CROWELL FAMILY FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CROWELL FAMILY FOUNDATION TR (EIN 32-6011964)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349101835
- Schema version
- 2022v5.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T10:00:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-02 | 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 | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,449,229 | 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 | $1,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,673 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $631 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $79,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,577 | 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 | $8,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,394 | 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 |
| Tot Opr Expenses Rev And Expnss | $12,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,722 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,742 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210 | CashBOYAmt |
| Cash EOY | $220 | CashEOYAmt |
| Cash EOYFMV | $220 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $81,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,693 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $218 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,550 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $218 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $2,250 | GrantsReceivableEOYAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $610,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $590,624 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,380,316 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $695,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $662,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,449,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $695,748 | CapitalStockBOYAmt |
| Capital Stock EOY | $662,005 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $695,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $662,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $695,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $662,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $695,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $662,005 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $662,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| . BARRICK GOLD CORP | 2022-10-20 | $317 | $317 | $317 | ||
| 300. BERKSHIRE HATHAWAY INC DEL CL B | 2022-01-21 | $92,648 | $73,445 | $73,445 | 2006-08-24 | $19,203 |
| 40. EMBECTA CORP COMMON STOCK | 2022-05-03 | $1,288 | $965 | $965 | 2010-07-13 | $323 |
| 800. HAIN CELESTIAL GROUP INC | 2022-11-21 | $16,104 | -$15,054 | -$15,054 | 2016-11-17 | $31,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $178 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $178 | 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 | $1,445,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,594,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,594,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,570,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $942 | TotalTaxAmt |
| Distributable Before Adj | $77,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,722 | 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 | $100,722 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,433 | 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 | $100,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,433 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,289 | 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 | $36,275 | 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 (72 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 | $6,000 | |
| CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| DARTMOUTH HITCHCOCK ANNUAL FUND | ||||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| NORTHERN STAGE | ||||||||
| 12 W MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SOCIETY FOR THE PROTECTION OF NH | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | FORESTS |
| UPPER VALLEY LAND TRUST | ||||||||
| 19 BUCK STREET | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| VERMONT PUBLIC TELEVISION | ||||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 05446 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ALICE PECK DAY INTERNATIONAL | ||||||||
| 125 MASCOMA STREET | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | MEMORIAL HOSPITAL |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARTY | GENERAL FUND | $2,000 | |
| BROOKS SCHOOL | ||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| DISABLED AMERICAN VETRANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ECO CYCLE | ||||||||
| 5030 PEARL STREET | BOULDER | CO | 80301 | N/A | PUBLIC CHARITY | GENERAL FUND | $750 | |
| EMERGENCY FAMILY ASSISTANCE ASSOC | ||||||||
| 1575 YARMOUTH | BOULDER | CO | 80304 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| FRIENDS OF CANAAN VILLAGE | ||||||||
| PO BOX 452 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| GRAFTON CARES | ||||||||
| PO BOX 134 | GRAFTON | VT | 05146 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| GRAFTON HISTORICAL SOCIETY | ||||||||
| PO BOX 202 | GRAFTON | VT | 05146 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| HANOVER CONSERVANCY | ||||||||
| 16 BUCK ROAD | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| 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 | |
| KENDALL AT HANOVER | ||||||||
| 80 LYME ROAD | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $1,300 | |
| KNEISEL HALL | ||||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| NEW ENGLAND WILDFLOWER SOCIETY | ||||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| NEW HAMPSHIRE LAKES ASSOCIATION | ||||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| NEW HAMPSHIRE PUBLIC RADIO | ||||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| NEW HAMPSHIRE PUBLIC TELEVISION | ||||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| NRAL PRO CHOICE AMERICA | ||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| OPERA NORTH | ||||||||
| 20 WEST PARK STREET | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| PINE MANOR | ||||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 1110 VERMONT AVENUE | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| PUTNEY SCHOOL | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| STORY CORPS | ||||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| THE MOTH | ||||||||
| 481 BROADWAY | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02238 | N/A | PUBLIC CHARTITY | GENERAL FUND | $1,000 | |
| CARE | ||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CONNECTICUT RIVER WATERSHED COUNCIL INC | ||||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| THE WATERGATE OFFICE BUILDING | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ENVIRONMENT COLORADO | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $500 | |
| COMMUNITY FOOD SHARE | ||||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | OTHER PUBLIC CHARITY | BOULDER PROGRAM | $1,000 | |
| 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 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | N/A | OTHER PUBLIC CHARITI | GENERAL FUND | $500 | |
| MONTSHIRE MUSEUM | ||||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| NATIONAL COUNCIL FOR THE | ||||||||
| 8757 GEORGIA AVE SUITE 450 | SILVER SPRINGS | MD | 20910 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | TRADITIONAL ARTS |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MASCOMA WATERSHED | ||||||||
| BOX 704 | ENFIELD | CT | 03748 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | CONSERVATION COUNCIL |
| FRIENDS OF CANAAN LIBRARY | ||||||||
| PO BOX 368 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| FRIENDS OF THE EARTH | ||||||||
| PO BOX 96466 | WASHINHGTON | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NRDC | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CHILDREN'S LITERACY FOUNDATION | ||||||||
| 1536 LOOMIS HILL ROAD | WATERBURY | VT | 05677 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,600 | |
| GRANITE UNITED WAY | ||||||||
| 21 TECHNOLOGY DRIVE SUITE 4 | WEST LEBANON | NH | 03784 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| HANDS ACCROSS THE SEA | ||||||||
| PO BOX 55071 | BOSTON | MA | 02205 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW - SUITE 100 | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| WYOMING PUBLIC RADIO | ||||||||
| 1000 E UNIVERSITY AVE - DEPT 3984 | LARAMIC | WY | 82071 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| PO BOX 418608 | BOSTON | MA | 02241 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,020 | |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||||
| 245 EAST SIMPSON STREET | JACKSON | WY | 83001 | N/A | PUBLIC CHARITY | GENERAL FUND | $21,000 | |
| AVA GALLERY AND ART CENTER | ||||||||
| 11 BANK STREET | LEBANON | NH | 03766 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $500 | |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $500 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CITIZUNS CLIMATE LOBBY | ||||||||
| 1330 ORANGE AVENUE SUITE 309 | CORONADO | CA | 92118 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SENIOR STEWARDS ACTING FOR | ||||||||
| 57 KENDAL DRIVE | KENNETT SQUARE | PA | 19348 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | THE ENVIRONMENT |
| IMPACT ON EDUCATION | ||||||||
| 721 FRONT STREET SUITE A | LOUISVILLE | CO | 80027 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| GIVING FUND | ||||||||
| 3000 S CLAYTON STREET | DENVER | CO | 80210 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| MERCY CORP | ||||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PUBLIC CHARITY | UKRAINE | $2,000 | |
| CHURCH OF CHRIST AT DARTMOUTH COLLEGE | ||||||||
| 40 COLLEGE STREET | DARTMOUTH | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| COMMUNITY FIRST FOUNDATION | ||||||||
| 5855 WADSWORTH BYPASS UNIT A | ARVADA | CO | 80003 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,102 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,722 | 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 | $1,895 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,009 | 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 | $59,673 | 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 | $79,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,208 | 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 | $32,937 |
| 250 SHS ANSY INC | $10,011 | $60,398 |
| 700 SHS APPLE INC | $8,613 | $90,951 |
| 200 SHS BECTON DICKSON & CO | $13,669 | $50,860 |
| 300 SHS BERKSHIRE HATHAWAY INC | ||
| 400 SHS CARMAX INC | $12,821 | $24,356 |
| 250 SHS DANAHER CORP | $7,163 | $66,355 |
| 250 SHS HOME DEPOT INC | $7,170 | $78,965 |
| 350 SHS RESMED INC | $11,529 | $72,845 |
| 150 SHS ROPER INDUSTRIES INC | $20,965 | $64,814 |
| 400 SHS TJX COS INC | $22,727 | $63,680 |
| 600 SHS US BANCORP DEL | $12,960 | $26,166 |
| 125 SHS VISA INC CLASS A SHARE | $25,005 | $103,880 |
| 600 SHS ALPHABET INC CAP CL C | $7,578 | $53,238 |
| 1,000 SHS BANK OF AMERICA CORP | $15,540 | $33,120 |
| 300 SHS AMAZON.COM | $22,944 | $25,200 |
| 200 SHS AMERPRISE FINANCIAL IN | $30,208 | $62,274 |
| 300 SHS FISERV INC | $22,453 | $30,321 |
| 50 SHS METTLER TOLEDO INTL INC | $27,493 | $72,273 |
| 300 SHS MICROSOFT CORP | $31,164 | $71,946 |
| 200 SHS CHUBB LTD | $28,709 | $44,120 |
| 500 SHS BALL CORP | $34,254 | $25,570 |
| 800 SHS HAIN CELESTIAL GROUP I | ||
| 1,000 SHS COMCAST CORP CL A | $33,949 | $34,970 |
| 200 SHS ECOLAB INC | $38,812 | $29,112 |
| 500 SHS OMNICOM GROUP INC | $38,531 | $40,785 |
| 250 SHDS WATSCO INC | $38,047 | $62,350 |
| 200 SHS AMERICAN WATER WORKS C | $30,832 | $30,484 |
| 20 SHS COSTCO WHOLESALE CORP | $10,486 | $9,130 |
| 75 SHS JP MORGAN CHASE & CO | $9,988 | $10,058 |
| 160 SHS SMITH A O CORP | $9,844 | $9,158 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $631 | 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 | $8,635 | Amt |
| Net Investment Income | $8,635 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $274 | $0 | $0 |
| FEDERAL ESTIMATED TAX | $1,120 | $0 | $0 |