CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-11
- IRS object ID
- 201202949349100400
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other 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) |
|---|---|---|
| Timestamp | 2012-10-11T14:21:10-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-10-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-10-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 779923 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 96420 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 22934 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22934 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 31549 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 382425 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 72349 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 20 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 20 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 150923 | TotalRevenueAndExpenses |
| Total Net Investment Income | 95303 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 7224 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7224 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 695 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 7981 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 302 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7679 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15900 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7526 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7679 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34200 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7526 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25979 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 116723 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 87777 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 44525 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29763 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29763 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 595609 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 731364 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 720240 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 40050 | InvestmentsOtherBOY |
| Investments Other EOY | 30149 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 29920 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 680184 | TotalAssetsBOY |
| Total Assets EOY | 791276 | TotalAssetsEOY |
| Total Assets EOYFMV | 779923 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 8486 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2855 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 8486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2855 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 671698 | RetainedEarningsBOY |
| Retained Earnings EOY | 788421 | RetainedEarningsEOY |
| Total Net Assets BOY | 671698 | TotalNetAssetsBOY |
| Total Net Assets EOY | 788421 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 680184 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 791276 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 671698 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 116723 | ExcessOfRevenueOverExpenses |
| Subtotal | 788421 | Subtotal |
| Total Net Assets Fund Balances EOY | 788421 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| Publicly-traded Securities | 382425 | 307054 | 75371 | 75371 |
| Passthrough K1 Capital Gain | -3022 | -3022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 72349 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10052 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 667258 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.015065 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 159812 | NoncharitableAssetsYear2 |
| Total Distribution Ratio | 000.015065 | TotalDistributionRatio |
| Average Distribution Ratio | 000.007533 | AverageDistributionRatio |
| Net Noncharitable Assets | 736524 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5548 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 878 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6426 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25979 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 878 | InvestmentIncomeExciseTax |
| Subtotal | 878 | Subtotal |
| Tax Based On Investment Income | 878 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 407 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 471 | TaxPaidWithExtension |
| Total Credits And Payments | 878 | TotalCreditsAndPayments |
| Tax Paid Original Return | 878 | 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 | 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 |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
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 | President / Director / Secretary | 001.00 | 0 |
| Norma Crawford | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 709333 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38407 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 747740 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 747740 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11216 | CashDeemedCharitable |
| Net Noncharitable Assets | 736524 | NetNoncharitableAssets |
| Minimum Investment Return | 36826 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36826 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 878 | TaxBasedOnInvestmentIncome |
| Total Tax | 878 | TotalTax |
| Distributable Amount Before Adj | 35948 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 35948 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 35948 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25979 | ExpensesAndContributions |
