Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,683,999J 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) 992,258
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,106 10,106  
4 Dividends and interest from securities... 212,302 212,140  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 123,326
b Gross sales price for all assets on line 6a 6,222,030
7 Capital gain net income (from Part IV, line 2)... 123,326
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........ 1,337,992 345,572  
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).... Click to see attachment
List of Attached Documents:
// Content
77,707 77,707   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,771 3,771   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,402 6,402   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,880 87,880   0
25 Contributions, gifts, grants paid....... 614,000 614,000
26 Total expenses and disbursements. Add lines 24 and 25 701,880 87,880   614,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 636,112
b Net investment income (if negative, enter -0-) 257,692
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 1,822,327 1,109,526 1,109,526
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow2,177
Less: allowance for doubtful accounts right arrow     2,177 2,177
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 830,009 Click to see attachment
List of Attached Documents:
// Content
887,861 		1,992,169
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,157,540 Click to see attachment
List of Attached Documents:
// Content
9,446,424 		9,580,127
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,809,876 11,445,988 12,683,999
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,809,876 11,445,988
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)..... 10,809,876 11,445,988
30 Total liabilities and net assets/fund balances (see instructions). 10,809,876 11,445,988
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
10,809,876
2
Enter amount from Part I, line 27a .....................
2
636,112
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,445,988
5
Decreases not included in line 2 (itemize) right arrow
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
11,445,988
Form 990-PF (2022)
Form 990-PF (2022)
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 10616.959 SHS COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND INC CLASS P 2022-02-17 2022-08-26
b 11472.100 SHS LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO INST P 2022-02-17 2022-08-26
c 13 SHS PEPSICO INC COMMON P 2022-01-28 2022-02-17
d 1668.276 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2020-09-28 2022-02-17
e 7251.688 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2020-12-31 2022-02-17
1411.316 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2017-09-12 2022-02-17
104.342 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2019-12-13 2022-02-17
262.848 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2019-12-13 2022-02-17
24.497 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2019-12-13 2022-02-17
2367.168 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2018-10-09 2022-02-17
157.888 SHS INVESCO DEVELOPING MARKETS FUND CLASS R6 P 2018-12-03 2022-02-17
7927.548 SHS AB SMALL CAP GROWTH PORTFOLIO ADV P 2019-08-16 2022-08-26
847.622 SHS AB SMALL CAP GROWTH PORTFOLIO ADV P 2019-12-12 2022-08-26
20692.179 SHS BAIRD MIDCAP FUND - INST #76 P 2020-09-28 2022-02-17
2540.904 SHS BAIRD MIDCAP FUND - INST #76 P 2020-12-31 2022-02-17
27.0000 BLACKROCK INC COMMON P 2010-04-06 2022-09-21
27716.187 SHS COLUMBIA HIGH YIELD BOND FUND INSTL P 2020-04-27 2022-02-17
3425.977 SHS COLUMBIA HIGH YIELD BOND FUND INSTL P 2020-09-28 2022-02-17
16731.671 SHS OAKHURST SHORT DURATION BOND FUND P 2018-10-09 2022-02-17
118.097 SHS OAKHURST SHORT DURATION BOND FUND P 2018-11-01 2022-02-17
106.078 SHS OAKHURST SHORT DURATION BOND FUND P 2018-12-03 2022-02-17
95.174 SHS OAKHURST SHORT DURATION BOND FUND P 2019-03-01 2022-02-17
87.992 SHS OAKHURST SHORT DURATION BOND FUND P 2019-04-01 2022-02-17
85.647 SHS OAKHURST SHORT DURATION BOND FUND P 2019-05-01 2022-02-17
96.068 SHS OAKHURST SHORT DURATION BOND FUND P 2019-06-03 2022-02-17
98.953 SHS OAKHURST SHORT DURATION BOND FUND P 2019-07-01 2022-02-17
124.755 SHS OAKHURST SHORT DURATION BOND FUND P 2019-08-01 2022-02-17
5735.441 SHS OAKHURST SHORT DURATION BOND FUND P 2019-08-21 2022-02-17
53.867 SHS OAKHURST SHORT DURATION BOND FUND P 2019-09-03 2022-02-17
46.996 SHS OAKHURST SHORT DURATION BOND FUND P 2019-10-01 2022-02-17
65.626 SHS OAKHURST SHORT DURATION BOND FUND P 2019-11-01 2022-02-17
48.975 SHS OAKHURST SHORT DURATION BOND FUND P 2019-12-02 2022-02-17
63.431 SHS OAKHURST SHORT DURATION BOND FUND P 2020-01-02 2022-02-17
49.872 SHS OAKHURST SHORT DURATION BOND FUND P 2020-02-03 2022-02-17
910.716 SHS OAKHURST SHORT DURATION BOND FUND P 2020-02-27 2022-02-17
802.11 SHS OAKHURST SHORT DURATION BOND FUND P 2020-04-27 2022-02-17
17324.976 SHS OAKHURST SHORT DURATION BOND FUND P 2020-09-28 2022-02-17
2827.303 SHS OAKHURST SHORT DURATION BOND FUND P 2020-12-31 2022-02-17
60 SHS FIRST REP BK SAN FRANCISCO CAL COMMON P 2017-02-02 2022-09-21
11472.100 SHS LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO INST P 2020-09-28 2022-08-26
13639.104 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-07-06 2022-02-17
21.439 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-07-31 2022-02-17
25.257 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-08-31 2022-02-17
21.723 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-10-01 2022-02-17
23.586 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-10-31 2022-02-17
23.001 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-11-30 2022-02-17
24.529 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-12-12 2022-02-17
210.948 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-12-12 2022-02-17
26.585 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2016-12-31 2022-02-17
27.087 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-02-01 2022-02-17
26.395 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-02-28 2022-02-17
33.429 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-03-31 2022-02-17
29.849 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-04-30 2022-02-17
30.826 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-05-31 2022-02-17
28.674 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-07-01 2022-02-17
29.887 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-07-31 2022-02-17
30.604 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-08-31 2022-02-17
27.86 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-09-30 2022-02-17
32.36 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-10-31 2022-02-17
31.441 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-11-30 2022-02-17
32.706 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2017-12-31 2022-02-17
31.847 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-02-01 2022-02-17
30.963 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-02-28 2022-02-17
37.295 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-03-31 2022-02-17
6118.998 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-04-17 2022-02-17
43.344 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-04-30 2022-02-17
53.068 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-05-31 2022-02-17
54.398 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-06-30 2022-02-17
56.189 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-07-31 2022-02-17
55.57 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-09-01 2022-02-17
56.692 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-09-30 2022-02-17
16207.2 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-10-09 2022-02-17
81.781 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-10-31 2022-02-17
98.8 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2018-11-30 2022-02-17
103.023 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-01-01 2022-02-17
105.487 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-02-01 2022-02-17
93.969 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-02-28 2022-02-17
100.117 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-04-01 2022-02-17
93.738 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-04-30 2022-02-17
93.139 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-05-31 2022-02-17
91.485 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-06-30 2022-02-17
89.298 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-07-31 2022-02-17
83.596 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-08-31 2022-02-17
80.687 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-10-01 2022-02-17
79.819 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-10-31 2022-02-17
75.916 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-12-01 2022-02-17
103.424 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-12-10 2022-02-17
222.537 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-12-10 2022-02-17
81.324 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2019-12-31 2022-02-17
74.332 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2020-01-31 2022-02-17
16172.923 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2020-09-28 2022-02-17
6223.231 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I P 2020-12-31 2022-02-17
45 SHS PEPSICO INC COMMON P 2020-09-17 2022-03-09
4 SHS PEPSICO INC COMMON P 2015-02-27 2022-03-09
179 SHS PEPSICO INC COMMON P 2010-04-06 2022-03-09
68 SHS PEPSICO INC COMMON P 2012-03-15 2022-03-09
47 SHS PEPSICO INC COMMON P 2010-02-26 2022-03-09
185.0000 SHS SCHWAB CHARLES CORP NEW COMMON P 2010-05-04 2022-09-21
51954.840 SHS TOUCHSTONE SAND CAPITAL SELECT GROWTH FUND CLASS I P 2020-09-28 2022-02-17
40 SHS UNION PAC CORP COMMON P 2020-11-24 2022-12-12
137 SHS UNION PAC CORP COMMON P 2020-06-16 2022-12-12
10606 SHS VANGUARD FTSE DEVELOPED MARKETS ETF P 2020-09-28 2022-08-26
220 SHS VANGUARD INDEX FDS S&P 500 ETF P 2014-02-04 2022-08-26
586 SHS VANGUARD INDEX FDS S&P 500 ETF P 2015-02-04 2022-08-26
718 SHS VANGUARD INDEX FDS S&P 500 ETF P 2017-01-09 2022-08-26
59 SHS VANGUARD INDEX FDS S&P 500 ETF P 2017-09-12 2022-08-26
97 SHS VANGUARD INDEX FDS S&P 500 ETF P 2018-02-02 2022-08-26
1132 SHS VANGUARD INDEX FDS S&P 500 ETF P 2019-08-16 2022-08-26
(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 131,650   142,692 -11,042
b 409,494   433,583 -24,089
c 2,047   2,231 -184
d 76,324   74,739 1,585
e 331,765   387,603 -55,838
64,568   58,697 5,871
4,774   4,678 96
12,025   11,783 242
1,121   1,098 23
108,298   92,414 15,884
7,223   6,246 977
458,292   479,141 -20,849
49,001   49,111 -110
509,648   534,892 -25,244
62,583   71,578 -8,995
16,626   5,466 11,160
317,073   293,791 23,282
39,193   39,262 -69
163,134   163,469 -335
1,151   1,152 -1
1,034   1,035 -1
928   934 -6
858   868 -10
835   845 -10
937   952 -15
965   983 -18
1,216   1,236 -20
55,921   57,068 -1,147
525   535 -10
458   466 -8
640   652 -12
478   486 -8
618   627 -9
486   494 -8
8,880   9,071 -191
7,821   7,877 -56
168,919   173,077 -4,158
27,566   28,273 -707
8,479   5,601 2,878
152,235   166,460 -14,225
142,801   150,691 -7,890
225   237 -12
264   278 -14
227   239 -12
247   258 -11
241   246 -5
257   258 -1
2,209   875 1,334
278   280 -2
284   286 -2
276   279 -3
350   353 -3
313   318 -5
323   329 -6
300   305 -5
313   319 -6
320   329 -9
292   298 -6
339   345 -6
329   334 -5
342   348 -6
333   335 -2
324   322 2
391   391 0
64,066   63,873 193
454   450 4
556   553 3
570   565 5
588   582 6
582   578 4
594   585 9
169,689   165,613 4,076
856   835 21
1,034   1,011 23
1,079   1,071 8
1,104   1,106 -2
984   984 0
1,048   1,065 -17
981   995 -14
975   1,005 -30
958   997 -39
935   972 -37
875   932 -57
845   893 -48
836   885 -49
795   840 -45
1,083   1,131 -48
2,330   2,434 -104
851   888 -37
778   827 -49
169,331   187,906 -18,575
65,157   69,566 -4,409
7,087   5,959 1,128
630   397 233
28,192   11,864 16,328
10,710   4,367 6,343
7,402   2,927 4,475
13,657   3,506 10,151
777,244   989,902 -212,658
8,630   8,372 258
29,559   23,477 6,082
437,337   436,013 1,324
82,483   35,314 47,169
219,704   110,373 109,331
269,194   149,532 119,662
22,120   13,539 8,581
36,368   24,632 11,736
424,412   299,969 124,443
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       -11,042
b       -24,089
c       -184
d       1,585
e       -55,838
      5,871
      96
      242
      23
      15,884
      977
      -20,849
      -110
      -25,244
      -8,995
      11,160
      23,282
      -69
      -335
      -1
      -1
      -6
      -10
      -10
      -15
      -18
      -20
      -1,147
      -10
      -8
      -12
      -8
      -9
      -8
      -191
      -56
      -4,158
      -707
      2,878
      -14,225
      -7,890
      -12
      -14
      -12
      -11
      -5
      -1
      1,334
      -2
      -2
      -3
      -3
      -5
      -6
      -5
      -6
      -9
      -6
      -6
      -5
      -6
      -2
      2
      0
      193
      4
      3
      5
      6
      4
      9
      4,076
      21
      23
      8
      -2
      0
      -17
      -14
      -30
      -39
      -37
      -57
      -48
      -49
      -45
      -48
      -104
      -37
      -49
      -18,575
      -4,409
      1,128
      233
      16,328
      6,343
      4,475
      10,151
      -212,658
      258
      6,082
      1,324
      47,169
      109,331
      119,662
      8,581
      11,736
      124,443
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 2 123,326
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 3,582
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 3,582
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 3,582
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 10,293
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 10,293
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,711
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow6,711 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOK
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 2022 or the taxable year beginning in 2022? 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
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowSARA B CRAWLEY Telephone no.right arrow (405) 232-9700

Located atright arrow105 N HUDSON SUITE 800OKLAHOMA CITYOK ZIP+4right arrow73102
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
SARA B CRAWLEY 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
LINDA C SHIRLEY 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
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
11,540,303
b
Average of monthly cash balances.......................
1b
1,301,189
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,841,492
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
12,841,492
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
192,622
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,648,870
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
632,444
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
632,444
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,582
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,582
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
628,862
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
628,862
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
628,862
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
614,000
b
Program-related investments—total from Part VIII-B..................
1b
0
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
614,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 628,862
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018...... 4,004
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 4,004
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 614,000
a Applied to 2021, 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 2022 distributable amount..... 614,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 4,004 4,004
(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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		10,858
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
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 right arrow
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 (2022)
Form 990-PF (2022)
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

THE BRIDGE BREAST NETWORK INC

4000 JUNIUS ST
DALLAS,TX75246 		    ASC LUNCHEON 10,000

OPERA COLORADO

4121 S NAVAJO ST STE 100
ENGLEWOOD,CO801104479 		    MASTER CLASSES 5,000

OPERA COLORADO

4121 S NAVAJO ST STE 100
ENGLEWOOD,CO801104479 		    ANNUAL FUND 6,000

TEXAS A&M ASSOCIATION OF FORMER STUDENTS

505 GEORGE BUSH DRIVE
COLLEGE STATION,TX778402918 		    ANNUAL FUND 2,000

AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY

100 E 27TH ST
AUSTIN,TX787055711 		    TED WARDLAW ENDOWMENT 10,000

NORTH TEXAS PUBLIC BROADCASTING INC

3000 HARRY HINES BLVD
DALLAS,TX75201 		    ANNUAL FUND 5,000

HARVARD BUSINESS SCHOOL

PO BOX 412275
BOSTON,MA02163 		    ANNUAL FUND 5,000

FRIENDS OF THE STERLING C EVANS LIBRARY

5000 TAMU
COLLEGE STATION,TX778435000 		    ANNUAL FUND 5,000

COMMUNITY LITERACY CENTERS INC

4 NE 10TH STREET
OKLAHOMA CITY,OK731041402 		    LITERACY PROGRAMS FOR ADULTS 2,500

METROCARING

1100 18TH AVE
DENVER,CO80218 		    GENERAL OPERATING 4,000

OKLAHOMA ARTS INSTITUTE

111 NW 9TH STREET
OKLAHOMA CITY,OK73102 		    2022 OKLAHOMA SUMMER ARTS INSTITUTE - SCHOLARSHIP SUPPORT 8,000

PUBLIC BROADCASTING OF COLORADO INC

7409 S ALTON CT
ENGLEWOOD,CO801122301 		    ANNUAL FUND 5,000

WOMEN'S FOUNDATION OF OKLAHOMA

PO BOX 21210
OKLAHOMA CITY,OK73156 		    GENERAL OPERATING 5,000

MONTVIEW BOULEVARD PRESBYTERIAN CHURCH

1980 DAHLIA ST
DENVER,CO802201239 		    CAPITAL CAMPAIGN 1,500

FOOD AND SHELTER INC

201 REED AVENUE
NORMAN,OK73071 		    THE SHARE CENTER 25,000

FEEDING KENTUCKY

PO BOX 5522
FRANKFORT,KY40602 		    EMERGENCY FLOODING RELIEF 2,500

TEXAS TREES FOUNDATION

3000 PEGASUS PARK DRIVE
DALLAS,TX75247 		    GENERAL OPERATING 2,500

TRUSTEES OF HAMILTON COLLEGE

198 COLLEGE HILL RD
CLINTON,NY13323 		    WELLIN MUSEUM 1,000

DALLAS CHILDREN'S THEATER

5938 SKILLMAN
DALLAS,TX75231 		    SENSORY FRIENDLY PROGRAM 10,000

WOMEN'S BEAN PROJECT

3201 CURTIS ST
DENVER,CO80205 		    GENERAL OPERATING 5,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVE
DALLAS,TX75231 		    GENERAL OPERATING 1,000

WOMEN'S FUND OF WESTERN MASSACHUSETTS

1350 MAIN STREET
SPRINGFIELD,MA01103 		    MA WOMENS MOVEMENT BUILDING & POLICY INSTITUTE 15,000

GOODLAND INC

PO BOX 1056
HUGO,OK747431056 		    GENERAL OPERATING 10,000

DEAN MCGEE EYE INSTITUTE FOUNDATION

608 STANTON L YOUNG BLVD
OKLAHOMA CITY,OK731045014 		    PROVIDING EYE CARE TO UNINSURED, LOW-INCOME OKLAHOMANS 15,000

OKLAHOMA CITY PHILHARMONIC

424 COLCORD DRIVE SUITE B
OKLAHOMA CITY,OK73102 		    GENERAL OPERATING 8,000

THE FOOD BANK OF WESTERN MASSACHUSETTS

97 NORTH HATFIELD ROAD
HATFIELD,MA01038 		    MORE HEALTHY FOOD TO MORE PEOPLE 15,000

COMMUNITY LITERACY CENTERS INC

4 NE 10TH STREET
OKLAHOMA CITY,OK731041402 		    CLC READING PARTNERS 75,000

REGIONAL FOOD BANK OF OKLAHOMA INC

3355 S PURDUE
OKLAHOMA CITY,OK731213006 		    FOOD FOR KIDS: OKLAHOMA'S MOST AT RISK FOR FOOD INSECURITY 25,000

HITCHCOCK CENTER FOR THE ENVIRONMENT

845 WEST ST
AMHERST,MA01002 		    GENERAL OPERATING 10,000

THE PARK PEOPLE

1510 S GRANT STREET
DENVER,CO80210 		    GENERAL OPERATING 2,500

VICKERY MEADOW LEARNING CENTER DBA LITERACY ACHIEVES

PO BOX 150390
DALLAS,TX75315 		    ACCESS TO LITERACY CLASSES FOR ADULT ENGLISH LANGUAGE LEARNERS 10,000

MUSEUM OF CONTEMPORARY ART - DENVER

1485 DELGANY ST
DENVER,CO80202 		    GENERAL OPERATING 10,000

INFANT CRISIS SERVICES INC

4224 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		    INFANT CRISIS SERVICES' BABYMOBILE: MEETING HUNGER WHERE IT LIVES 15,000

THE URBAN MISSION INC

3737 N PORTLAND AVE
OAKLAHOMA CITY,OK73112 		    THE URBAN MISSION'S FOOD & RESOURCE CENTER 25,000

THE URBAN MISSION INC

3737 N PORTLAND AVE
OAKLAHOMA CITY,OK73112 		    $25,000 IN FUNDING TO PROVIDE NEEDED RENOVATIONS TO THE S.P.A.R.K. AND KID'S CAF PROGRAMS 25,000

NORTH DALLAS SHARED MINISTRIES INC

2875 MERRELL RD
DALLAS,TX752294702 		    PROVIDING SCHOOL SUPPLIES AND SCHOOL UNIFORMS TO LOW-INCOME STUDENTS PRE-K - 12TH GRADE 20,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		    INCREASING ACCESS TO NATURE FOR CHILDREN IN SPRINGFIELD 25,000

HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC

3760 FOWLER STREET
FORT MYERS,FL33901 		    HURRICANE IAN 2,500

THE WOMEN'S FOUNDATION OF COLORADO

1901 E ASBURY AVE
DENVER,CO80208 		    GENERAL OPERATING 5,000

NEW ENGLAND PUBLIC RADIO FOUNDATION INC

1525 MAIN ST
SPRINGFIELD,MA011032085 		    NEW VOICES CAMPAIGN 5,000

CLEVELAND COUNTY HABITAT FOR HUMANITY INC

PO BOX 1005
NORMAN,OK73070 		    GENERAL OPERATING 5,000

FRIENDSHIP BRIDGE

405 URBAN ST
LAKEWOOD,CO80228 		    BLENDED LEARNING 50,000

THE FOOD BANK OF WESTERN MASSACHUSETTS

97 NORTH HATFIELD ROAD
HATFIELD,MA01038 		    CAPITAL CAMPAIGN 15,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC

100 TIMBERDELL ROAD
NORMAN,OK73115 		    DEBT FREE TEACHERS 20,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC

100 TIMBERDELL ROAD
NORMAN,OK73115 		    TEACH TO TRANSFORM 10,000

TEXAS A&M FOUNDATION

401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		    LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT 75,000
Total .................................right arrow 3a 614,000
bApproved for future payment

MONTVIEW BOULEVARD PRESBYTERIAN CHURCH
1980 DAHLIA ST
DENVER,CO802201239 		    CAPITAL CAMPAIGN 1,500

FOOD AND SHELTER INC
201 REED AVENUE
NORMAN,OK73071 		    THE SHARE CENTER 25,000

THE URBAN MISSION INC
3737 N PORTLAND AVE
OAKLAHOMA CITY,OK73112 		    THE URBAN MISSION'S FOOD & RESOURCE CENTER 25,000

MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT ROAD
LINCOLN,MA01773 		    INCREASING ACCESS TO NATURE FOR CHILDREN IN SPRINGFIELD 25,000

FRIENDSHIP BRIDGE
405 URBAN ST
LAKEWOOD,CO80228 		    BLENDED LEARNING 50,000

THE FOOD BANK OF WESTERN MASSACHUSETTS
97 NORTH HATFIELD ROAD
HATFIELD,MA01038 		    CAPITAL CAMPAIGN 15,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL ROAD
NORMAN,OK73115 		    TEACH TO TRANSFORM 10,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL ROAD
NORMAN,OK73115 		    DEBT FREE TEACHERS 20,000

NEW ENGLAND PUBLIC RADIO FOUNDATION INC
1525 MAIN ST
SPRINGFIELD,MA011032085 		    NEW VOICES CAMPAIGN 5,000

TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		    LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT 75,000

FOOD AND SHELTER INC
201 REED AVENUE
NORMAN,OK73071 		    THE SHARE CENTER 25,000

THE URBAN MISSION INC
3737 N PORTLAND AVE
OAKLAHOMA CITY,OK73112 		    THE URBAN MISSION'S FOOD & RESOURCE CENTER 25,000

MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT ROAD
LINCOLN,MA01773 		    INCREASING ACCESS TO NATURE FOR CHILDREN IN SPRINGFIELD 25,000

TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		    LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT 75,000

TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		    LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT 75,000

TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		    LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT 75,000
Total ................................. right arrow 3b 551,500
Form 990-PF (2022)
Form 990-PF (2022)
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 10,106  
4 Dividends and interest from securities ....     14 212,302  
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 ............ 		    18 123,326  
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) .. 0 345,734 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
345,734
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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

$ 250,000


(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

$ 190,000


(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

$ 552,258


(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 InvestmentsCorpStockSchedule
Name:
CRAWLEY FAMILY FOUNDATION
EIN:
73-1463271
Name of Stock End of Year Book Value End of Year Fair Market Value
508 SHS ABBOTT LABORATORIES 16,585 55,773
234 SHS ACCENTURE LTD CL A 22,471 62,440
80 SHS ADOBE INC 22,166 26,922
80 SHS AIR PRODS & CHEMS INC 22,821 24,661
720 SHS ALPHABET INC 35,434 63,526
221 SHS AMERICAN TOWER CORP 10,926 46,821
46 SHS BLACKROCK INC 9,307 32,597
148 SHS COSTCO WHSL CORP NEW 41,490 67,562
254 SHS DANAHER CORP 8,551 67,417
335 SHS DISNEY WALT CO 46,876 29,105
191 SHS DOLLAR GENERAL CORP 18,372 47,034
254 SHS ECOLAB INC 11,250 36,972
267 SHS FIRST REP BK SAN FRANSCISCO CAL 23,588 32,545
359 SHS FISERV INC 33,464 36,284
560 SHS FORTIVE CORP 21,244 35,980
567 SHS GILEAD SCIENCES INC 28,736 48,677
207 SHS HOME DEPOT 33,340 65,383
265 SHS HONEYWELL INTERNATIONAL INC 13,945 56,789
270 SHS INTERCONTINENTAL EXCHANGE, INC 12,565 27,699
94 SHS INTUIT 4,446 36,587
366 SHS JP MORGAN CHASE & CO 36,266 49,081
985 SHS KEURIG DR PEPPER INC 37,459 35,125
161 SHS L3HARRIS TECHNOLOGIES INC 36,474 33,522
277 SHS LAUDER ESTEE COS INC 8,853 68,726
187 SHS MARRIOTT INTERNATIONAL 29,924 27,842
211 SHS MCDONALDS CORP 20,686 55,605
323 SHS MICROSOFT CORPORATION 13,906 77,462
555 SHS NEXTERA ENERGY INC 41,842 46,398
484 SHS NIKE INC CL B 11,503 56,633
794 SHS ORACLE CORP 25,016 64,901
313 SHS PAYPAL HLDGS INC 17,417 22,292
115 SHS ROPER TECHNOLOGIES, INC. 11,930 49,690
102 SHS S&P GLOBAL INC 10,252 34,164
1655 SHS SCHLUMBERGER LTD 47,370 88,476
642 SHS SCHWAB CHARLES CORP 10,691 53,453
279 SHS STRYKER CORP 26,076 68,213
374 SHS TEXAS INSTRUMENTS 13,123 61,792
127 SHS THERMOS FISHER CORP 8,622 69,938
813 SHS TJX COS INC 26,728 64,715
305 SHS VISA INC 16,146 63,367

TY 2022 InvestmentsOtherSchedule2
Name:
CRAWLEY FAMILY FOUNDATION
EIN:
73-1463271
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
780858.76 SHS AETOS CAPITAL LLC PRIME PORTFOLIO FMV 428,063 775,128
76996.135 SHS COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND INC FMV 1,026,677 904,705
21236.235 SHS INVESCO DEVELOPING MKTS FUND CL R6 FMV 758,404 741,569
27137 SHS ISHARES RUSSELL MID-CAP ETF FMV 1,902,395 1,830,391
8865 SHS ISHARES RUSSELL 2000 ETF FMV 1,536,828 1,545,701
29000.843 SHS LAZARD INTERNATIONAL STRATEGIC EQUITY FMV 420,802 389,191
9414 SHS VANGUARD FTSE DEVELOPED MARKETS ETF FMV 450,641 395,106
8534 SHS VANGUARD INDEX FDS S&P 500 ETF FMV 2,922,614 2,998,336

TY 2022 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 100 100   0
INVESTMENT EXPENSES 7 7   0
MEMBERSHIP FEES 795 795   0
SOFTWARE SUBSCRIPTIONS 4,000 4,000   0
SOFTWARE SUPPORT 1,500 1,500   0


TY 2022 OtherProfessionalFeesSchedule
Name:
CRAWLEY FAMILY FOUNDATION
EIN:
73-1463271
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 990 990   0
PORTFOLIO MANAGEMENT FEES 76,717 76,717   0


TY 2022 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 2022 TaxesSchedule
Name:
CRAWLEY FAMILY FOUNDATION
EIN:
73-1463271
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 0 0   0
FOREIGN TAXES 3,771 3,771   0