CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-08
- IRS object ID
- 201311899349100611
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-08T04:10:40-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270858822 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Crawford Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRAW | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Crawford | Name |
| Title | President | Title |
| Date Signed | 2013-07-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-07-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 997200 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 160991 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 25753 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25753 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 34553 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 808138 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 121568 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 221301 | TotalRevenueAndExpenses |
| Total Net Investment Income | 147325 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 8493 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8493 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1771 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 8804 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 105 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8699 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19068 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8598 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8699 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27567 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27567 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 46635 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8598 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36266 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 174666 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 138727 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 29763 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 146026 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 146026 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 731364 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 817061 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 851174 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 30149 | InvestmentsOtherBOY |
| Total Assets BOY | 791276 | TotalAssetsBOY |
| Total Assets EOY | 963087 | TotalAssetsEOY |
| Total Assets EOYFMV | 997200 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2855 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 2855 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 788421 | RetainedEarningsBOY |
| Retained Earnings EOY | 963087 | RetainedEarningsEOY |
| Total Net Assets BOY | 788421 | TotalNetAssetsBOY |
| Total Net Assets EOY | 963087 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 791276 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 963087 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 788421 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 174666 | ExcessOfRevenueOverExpenses |
| Subtotal | 963087 | Subtotal |
| Total Net Assets Fund Balances EOY | 963087 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 808138 | GrossSalesPrice |
| Cost Or Other Basis | 773585 | CostOrOtherBasis |
| Gain Or Loss | 121568 | GainOrLoss |
| Gains Minus Excess Or Losses | 121568 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 121568 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25101 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 736524 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.034080 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10052 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 667258 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.015065 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 159812 | NoncharitableAssetsYear3 |
| Total Distribution Ratio | 000.049145 | TotalDistributionRatio |
| Average Distribution Ratio | 000.016382 | AverageDistributionRatio |
| Net Noncharitable Assets | 852154 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13960 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1387 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 15347 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36266 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1387 | InvestmentIncomeExciseTax |
| Subtotal | 1387 | Subtotal |
| Tax Based On Investment Income | 1387 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1300 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 87 | TaxPaidWithExtension |
| Total Credits And Payments | 1387 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1387 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| John Crawford | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir / Sec | 001.00 | 0 |
| Norma Crawford | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 823717 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 41414 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 865131 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 865131 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12977 | CashDeemedCharitable |
| Net Noncharitable Assets | 852154 | NetNoncharitableAssets |
| Minimum Investment Return | 42608 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42608 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1387 | TaxBasedOnInvestmentIncome |
| Total Tax | 1387 | TotalTax |
| Distributable Amount Before Adj | 41221 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 41221 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 41221 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36266 | ExpensesAndContributions |
| Qualifying Distributions | 36266 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1387 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 34879 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 41221 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 35287 | UndistributedIncomePriorYear |
| Qualifying Distributions | 36266 | QualifyingDistributions |
| Applied To Year1 | 35287 | AppliedToYear1 |
| Applied To Current Year | 979 | AppliedToCurrentYear |
| Undistributed Income CY | 40242 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John Crawford | ContributingManager |
