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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE CARL AND LEE CROSKEY FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address)240 MORAN ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GROSSE POINTE FARMS, MI48236
A Employer identification number

30-0002523
B Telephone number (see instructions)

(313) 590-1100
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$223,840J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,908 4,908  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -12,850
b Gross sales price for all assets on line 6a 173,260
7 Capital gain net income (from Part IV, line 2)... 0
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........ -7,942 4,908  
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)......... Click to see attachment
List of Attached Documents:
// Content
9,879 9,879   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,327 2,327   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,206 12,206   0
25 Contributions, gifts, grants paid....... 13,300 13,300
26 Total expenses and disbursements. Add lines 24 and 25 25,506 12,206   13,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,448
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 1,789 7,957 7,957
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) 54,505 Click to see attachment
List of Attached Documents:
// Content
53,621 		48,299
b Investments—corporate stock (attach schedule)....... 21,400 Click to see attachment
List of Attached Documents:
// Content
7,283 		6,799
c Investments—corporate bonds (attach schedule)....... 180,809 Click to see attachment
List of Attached Documents:
// Content
157,068 		160,785
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)..........      
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) 258,503 225,929 223,840
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 258,503 225,929
29 Total net assets or fund balances (see instructions)..... 258,503 225,929
30 Total liabilities and net assets/fund balances (see instructions). 258,503 225,929
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
258,503
2
Enter amount from Part I, line 27a .....................
2
-33,448
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
874
4
Add lines 1, 2, and 3 ..........................
4
225,929
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
225,929
Form 990-PF (2023)
Form 990-PF (2023)
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 1000 AIRBNB INC 0.00%MAR15 26 P 2022-03-18 2023-01-10
b 17 ALGONQUIN POWER P 2022-11-30 2023-01-09
c 28 ALGONQUIN POWER P 2021-06-21 2023-01-09
d 1000 ALTERYX INC 0.50%AUG01 24 P 2021-11-16 2023-06-13
e 1000 ALTERYX INC 0.50%AUG01 24 P 2021-10-25 2023-03-02
4 APTIV PLC P 2023-02-16 2023-05-08
7 APTIV PLC P 2023-01-25 2023-05-08
1 APTIV PLC P 2022-11-30 2023-05-08
1 APTIV PLC P 2022-11-30 2023-05-08
1 APTIV PLC P 2022-11-14 2023-01-09
8 APTIV PLC P 2022-11-14 2023-05-08
1000 BILIBILI INC 1.25%JUN15 27 P 2023-03-09 2023-06-15
2000 BILL.COM HOLDINGS 0.00% 25 P 2022-03-23 2023-02-16
1000 BOOKING HOLDINGS 0.75% 25 P 2021-09-10 2023-10-17
1 BOSTON SCIENTIFIC CORP P 2023-03-02 2023-05-24
5 BOSTON SCIENTIFIC CORP P 2022-04-20 2023-05-24
4 BOSTON SCIENTIFIC CORP P 2022-01-06 2023-01-09
12 BOSTON SCIENTIFIC CORP P 2022-01-06 2023-05-24
8 CHART INDUSTRIES INC. P 2023-08-01 2023-11-08
7 CHART INDUSTRIES INC. P 2023-08-01 2023-11-08
2000 CHEGG INC 0.12%MAR15 25 P 2022-12-06 2023-05-16
2000 CLOUDFLARE INC 0.00% 2026 P 2022-09-13 2023-05-18
1000 COUPA SOFTWARE 0.37% 2026 P 2022-03-17 2023-01-10
2000 COUPA SOFTWARE 0.37% 2026 P 2022-03-17 2023-03-13
2000 CYBERARK SOFTWARE 0.00% 24 P 2021-11-16 2023-01-09
1 DANAHER CORP P 2022-03-30 2023-04-04
1 DANAHER CORP P 2020-11-18 2023-04-04
1000 DATADOG INC 0.12%JUN15 25 P 2023-06-06 2023-08-16
2000 DEXCOM INC 0.25%NOV15 25 P 2021-06-30 2023-01-10
1000 DEXCOM INC 0.25%NOV15 25 P 2021-06-30 2023-06-13
2000 DEXCOM INC 0.25%NOV15 25 P 2021-06-30 2023-08-16
1000 DISH NETWORK CORP 3.37% 26 P 2018-10-18 2023-03-02
2000 DOCUSIGN INC 0.00%JAN15 24 P 2023-08-29 2023-12-15
1000 DOCUSIGN INC 0.00%JAN15 24 P 2023-07-31 2023-12-15
3000 DOCUSIGN INC 0.00%JAN15 24 P 2023-07-20 2023-12-15
2000 ENPHASE ENERGY 0.00% 2028 P 2022-06-08 2023-02-16
1000 EQT CORP 1.75%MAY01 26 P 2021-07-19 2023-01-26
1000 ETSY INC 0.12%OCT01 26 P 2023-03-02 2023-03-13
1000 ETSY INC 0.12%OCT01 26 P 2023-02-02 2023-03-13
1000 ETSY INC 0.25%JUN15 28 P 2022-10-20 2023-01-10
3000 ETSY INC 0.25%JUN15 28 P 2022-10-20 2023-02-02
1000 EXACT SCIENCES CORP P 2023-02-02 2023-10-17
1000 EXPEDIA GROUP INC 0.00% 26 P 2022-02-25 2023-01-10
1 FLUOR CORP P 2022-09-07 2023-06-22
1000 FORD MOTOR CO 0.00% 2026 P 2022-08-05 2023-09-13
1000 FTI CONSULT INC 2.00% 2023 P 2021-11-16 2023-07-31
1000 GREEN PLAINS INC P 2022-06-08 2023-09-13
1000 HUAZHU GROUP LTD 3.00% 26 P 2023-01-19 2023-05-16
3000 ILLUMINA INC 0.00%AUG15 23 P 2023-03-13 2023-07-20
1000 IMPINJ INC 1.12%MAY15 27 P 2023-05-08 2023-07-20
1000 INSMED INC 0.75%JUN01 28 P 2021-05-18 2023-01-10
1000 INSULET CORP 0.37%SEP01 26 P 2023-05-16 2023-08-16
1000 INSULET CORP 0.37%SEP01 26 P 2021-01-21 2023-02-16
1000 INSULET CORP 0.37%SEP01 26 P 2021-01-21 2023-07-20
2000 JAMF HOLDING CORP 0.12% 26 P 2022-09-20 2023-02-02
18 KKR & CO INC P 2023-06-22 2023-08-29
2000 LUMENTUM HLDGS 0.50% 2026 P 2022-01-12 2023-01-25
1000 MARRIOTT VACATION 0.00% 26 P 2022-09-07 2023-08-29
1000 MERCADOLIBRE 2.00%AUG15 28 P 2023-01-26 2023-10-17
1000 MICROCHIP TECHNOL 0.12% 24 P 2021-12-01 2023-01-10
1000 NATERA INC 2.25%MAY01 27 P 2022-10-12 2023-06-13
2000 NCL CORP LTD 1.12%FEB15 27 P 2023-07-31 2023-09-13
2000 NCL CORP LTD 1.12%FEB15 27 P 2023-06-28 2023-09-13
3000 NEW RELIC INC 0.50% 2023 P 2022-10-20 2023-04-25
5 NEXTERA ENERGY INC P 2023-04-04 2023-07-31
5 NEXTERA ENERGY INC P 2022-11-30 2023-07-31
11 NEXTERA ENERGY INC P 2022-08-02 2023-07-31
42 NEXTERA ENERGY INC P 2022-07-28 2023-03-02
11 NEXTERA ENERGY INC P 2022-07-28 2023-03-02
12 NEXTERA ENERGY INC P 2022-07-28 2023-01-09
1 NEXTERA ENERGY INC P 2022-07-28 2023-06-12
1 NEXTERA ENERGY INC P 2022-07-28 2023-07-31
46 NEXTERA ENERGY INC P 2022-07-28 2023-07-31
6 NEXTERA ENERGY INC P 2022-07-28 2023-06-12
14 NEXTERA ENERGY INC P 2023-07-31 2023-09-28
14 NEXTERA ENERGY INC P 2023-07-31 2023-10-17
1000 ON SEMICONDUCTOR 0.00% 27 P 2022-05-24 2023-04-25
1000 PALO ALTO NETWORK 0.37% 25 P 2021-12-01 2023-06-06
1000 PALO ALTO NETWORK 0.37% 25 P 2021-09-27 2023-02-08
1000 PENN NATL GAMING, INC P 2022-12-13 2023-03-13
1000 PENN NATL GAMING, INC P 2020-07-28 2023-03-13
5 PG&E CORP P 2023-06-22 2023-07-31
4 PG&E CORP P 2023-04-25 2023-07-20
1 PG&E CORP P 2023-04-25 2023-06-12
1 PG&E CORP P 2023-04-25 2023-07-31
7 PG&E CORP P 2023-04-25 2023-07-31
1000 PIONEER NATURAL R 0.25% 25 P 2023-03-07 2023-12-15
1000 PIONEER NATURAL R 0.25% 25 P 2022-01-10 2023-06-13
13 RBC BEARINGS INC P 2022-06-07 2023-06-28
1 RBC BEARINGS INC P 2021-09-27 2023-06-12
3 RBC BEARINGS INC P 2021-09-27 2023-03-02
3 RBC BEARINGS INC P 2021-09-27 2023-01-09
1 RBC BEARINGS INC P 2021-09-27 2023-06-28
2 RBC BEARINGS INC P 2021-09-27 2023-06-28
1 RBC BEARINGS INC P 2021-09-27 2023-06-12
1000 REPLIGEN CORP 0.37% 2024 P 2022-12-06 2023-05-08
1000 REPLIGEN CORP 0.37% 2024 P 2021-07-23 2023-05-08
1000 SAREPTA THERAPEUT 1.25% 27 P 2023-10-17 2023-12-15
1000 SAREPTA THERAPEUT 1.25% 27 P 2023-09-28 2023-12-15
1000 SAREPTA THERAPEUT 1.50% 24 P 2022-07-14 2023-09-28
1000 SEA LTD 2.37%DEC01 25 P 2023-06-13 2023-06-29
1000 SEA LTD 2.37%DEC01 25 P 2023-04-04 2023-06-29
1000 SHAKE SHACK INC 0.00% 2028 P 2022-03-08 2023-06-13
2000 SHIFT4 PAYMENTS 0.00% 2025 P 2023-03-02 2023-08-29
1000 SHIFT4 PAYMENTS 0.00% 2025 P 2023-02-16 2023-08-29
1000 SHOPIFY INC 0.12%NOV01 25 P 2022-06-29 2023-06-13
1000 SOLAREDGE TECHN INC P 2021-09-28 2023-06-23
1000 SOUTHWEST AIRLINES CO P 2021-02-24 2023-05-08
1000 SPLUNK INC 0.50%SEP15 23 P 2023-05-16 2023-08-29
3000 SPLUNK INC 0.50%SEP15 23 P 2023-03-13 2023-08-29
2000 SQUARE INC 0.00%MAY01 26 P 2022-04-14 2023-07-13
1000 SQUARE INC 0.00%MAY01 26 P 2022-03-08 2023-02-02
1000 SQUARE INC 0.00%MAY01 26 P 2022-03-08 2023-06-13
1000 SQUARE INC 0.00%MAY01 26 P 2022-03-08 2023-07-13
1000 SQUARE INC 0.12%MAR01 25 P 2023-02-02 2023-07-13
2000 STARWOOD PROPERTY 4.37% 23 P 2021-01-28 2023-03-02
1000 SUNNOVA ENERGY IN 0.25% 26 P 2022-11-14 2023-03-02
2000 SUNNOVA ENERGY IN 0.25% 26 P 2022-09-07 2023-03-02
1000 UBER TECHNOLOGIES 0.00% 25 P 2022-01-06 2023-01-10
1000 WAYFAIR INC 1.00%AUG15 26 P 2023-03-02 2023-03-15
1000 WAYFAIR INC 1.00%AUG15 26 P 2022-09-11 2023-03-15
1000 WAYFAIR INC 1.00%AUG15 26 P 2022-08-18 2023-01-09
1000 WAYFAIR INC 1.00%AUG15 26 P 2022-08-18 2023-01-09
2000 US TSY 3.250% JUN 30 2027 P 2022-07-29 2023-01-06
2000 US TSY 3.250% JUN 30 2027 P 2022-07-29 2023-07-03
2000 US TSY 3.250% JUN 30 2027 P 2023-04-04 2023-08-08
1000 US TSY 0.250% MAR 15 2024 P 2023-02-10 2023-05-02
1000 AT&T INC 4.25%MAR01 27 P 2017-03-21 2023-11-30
1000 AT&T INC 4.25%MAR01 27 P 2017-06-13 2023-11-30
2000 APPLE INC 3.00%FEB09 24 P 2017-02-03 2023-06-01
1000 BERKSHIRE HATHAWA 2.75% 23 P 2021-03-10 2023-03-15
1000 GOLDMAN SACHS GRO 3.75% 26 P 2016-05-18 2023-11-01
1000 GOLDMAN SACHS GRO 3.75% 26 P 2016-05-18 2023-11-02
2000 LOWE'S COS INC 1.70% 2028 P 2021-09-29 2023-09-22
2000 MARSH & MCLENNAN 3.87% 24 P 2019-01-09 2023-11-06
1000 WELLS FARGO & COMPANY P 2020-04-30 2023-11-01
1000 WELLS FARGO & COMPANY P 2020-04-30 2023-11-02
2000 US TSY 3.000% MAY 15 2042 P 2019-07-31 2023-03-21
1000 US TSY 2.875% MAY 31 2025 P 2021-04-28 2023-05-02
1000 US TSY 2.875% MAY 31 2025 P 2021-04-28 2023-05-18
1000 US TSY 2.875% MAY 31 2025 P 2021-04-28 2023-06-09
2000 US TSY 2.875% AUG 15 2028 P 2019-01-31 2023-10-18
1000 US TSY 2.875% AUG 15 2028 P 2019-07-31 2023-10-18
3000 US TSY 1.625% AUG 15 2029 P 2019-10-18 2023-01-06
MERRILL LYNCH ACCOUNT ENDING IN 4005 P    
(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 836   969 -133
b 445   431 14
c 732   1,406 -674
d 940   965 -25
e 938   951 -13
415   539 -124
727   827 -100
104   131 -27
104   117 -13
113   126 -13
830   1,004 -174
1,000   1,005 -5
1,967   3,265 -1,298
1,621   1,472 149
124   114 10
618   617 1
455   462 -7
1,482   1,387 95
396   565 -169
347   494 -147
1,755   1,869 -114
1,680   1,680 0
963   839 124
1,994   1,693 301
2,054   2,761 -707
1,255   1,594 -339
1,255   1,317 -62
1,172   1,279 -107
2,166   2,103 63
1,065   1,052 13
2,011   2,103 -92
618   934 -316
1,990   1,990 0
995   995 0
2,985   2,985 0
2,062   2,088 -26
2,221   1,552 669
1,365   1,515 -150
1,365   1,809 -444
879   792 87
2,764   2,384 380
863   921 -58
877   1,229 -352
1,347   1,313 34
998   1,118 -120
1,788   1,509 279
1,245   1,397 -152
1,208   1,332 -124
2,989   2,989 0
1,031   1,119 -88
793   1,043 -250
1,107   1,501 -394
1,422   1,455 -33
1,345   1,455 -110
1,716   1,708 8
1,302   1,176 126
1,804   2,520 -716
900   1,032 -132
2,834   2,723 111
1,091   1,241 -150
1,494   1,312 182
1,650   1,881 -231
1,650   1,824 -174
2,996   2,996 0
246   244 2
246   249 -3
542   595 -53
1,944   2,222 -278
509   582 -73
611   634 -23
48   53 -5
49   53 -4
2,266   2,437 -171
291   318 -27
528   645 -117
499   645 -146
1,453   1,234 219
2,266   1,827 439
1,708   1,681 27
1,349   1,678 -329
1,349   1,651 -302
758   750 8
615   601 14
147   150 -3
152   152 0
1,061   1,052 9
2,446   2,191 255
2,153   2,148 5
1,378   1,328 50
105   114 -9
348   342 6
315   342 -27
106   117 -11
212   228 -16
105   114 -9
1,434   1,585 -151
1,434   1,874 -440
993   1,117 -124
993   1,134 -141
1,798   1,353 445
1,008   1,071 -63
1,008   1,229 -221
