CROWELL FAMILY FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CROWELL FAMILY FOUNDATION TR (EIN 32-6011964)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202001899349100645
- Schema version
- 2019v5.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T15:01:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2020-04-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.104.253.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 167C25121C045C015C575B0481C91502E6EA0430 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BD52D48C2A511E3C8682ED49303A8568E8EA849 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,374,561 | 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 | $1,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,139 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $204 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $114,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,527 | 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 | $7,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $96 | 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 | $377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,182 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $259 | AcctRcvblAmt |
| Acct Rcvbl BOY | $53 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $259 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $652,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $469,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,144,379 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $667,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $700,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,374,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $667,973 | CapitalStockBOYAmt |
| Capital Stock EOY | $700,119 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $667,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $700,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $667,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $700,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $667,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $700,119 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $700,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30. ALPHABET INC CAP STK CL A | 2010-05-05 | 2019-12-16 | $40,805 | $7,579 | $33,226 | $33,226 | |
| 50. APPLE COMPUTER INC | 2011-04-20 | 2019-11-18 | $13,254 | $2,461 | $10,793 | $10,793 | |
| 100. CARMAX INC | 2011-04-04 | 2019-06-28 | $8,660 | $3,205 | $5,455 | $5,455 | |
| 500. CHEVRONTEXACO CORP | 2014-10-16 | 2019-10-30 | $58,535 | $54,842 | $3,693 | $3,693 | |
| 200. DANAHER CORPORATION | 2010-09-01 | 2019-03-29 | $26,272 | $5,730 | $20,542 | $20,542 | |
| 1500. MANNING & NAPIER OVERSEAS | 2014-06-19 | 2019-02-14 | $33,465 | $41,612 | -$8,147 | -$8,147 | |
| 600. NATIONAL OILWELL VARCO INC | 2015-05-19 | 2019-12-16 | $14,256 | $30,016 | -$15,760 | -$15,760 | |
| 300. RAYTHEON INC (NEW) PFD | 2010-09-03 | 2019-10-30 | $63,572 | $13,754 | $49,818 | $49,818 | |
| 1800. U S SILICA HLDGS INC COM | 2018-10-10 | 2019-10-29 | $8,913 | $34,254 | -$25,341 | -$25,341 | |
| 200. UNITED TECHNOLOGIES CORP | 2010-09-01 | 2019-10-30 | $28,555 | $13,542 | $15,013 | $15,013 | |
| 350. WALGREENS BOOTS ALLIANCE INC COM | 2009-04-27 | 2019-07-25 | $19,129 | $10,541 | $8,588 | $8,588 | |
| CAPITAL GAIN DIVIDENDS | $259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,139 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,454 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,239,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,285,884 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046594 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,114 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,069,413 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,555 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,126,434 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048432 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,116,391 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014914 | DistributionYr5Rt |
| Total Distribution | 0.213752 | TotalDistributionRt |
| Average Distribution | 0.04275 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,275,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,511 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,211 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $96 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $957 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | $1,204,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,294,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,294,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,275,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,053 | TotalTaxAmt |
| Distributable Before Adj | $62,703 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,703 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,211 | 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 | $74,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,053 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,158 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,930 | 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 | $74,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,930 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,281 | 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 | $37,422 | 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 (77 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 |
|---|---|---|---|---|---|---|---|---|
| THE MARIN SCHOOL | ||||||||
| 150N SAN PEDRO SCHOOL | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | EDUCATION | $500 | |
| AMERICAN RED CROSS | ||||||||
| 444 SHERMAN STREET | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| 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 | $1,500 | |
| GRAFTON FIREFIGHTERS ASSOCIATIONS | ||||||||
| PO BOX 191 | GRAFTON | VT | 05145 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| NEW HAMPSHIRE PUBLIC RADIO | ||||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| 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 | |
| 350ORG | ||||||||
| 20 JAY STREET SUITE 1010 | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| 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 | $2,300 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARTY | GENERAL FUND | $1,000 | |
| BICYCLE COLORADO | ||||||||
| 1525 MARKET STREET SUITE 100 | DENVER | CO | 80202 | N/A | PUBLIC FOUNDATION | GENERAL FUND | $250 | |
| BROOKS SCHOOL | ||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| CARDIGAN MOUNTAIN SCHOOL | ||||||||
| 62 ALUMNI DRIVE | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| D ACRES OF NEW HAMPSHIRE | ||||||||
| PO BOX 98 | DORCHESTER | NH | 03266 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| DISABLED AMERICAN VETRANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| EMERGENCY FAMILY ASSISTANCE ASSOC | ||||||||
