2026-09-01T17:05:06-04:00 2025-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-11-01 596940773 Vern A & Florence E Martin Charitable TA % CREWS BANK & TRUST VERN 9416241903 CREWS BANK TRUST 1100 TAMIAMI TRL PORT CHARLOTTE FL 33953 Lory Weisensee Trustee 9416241903 2026-08-26 true true Jeffrey D Haskell P01345770 8008391754 2024 X 2958624 X 0 X 1129 1129 68915 68915 -8154 99912 0 61890 70044 897 897 1000 0 0 1000 11094 11094 734 441 441 16424 16424 30590 11094 0 18762 138277 138277 168867 11094 0 157039 -106977 58950 0 25753 26842 26842 1604638 1496572 2931782 1630391 1523414 2958624 0 0 X 1630391 1523414 1630391 1523414 1630391 1523414 1630391 -106977 1523414 1523414 Publicly-traded Securities 99912 108066 -8154 -8154 -8154 819 819 819 700 0 700 X 3 122 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 FL 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 1.0 897 0 0 2821231 25758 0 2846989 0 2846989 42705 2804284 140214 140214 819 819 139395 139395 139395 157039 0 0 0 0 157039 139395 10894 27494 28624 15698 82710 157039 139395 17644 100354 0 10894 89460 27494 28624 15698 17644 NONE X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC General Purpose for Sarasota/Manatee Counties 1254 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 N/A PC General & Unrestricted 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 Child Safety Seats PRogram 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 Tall Pine Council Boy Scouts of America-Pentwater area 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 program 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 program 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 4673 ENGLEWOOD METHODIST CHURCH INC 700 E DEARBORN ST ENGLEWOOD FL 34223 N/A PC GENERAL & UNRESTRICTED 5698 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 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 PBIS 2500 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 6840 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV PBIS FUND 2500 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV Social Work FUND 1000 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV General Combined 7-Habits 7181 LEMON BAY HIGH SCHOOL 2201 PLACIDA RD ENGLEWOOD FL 34224 N/A GOV Scholarship Fund 15675 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 2620 WORTH AVE 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 Fund 2478 138277 14 1129 14 68915 18 -8154 61890 61890 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, 2025,THE FOUNDATION PAID $11,094 TO CREWS BANK FOR INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. ADOBE SYSTEMS, INC 43070 68062 AFLAC INC 26473 72353 ALPHABET INC CL A 53313 281189 AMAZON COM 41523 170954 AMERICAN TOWER REIT INC 42114 53694 APPLE INC 43478 270370 BLACKROCK INC 63975 129937 CARRIER GLOBAL 30520 71388 CENTERPOINT ENERGY 38938 57360 CHEVRON CORP 49784 78860 DOVER CORP 47285 72584 ELI LILLY & CO 22746 215715 HOME DEPOT INC 19218 37959 ISHARES IBOXX $ INVESTMENT GRA 56275 55615 ISHARES S&P U.S. PREFERRED STO 184081 187260 ISHARES TRUST 0-5 YR INVT GRAD 108240 111782 JOHNSON & JOHNSON 38902 56661 KINDER MORGAN INC 32642 52380 META PLATFORMS INC 13400 64835 MICROSOFT CORP 34920 207124 ONEOK INC 36353 36850 PAYCHEX 28189 40961 QUALCOMM INC 29697 63315 SPDR PORTFOLIO INTERMEDIATE TE 125154 129591 SPDR WELLS FARGO PREFERRED STO 136473 128889 TARGET CORPORATION 26462 37088 THE COCA-COLA CO 18090 27560 VANGUARD CORP BOND ETF LONG TE 39250 29033 VANGUARD DIVIDEND APPRECIATION 38397 54265 VISA INC 27610 68148 General Consultations 1000 1000 ADMINISTRATIVE FEES 16424 16424 Investment Management Services 11094 11094 990-PF Estimated Tax for 2025 700 990-PF Excise Tax for 2024 34