784   803 -19
1,983   2,195 -212
991   1,065 -74
911   892 19
1,130   1,260 -130
1,063   1,723 -660
998   998 0
2,993   2,993 0
1,670   1,807 -137
852   894 -42
829   894 -65
835   894 -59
968   1,048 -80
1,996   2,040 -44
748   864 -116
1,497   1,972 -475
855   989 -134
626   688 -62
626   1,021 -395
598   775 -177
598   775 -177
1,958   2,047 -89
1,920   2,042 -122
1,928   1,982 -54
962   951 11
974   1,006 -32
974   1,014 -40
1,968   2,001 -33
1,000   1,000 0
949   1,006 -57
951   1,006 -55
1,673   1,984 -311
1,984   2,001 -17
941   1,004 -63
942   1,004 -62
1,753   2,170 -417
979   1,046 -67
974   1,045 -71
967   1,044 -77
1,822   2,022 -200
911   1,041 -130
2,655   2,967 -312
2,793   3,422 -629
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       -133
b       14
c       -674
d       -25
e       -13
      -124
      -100
      -27
      -13
      -13
      -174
      -5
      -1,298
      149
      10
      1
      -7
      95
      -169
      -147
      -114
      0
      124
      301
      -707
      -339
      -62
      -107
      63
      13
      -92
      -316
      0
      0
      0
      -26
      669
      -150
      -444
      87
      380
      -58
      -352
      34
      -120
      279
      -152
      -124
      0
      -88
      -250
      -394
      -33
      -110
      8
      126
      -716
      -132
      111
      -150
      182
      -231
      -174
      0
      2
      -3
      -53
      -278
      -73
      -23
      -5
      -4
      -171
      -27
      -117
      -146
      219
      439
      27
      -329
      -302
      8
      14
      -3
      0
      9
      255
      5
      50
      -9
      6
      -27
      -11
      -16
      -9
      -151
      -440
      -124
      -141
      445
      -63
      -221
      -19
      -212
      -74
      19
      -130
      -660
      0
      0
      -137
      -42
      -65
      -59
      -80
      -44
      -116
      -475
      -134
      -62
      -395
      -177
      -177
      -89
      -122
      -54
      11
      -32
      -40
      -33
      0
      -57
      -55
      -311
      -17
      -63
      -62
      -417
      -67
      -71
      -77
      -200
      -130
      -312
      -629
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 -12,850
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  
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 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 764
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.............. 7 764
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 764
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow764 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 arrowMI
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 2023 or the taxable year beginning in 2023? 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. ...............................
10
 
No
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 arrowCARL CROSKEY Telephone no.right arrow (313) 884-1786

Located atright arrow240 MORAN ROADGROSSE POINTE FARMSMI ZIP+4right arrow48236
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
CARL CROSKEY DIR.,PRES.,CHAIR,TREAS.
1.00 		0 0 0
240 MORAN ROAD
GROSSE POINTE FARMS,MI48236
LEE CROSKEY DIRECTOR,VP AND SECRETARY
1.00 		0 0 0
240 MORAN ROAD
GROSSE POINTE FARMS,MI48236
CAROLINE CASSLEMAN DIRECTOR
0.00 		0 0 0
240 MORAN ROAD
GROSSE POINTE FARMS,MI48236
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 (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
214,528
b
Average of monthly cash balances.......................
1b
16,828
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
231,356
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
231,356
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,470
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
227,886
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,394
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
11,394
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,394
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,394
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
11,394
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
13,300
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
13,300
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 11,394
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 12,584
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,300
a Applied to 2022, but not more than line 2a 12,584
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 2023 distributable amount..... 716
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		10,678
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
CARL CROSKEY
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 (2023)
Form 990-PF (2023)
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

AUTISM ALLIANCE OF MICHIGAN

26500 AMERICAN DRIVE
SOUTHFIELD,MI48034 		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 900

CHADTOUGH DEFEAT DIPG FOUNDATION

PO BOX 907
SALINE,MI48176 		N/A PUBLIC CHARITY TO FUND RESEARCH. 400

CONNER CREEK ACADEMY EAST

16911 EASTLAND STREET
ROSEVILLE,MI48066 		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,500

CROSSROADS OF MICHIGAN MINISTRIES

4800 WOODWARD AVE
DETROIT,MI48201 		N/A SOUP KITCHEN SOCIAL GENERAL CHARITABLE PURPOSES 500

LOYOLA HIGH SCHOOL

15325 PINEHURST
DETROIT,MI48238 		N/A SCHOOL GENERAL EDUCATIONAL PURPOSES 1,500

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		N/A SCHOOL GENERAL EDUUCATIONAL PURPOSES 1,500

ST MARY STUDENT PARISH

331 THOMPSON STREET
ANN ARBOR,MI48104 		N/A SCHOOL GENERAL EDUCATIONAL PURPOSES 1,500

ST PAUL CATHOLIC CHURCH CSA

157 LAKE SHORE ROAD
GROSSE POINTE FARMS,MI48236 		N/A CHURCH GENERAL CHARITABLE PURPOSES 500

ST PAUL CATHOLIC CHURCH

157 LAKE SHORE ROAD
GROSSE POINTE FARMS,MI48236 		N/A CHURCH GENERAL CHARITABLE PURPOSES 5,000
Total .................................right arrow 3a 13,300
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 4,908  
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 ............ 		    14 -12,850  
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 -7,942 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-7,942
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Name of Bond End of Year Book Value End of Year Fair Market Value
3000 AIRBNB INC 2,907 2,694
3000 AKAMAI TECHNOLOGIES INC 3,522 3,810
1000 ALTERYX INC 860 971
5000 ALTERYX INC 4,724 4,853
4000 BENTLEY SYS INC 3,770 3,952
1000 BIOMARIN PHARMACEUTICAL 988 986
1000 BOOKING HOLDINGS INC 1,472 1,884
1000 BRIDGEBIO PHARMA INC 1,174 1,206
1000 CARNIVAL CORP 1,648 1,641
1000 CB ROYAL CARIBBEAN 2,071 2,662
1000 CB WAYFAIR INC 1,270 1,231
2000 CHEGG INC 1,869 1,841
3000 CLOUDFLARE INC 2,504 2,694
2000 CONFLUENT INC 1,668 1,668
1000 CONMED CORP 1,118 999
2000 CYBERARK SOFTWARE LTD 2,333 2,832
2000 DATADOG INC 2,576 2,792
3000 DEXCOM INC 3,333 3,132
3000 DRAFTKINGS INC 2,307 2,405
2000 ENPHASE ENERGY INC 1,755 1,779
1000 EQT CORP 3,034 2,654
2000 EURONET SERVICES INC. 2,532 1,870
2000 EXACT SCIENCES CORP 1,914 1,870
3000 EXPEDIA GROUP INC 3,333 2,837
2000 FIVE9 INC 1,964 1,911
1000 FORD MOTOR COMPANY 1,062 995
1000 GUARDANT HELATH INC 730 700
1000 HUBSPOT INC 1,449 2,073
3000 INSMED INC 2,834 3,426
1000 LIVE NATION ENTERTAINMEN 1,026 1,052
2000 LUMENTUM HLDGS INC 1,991 2,008
1000 LYFT INC 930 947
3000 MICROCHIP TECHNOLOGY INC 3,671 3,278
2000 MONGODB INC 3,526 3,950
1000 NATERA INC 1,294 1,710
2000 NEUROCRINE BIOSCIENCES 1,554 1,724
6000 OKTA INC 5,384 5,523
1000 ON SEMICONDUCTOR CORP 1,234 1,635
2000 PALO ALTO NETWORKS 3,734 5,926
1000 PINDUODUO INC 1,044 1,031
1000 SHAKE SHACK INC 803 811
6000 SHOPIFY INC 5,022 5,658
2000 SQUARE INC 1,807 1,749
5000 UBER TECHNOLOGIES INC 4,686 5,084
7000 WESTERN DIGITAL CORP 6,795 6,972
3000 ZILLOW GROUP INC 3,282 3,296
2000 ZSCALER INC. 2,987 3,031
2000 ABBVIE INC 2,159 1,991
2000 AMERICAN EXPRESS CO 2,018 2,040
2000 AMERICAN TOWER CORP 2,030 1,720
1000 ANHEUSER-BUSCH INBEV FIN 1,004 981
1000 AT&T INC 989 1,033
1000 BP CAPITAL MARKETS PLC 1,000 962
2000 CITIGROUP INC 1,983 1,953
2000 COMCAST CORP 1,900 1,930
2000 CVS HEALTH CORP 1,986 1,968
2000 DUKE ENERGY CORP 2,017 1,709
1000 ENTERPRISE PRODUCTS OPER 1,000 987
2000 FISERV INC 2,102 1,926
1000 GOLDMAN SACHS GROUP INC 1,033 1,102
2000 HOME DEPOT INC 2,051 1,882
2000 JPMORGAN CHASE & CO 2,043 1,781
2000 MICROSOFT CORP 1,989 1,789
1000 MORGAN STANLEY 1,018 875
1000 ORACLE CORP 1,024 971
1000 PFIZER INVESTMENT ENTER 998 1,002
1000 SHELL INTERNATIONAL FIN 1,160 871
1000 SOUTHERN CO 1,053 965
2000 TORONTO-DOMINION BANK 1,998 1,867
2000 TRUIST FINANCIAL CORP 2,005 2,036
2000 VERIZON COMMUNICATIONS 1,986 1,727
2000 VISA INC 2,011 1,871
2000 WALMART INC 2,000 2,003
1000 WELLS FARGO & COMPANY 1,020 1,090

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Name of Stock End of Year Book Value End of Year Fair Market Value
53 APOLLO GLOBAL MGMT INC. 2,735 2,989
18 CHART INDUSTRIES INC. 1,368 1,000
11 NEXTERA ENERGY INC 506 419
2 WELLS FARGO & CO NEW 2,674 2,391

TY 2023 InvestmentsGovtObligationsSch
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
US Government Securities - End of Year Book Value:

53,621
US Government Securities - End of Year Fair Market Value:

48,299
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LegalFeesSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 9,879 9,879   0


TY 2023 OtherIncreasesSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Description Amount
MISCELLANEOUS BOOK/TAX DIFFERENCES 874


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES MERRILL LYNCH ACCT XXX-XX003 150 150   0
INVESTMENT SERVICES MERRILL LYNCH ACCT XXX-XX005 1,368 1,368   0
INVESTMENT SERVICES MERRILL LYNCH ACCT XXX-XX003 809 809   0