| 1575 YARMOUTH | BOULDER | CO | 80304 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| 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 RESCUE SQUAD | ||||||||
| PO BOX 54 | 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 | $500 | |
| 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 | $500 | |
| KENDALL AT HANOVER | ||||||||
| 80 LYME ROAD | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $600 | |
| 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 | $500 | |
| NEW HAMPSHIRE LAKES ASSOCIATION | ||||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| NRAL PRO CHOICE AMERICA | ||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| NRDC | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | 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 | $1,250 | |
| PUTNEY SCHOOL | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| STORY CORPS | ||||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| THE MOTH | ||||||||
| 481 BROADWAY | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2530 SAN PABLO AVE SUITE 1 | BERKELEY | CA | 94702 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT ROAD | HARTFORD | CT | 06106 | 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 | |
| YOSEMITE CONSERVANCY | ||||||||
| 155 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CARE | ||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| MASCOMA VALLEY HEALTH INITIAVE | ||||||||
| PO BOX 102 | CANAAN | NH | 03741 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| BBB WISE GIVING ALLIANCE 2014 | ||||||||
| 3033 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22201 | N/A | PUBLIC CHARITY | GENERAL FUND | $6,500 | |
| 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 | |
| GRANITE UNITED WAY | ||||||||
| 21 TECHNOLOGY DRIVE | WEST LEBANON | NH | 03784 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| HANDS ACROSS THE SEA | ||||||||
| PO BOX 55071 | BOSTON | MA | 02205 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208321 | NEW HAVEN | CT | 06520 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $1,000 | |
| ENVIRONMENT COLORADO | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $250 | |
| COMMUNITY FOOD SHARE | ||||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | OTHER PUBLIC CHARITY | BOULDER PROGRAM | $250 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT FUND | $500 | |
| YMCA POINT BONITA | ||||||||
| 981 FORT BARRY | SAUSALITO | CA | 94965 | N/A | OTHER PUBLIC CHARITY | STAFF ANNUAL GIVING FUND | $500 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | N/A | OTHER PUBLIC CHARITI | GENERAL FUND | $500 | |
| CENTER FOR RESOURCE | ||||||||
| 2639 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | CONSERVATION |
| COLORADO AVALANCHE INFORMATION | ||||||||
| 325 BROADWAY WS1 | BOULDER | CO | 80305 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | CENTER |
| LYME CONGREGATIONAL CHURCH | ||||||||
| PO BOX 27 | LYME | NH | 03768 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MONTSHIRE MUSEUM | ||||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| MASCOMA WATERSHED | ||||||||
| BOX 704 | ENFIELD | CT | 03748 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | CONSERVATION COUNCIL |
| FRIENDS OF THE EARTH | ||||||||
| PO BOX 96466 | WASHINHGTON | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CHILDREN'S LITERACY FOUNDATION | ||||||||
| 1536 LOOMIS HILL ROAD | WATERBURY | VT | 05677 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| FOOD AND WATER WATCH | ||||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $500 | |
| NATIONAL PARKS CONSERVATION ASSOC | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THIS AMERICAN LIFE | ||||||||
| 848 E GRAND AVE - NAVY PIER | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| WYOMING PUBLIC RADIO | ||||||||
| DEPT 4984 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW - SUITE 100 | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| CONSERVATION INTERNATIONAL | ||||||||
| PO BOX 418608 | BOSTON | MA | 02241 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||||
| 245 EAST SIMPSON STREET | JACKSON | WY | 83001 | N/A | PUBLIC CHARITY | GENERAL FUND | $13,050 | |
| CANAAN EMS | ||||||||
| PO BOX 38 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| MASCOMA COMMUNITY HEALTHCARE | ||||||||
| 18 ROBERTS ROAD | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| AMIGOS DE LAS AMERICAS SILICON VALLEY | ||||||||
| PO BOX 4928 | SAN JOSE | CA | 95150 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $209 | CHAPTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,909 | 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 | $1,432 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,956 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,139 | 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 | $114,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,731 | 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 (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHS ABBOTT LABORATORIES | $7,159 | $26,058 |
| 400 SHS ANSY INC | $16,018 | $102,964 |
| 250 SHS APPLE INC | $12,305 | $73,413 |
| 200 SHS BECTON DICKSON & CO | $13,993 | $54,394 |
| 300 SHS BERKSHIRE HATHAWAY INC | $19,201 | $67,950 |
| 400 SHS CARMAX INC | $12,821 | $35,068 |
| 500 SHS CHEVRON CORP | ||
| 300 SHS DANAHER CORP | $8,595 | $46,044 |
| 400 SHS GILEAD SCIENCE INC | $7,194 | $25,992 |
| 300 SHS HOME DEPOT INC | $8,604 | $65,514 |
| 300 SHS RAYTHEON CO | ||
| 350 SHS RESMED INC | $11,529 | $54,240 |
| 150 SHS ROPER INDUSTRIES INC | $20,965 | $53,135 |
| 400 SHS TJX COS INC | $22,727 | $48,848 |
| 800 SHS HAIN CELESTIAL GROUP | ||
| 600 SHS US BANCORP DEL | $12,960 | $35,574 |
| 200 SHS UNITED TECHNOLOGIES CO | ||
| 125 SHS VISA INC CLASS A SHARE | $25,005 | $93,950 |
| 350 SHS WALGREENS BOOTS ALLIAN | ||
| 30 SHS ALPHABET INC CAP CL C | $7,578 | $40,111 |
| 30 SHS ALPHABET INC CAP CL A | ||
| 1,000 SHS BANK OF AMERICA CORP | $15,540 | $35,220 |
| 600 SHS NATIONAL OILWELL VARCO | ||
| 1,500 SHS MANNING & NAPIER OVE | ||
| 15 SHS AMAZON.COM | $22,944 | $27,718 |
| 200 SHS AMERPRISE FINANCIAL IN | $30,208 | $33,317 |
| 100 SHS CONSTELLATION BRANDS I | $19,101 | $18,975 |
| 300 SHS FISERV INC | $22,453 | $34,689 |
| 50 SHS METTLER TOLEDO INTL INC | $27,493 | $39,664 |
| 300 SHS MICROSOFT CORP | $31,164 | $47,310 |
| 1,800 US SILICA HLDS INC | ||
| 200 SHS CHUBB LTD | $28,709 | $31,132 |
| 500 SHS BALL CORP | $34,254 | $32,335 |
| 800 SHS HAIN CELESTIAL GROUP I | $31,158 | $20,764 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NH FILING FEE | $75 | $0 | $0 |
| CHANGE OF ADDRESS CHARDS | $302 | $0 | $302 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REV OF 2018 CHECK NOT DED AMER SAIL ASSO | $500 |
| REV OF 2018 CHECH DED BUILD BAJA FUT | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,003 | Amt |
| Net Investment Income | $7,003 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATED TAX | CategoryTxt |
| Amt | $96 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |