Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
CRAWLEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)105 NORTH HUDSON 800
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73102
A Employer identification number

73-1463271
B Telephone number (see instructions)

(405) 232-9700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$14,907,667
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,439,380
2 Check bullet.............
3 Interest on savings and temporary cash investments 223 223  
4 Dividends and interest from securities... 206,407 193,885  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 305,146
b Gross sales price for all assets on line 6a 361,581
7 Capital gain net income (from Part IV, line 2)... 305,146
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,951,156 499,254  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 76,792 76,792   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 15,011 1,996   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,189 1,189   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,992 79,977   0
25 Contributions, gifts, grants paid....... 461,500 461,500
26 Total expenses and disbursements. Add lines 24 and 25 554,492 79,977   461,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,396,664
b Net investment income (if negative, enter -0-) 419,277
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 859,969 1,822,327 1,822,327
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 822,050 Click to see attachment830,009 2,459,989
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,157,540 Click to see attachment8,157,540 10,625,351
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,839,559 10,809,876 14,907,667
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment426,347 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 426,347 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,413,212 10,809,876
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 9,413,212 10,809,876
30 Total liabilities and net assets/fund balances (see instructions). 9,839,559 10,809,876
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,413,212
2
Enter amount from Part I, line 27a .....................
2
1,396,664
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,809,876
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,809,876
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 22 SHS BLACKROCK INC P 2010-04-06 2021-09-21
b 1,298 SHS CENTERPOINT ENERGY INC P 2019-03-04 2021-03-24
c 77 SHS FIRST REP BK SAN FRANCISCO CAL P 2017-01-13 2021-09-21
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,603   9,969 8,634
b 28,254   39,278 -11,024
c 14,816   7,188 7,628
d 299,908     299,908
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       8,634
b       -11,024
c       7,628
d       299,908
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 305,146
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,828
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,828
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,121
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,121
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,293
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,293 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES B CRAWLEY Telephone no.bullet (405) 232-9700

    Located atbullet105 N HUDSON SUITE 800OKLAHOMA CITYOK ZIP+4bullet73102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES B CRAWLEY PRESIDENT
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    SARA B CRAWLEY VICE PRESIDENT
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    LINDA C SHIRLEY VICE PRESIDENT
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    MARTHA C TRACEY VICE PRESIDENT
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    LINDA C SHIRLEY SECRETARY
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    SARA B CRAWLEY TREASURER
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    MARTHA C TRACEY ASSISTANT SECRETARY
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    JAMES B CRAWLEY DIRECTOR
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    SARA B CRAWLEY DIRECTOR
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    LINDA C SHIRLEY DIRECTOR
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    MARTHA C TRACEY DIRECTOR
    0.00
    0 0 0
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,832,247
    b
    Average of monthly cash balances.......................
    1b
    782,828
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,615,075
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,615,075
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    204,226
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,410,849
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    670,542
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    670,542
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,828
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,828
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    664,714
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    664,714
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    664,714
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 664,714
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 193,728
    b From 2017...... 7,694
    c From 2018...... 5,796
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 207,218
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 461,500
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 461,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 203,214 203,214
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,004
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    4,004
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 4,004
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAMES B CRAWLEY
    JAMES B CRAWLEY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY
    100 E 27TH ST
    AUSTIN,TX78705
        ANNUAL PLEDGE 2021 5,000
    CENTER FOR CHILDREN AND FAMILIES
    210 S COCKREL AVE
    NORMAN,OK73071
        2021 DONATION 1,000
    CENTER FOR CHILDREN AND FAMILIES
    210 S COCKREL AVE
    NORMAN,OK73071
        2021 DONATION 5,000
    CLEVELAND COUNTY HABITAT FOR HUMANITY
    1100 W MAIN ST SUITE 100
    NORMAN,OK73069
        2021 DONATION 5,000
    COMMUNITY FOUNDATION OF OKLAHOMA
    801 NW 63RD ST SUITE 200
    OKLAHOMA CITY,OK73116
        2021 DONATION 1,000
    COMMUNITY FOUNDATION OF WEST KENTUCKY
    PO BOX 7
    PADUCAH,KY42001
        2021 DONATION - DISASTER RELIEF 2,500
    COMMUNITY LITERACY CENTERS INC
    4 NE 10TH STREET 263
    OKLAHOMA CITY,OK73104
        2021 DONATION 30,000
    DEAN MCGEE EYE INSTITUTE
    608 STANTON L YOUNG BLVD
    OKLAHOMA CITY,OK73104
        2021 DONATION 10,000
    FOOD AND SHELTER INC
    201 REED AVENUE
    NORMAN,OK73071
        2021 DONATION 10,000
    FOOD BANK OF WESTERN MA
    97 NORTH HATFIELD RD
    HATFIELD,MA01038
        2021 DONATION, SBC ASSOCIATE DONATION 15,000
    FOOD BANK OF WESTERN MA
    97 NORTH HATFIELD RD
    HATFIELD,MA01038
        2021 2ND DONATION - SBC ASSOCIATE DONATION 15,000
    FRIENDS OF THE STERLING EVANS LIBRARY -TAMU
    5000 TAMU
    COLLEGE STATION,TX77843
        2021 DONATION 5,000
    FRIENDSHIP BRIDGE
    405 URBAN ST SUITE 140
    LAKEWOOD,CO80228
        2021 DONATION 50,000
    GOODLAND ACADEMY
    1216 N 4200 RD
    HUGO,OK74743
        2021 DONATION 10,000
    HARVARD BUSINESS SCHOOL
    HARVARD UNIVERSITY
    BOSTON,MA02163
        2021 DONATION 5,000
    HITCHCOCK CENTER FOR ENVIRONMENT
    845 WEST STREET
    AMHERST,MA01002
        2021 DONATION 6,000
    HOPE SUPPLY COMPANY
    10480 SHADY TRAIL SUITE 104
    DALLAS,TX75220
        2021 - LCS ASSOCIATE DONATION 10,000
    INFANT CRISIS SERVICES INC
    4224 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105
        2021 DONATION 15,000
    LITERACY ACHIEVES
    1408 N RIVERFRONT BLVD
    DALLAS,TX75207
        2021 DONATION 10,000
    MASS AUDUBON
    CAPITAL CAMPAIGN
    EASTHAMPTON,MA01027
        2021 DONATION 10,000
    MCA DENVER
    1485 DELGANY ST
    DENVER,CO80202
        2021-MCT ASSOCIATE DONATION 5,000
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218
        2021 DONATION 2,500
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218
        2021- SAM ASSOCIATE DONATION 500
    MONTVIEW BOULEVARD PRESBYTERIAN CHURCH
    1980 DAHLIA STREET
    DENVER,CO80220
        2021 DONATION - CAPITAL CAMPAIGN, 3 OF 5 1,500
    NEW ENGLAND PUBLIC MEDIA
    44 HAMPDEN ST
    SPRINGFIELD,MA01103
        2021 2ND DONATION - SBC ASSOCIATE 5,000
    NORTH DALLAS SHARED MINISTRIES
    2875 MERRELL ROAD
    DALLAS,TX75229
        2021 - LCS ASSOCIATE DONATION 7,500
    OKLAHOMA ARTS INSTITUTE QUARTZ MOUNTAIN
    111 NW 9TH STREET
    OKLAHOMA CITY,OK73102
        2021 DONATION 10,000
    OKLAHOMA CITY PHILHARMONIC
    424 COLCORD DRIVE SUITE B
    OKLAHOMA CITY,OK73102
        2021 DONATION 7,500
    OKLAHOMA CITY PHILHARMONIC
    424 COLCORD DRIVE SUITE B
    OKLAHOMA CITY,OK73102
        2021 DONATION 8,000
    OKLAHOMA FOUNDATION FOR EXCELLENCE
    101 PARK AVENUE SUITE 420
    OKLAHOMA CITY,OK73102
        2021 DONATION 5,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH ST
    OKLAHOMA CITY,OK73104
        2021 DONATION 10,000
    OPERA OF COLORADO
    4121 S NAVAJO ST STE 100
    ENGLEWOOD,CO80110
        2021-MCT ASSOCIATE DONATION - BOARD PLEDGE & ARTIST IN RESIDENCE 10,500
    OU COLLEGE OF EDUCATION
    820 VAN VLEET OVAL
    NORMAN,OK73019
        2021 DONATION - OU COLLEGE OF EDUCATION - 1ST PLEDGE OF 3 YRS: $10,000-2ND PLEDGE OF 3 YRS $20,000 30,000
    OU SCHOOL OF FINE ARTS
    540 PARRINGTON OVAL SUITE 122
    NORMAN,OK73019
        2021 DONATION 12,000
    PLANNED PARENTHOOD GREAT PLAINS
    4401 W 109TH STREET SUITE 200
    OVERLAND PARK,KS66211
        2021 DONATION 10,000
    PLANNED PARENTHOOD TEXAS
    7424 GREENVILLE AVENUE 206
    DALLAS,TX75231
        2021 DONATION 1,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3555 S PURDUE AVE
    OKLAHOMA CITY,OK73179
        2021 DONATION, NORMAN CHAPTER 20,000
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118
        2021 DONATION 1,000
    SECOND HARVEST FOOD BANK (NEW ORLEANS)
    700 EDWARDS AVENUE
    NEW ORLEANS,LA70123
        DISASTER RELIEF 2,500
    SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
    331 GREAT CIRCLE RD
    NASHVILLE,TN37228
        DISASTER RELIEF 2,500
    SHELTER MINISTRIES OF DALLAS - GENESIS
    PO BOX 151085
    DALLAS,TX75315
        2021 DONATION - GENESIS WOMEN'S SHELTER 10,000
    SUN VALLEY YOUTH CENTER
    1230 DECATUR ST
    DENVER,CO80204
        2021 - SAM ASSOCIATE DONATION 500
    TEXAS TREE FOUNDATION
    2906 SWISS AVENUE
    DALLAS,TX75204
        2021 DONATION 2,500
    THE ASSOCIATION OF FORMER STUDENTS
    505 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840
        2021 DONATION - TAMU 2,000
    THE PARK PEOPLE
    1510 SGRANT STREET
    DENVER,CO80210
        2021 DONATION 2,500
    THE URBAN MISSIONS INC
    3737 N PORTLAND AVE
    OKLAHOMA CITY,OK73112
        2021 DONATION 35,000
    UNDOCUFUND
    PO BOX 503
    GRATON,CA95444
        2021 DONATION 2,500
    UNIVERSITY OF OU -SCHOOL OF FINE ARTS
    540 PARRINGTON OVAL SUITE 122
    NORMAN,OK73019
        2021 DONATION - BALLET RUSSES ARCHIVE AND SPECIAL COLLECTIONS 10,000
    WOMEN'S BEAN PROJECT
    3201 CURTIS STREET
    DENVER,CO80205
        2021 DONATION 5,000
    WOMEN'S FOUNDATION OF OKLAHOMA
    PO BOX 21210
    OKLAHOMA CITY,OK73156
        2021 DONATION 4,000
    WOMEN'S FUND OF WESTERN MA
    1350 MAIN STREET SUITE 1006
    SPRINGFIELD,MA01103
        2021 DONATION 10,000
    WOMEN'S FOUNDATION OF COLORADO
    1901 EAST ASBURY AVE
    DENVER,CO80208
        2021 DONATION 5,000
    Total .................................bullet 3a 461,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 223  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 305,146  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 511,776 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    511,776
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    CRAWLEY FAMILY FOUNDATION
     
    Employer identification number

    73-1463271
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    CRAWLEY FAMILY FOUNDATION
     
    Employer identification number
    73-1463271
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JAMES B CRAWLEY
    105 NORTH HUDSON SUITE 800
     
    OKLAHOMA CITY, OK73102

    $ 350,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST
     
    105 NORTH HUDSON SUITE 800
     
    OKLAHOMA CITY, OK73102

    $ 241,943


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    MARY W CRAWLEY CHARITABLE LEAD UNITRUST
     
    105 NORTH HUDSON SUITE 800
     
    OKLAHOMA CITY, OK73102

    $ 847,437


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    CRAWLEY FAMILY FOUNDATION
     
    Employer identification number

    73-1463271
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    CRAWLEY FAMILY FOUNDATION
     
    Employer identification number

    73-1463271
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Name of Stock End of Year Book Value End of Year Fair Market Value
    503 SHS ABBOTT LABORATORIES 15,963 70,792
    234 SHS ACCENTURE LTD CL A 22,471 97,005
    80 SHS ADOBE INC 22,166 45,365
    80 SHS AIR PRODS &U CHEMS INC 22,821 24,341
    36 SHS ALPHABET INC 35,434 104,293
    221 SHS AMERICAN TOWER CORP 10,926 64,642
    73 SHS BLACKROCK INC 14,773 66,836
    148 SHS COSTCO WHSL CORP NEW 41,490 84,020
    250 SHS DANAHER CORP 7,435 82,252
    335 SHS DISNEY WALT CO 46,876 51,888
    191 SHS DOLLAR GENERAL CORP 18,372 45,044
    254 SHS ECOLAB INC 11,249 59,586
    323 SHS FIRST REP BK SAN FRANSCISCO CAL 28,521 66,703
    352 SHS FISERV INC 32,737 36,534
    560 SHS FORTIVE CORP 21,244 42,722
    567 SHS GILEAD SCIENCES INC 28,736 41,170
    201 SHS HOME DEPOT 31,153 83,417
    258 SHS HONEYWELL INTERNATIONAL INC 12,542 53,796
    270 SHS INTERCONTINENTAL EXCHANGE, INC 12,565 36,928
    94 SHS INTUIT 4,446 60,463
    366 SHS JP MORGAN CHASE & CO 36,266 57,956
    277 SHS LAUDER ESTEE COS INC 8,853 102,545
    211 SHS MCDONALDS CORP 20,686 56,563
    323 SHS MICROSOFT CORPORATION 13,906 108,631
    555 SHS NEXTERA ENERGY INC 41,842 51,815
    484 SHS NIKE INC CL B 11,503 80,668
    781 SHS ORACLE CORP 23,977 68,111
    206 SHS PAYPAL HLDGS INC 6,907 38,847
    343 SHS PEPSICO INC 25,515 59,583
    111 SHS ROPER TECHNOLOGIES, INC. 10,204 54,596
    102 SHS S&P GLOBAL INC 10,252 48,137
    1655 SHS SCHLUMBERGER LTD 47,370 49,567
    827 SHS SCHWAB CHARLES CORP 14,197 69,551
    273 SHS STRYKER CORP 24,603 73,006
    374 SHS TEXAS INSTRUMENTS 13,123 70,488
    123 SHS THERMOS FISHER CORP 6,355 82,070
    782 SHS TJX COS INC 24,536 59,369
    177 SHS UNION PAC CORP 31,849 44,592
    305 SHS VISA INC 16,145 66,097

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    8775.17 SHS AB SMALL CAP GROWH PORTFOLIO ADV FMV 528,252 752,909
    777870.710 SHS AETOS CAPITAL LLC FMV 428,063 777,871
    23233.083 SHS BAIRD MIDCAP FUND - INST #76 FMV 606,470 685,376
    31142.164 SHS COLUMBIA HIGH YIELD BOND FUND INSTL FMV 333,053 375,263
    13248.023 SHS INVESCO DEVELOPING MKTS FUND CL R6 FMV 637,258 622,657
    4798 SHS ISHARES RUSSELL MID-CAP ETF FMV 283,240 398,282
    3640 SHS ISHARES RUSSELL 2000 ETF FMV 546,886 809,718
    40472.943 SHS LAZARD INTERNATIONAL STRATEGIC EQUITY FMV 587,263 662,542
    61271.48 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND FMV 668,826 668,472
    45473.748 SHS OAKHURST SHORT DURATION BOND FUND #811 FMV 450,100 448,371
    51954.84 SHS TOUCHSTONE SAND CAPITAL SELECT GROWTH FUND FMV 989,903 995,455
    12279 SHS VANGUARD FTSE DEVELOPED MARKETS ETF FMV 504,790 626,966
    6417 SHS VANGUARD INDEX FDS S&P 500 ETF FMV 1,593,436 2,801,469

    TY 2021 OtherExpensesSchedule
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 291 291   0
    CONTRACT LABOR 539 539   0
    INVESTMENT EXPENSES 5 5   0
    OTHER EXPENSES 354 354   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCOUNTS PAYABLE - PENDING TRADES 426,347 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO MANAGEMENT FEES 76,792 76,792   0


    TY 2021 SubstantialContributorsSch
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Name Address
    JAMES B CRAWLEY 105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST
     
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102
    MARY W CRAWLEY CHARITABLE LEAD UNITRUST
     
    105 NORTH HUDSON SUITE 800
    OKLAHOMA CITY,OK73102


    TY 2021 TaxesSchedule
    Name:
    CRAWLEY FAMILY FOUNDATION
    EIN:
    73-1463271
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 13,015 0   0
    FOREIGN TAXES 1,996 1,996   0