| Qualifying Distributions | 25979 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 878 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25101 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35948 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 25318 | UndistributedIncomePriorYear |
| Qualifying Distributions | 25979 | QualifyingDistributions |
| Applied To Year1 | 25318 | AppliedToYear1 |
| Applied To Current Year | 661 | AppliedToCurrentYear |
| Undistributed Income CY | 35287 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DIS REL DISORDERS ASS | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | General Unrestricted | $200 |
| CITY TEAM MINISTRIES | |||||||
| 2304 ZANKER RD | SAN JOSE | CA | 95131 | N/A | 509(a)(1) | San Jose International Division | $2,500 |
| COALITION TO SALUTE AMERICAS HEROES | |||||||
| 2 CHURCH ST | OSSINING | NY | 10562 | N/A | 509(a)(2) | General Unrestricted | $400 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | N/A | 509(a)(2) | General Unrestricted | $500 |
| GLOBAL MEDIA OUTREACH | |||||||
| 910 E HAMILTON AVE STE 120 | CAMPBELL | CA | 95008 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | 509(a)(1) | General Unrestricted | $500 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | 509(a)(1) | General Unrestricted | $250 |
| MERCY MINISTRIES OF AMERICA INC | |||||||
| 15328 OLD HICKORY BLVD | NASHVILLE | TN | 37211 | N/A | 509(a)(1) | General Unrestricted | $400 |
| NTL RIGHT TO WORK LEGAL DEFENSE E | |||||||
| 8001 BRADDOCK RD STE 600 | SPRINGFIELD | VA | 22151 | N/A | 509(a)(1) | General Unrestricted | $500 |
| OMF INTERNATIONAL INC | |||||||
| 10 W DRY CREEK CIR | LITTLETON | CO | 80120 | N/A | 509(a)(1) | Frank Jan Schattner Fund and General Fund | $2,300 |
| PACIFIC JUSTICE INSTITUTE | |||||||
| PO BOX 276600 | SACRAMENTO | CA | 95827 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| SOUTHEASTERN LEGAL FOUNDATION INC | |||||||
| 2255 SEWELL MILL RD STE 320 | MARIETTA | GA | 30062 | N/A | 509(a)(1) | General Unrestricted | $250 |
| THE SALVATION ARMY - SANTA CLARA CO | |||||||
| 359 N 4TH ST | SAN JOSE | CA | 95109 | N/A | 509(a)(1) | General Unrestricted | $500 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | N/A | 509(a)(1) | General Unrestricted | $400 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | N/A | 509(a)(1) | Somalia Famine Relief | $2,600 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | N/A | 509(a)(1) | Water and Sanitation | $1,500 |
| WYCLIFFE BIBLE TRANSLATORS INC | |||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18300 | 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 | $22,934 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $31,549 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 Pass-Through Income | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,503 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 54503 | 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 | 0001 | 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 | 96420 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 0001 | ContributorNumberFromPartI |
| Noncash Property Description | INTEL CORP | NoncashPropertyDescription |
| Fair Market Value | 46420 | FairMarketValue |
| Date Received | 2011-10-13 | DateReceived |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 501 shares of ISHARES BARCLAYS TIPS BOND FUND TIP | 53516 | 58462 |
| 603 shares of ISHARES IBOXX HIGH YIELD CORPORATE BOND FUND HYG | 52308 | 53926 |
| 602 shares of ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FD LQD | 63652 | 68484 |
| 1004 shares of ISHARES RUSSELL 2000 IWM | 77887 | 74045 |
| 602 shares of ISHARES TR S P MIDCAP 400 INDEX FD IJH | 56145 | 52741 |
| 4351 shares of LORD ABBETT DEVELOPING LOCAL MARKETS FD - CL A LDMAX | 29490 | 26758 |
| 1624 shares of MERGER FUND-SBI MERFX | 25713 | 25319 |
| 4478 shares of OPPENHEIMER INTERNATIONAL BOND FUND - CLASS A OIBAX | 29049 | 27810 |
| 1002 shares of POWERSHARES QQQ NASDAQ 100 QQQ | 55459 | 55942 |
| 200 shares of SPDR GOLD TR GOLD SHS GLD | 22662 | 30398 |
| 500 shares of SPDR SP 500 ETF TRUST SPY | 64116 | 62750 |
| 2330 shares of TEMPLETON GLOBAL BOND FUND - CLASS A TPINX | 29468 | 28920 |
| 2444 shares of THIRD AVENUE FOCUSED CREDIT FUND - INVESTOR CL TFCVX | 27725 | 23239 |
| 2321 shares of TURNER SPECTRUM FUND TSPCX | 26047 | 25256 |
| 1535 shares of VANGUARD EMERGING MARKETS STOCK INDEX VIPERS VWO | 65069 | 58652 |
| 1552 shares of VANGUARD MSCI EAFE ETF VEA | 53058 | 47538 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GREENHAVEN CONTINUOUS COMMODITY INDEX FUND GCC | CategoryOrItem |
| Book Value | 30149 | BookValue |
| EOYFMV | 29920 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 7654 | 7654 | |
| K1 passthrough DB COMMODITY INDEX TRACKING FUND | 30 | 30 | |
| K1 passthrough GREENHAVEN CONTINUOUS COMMODITY INDEX FUND | 272 | 272 | |
| State or Local Filing Fees | 25 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| DB COMMODITY INDEX TRACKING FUND K-1 Pass-Through Share of Partnership Income/Loss | 5 | 5 |
| GREENHAVEN CONTINUOUS COMMODITY INDEX FUND K-1 Pass-Through Share of Partnership Income/Loss | 15 | 15 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Outstanding Options | Description |
| BOY Book Value | 8486 | BOYBookValue |
| EOY Book Value | 2855 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $7,224 | Amount |
| Net Investment Income | 7224 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2011 | $400 | 0 | 0 | 0 |
| IRS Excise Tax Payment with 1st ext 2010 990PF | $295 | 0 | 0 | 0 |
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