE AMERICAS HEROES FOUNDATION
2 CHURCH STOSSININGNY10562N/APCGeneral & Unrestricted$800
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920N/APCGeneral & Unrestricted$600
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA22203N/APCGeneral & Unrestricted$750
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$250
MERCATUS CENTER INC
3351 FAIRFAX DR 4TH FLARLINGTONVA22201N/APCGeneral & Unrestricted$200
MERCY MINISTRIES OF AMERICA INC
15328 OLD HICKORY BLVDNASHVILLETN37211N/APCGeneral & Unrestricted$800
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
501 CAPITOL CT NE STE 200WASHINGTONDC20002N/APCGeneral & Unrestricted$200
NATIONAL RIGHT TO WORK LEGAL DEFENSE & ED FDN INC
8001 BRADDOCK RD STE 600SPRINGFIELDVA22151N/APCGeneral & Unrestricted$1,000
PACIFIC JUSTICE INSTITUTE
PO BOX 276600SACRAMENTOCA95827N/APCGeneral & Unrestricted$4,000
PACIFIC LEGAL FOUNDATION
930 G STSACRAMENTOCA95814N/APCGeneral & Unrestricted$900
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230N/APCGeneral & Unrestricted$400
SOUTHEASTERN LEGAL FOUNDATION INC
2255 SEWELL MILL RD STE 320MARIETTAGA30062N/APCGeneral & Unrestricted$500
STATE POLICY NETWORK
2020 14TH ST N STE 250ARLINGTONVA22201N/APCGeneral & Unrestricted$1,000
TAX FOUNDATION
529 14TH ST NW STE 420WASHINGTONDC20045N/APCGeneral & Unrestricted$200
THE AMERICAN SPECTATOR FOUNDATION INC
1611 N KENT ST STE 901ARLINGTONVA22209N/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$2,000
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20077N/APCGeneral & Unrestricted$1,000
WYCLIFFE ASSOCIATES INC
11450 TRANSLATION WAYORLANDOFL32832N/APCGeneral & Unrestricted$4,000
WYCLIFFE ASSOCIATES INC
11450 TRANSLATION WAYORLANDOFL32832N/APCBible Translation Accelerator Kit Program$3,967
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,732TotalGrantOrContriPdDurYrAmt

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$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,012ExclusionAmt
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$43,529ExclusionAmt
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$70,555ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,555TotalIncomeProducingActyAmt

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 DriveAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
Total Contributions$301,119TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1GABELLI SMALL CAP GROWTH FUND (THE) GABSX, 640 sh.$30,6692013-12-23
1ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 227 sh.$29,7642013-12-20
1INTEL CORP INTC, 5884 sh.$140,6862013-05-02

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANGEL OAK MULTI-STRAT INCOME$25,609$25,066
BLACKROCK EMERGING MRKTS LG SH$50,319$49,612
BLACKROCK GLOBAL LONG SHORT CR$50,103$50,739
COLUMBIA SELECT LARGE CAP GROW$52,362$66,057
DRYDEN HIGH-YIELD FUND CLASS A$43,395$44,093
EATON VANCE GLOBAL MACRO FD CL$26,043$24,855
FEDERATED INT'L STRATEGIC VALU$52,457$58,069
GABELLI SMALL CAP GROWTH FUND$30,669$30,912
ISHARES MSCI EAFE MINIMUM VOLA$41,280$43,120
ISHARES MSCI EMERGING MARKETS$34,829$34,956
ISHARES RUSSELL 2000$51,077$74,061
ISHARES TR S & P MIDCAP 400 IN$100,853$124,041
ISHARES TRUST RUSSELL 1000 GRO$100,273$122,909
JANUS TRITON FUND A$52,375$65,229
JEFFERIES ASSET MANAGEMENT COM$50,189$47,249
KEELEY FDS INC SMALL CAP VALUE$25,000$31,234
MATTHEWS ASIA PACIFIC EQUITY I$53,645$59,877
OPPENHEIMER DEVELOPING MKTS FD$35,208$36,818
PIMCO DEVELOPING LOCAL MARKETS$25,650$24,636
PIMCO INCOME CL A$25,600$25,140
PRUDENTIAL JENSON MID-CP GR$25,731$29,292
SPRD EURO STOXX 50 ETF$50,125$52,117
TEMPLETON GLOBAL BOND FUND - C$25,686$24,701
THIRD AVENUE FOCUSED CREDIT FU$59,463$61,352
VANGUARD DIVIDEND APPRECIATION$99,963$109,098
WELLS FARGO ABSOLUTERETURN FUN$50,733$50,201

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,599$10,599
Bank Charges$150$150
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$11,205Amt
Net Investment Income$11,205NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF EXTENSION FOR 2012$87
990-PF Estimated Tax for 2013$1,400

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