Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
GROSSE POINTE FARMS
State or province
MI
Country  
ZIP or foreign postal code
48236
A Employer identification number

30-0002523
B Telephone number (see instructions)

3135901100
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$233,242J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,252 6,252  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,418
b Gross sales price for all assets on line 6a 157,938
7 Capital gain net income (from Part IV, line 2)... 15,488
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........ 21,670 21,740  
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)....... Click to see attachment
List of Attached Documents:
// Content
3,973 3,973   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,374 2,374   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.......... 6,347 6,347   0
25 Contributions, gifts, grants paid....... 10,930 10,930
26 Total expenses and disbursements. Add lines 24 and 25 ................ 17,277 6,347   10,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,393
b Net investment income (if negative, enter -0-) 15,393
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,786 -632 -631
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 49,869 Click to see attachment
List of Attached Documents:
// Content
57,422 		54,976
b Investments—corporate stock (attach schedule)....... 15,057 Click to see attachment
List of Attached Documents:
// Content
17,857 		19,809
c Investments—corporate bonds (attach schedule)....... 146,555 Click to see attachment
List of Attached Documents:
// Content
145,340 		159,088
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 213,267 219,987 233,242
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 213,267 219,987
29 Total net assets or fund balances (see instructions)..... 213,267 219,987
30 Total liabilities and net assets/fund balances (see instructions). 213,267 219,987
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
213,267
2
Enter amount from Part I, line 27a .....................
2
4,393
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,327
4
Add lines 1, 2, and 3 ..........................
4
219,987
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
219,987
Form 990-PF (2025)
Form 990-PF (2025)
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 2000 AIRBNB INC 0.00%MAR15 26 CONV ZERO% MAR 15 2026 P    
b 1000 AKAMAI TECHNOLOGIES, INC .375 % SR NT CONV 144A DUE 09/01/2027 P    
c 2000 ALARM COM HLDGS 0.00% 2026 CONV ZERO% JAN 15 2026 P    
d 11 APOLLO GLOBAL MGMT INC. SER A CONV PFD STK P    
e 39 ARES MGMT CORP MANDATORY PFD CONV SER B PFD STK P    
1000 AXON ENTERPRISE 0.50% 2027 CONV 00.500% DEC 15 2027 P    
1000 BLOOM ENERGY CORP 3.00% 29 CONV 03.000% JUN 01 2029 P    
1 BOEING CO DEPOSITARY SHARE 6% DUE 10/15/27 P    
1000 BOOKING HOLDINGS 0.75% 25 CONV 00.750% MAY 01 2025 P    
2000 CARNIVAL CORP 5.75% 2027 GTD SR CONV NT 05.750% DEC 01 2027 P    
1000 CB ROYAL CARIBBEA 6.00% 25 CONV 06.000% AUG 15 2025 P    
1000 CB SOUTHERN CO 3.87% 2025 CONV 03.875% DEC 15 2025 P    
1000 CB UBER TECHNOLOG 0.87% 28 CONV 00.875% DEC 01 2028 P    
4000 CERIDIAN HCM HOLD 0.25% 26 CONV 00.250% MAR 15 2026 P    
12 CHART INDUSTRIES INC. CONVERTIBLE PREFERRED 6.75% DUE 12/15/2025 P    
1000 CLOUDFLARE INC 0.00% 2026 CONV ZERO% AUG 15 2026 P    
1000 COINBASE GLOBAL 0.50% 2026 CONV 00.500% JUN 01 2026 P    
1000 CONFLUENT INC 0.00% 2027 CONV ZERO% JAN 15 2027 P    
1000 DATADOG INC 0.12%JUN15 25 CONV 00.125% JUN 15 2025 P    
3000 DRAFTKINGS INC 0.00% 2028 CONV COMPANY GUARNT ZERO% MAR 15 2028 P    
3000 EURONET SERVICES INC. CONV 0.75% MAR 15 2049 P    
1000 EXPEDIA GROUP INC 0.00% 26 CONV COMPANY GUARNT ZERO% FEB 15 2026 P    
1000 FRESHPET INC 3.00%APR01 28 CONV 03.000% APR 01 2028 P    
7000 GCB BILL COM HLDG 0.00% 27 CONV ZERO% APR 01 2027 P    
1000 GUIDEWIRE SOFTWARE INC CONVERTIBLE SENIOR NOTES 3/15/2025 P    
10 HP ENTERPRISE CO CONV NEW MONEY 07.625% SEP 01 2027 P    
2000 INSULET CORP 0.37%SEP01 26 CONV 00.375% SEP 01 2026 P    
1000 ITRON INC 0.00%MAR15 26 CONV ZERO% MAR 15 2026 P    
18 KKR & CO INC SER D CONV PFD P    
1000 LIVE NATION ENTER 2.00% 25 CONV 02.000% FEB 15 2025 P    
1000 LIVE NATION ENTER 3.12% 29 CONV 03.125% JAN 15 2029 P    
2000 LUMENTUM HOLDINGS 1.50% 29 CONV 01.500% DEC 15 2029 P    
2000 LYFT INC 1.50%MAY15 25 CONV 01.500% MAY 15 2025 P    
1 MICROCHIP TECHNOLOGY INC DEP SHS REPSTG 1/20 7.5% CONV PREF SER A P    
1000 MICROSTRATEGY INC 0.00% 27 CONV ZERO% FEB 15 2027 P    
1000 MICROSTRATEGY INC 0.87% 31 CONV BOND 00.875% MAR 15 2031 P    
2000 NCL CORP LTD 1.12%FEB15 27 CONV COMPANY GUARNT 01.125% FEB 15 2027 P    
2 NEXTERA ENERGY, INC. 7.299% EQUITY UNITS JUN 01 2029 P    
1000 NRG ENERGY INC 2.75% 2048 CONV COMPANY GUARNT 02.750% JUN 01 2048 P    
1000 NUTANIX INC 0.25%OCT01 27 CONV 00.250% OCT 01 2027 P    
7000 NUVASIVE INC 0.37%MAR15 25 CONV COMPANY GUARNT 00.375% MAR 15 2025 P    
7000 OKTA INC 0.12%SEP01 25 CONV 00.125% SEP 01 2025 P    
1000 ON SEMICONDUCTOR 0.00% 27 CONV ZERO% MAY 01 2027 P    
1000 PALO ALTO NETWORK 0.37% 25 CONV 00.375% JUN 01 2025 P    
1000 PARSONS CORP DEL 2.62% 29 CONV 02.625% MAR 01 2029 P    
1000 PG&E CORP 4.25%DEC01 27 SR SECD NT CONV 04.250% DEC 01 2027 P    
1000 Q2 HOLDINGS INC 0.75% 2026 CONV 00.750% JUN 01 2026 P    
20 QXO INC DEP SH REPSTG 1/20TH INT MAND CONV SER B P    
1000 RIVIAN AUTOMOTIVE 4.62% 29 CONV 04.625% MAR 15 2029 P    
1000 SAREPTA THERAPEUT 1.25% 27 CONV 01.250% SEP 15 2027 P    
1000 SEA LTD 2.37%DEC01 25 CONV 02.375% DEC 01 2025 P    
1000 SEAGATE HDD CAYMA 3.50% 28 CONV COMPANY GUARNT 03.500% JUN 01 2028 P    
2000 SHIFT4 PAYMENTS 0.50% 2027 CONV 00.500% AUG 01 2027 P    
4000 SHOPIFY INC 0.12%NOV01 25 CONV 00.125% NOV 01 2025 P    
3000 SOUTHWEST AIRLINES CO 1.25% SR NT CONV DUE 05/1/2025 P    
1000 SPOTIFY USA INC 0.00% 2026 CONV COMPANY GUARNT ZERO% MAR 15 2026 P    
1000 STRIDE INC 1.12%SEP01 27 CONV 01.125% SEP 01 2027 P    
2000 SUPER MICRO COMPU 3.50% 29 CONV 03.500% MAR 01 2029 P    
1000 TRANSMEDICS GROUP 1.50% 28 CONV 01.500% JUN 01 2028 P    
1000 TYLER TECHNOLOGIE 0.25% 26 CONV 00.250% MAR 15 2026 P    
3000 UBER TECHNOLOGIES 0.00% 25 CONV ZERO% DEC 15 2025 P    
1000 USD ZTO EXPRESS K 1.50% 27 1.500% SEP 01 2027 P    
1 WELLS FARGO & CO NEW 7.5% PERP CONV PFD STK P    
1000 ZILLOW GROUP INC 2.75% 25 CONV 02.750% MAY 15 2025 P    
1000 ZSCALER INC. 0.12%JUL01 25 CONV 00.125% JUL 01 2025 P    
2000 AMERICAN EXPRESS CO CLD GLB VAR%OCT 30 2026 P    
2000 CAPITAL ONE FINANCIAL CO GLB VAR%JUL 26 2030 P    
2000 CHEVRON USA INC 4.68% 2030 COMPANY GUARNT GLB 04.687% APR 15 2030 P    
