CRAWFORD FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD FAMILY FOUNDATION (EIN 27-0858822)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201132249349100503
- Schema version
- 2010v3.4
- 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
- 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 | 2011-08-11T13:12:31-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | c/o Foundation Source 501 Silversid | 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 | 2011-08-11 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2011-08-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 749312 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 16841 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16841 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19130 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 94057 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 19130 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 34 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 34 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 36005 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36005 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 6678 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6678 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 64 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 10675 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 333 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10342 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17417 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7011 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10342 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17417 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7011 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10342 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 18588 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28994 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19011 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44525 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44525 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 608064 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 595609 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 663462 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 26035 | InvestmentsOtherBOY |
| Investments Other EOY | 40050 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 41325 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 653110 | TotalAssetsBOY |
| Total Assets EOY | 680184 | TotalAssetsEOY |
| Total Assets EOYFMV | 749312 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 8486 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 8486 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 653110 | RetainedEarningsBOY |
| Retained Earnings EOY | 671698 | RetainedEarningsEOY |
| Total Net Assets BOY | 653110 | TotalNetAssetsBOY |
| Total Net Assets EOY | 671698 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 653110 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 680184 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 653110 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 18588 | ExcessOfRevenueOverExpenses |
| Subtotal | 671698 | Subtotal |
| Total Net Assets Fund Balances EOY | 671698 | 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 | 94057 | 80361 | 13697 | 13697 |
| Passthrough K1 Capital Gain | 5433 | 5433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19130 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 159812 | NoncharitableAssetsYear1 |
| Net Noncharitable Assets | 667258 | NetNoncharitableAssets |
| One Percent Net Investment Income | 290 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 290 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10342 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 290 | InvestmentIncomeExciseTax |
| Subtotal | 290 | Subtotal |
| Tax Based On Investment Income | 290 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 295 | TaxPaidWithExtension |
| Total Credits And Payments | 297 | TotalCreditsAndPayments |
| Tax Paid Original Return | 297 | TaxPaidOriginalReturn |
| Overpayment | 7 | Overpayment |
| Amount Credited To Next Year | 7 | AmountCreditedToNextYear |
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 |
| 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 | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | President / Director / Secretary | 001.00 | 0 |
| Norma Crawford | ||||||
| c/o Foundation Source 501 Silversid | 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 | 661875 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15544 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 677419 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 677419 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10161 | CashDeemedCharitable |
| Net Noncharitable Assets | 667258 | NetNoncharitableAssets |
| Minimum Investment Return | 33363 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33363 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 290 | TaxBasedOnInvestmentIncome |
| Total Tax | 290 | TotalTax |
| Distributable Amount Before Adj | 33073 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 33073 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 33073 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10342 | ExpensesAndContributions |
| Qualifying Distributions | 10342 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 290 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10052 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33073 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2587 | UndistributedIncomePriorYear |
| Qualifying Distributions | 10342 | QualifyingDistributions |
| Applied To Year1 | 2587 | AppliedToYear1 |
| Applied To Current Year | 7755 | AppliedToCurrentYear |
| Undistributed Income CY | 25318 | 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 |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,841 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,130 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 Pass-Through | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,005 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 36005 | 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 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 300 shares of ISHARES BARCLAYS TIPS BOND FUND TIP | 31568 | 32256 |
| 506 shares of ISHARES IBOXX HIGH YIELD CORPORATE BOND FUND HYG | 43891 | 45687 |
| 604 shares of ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FD LQD | 63734 | 65498 |
| 602 shares of ISHARES TR S P MIDCAP 400 INDEX FD IJH | 43025 | 54595 |
| 2057 shares of LORD ABBETT DEVELOPING LOCAL MARKETS FD - CL A LDMAX | 13685 | 13867 |
| 4251 shares of OPPENHEIMER INTERNATIONAL BOND FUND - CLASS A OIBAX | 27586 | 27888 |
| 1402 shares of POWERSHARES QQQ NASDAQ 100 QQQ | 61612 | 76352 |
| 600 shares of SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA | 62177 | 69378 |
| 600 shares of SPDR SP 500 ETF TRUST SPY | 66321 | 75450 |
| 300 shares of STREETTRACKS GOLD SHARES GLD | 33489 | 41616 |
| 2180 shares of TEMPLETON GLOBAL BOND FUND - CLASS A TPINX | 27507 | 29623 |
| 2224 shares of TURNER SPECTRUM FUND TSPCX | 25000 | 25445 |
| 813 shares of VANGUARD EMERGING MARKETS STOCK INDEX VIPERS VWO | 32726 | 39146 |
| 1844 shares of VANGUARD MSCI EAFE ETF VEA | 63288 | 66661 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DB COMMODITY INDEX TRACKING FUND DBC | CategoryOrItem |
| Book Value | 40050 | BookValue |
| EOYFMV | 41325 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 5417 | 5417 | |
| Administrative SetUp Fee | 3750 | 3750 | |
| Bank Charges | 76 | 76 | |
| Delaware Incorporation Fees | 400 | 400 | |
| IRS Application Fees | 750 | 750 | |
| K1 passthrough DB COMMODITY INDEX TRACKING FUND | 257 | 257 | |
| State or Local Filing Fees | 25 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DB COMMODITY INDEX TRACKING FUND K-1 Pass-Through Share of Partnership Income/Loss | Description |
| Revenue And Expenses Per Books | 34 | RevenueAndExpensesPerBooks |
| Net Investment Income | 34 | NetInvestmentIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Outstanding Options | Description |
| EOY Book Value | 8486 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $6,678 | Amount |
| Net Investment Income | 6678 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Excise Tax Payment with 2009 1st ext 990PF | Category |
| Amount | $64 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments