THE CROOK FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE CROOK FAMILY FOUNDATION (EIN 87-3628018)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-24
- IRS object ID
- 202602059349101400
- Schema version
- 2025v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-24T14:58:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873628018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Crook Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CROO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carley Crook | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $636,722 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $48,432 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,495 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,495 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,910 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,223 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,265 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $249,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $319,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $397,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $447,129 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $569,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $636,722 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $569,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | $587,565 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $569,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $569,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $569,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,133 | ExcessRevenueOverExpensesAmt |
| Subtotal | $587,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $587,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $102,587 | GrossSalesPriceAmt |
| Cost Or Other Basis | $98,677 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,910 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,910 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $263 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $263 | SubtotalAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $283 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $283 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20 | OverpaymentAmt |
| Applied To ES Tax | $20 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Andrew Crook | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas | 1.0 | $0 | $0 | $0 |
| Carley Crook | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $371,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,251 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $576,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $263 | TotalTaxAmt |
| Distributable Before Adj | $28,117 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,117 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $48,707 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,117 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $8,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,707 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,590 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,528 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,938 | ExcessFromYear1Amt |
| Excess From Current Year | $20,590 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew Crook | ContributingManagerNm |
| Contributing Manager | Carley Crook | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FILM INDEPENDENT INC | |||||||
| 5670 WILSHIRE BLVD 9TH FL | LOS ANGELES | CA | 90036 | N/A | PC | in support of the film Come Back Kidd | $20,000 |
| FILMNORTH | |||||||
| 2441 UNIVERSITY AVE W STE 100 | SAINT PAUL | MN | 55114 | N/A | PC | the film Nothing to Hide | $9,000 |
| NEW YORK WOMEN IN FILM & TELEVISION INC | |||||||
| 7910 34TH AVE APT 6W | JACKSON HTS | NY | 11372 | N/A | PC | in support of the film Portrait | $10,000 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 55105 | N/A | PC | SPA Annual Fund | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,495 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,223 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Crook Andrew | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5112 Irving Avenue S | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $48,432 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | BROADCOM INC AVGO, 145 sh. | NoncashPropertyDesc |
| Fair Market Value | $48,432 | FairMarketValueAmt |
| Received | 2025-12-17 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROADCOM INC | $48,431 | $50,185 |
| CALAMOS HEDGED EQUITY INCOME C | $25,091 | $27,807 |
| CHARLES SCHWAB INTRNTNL EQ | $16,474 | $21,203 |
| FRANKLIN INTERNATIONAL LOW VOL | $16,988 | $19,073 |
| ISHARE DJ INTL SEL DIV INDEX | $19,457 | $23,946 |
| ISHARES CORE DIVIDEND GROWTH | $23,662 | $30,753 |
| JP MORGAN ULTRA SHORT INCOME E | $12,011 | $12,040 |
| JPMORGAN EQUITY PREMIUM INCO | $9,103 | $8,586 |
| LEGG MASON INVST LOW VOL HIGH | $34,999 | $35,694 |
| PIMCO ENHANCED SHORT MATURITY | $11,962 | $11,840 |
| REAL ESTATE SELECT SECTOR SPDR | $4,981 | $4,277 |
| SCH ST US TRSR ETF | $12,017 | $11,600 |
| SCHWAB 1000 INDEX ETF | $17,405 | $26,306 |
| SCHWAB FUNDAMENTAL EM MARKETS | $9,611 | $10,818 |
| SCHWAB FUNDAMENTAL INTL LARGE | $15,458 | $18,084 |
| SCHWAB FUNDAMENTAL US BROAD MK | $43,919 | $55,424 |
| SCHWAB STRATEGIC TREMERGING MK | $7,465 | $8,188 |
| SCHWAB US DIVIDEND EQUITY ETF | $12,540 | $13,221 |
| SCHWAB US TIPS | $11,981 | $10,331 |
| SPDR BARCLAYS SHORT TERM HIGH | $4,998 | $4,735 |
| SPDR BLACKSTONE/GSO SENIOR LOA | $5,012 | $4,540 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $4,951 | $4,569 |
| SPDR PORTFOLIO MORTGAGE BACKED | $4,998 | $4,483 |
| SPDR WELLS FARGO PREFERRED STO | $5,013 | $3,866 |
| VANGUARD INTL HIGH DIV YIELD E | $19,445 | $25,560 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,182 | $7,182 | |
| Bank Charges | $50 | $50 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,265 | Amt |
| Net Investment Income | $1,265 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $200 |
| 990-PF Extension for 2024 | $300 |
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