2000 COMCAST CORP 3.55%MAY01 28 COMPANY GUARNT GLB 03.550% MAY 01 2028 P    
2000 HOME DEPOT INC 2.95% 2029 GLB 02.950% JUN 15 2029 P    
2000 ORACLE CORP 3.25%NOV15 27 GLB 03.250% NOV 15 2027 P    
2000 ORACLE CORP 4.45%SEP26 30 GLB 04.450% SEP 26 2030 P    
2000 TORONTO-DOMINION BANK SER MTN 00.750% SEP 11 2025 P    
2000 US TSY 3.250% JUN 30 2027 3.250% JUN 30 2027 03.250% JUN 30 2027 P    
2000 US TSY 3.875% NOV 30 2027 3.875% NOV 30 2027 P    
1000 US TSY 4.125% OCT 31 2026 4.125% OCT 31 2026 P    
2000 VISA INC 4.30%DEC14 45 GLB 04.300% DEC 14 2045 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 1,928   1,937 -9
b 961   1,042 -81
c 1,956   1,959 -3
d 757   583 174
e 1,739   2,106 -367
2,549   1,238 1,311
6,300   4,112 2,188
74   51 23
2,435   1,491 944
3,693   4,182 -489
4,273   2,071 2,202
1,087   1,092 -5
1,275   1,432 -157
3,824   3,876 -52
858   945 -87
1,181   943 238
1,173   975 198
900   896 4
1,403   1,792 -389
2,693   2,502 191
2,990   3,392 -402
983   969 14
1,629   1,785 -156
6,318   6,302 16
1,859   1,224 635
589   616 -27
2,745   2,550 195
1,026   1,074 -48
918   818 100
1,299   1,048 251
1,530   1,468 62
3,534   2,592 942
1,986   1,986 0
63   50 13
2,399   1,169 1,230
1,629   1,490 139
2,089   2,139 -50
97   111 -14
3,919   1,642 2,277
1,079   1,344 -265
6,927   6,927 0
6,870   6,870 0
1,132   1,062 70
3,721   1,907 1,814
1,020   1,064 -44
981   1,054 -73
1,048   1,059 -11
998   1,170 -172
1,028   1,084 -56
1,080   1,167 -87
1,853   1,202 651
3,569   1,456 2,113
2,114   1,914 200
4,364   3,988 376
2,991   3,104 -113
1,258   957 301
1,523   1,447 76
1,793   2,185 -392
1,406   1,519 -113
1,166   1,235 -69
3,515   3,264 251
1,000   993 7
1,185   1,334 -149
1,056   1,125 -69
1,992   1,558 434
2,000   2,000 0
2,070   2,022 48
2,043   2,009 34
1,987   1,900 87
1,877   2,040 -163
1,946   1,885 61
1,958   1,976 -18
2,000   1,998 2
1,966   1,974 -8
2,010   2,000 10
998   997 1
1,753   2,010 -257
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       -9
b       -81
c       -3
d       174
e       -367
      1,311
      2,188
      23
      944
      -489
      2,202
      -5
      -157
      -52
      -87
      238
      198
      4
      -389
      191
      -402
      14
      -156
      16
      635
      -27
      195
      -48
      100
      251
      62
      942
      0
      13
      1,230
      139
      -50
      -14
      2,277
      -265
      0
      0
      70
      1,814
      -44
      -73
      -11
      -172
      -56
      -87
      651
      2,113
      200
      376
      -113
      301
      76
      -392
      -113
      -69
      251
      7
      -149
      -69
      434
      0
      48
      34
      87
      -163
      61
      -18
      2
      -8
      10
      1
      -257
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 15,488
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 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) 1 214
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........................... 3 214
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- ..... 5 214
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 550
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax550 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
MI
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofCARL CROSKEY Telephone no. (313) 590-1100

Located at240 MORAN ROADGROSSE POINTE FARMSMI ZIP+448236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
219,475
b
Average of monthly cash balances.......................
1b
10,419
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
229,894
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
229,894
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,448
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
226,446
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
11,322
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
11,322
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
214
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
214
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,108
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,108
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
11,108
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, line 26, column (d) ..........
1a
10,930
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
10,930
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 11,108
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 10,710
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 10,930
a Applied to 2024, but not more than line 2a 10,710
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 2025 distributable amount..... 220
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		10,888
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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   GENERAL CHARITABLE PURPOSES 400

CHADTOUGH DEFEAT DIPG FOUNDATION

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

CONNER CREEK ACADEMY EAST

16911 EASTLAND STREET
ROSEVILLE,MI48066 		N/A   GENERAL CHARITABLE PURPOSES 1,200

LOYOLA HIGH SCHOOL

15325 PINEHURST
DETROIT,MI48238 		N/A   GENERAL EDUCATIONAL PURPOSES 1,200

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		N/A   GENERAL EDUUCATIONAL PURPOSES 1,200

SEVEN PONDS NATURE CENTER

3854 CRAWFORD ROAD
DRYDEN,MI48428 		N/A   GENERAL CHARITABLE PURPOSES 300

ST MARY STUDENT PARISH

331 THOMPSON STREET
ANN ARBOR,MI48104 		N/A   GENERAL EDUCATIONAL PURPOSES 1,200

ST PAUL CATHOLIC CHURCH CSA

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

ST PAUL CATHOLIC CHURCH

157 LAKE SHORE ROAD
GROSSE POINTE FARMS,MI48236 		N/A   GENERAL CHARITABLE PURPOSES 4,530
Total ................................. 3a 10,930
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 6,252  
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 15,418  
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 21,670 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
21,670
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,973 3,973   0

TY 2025 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
1000 SOUTHERN CO 1,011 997
2000 TRUIST FINANCIAL CORP 2,002 2,016
1000 BP CAPITAL MARKETS PLC 1,000 991
2000 CVS HEALTH CORP 1,986 2,007
2000 LOWE'S COS INC 1,996 2,004
2000 ABBVIE INC 2,096 2,022
2000 CATERPILLAR FINL SERVICE 2,004 2,055
2000 NEXTERA ENERGY CAPITAL 1,996 2,050
2000 UBER TECHNOLOGIES INC 2,003 2,013
2000 JPMORGAN CHASE & CO 2,031 1,897
2000 META PLATFORMS INC 2,000 2,004
1000 MORGAN STANLEY 1,019 938
2000 VERIZON COMMUNICATIONS 1,986 1,826
2000 AMERICAN TOWER CORP 2,022 1,836
2000 DUKE ENERGY CORP 2,012 1,821
2000 WALMART INC 2,000 2,013
2000 PFIZER INVESTMENT ENTER 2,003 2,021
1000 CITIGROUP INC 1,057 1,089
1000 AT&T INC 989 1,037
2000 T-MOBILE USA INC 2,050 2,044
1000 WELLS FARGO & COMPANY 1,017 1,107
1000 GOLDMAN SACHS GROUP INC 1,028 1,114
2000 AMAZON.COM INC 2,000 1,992
2000 MICROSOFT CORP 1,989 1,660
1000 ANHEUSER-BUSCH INBEV FIN 1,004 923
1000 SHELL INTERNATIONAL FIN 1,150 811
4000 SHS AIRBNB INC 3,841 3,958
5000 SHS RINGCENTRAL INC 4,747 4,940
1000 SHS SPOTIFY USA INC 898 1,135
2000 SHS DUKE ENERGY CORP NEW 2,011 2,060
3000 SHS SQUARE INC 2,766 2,944
4000 SHS COINBASE GLOBAL INC 4,289 3,990
2000 SHS VENTAS RLTY LTD 2,387 2,824
2000 SHS CLOUDFLARE INC 2,045 2,348
5000 SHS SEA LTD 11/11/25 4,737 4,848
3000 SHS CONFLUENT INC 2,727 2,913
2000 SHS BRIDGEBIO PHARMA 2,839 3,772
6000 SHS REDFIN CORP 5,580 5,616
2000 SHS SOUTHERN CO 2,156 2,134
3000 SHS SHIFT4 PAYMENTS INC 3,363 2,883
1000 SHS LIBERTY MEDIA CORP DEL 1,083 1,265
1000 SHS POST HOLDINGS INC 1,165 1,076
1000 SHS CB ALNYLAM PHARMACEUTI 1,552 1,470
1000 SHS CB WAYFAIR INC 1,270 1,664
2000 SHS SNOWFLAKE INC 3,266 2,971
1000 SHS PG&E CORP 1,054 1,028
2000 SHS ENPHASE ENERGY INC 1,755 1,740
1000 SHS DRAFTKINGS INC 845 914
2000 SHS PPL CAPITAL FUNDING INC 2,176 2,195
1000 SHS GRANITE CONSTRUCTION INC 1,404 2,537
1000 SHS SEAGATE HDD CAYMAN 1,391 3,359
1000 SHS IONIS PHARMACEUTICALS IN 1,593 1,588
3000 SHS LUMENTUM HLDGS INC 4,220 8,516
1000 SHS WESTERN DIGITAL CORP 1,351 4,584
1000 SHS CB UBER TECHNOLOGIES 1,432 1,297
1000 SHS LIVE NATION ENTERTAINMEN 1,441 1,453
1000 SHS LYFT INC 10/10/25 1,195 1,202
1000 SHS ON SEMICONDUCTOR CORP 995 946
2000 SHS PARSONS CORP DEL 2,229 2,056
2000 SHS TRAVERE THERAPEUTICS INC 1,989 2,844
1000 SHS CB MIRUM PHARMACEUTICA 1,669 2,580
1000 SHS OSI SYSTEMS INC 1,483 1,483
2000 SHS IRHYTHM TECHNOLOGIES INC 2,042 2,790
2000 SHS WINNEBAGO INDUSTRIES 1,889 1,875
1000 SHS SUNRUN INC 1,583 1,416
3000 SHS BILL HOLDINGS INC 2,774 2,755
2000 SHS AEROVIRONMENT INC 2,763 2,170
1000 SHS ITRON INC 1,197 1,011
2000 SHS RIVIAN AUTOMOTIVE INC 2,113 2,240
2000 SHS GUARDANT HEALTH INC 2,155 3,658
1000 SHS MICROSTRATEGY INC 1,894 1,028
1000 SHS ALIBABA GROUP HLDG LTD 1,311 1,553
1000 SHS COGENT BIOSCIENCES INC 1,224 1,171

TY 2025 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
49 SHS ALBEMARLE CORPORATION 1,962 2,910
12 SHS APOLLO GLOBAL MGMT INC. 799 906
19 SHS ARES MGMT CORP 1,064 958
86 SHS BOEING CO 4,981 5,939
9 SHS HP ENTERPRISE CO 554 600
33 SHS KKR & CO INC 1,679 1,711
29 SHS MICROCHIP TECHNOLOGY INC 1,436 1,690
75 SHS NEXTERA ENERGY, INC 4,042 3,883
1 SHS WELLS FARGO & CO 1,340 1,212

TY 2025 InvestmentsGovtObligationsSch
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
US Government Securities - End of Year Book Value:

57,422
US Government Securities - End of Year Fair Market Value:

54,976
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherIncreasesSchedule
Name:
THE CARL AND LEE CROSKEY FOUNDATIONINC
EIN:
30-0002523
Description Amount
MISCELLANEOUS BOOK/TAX DIFFERENCES 2,327


TY 2025 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-XX005 150 150   0
INVESTMENT SERVICES MERRILL LYNCH ACCT XXX-XX004 1,279 1,279   0
INVESTMENT SERVICES MERRILL LYNCH ACCT XXX-XX005 861 861   0
INVESTMENT SERVICES MERRILL LYNCH ACCT XXX-XX005 SUPP 84 84   0