CROWELL FAMILY FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CROWELL FAMILY FOUNDATION TR (EIN 32-6011964)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202401309349102315
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T11:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043573806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326011964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWELL FAMILY FOUNDATION 7522-XXXXXX00058 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROW | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS CROWELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,700,944 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,760 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $178 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $69,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,683 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,888 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,898 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220 | CashBOYAmt |
| Cash EOY | $430 | CashEOYAmt |
| Cash EOYFMV | $430 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,861 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $338 | AcctRcvblAmt |
| Acct Rcvbl BOY | $218 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $338 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $2,250 | GrantsReceivableBOYAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $590,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $592,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,631,653 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $662,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $661,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,700,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $662,005 | CapitalStockBOYAmt |
| Capital Stock EOY | $661,978 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $662,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $661,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $662,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $661,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $662,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $661,978 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $661,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50. AMERIPRISE FINANCIAL INC | 2018-10-04 | 2023-09-19 | $17,350 | $7,552 | $9,798 | $9,798 |
| 600. U S BANCORP | 2010-09-01 | 2023-03-13 | $22,022 | $12,960 | $9,062 | $9,062 |
| .333 VERALTO CORP COM SHS | 2010-09-01 | 2023-10-23 | $24 | $3 | $21 | $21 |
| 150. VISA INC COM CL A | 2014-04-14 | 2023-09-19 | $36,383 | $7,504 | $28,879 | $28,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,760 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,888 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,888 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,069 | OverpaymentAmt |
| Applied To ES Tax | $820 | AppliedToESTaxAmt |
| Refund | $249 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W CROWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154566753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BENNITT AVENUE | AddressLine1Txt |
| City | SAN ANSELMO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS W CROWELL | ||||||
| 66 BENNITT AVENUE | SAN ANSELMO | CA | 94960 | TRUSTEE | 1 | $0 |
| DEBORAH W CROWELL | ||||||
| 1 DITCH CREEK ROAD | KELLY | WY | 83011 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,512,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,590,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,590,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,566,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $819 | TotalTaxAmt |
| Distributable Before Adj | $77,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,490 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,490 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $57,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,275 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,275 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $56,625 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS W CROWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BENNITT AVENUE | AddressLine1Txt |
| City | SAN ANSELMO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4154566753 | RecipientPhoneNum |
| Form And Info And Materials | TRUSTEES WILL RESEARCH AND ANALYZE POSSIBLE RECIPIENTS OF CONTRIBUTIONS-OTHERWISE NO SET FORMAT ESTABLISHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUBJECT TO REVIEW & APPROVAL BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 444 SHERMAN STREET | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | GENERAL FUND | $9,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| 350ORG | ||||||||
| 20 JAY STREET SUITE 1010 | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARTY | GENERAL FUND | $500 | |
| ECO CYCLE | ||||||||
| 5030 PEARL STREET | BOULDER | CO | 80301 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| HEIFER FOUNDATION | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PUBLIC CHARITY | LIGA MAC FUND HURRICANE | $1,000 | |
| NRAL PRO CHOICE AMERICA | ||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| WAVES FOR WATER INC | ||||||||
| 527 SAN VINCENTE BLVD 210 | SANTA MONICA | CA | 90402 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| ENVIRONMENT COLORADO | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $500 | |
| AMERICANS UNITED | ||||||||
| 1301 K STREETNW SUITE 850E | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $500 | |
| OIL CHANGE INTERNATIONAL | ||||||||
| 236 MASSACHUSETTS AVENUE NE 203 | WASHINGTON | DC | 20002 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $500 | |
| NRDC | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||||
| 245 EAST SIMPSON STREET | JACKSON | WY | 83001 | N/A | PUBLIC CHARITY | GENERAL FUND | $20,500 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| CANAAN LAKE ASSOCIATION | ||||||||
| PO BOX 344 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $130 | |
| SENIOR STEWARDS ACTING FOR | ||||||||
| 57 KENDAL DRIVE | KENNETT SQUARE | PA | 19348 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | THE ENVIRONMENT |
| MERCY CORP | ||||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY FIRST FOUNDATION | ||||||||
| 5855 WADSWORTH BYPASS UNIT A | ARVADA | CO | 80003 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,040 | |
| COMMUNITY FOUNDATION OF | ||||||||
| 189 N MAIN ST STE 112 | DRIGGS | ID | 83411 | N/A | PUBLIC CHARITY | GENERAL FUND | $8,000 | TETON VALLEY |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 363 | MOUNT MORRIS | IL | 61054 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $205 | |
| FEATHERED PIPE | ||||||||
| PO BOX 1682 | HELENA | MT | 55624 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| TETON REGIONAL LAND TRUST | ||||||||
| 1520 S 5OO WEST | DRIGGS | ID | 83422 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $515 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,140 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,227 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,861 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,861 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHS ABBOTT LABORATORIES | $7,159 | $33,021 |
| 250 SHS ANSY INC | $10,011 | $90,720 |
| 700 SHS APPLE INC | $8,613 | $134,771 |
| 200 SHS BECTON DICKSON & CO | $13,669 | $48,766 |
| 400 SHS CARMAX INC | $12,821 | $30,696 |
| 250 SHS DANAHER CORP | $6,328 | $57,835 |
| 250 SHS HOME DEPOT INC | $7,170 | $86,638 |
| 350 SHS RESMED INC | $11,529 | $60,207 |
| 150 SHS ROPER INDUSTRIES INC | $20,965 | $81,776 |
| 800 SHS TJX COS INC | $22,727 | $75,048 |
| 600 SHS US BANCORP DEL | ||
| 350 SHS VISA INC CLASS A SHARE | $17,503 | $91,123 |
| 600 SHS ALPHABET INC CAP CL C | $7,578 | $84,558 |
| 1,000 SHS BANK OF AMERICA CORP | $15,540 | $33,670 |
| 300 SHS AMAZON.COM | $22,944 | $45,582 |
| 150 SHS AMERPRISE FINANCIAL IN | $22,655 | $56,975 |
| 300 SHS FISERV INC | $22,453 | $39,852 |
| 50 SHS METTLER TOLEDO INTL INC | $27,493 | $60,648 |
| 300 SHS MICROSOFT CORP | $31,164 | $112,812 |
| 200 SHS CHUBB LTD | $28,709 | $45,200 |
| 500 SHS BALL CORP | $34,254 | $28,760 |
| 1,000 SHS COMCAST CORP CL A | $33,949 | $43,850 |
| 200 SHS ECOLAB INC | $38,812 | $39,670 |
| 500 SHS OMNICOM GROUP INC | $38,531 | $43,255 |
| 250 SHDS WATSCO INC | $38,047 | $107,118 |
| 200 SHS AMERICAN WATER WORKS C | $30,832 | $26,398 |
| 20 SHS COSTCO WHOLESALE CORP | $10,486 | $13,202 |
| 75 SHS JP MORGAN CHASE & CO | $9,988 | $12,758 |
| 160 SHS SMITH A O CORP | $9,844 | $13,190 |
| 440SHS NEXTERA ENERGY INC | $29,743 | $26,726 |
| 83 SHS VERALTO CORP | $832 | $6,828 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $178 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,585 | Amt |
| Net Investment Income | $8,585 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATED TAX | CategoryTxt |
| Amt | $1,888 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |