2025-03-14T07:45:22-04:00 2024-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-11-01 596940773 Vern A & Florence E Martin Charitable TA % CREWS BANK & TRUST VERN 9416241903 CREWS BANK TRUST 1100 TAMIAMI TRL PORT CHARLOTTE FL 33953 Lory Wisensee Trustee 9416241903 2025-03-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X X 2881243 X 0 X 2527 2527 67644 67644 -8356 723630 0 2957 64772 70171 912 912 1000 0 0 1000 11284 11284 900 540 540 15625 15625 30261 11284 0 18077 133946 133946 164207 11284 0 152023 -99435 58887 40794 25753 25753 1689032 1604638 2855490 1729826 1630391 2881243 0 0 X 1729826 1630391 1729826 1630391 1729826 1630391 1729826 -99435 1630391 1630391 Publicly-traded Securities 723630 731986 -8356 -8356 -8356 819 819 819 785 0 785 X 0 34 false false false false false false false true true FL true false false false false true CREWS BANK & TRUST 9416241903 1100 TAMIAMI TRAIL PORT CHARLOTTE CT 33953 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 1100 TAMIAMI TRL PORT CHARLOTTE FL 33953 Trustee 1.0 912 0 0 2735381 49271 0 2784652 0 2784652 41770 2742882 137144 137144 819 819 136325 136325 136325 152023 0 0 0 0 152023 136325 21435 10894 27494 28624 88447 152023 136325 15698 104145 0 21435 82710 10894 27494 28624 15698 NONE X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC Association of Charlotte County 1254 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC Association of Sarasota/Manatee 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 CCPS 1710 BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAS 5731 ROSIN WAY SARASOTA FL 34233 N/A PC General & Unrestricted 4559 BOY SCOUTS OF AMERICA 137 S MARKETPLACE BLVD LANSING MI 48917 N/A PC Michigan Crossroads Council 2279 CHARLOTTE HARBOR SCHOOL 22450 HANCOCK AVE PORT CHARLOTTE FL 33980 N/A GOV General & Unrestricted 1439 COMMUNITY PRESBYTERIAN CHURCH OF ENGLEWOOD 405 S MCCALL RD ENGLEWOOD FL 34223 N/A PC Backpack 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 METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Foundations Preschool 9459 ENGLEWOOD METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Counseling Program 2963 ENGLEWOOD METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC General & Unrestricted 24047 ENGLEWOOD METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Children's Ministry 4673 ENGLEWOOD METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC Church Ministries 5698 ENGLEWOOD 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 After School Tutoring Program 8207 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 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 VINELAND ELEMENTARY SCHOOL 467 BOUNDARY BLVD ROTONDA WEST FL 33947 N/A GOV PBIS 2500 133946 14 2527 14 67644 18 -8356 Federal Tax Refund 01 2957 64772 64772 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, 2024,THE FOUNDATION PAID $11,284 TO CREWS BANK FOR INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. ADOBE SYSTEMS, INC 43070 95616 AFLAC INC 26473 70733 ALPHABET INC CL A 53313 171110 AMAZON COM 41523 130480 AMERICAN TOWER REIT INC 42114 64062 APPLE INC 43478 225909 BLACKROCK INC 63975 117724 CARRIER GLOBAL 30520 87264 CENTERPOINT ENERGY 38938 44295 CHEVRON CORP 49784 74410 CONAGRA FOODS INC 24446 24599 DOVER CORP 47285 75732 ELI LILLY & CO 22746 207435 HOME DEPOT INC 19218 39375 ISHARES IBOXX $ INVESTMENT GRA 56275 54495 ISHARES S&P U.S. PREFERRED STO 184080 197040 ISHARES TRUST 0-5 YR INVT GRAD 108240 109846 JOHNSON & JOHNSON 38902 47958 KINDER MORGAN INC 32642 49020 META PLATFORMS INC 13400 56758 MICROSOFT CORP 34920 162540 OLIN CP 20060 41030 ONEOK INC 36353 53284 PAYCHEX 28189 48766 QUALCOMM INC 29697 56970 SPDR PORTFOLIO INTERMEDIATE TE 125154 126416 SPDR WELLS FARGO PREFERRED STO 188299 190205 TARGET CORPORATION 26462 60016 THE COCA-COLA CO 18090 26124 VANGUARD CORP BOND ETF LONG TE 39250 29010 VANGUARD DIVIDEND APPRECIATION 38397 48548 VISA INC 27610 57970 WEBSTER FINL CORP PFD STK SER 11735 10750 General Consultations 1000 1000 ADMINISTRATIVE FEES 15625 15625 Federal Tax Refund 2957 Investment Management Services 11284 11284 990-PF Estimated Tax for 2024 700 990-PF Extension for 2023 200