| Contributing Manager | Norma Crawford | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AGAPE INTERNATIONAL MISSIONS | |||||||
| 1830 VERNON ST | ROSEVILLE | CA | 95678 | N/A | 509a1 | General Unrestricted | $1,500 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | 509a1 | General Unrestricted | $500 |
| AMERICAN CONSERVATIVE UNION FDN | |||||||
| 1331 H ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | 509a1 | General Unrestricted | $500 |
| AMERICAN COUNCIL ON SCIENCE & HEALTH | |||||||
| 1995 BROADWAY STE 202 | NEW YORK | NY | 10023 | N/A | 509a1 | General Unrestricted | $500 |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | |||||||
| 1101 VERMONT AVE NW FL 11 | WASHINGTON | DC | 20005 | N/A | 509a1 | General Unrestricted | $1,000 |
| CLAREMONT INSTITUTE | |||||||
| 937 W FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | N/A | 509a1 | General Unrestricted | $250 |
| COALITION TO SALUTE AMERICAS HEROES FDN | |||||||
| 2 CHURCH ST | OSSINING | NY | 10562 | N/A | 509a2 | General Unrestricted | $800 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | N/A | 509a2 | General Unrestricted | $1,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | 509a1 | General Unrestricted | $1,000 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | 509a1 | General Unrestricted | $500 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | 509a1 | 2012 Election Integrity Project | $500 |
| MEDIA RESEARCH CENTER INC | |||||||
| 325 S PATRICK ST | ALEXANDRIA | VA | 22314 | N/A | 509a1 | General Unrestricted | $250 |
| MERCY MINISTRIES OF AMERICA INC | |||||||
| 15328 OLD HICKORY BLVD | NASHVILLE | TN | 37211 | N/A | 509a1 | General Unrestricted | $800 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC | |||||||
| 8001 BRADDOCK RD 600 | SPRINGFIELD | VA | 22160 | N/A | 509a1 | General Unrestricted | $1,000 |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | N/A | 509a1 | General Unrestricted | $500 |
| SOUTHEASTERN LEGAL FOUNDATION INC | |||||||
| 2255 SEWELL MILL RD STE 320 | MARIETTA | GA | 30062 | N/A | 509a1 | General Unrestricted | $500 |
| STATE POLICY NETWORK | |||||||
| 2020 14TH ST N STE 250 | ARLINGTON | VA | 22201 | N/A | 509a1 | General Unrestricted | $1,000 |
| THE AMERICAN SPECTATOR FOUNDATION INC | |||||||
| 1611 N KENT ST STE 901 | ARLINGTON | VA | 22209 | N/A | 509a1 | General Unrestricted | $250 |
| THE LINCOLN INSTITUTE FOR RESEARCH AND EDUCATION | |||||||
| PO BOX 254 | GREAT FALLS | VA | 22066 | N/A | 509a1 | General Unrestricted | $250 |
| THE SALVATION ARMY - SANTA CLARA COUNTY | |||||||
| 359 N 4TH ST | SAN JOSE | CA | 95109 | N/A | 509a1 | General Unrestricted | $2,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | N/A | 509a1 | General Unrestricted | $1,000 |
| WYCLIFFE ASSOCIATES INC | |||||||
| 11450 TRANSLATION WAY | ORLANDO | FL | 32832 | N/A | 509a1 | General Unrestricted | $5,000 |
| WYCLIFFE ASSOCIATES INC | |||||||
| 11450 TRANSLATION WAY | ORLANDO | FL | 32832 | N/A | 509a1 | Translation Acceleration Kit Project | $3,967 |
| WYCLIFFE BIBLE TRANSLATORS INC | |||||||
| PO BOX 62800 | ORLANDO | FL | 32862 | N/A | 509a1 | General Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27567 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,753 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $34,553 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 Inc/Loss | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,310 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 60310 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Crawford John | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20128 Chateau Drive | AddressLine1 |
| City | Saratoga | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 160991 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | INTEL CORP INTC, 2700 sh. | 56106 | 2012-11-12 |
| 1 | TEMPLETON GLOBAL BOND FUND - CLASS A TPINX, 1625 sh. | 20443 | 2012-06-14 |
| 1 | INTEL CORP INTC, 1500 sh. | 39443 | 2012-06-12 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 808138 | GrossSalesPrice |
| Basis | 773585 | Basis |
| Total Net | 34553 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2372 shares of BLACKROCK EMERGING MRKTS LG SH EQUITY A | 25077 | 25266 |
| 3352 shares of BLACKROCK HIGH YIELD BD A | 26127 | 27117 |
| 4766 shares of DRYDEN HIGH-YIELD FUND CLASS A | 26462 | 27216 |
| 2540 shares of EATON VANCE GLOBAL MACRO FD CL A | 25119 | 24993 |
| 7005 shares of FEDERATED INTL STRATEGIC VALUE DIV FUND CL A | 25536 | 27461 |
| 1900 shares of ISHARE MSCI SINGAPOR | 23907 | 26011 |
| 1500 shares of ISHARE MSCI UK INDEX | 25449 | 26910 |
| 1000 shares of ISHARES INC MSCI SWITZERLAND INDEX FD | 23819 | 26800 |
| 1400 shares of ISHARES MSCI-HONG KONG | 24135 | 27188 |
| 500 shares of ISHARES RUSSELL 2000 | 37094 | 42160 |
| 1000 shares of ISHARES TR DJ SEL DIVIDEND INX | 56196 | 57241 |
| 500 shares of ISHARES TR S P MIDCAP 400 INDEX FD | 46807 | 50850 |
| 900 shares of ISHARES TRUST RUSSELL 1000 GROWTH INDEX FD | 58071 | 58942 |
| 3193 shares of JEFFERIES ASSET MANAGEMENT COMMODITY STRATEGY ALLO | 35189 | 34359 |
| 2304 shares of LEGG MASON BW GLOBAL OP BD-A | 26038 | 27167 |
| 4201 shares of LOOMIS SAYLES FDS INV GRADE BD FD CL A TR II | 52237 | 53011 |
| 2845 shares of MATTHEWS ASIA PACIFIC EQUITY INCOME FUND | 38883 | 41480 |
| 2625 shares of MERGER FUND-SBI | 41543 | 41560 |
| 2407 shares of PIMCO DEVELOPING LOCAL MARKETS CL A | 25367 | 25394 |
| 4268 shares of PIMCO REAL RETURN FUND CLASS A | 52111 | 52371 |
| 3020 shares of SCHRODER EMERGING MRKT EQ | 37767 | 41440 |
| 300 shares of SPDR SP 500 ETF TRUST | 38821 | 42723 |
| 4192 shares of THIRD AVENUE FOCUSED CREDIT FUND - INVESTOR CL | 45306 | 43514 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 8674 | 8674 | |
| K-1 Exp GREENHAVEN CONTIN COMMOD IDX FD | 105 | 105 | |
| State or Local Filing Fees | 25 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 Inc/Loss GREENHAVEN CONTIN COMMOD INDEX FD | Description |
| Revenue And Expenses Per Books | 4 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4 | NetInvestmentIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Outstanding Options | Description |
| BOY Book Value | 2855 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $8,493 | Amount |
| Net Investment Income | 8493 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| Estimated Tax for 2012 | $1,300 |
| IRS Excise Tax Payment with 1st ext 990-PF | $471 |
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