BETA

THE PERCY FUND: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE PERCY FUND (EIN 23-2664951)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-30
IRS object ID
202601209349100540
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-30T11:38:40-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly Advisory Group LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 Market Street Suite 4500AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP191037341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232664951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Percy FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERCBusinessNameControlTxt
Phone2156283500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 Skippack Pike Suite 210AddressLine1Txt
CityBlue BellCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald CrawfordPersonNm
Person TitlePresidentPersonTitleTxt
Phone2156283500PhoneNum
Signature2026-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew BakerPreparerPersonNm
PTINP01440641PTIN
Phone2159720701PhoneNum
Preparation2026-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,692,987FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$702,025ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$101,447DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,447DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$803,472TotalRevAndExpnssAmt
Total Net Invst Incm$101,447TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$475AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,404TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$294OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$475TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$585,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$585,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$587,648TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$475TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$585,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$215,824ExcessRevenueOverExpensesAmt
Net Investment Income$100,972NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$805,041CashBOYAmt
Cash EOY$749,174CashEOYAmt
Cash EOYFMV$749,174CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,317,060SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,589,545SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,589,545SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$480,038OtherInvestmentsBOYAmt
Other Investments EOY$479,001OtherInvestmentsEOYAmt
Other Investments EOYFMV$354,152OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$116OtherAssetsEOYAmt
Other Assets EOYFMV$116OtherAssetsEOYFMVAmt
Total Assets BOY$2,602,139TotalAssetsBOYAmt
Total Assets EOY$2,817,836TotalAssetsEOYAmt
Total Assets EOYFMV$2,692,987TotalAssetsEOYFMVAmt
Other Liabilities BOY$127OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$127TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,602,012CapitalStockBOYAmt
Capital Stock EOY$2,817,836CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,602,012TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,817,836TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,602,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,817,836TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,602,012TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$215,824ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,817,836SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,817,836TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,404InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,404SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,404TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$116OverpaymentAmt
Applied To ES Tax$116AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBaker Tilly Advisory Group LPIndividualWithBooksNm
Phone2159720701PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11650 Market St Ste 4500AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDONALD B CRAWFORDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13425 SOUTH OCEAN BLVDAddressLine1Txt
CityHIGHLAND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
TitlePRES/SEC/TREASTitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$355,746AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,068,318AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,424,064TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,424,064AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,361CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,387,703NetVlNoncharitableAssetsAmt
Minimum Investment Return$119,385MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$119,385MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,404TaxBasedOnInvestmentIncomeAmt
Total Tax$1,404TotalTaxAmt
Distributable Before Adj$117,981DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$117,981DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$117,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$585,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$585,475QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$117,981DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$322,748ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$578,343ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$647,032ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$674,400ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$508,139ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,730,662TotalExcessDistributionCyovAmt
Qualifying Distributions$585,475QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$117,981AppliedToCurrentYearAmt
Remaining Distri From Corpus$467,494RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,198,156TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$322,748ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,875,408ExcessDistriCyovToNextYrAmt
Excess From Year4$578,343ExcessFromYear4Amt
Excess From Year3$647,032ExcessFromYear3Amt
Excess From Year2$674,400ExcessFromYear2Amt
Excess From Year1$508,139ExcessFromYear1Amt
Excess From Current Year$467,494ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD B CRAWFORDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCURACY IN MEDIA
1717 K Street Northwest Suite 900WashingtonDC20006NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$50,000
ALZHEIMER'S ASSOCIATION OF WESTERN NEW YORK
6400 Sheridan Drive Suite 320AMHERSTNY14221NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$20,000
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
225 NORTH MICHIGAN AVENUE SUITECHICAGOIL60601NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$40,0001700
AMERICAN CENTER FOR LAW AND JUSTICE
1000 REGENT UNIVERSITY DRVIRGINIA BEACHVA23464NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$50,000
AMERICANS FOR PROSPERITY
4201 WILSON BLVD STE 1000ARLINGTONVA22203NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$10,000
CLARION SUNSHINE PROJECT
PO BOX 303CLARIONPA16214NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$5,000
DAVID HOROWITZ FREEDOM CENTER
14724 VENTURA BLVD SUITE 820SHERMAN OAKSCA91403NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$40,000
FIRE
510 WALNUT STREET SUITE 1250PHILADELPHIAPA19106NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$35,000
FRIENDS OF YEMIN ORDE INC
4340 EAST-WEST HIGHWAY SUITE 202BETHESDAMD20814NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$60,000
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$25,000
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$55,000
MEDIA RESEARCH CENTER
1900 CAMPUS COMMONS DRIVE SUITE 600RESTONVA20191NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$80,000
NATIONAL LEGAL AND POLICY CENTER
107 Park Washington CourtFalls ChurchVA22046NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$15,000
PACIFIC LEGAL FOUNDATION
555 Capitol Mall Suite 1290SACRAMENTOCA95814NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$20,000
PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
PO BOX 60485PASADENACA91116NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$30,000
THOMAS JEFFERSON UNIVERSITY
1020 WALNUT STREET 5TH FLOORPHILADELPHIAPA19107NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$20,000
YOUNG AMERICA'S FOUNDATION
11480 COMMERCE PARK DRIVE SUITE 600RESTONVA20191NONEPCTO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$585,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$101,447ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$101,447TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDONALD B CRAWFORDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13425 S OCEAN BLVD APT 301AddressLine1Txt
CityHIGHLAND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Total Contributions$700,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$950Amt
Net Investment Income$475NetInvestmentIncomeAmt
Disbursements Charitable Prps$475DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
3,951 SHS ALPS ALERIAN MLPAT COST$255,938$185,776
6,125 SHS KINDER MORGAN INC.AT COST$223,063$168,376

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID INCOME TAXDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$116EOYBookValueAmt
EOYFMV$116EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$29$0$0
FILING FEES$265$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAccrued Income TaxDesc
BOY Book Value$127BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,404Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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