2024-07-25T09:29:40-05:00 2023-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-11-01 596940773 Vern A & Florence E Martin Charitable TA % CREWS BANK & TRUST VERN 9416241935 Crews Bank Trust PO Box 38060 Murdock FL 339380609 LORY WEISENSEE TRUSTEE 9416241935 2024-07-23 true LORY WEISENSEE 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 2408267 X 0 X 1392 1392 60526 60526 3110 113135 3110 65028 65028 1124 1124 1000 0 0 1000 13911 13911 816 468 468 11136 11136 28455 13911 0 13728 135778 135778 164233 13911 0 149506 -99205 51117 29974 40794 40794 1799057 1689032 2367473 1829031 1729826 2408267 0 0 X 1829031 1729826 1829031 1729826 1829031 1729826 1829031 -99205 1729826 1729826 Publicly-traded Securities 113135 110025 3110 3110 3110 711 711 711 600 0 200 800 X 4 85 85 false false false false false false false true true FL true false false false false true CREWS BANK & TRUST 9416241935 PO BOX 38060 Murdock FL 339380609 false false false true true false false false false false false false false false false false false false false false false false Lory Weisensee for Crews Bank Crews Bank Trust PO Box 38060 Murdock FL 339380609 Trustee 1.0 1124 0 0 2434119 34776 0 2468895 0 2468895 37033 2431862 121593 121593 711 711 120882 120882 120882 149506 0 0 0 0 149506 120882 2020 2019 2018 12885 21435 10894 27494 72708 149506 120882 28624 101332 0 12885 88447 21435 10894 27494 28624 NONE X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC Sarasota/Manatee Grant 1254 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC Charlotte County Grant 1254 AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PL JACKSONVILLE FL 32216 N/A PC General & Unrestricted 1254 BAKERHEAD START 311 E CHARLOTTE AVE PUNTA GORDA FL 33950 N/A GOV General & Unrestricted 1710 BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAS 1000 TAMIAMI TRL S STE C VENICE FL 34285 N/A PC General & Unrestricted 4559 BOY SCOUTS OF AMERICA 137 S MARKETPLACE BLVD LANSING MI 48917 N/A PC General & Unrestricted 2279 CHARLOTTE HARBOR SCHOOL 22450 HANCOCK AVE PORT CHARLOTTE FL 33980 N/A GOV General & Unrestricted 1439 CHILDREN FIRST 1723 N ORANGE AVE SARASOTA FL 34234 N/A GOV Prescription/Medical program for children 3761 CHILDREN FIRST 1723 N ORANGE AVE SARASOTA FL 34234 N/A GOV NIX Creme Rinse for head lice treatment 570 COMMUNITY PRESBYTERIAN CHURCH OF ENGLEWOOD 405 S MCCALL RD ENGLEWOOD FL 34223 N/A PC Backpacks for Kids 2248 DOLLARS FOR MAMMOGRAMS INC PO BOX 366 ENGLEWOOD FL 34295 N/A PC General & Unrestricted 2393 ENGLEWOOD ELEMENTARY SCHOOL 150 N MCCALL RD ENGLEWOOD FL 34223 N/A GOV General & Unrestricted 2393 ENGLEWOOD HELPING HAND INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC General & Unrestricted 4673 ENGLEWOOD UNITED METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Counseling Program 2963 ENGLEWOOD UNITED METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Children's Ministry 4673 ENGLEWOOD UNITED METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Church Ministries 5698 ENGLEWOOD UNITED METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Foundations Preschool 9459 ENGLEWOOD UNITED METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC General & Unrestricted 24047 ENGLEWOOD UNITED METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Youth Program 3419 GIRL SCOUTS OF GULFCOAST FLORIDA INC 4780 CATTLEMEN RD SARASOTA FL 34233 N/A PC General & Unrestricted 2279 L A AINGER MIDDLE SCHOOL 245 COUGAR WAY ROTONDA WEST FL 33947 N/A GOV General & Unrestricted 2393 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV Connections Program 1368 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV Scholarship Fund 15675 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV 7 Habits 1368 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV After School Tutoring Program 6840 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV General & Unrestricted 6093 LOVELAND CENTER INC 157 S HAVANA RD VENICE FL 34292 N/A PC General & Unrestricted 3419 Myakka River Elementary School 12650 WILMINGTON BLVD Port Charlotte FL 33981 N/A GOV General & Unrestricted 2393 PENTWATER PUBLIC SCHOOL DISTRICT 600 E PARK ST PENTWATER MI 49449 N/A GOV Scholarship Fund 5698 SUNCOAST HUMANE SOCIETY INC 6781 SAN CASA DR ENGLEWOOD FL 34224 N/A PC General & Unrestricted 1254 UNITED METHODIST CHURCH CENTENARY PO BOX 111 PENTWATER MI 49449 N/A PC General & Unrestricted 4559 VINELAND ELEMENTARY SCHOOL 467 BOUNDARY BLVD ROTONDA WEST FL 33947 N/A GOV General & Unrestricted 2393 135778 14 1392 14 60526 18 3110 65028 65028 false false false false false false false false false false Lory Weisensee for Crews Bank *LORY WEISENSEE FOR Crews BANK, TRUSTEE OF VERN A. & FLORENCE E. MARTIN CHARITABLE T/A (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING OCTOBER 31, 2023,THE FOUNDATION PAID $13,911 TO Crews BANK FOR INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. ADOBE SYSTEMS, INC 43070 106412 AFLAC INC 26473 52724 ALPHABET INC CL A 53313 124080 AMAZON COM 41523 93163 AMERICAN TOWER REIT INC 42114 53457 AMGEN INC 39092 51140 APPLE INC 43478 170769 BLACKROCK INC 63975 73474 CARRIER GLOBAL 30520 57192 CENTERPOINT ENERGY 38938 40320 CHEVRON CORP 49784 72865 CONAGRA FOODS INC 24446 23256 CORNING INC 31605 26760 CVS CAREMARK CORP 36460 34505 DOVER CORP 47285 51980 ELI LILLY & CO 22746 138483 ESTEE LAUDER COMPANIES INC 21919 21264 HOME DEPOT INC 19218 28469 ISHARES IBONDS DEC 2023 TERM C 141024 144665 ISHARES IBONDS DEC 2025 TERM C 131498 122050 ISHARES IBOXX $ INVESTMENT GRA 56275 49585 JOHNSON & JOHNSON 38902 44502 KINDER MORGAN INC 32642 32400 META PLATFORMS INC 13400 30127 MICROSOFT CORP 34920 135244 OLIN CP 20060 42720 ONEOK INC 36353 35860 PAYCHEX 28189 38868 QUALCOMM INC 29697 38147 SPDR WELLS FARGO PREFERRED STO 141788 122600 TARGET CORPORATION 26462 44316 THE COCA-COLA CO 18090 22596 VANGUARD CORP BOND ETF LONG TE 39250 25631 VANGUARD DIVIDEND APPRECIATION 38397 38275 VANGUARD INTERMEDIATE TERM COR 146781 124704 VISA INC 27610 47020 WEBSTER FINANCIAL CORPORATION 11735 7850 General Consultations 1000 1000 ADMINISTRATIVE FEES 11136 11136 Investment Management Services 13911 13911 990-PF Estimated Tax for 2023 600 990-PF Excise Tax for 2022 216