CROWELL FAMILY FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CROWELL FAMILY FOUNDATION TR (EIN 32-6011964)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201641329349101709
- Schema version
- 2015v2.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2016-05-11T11:00:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 7522-07552000058 | 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 | 2016-04-29 | 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 | 2016-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,077,102 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,054 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,064 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $64,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,789 | 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 | $6,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,089 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $395 | 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 | $8,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $502 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,167 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $617,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $671,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,019,841 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $65,472 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $747,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $747,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,077,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $747,063 | CapitalStockBOYAmt |
| Capital Stock EOY | $747,865 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $747,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $747,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $747,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $747,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $747,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $502 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300 | OtherIncreasesAmt |
| Subtotal | $747,865 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $747,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100. APACHE CORP | 2010-09-01 | 2015-07-20 | $4,868 | $9,269 | -$4,401 | -$4,401 |
| 250. APACHE CORP | 2013-03-07 | 2015-07-20 | $12,169 | $19,088 | -$6,919 | -$6,919 |
| 100. BERKSHIRE HATHAWAY INC B | 2006-08-24 | 2015-11-19 | $13,576 | $6,400 | $7,176 | $7,176 |
| 200. CATERPILLAR INC | 2012-05-18 | 2015-03-24 | $16,072 | $17,856 | -$1,784 | -$1,784 |
| 50. COCA COLA CO | 2008-09-16 | 2015-01-12 | $2,148 | $1,370 | $778 | $778 |
| 100. GILEAD SCIENCES INC | 2010-06-01 | 2015-01-12 | $10,247 | $1,799 | $8,448 | $8,448 |
| 100. GILEAD SCIENCES INC | 2010-06-01 | 2015-10-21 | $10,059 | $1,799 | $8,260 | $8,260 |
| .0824 GOOGLE INC CL C COM | 2010-05-05 | 2015-05-04 | $43 | $21 | $22 | $22 |
| 100. HOME DEPOT INC | 2010-08-17 | 2015-11-19 | $12,645 | $2,868 | $9,777 | $9,777 |
| 600. OPEN TEXT CORPORATION | 2014-04-28 | 2015-06-15 | $25,620 | $30,169 | -$4,549 | -$4,549 |
| 16. RMR GROUP INC CL A | 2015-12-15 | 2015-12-22 | $216 | $199 | $17 | $17 |
| 100. RAYTHEON INC (NEW) PFD | 2010-09-03 | 2015-10-28 | $11,827 | $4,585 | $7,242 | $7,242 |
| 50. RESMED INC | 2013-12-12 | 2015-04-08 | $3,647 | $2,307 | $1,340 | $1,340 |
| . SATCON TECHNOLOGY CORP | 2015-11-20 | $223 | $223 | $223 | ||
| 300. STATE STR CORP | 2009-12-02 | 2015-11-19 | $21,718 | $12,887 | $8,831 | $8,831 |
| 300. TERADATA CORP | 2012-01-05 | 2015-03-16 | $12,571 | $14,737 | -$2,166 | -$2,166 |
| 1000. TRIMBLE NAVIGATION LTD | 2011-08-03 | 2015-06-02 | $23,433 | $18,586 | $4,847 | $4,847 |
| 100. WALGREENS BOOTS ALLIANCE INC COM | 2008-07-28 | 2015-11-19 | $8,233 | $3,321 | $4,912 | $4,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,116,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014914 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,118,715 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04085 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,635 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $906,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03712 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,279 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $891,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04743 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,832 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $758,686 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06041 | DistributionYr5Rt |
| Total Distribution | 0.200724 | TotalDistributionRt |
| Average Distribution | 0.040145 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,126,434 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,766 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,100 | 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 | $545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $375 | 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 | 0 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES P CURTIS | ||||||
| WELCH FORBES LLC 45 SCHOOL ST | BOSTON | MA | 02145 | TRUSTEE | 1 | $0 |
| THOMAS W CROWELL | ||||||
| 66 BENNITT AVENUE | SAN ANSELMO | CA | 94960 | TRUSTEE | 1 | $0 |
| DEBORAH W CROWELL | ||||||
| 2276 EAST GOSS CIRCLE | BOULDER | CO | 80302 | 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 | $1,105,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,143,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,143,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,126,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $545 | TotalTaxAmt |
| Distributable Before Adj | $55,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,100 | 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 | $55,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $545 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,555 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,597 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| 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 | $55,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,503 | 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 | $51,274 | 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 (63 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 | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 444 SHERMAN STREET | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | GENERAL FUND, FLOOD RELIEF | $2,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 5280 | MANCHESTER | NH | 03108 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| TOWN OF CANAAN | ||||||||
| PO BOX 38 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| DARTMOUTH HITCHCOCK ANNUAL FUND | ||||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | PUBLIC CHARITY | GENERAL FUND | $750 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,800 | |
| GRAFTON FIREFIGHTERS ASSOCIATIONS | ||||||||
| PO BOX 191 | GRAFTON | VT | 05145 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| NEW HAMPSHIRE PUBLIC RADIO | ||||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $150 | |
| NORTHERN STAGE | ||||||||
| 12 W MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| SOCIETY FOR THE PROTECTION OF NH | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | FORESTS |
| UPPER VALLEY LAND TRUST | ||||||||
| 19 BUCK STREET | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PUBLIC CHARITY | GENERAL FUND | $150 | |
| VERMONT PUBLIC TELEVISION | ||||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 05446 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 | |
| WOMEN'S FUND OF NH | ||||||||
| 2 DELTA DRIVE | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| FREIGHT & SALVAGE | ||||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 | |
| MARIN MUSEUM OF BICYCLING | ||||||||
| PO BOX 875 | KENTFIELD | CA | 94914 | N/A | PUBLIC CHARITY | GENERAL FUND | $400 | |
| ONE SCHOOL AT A TIME | ||||||||
| PO BOX 342 | ELDORADO SPRINGS | CO | 80025 | 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 | $3,500 | |
| 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 | $1,000 | |
| BUILDING BAJA'S FUTURE | ||||||||
| 1825 PONCE DE LEON BLVD SUITE 302 | CORAL GABLES | FL | 33134 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CANAAN FAST SQUAD | ||||||||
| PO BOX 35 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $50 | |
| CARDIGAN MOUNTAIN SCHOOL | ||||||||
| 62 ALUMNI DRIVE | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| CENTER FOR RESOURCE CONSERVATION | ||||||||
| 2639 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| COLORADO AVALANCHE INFORMATION | ||||||||
| 325 BROADWAY WSI | BOULDER | CO | 80305 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | CENTER |
| COMMUNITY CYCLES | ||||||||
| 2805 WILDERNESS PLACE SUITE 1000 | BOULDER | CO | 80301 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | |
| D ACRES OF NEW HAMPSHIRE | ||||||||
| PO BOX 98 | DORCHESTER | NH | 03266 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| DISABLED AMERICAN VETRANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | N/A | PUBLIC CHARITY | GENERAL FUND | $450 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 | |
| ECO CYCLE | ||||||||
| 5030 PEARL STREET | BOULDER | CO | 80301 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| 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 | $100 | |
| ENFIELD SHAKER MUSEUM | ||||||||
| 447 NH ROUTE 4A | ENFIELD | NH | 03748 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| 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 | $200 | |
| 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 | $100 | |
| HEIFER FOUNDATION | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,300 | |
| 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 | $150 | |
| KNEISEL HALL | ||||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,100 | |
| NEW ENGLAND WILDFLOWER SOCIETY | ||||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 | |
| NEW HAMPSHIRE LAKES ASSOCIATION | ||||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 | |
| NEW HAMPSHIRE PUBLIC TELEVISION | ||||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 | |
| OPERA NORTH | ||||||||
| 20 WEST PARK STREET | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 | |
| PINE MANOR | ||||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | GENERAL FUND | $150 | |
| PLANNED PARENTHOOD | ||||||||
| 1110 VERMONT AVENUE | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| PUTNEY SCHOOL | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02238 | N/A | PUBLIC CHARTITY | 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 | $200 | |
| BBB WISE GIVING ALLIANCE 2014 | ||||||||
| 3033 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22201 | N/A | PUBLIC CHARITY | GENERAL FUND | $23,300 | |
| CONNECTICUT RIVER WATERSHED COUNCIL INC | ||||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | ||||||||
| 10 CAMPBELL STREET | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| THE WATERGATE OFFICE BUILDING | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | |
| UPPER VALLEY MUSIC CENTER | ||||||||
| PO BOX 826 | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $50 | |
| MARIN COUNCIL BSA | ||||||||
| 225 WEST END AVENUE | SAN RAFAEL | CA | 94901 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $250 | |
| TEMA FOR KIDS NYRR | ||||||||
| 9 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | OTHER PUBLIC CHARITY | GENERAL FUND | $200 | |
| WEMA CHILDREN INCORPORATED | ||||||||
| HCCEAP BOX 370 59 SHEPPARD ST | CAMBRIDGE | MA | 02138 | N/A | OTHER PUBLIC CHARITI | BOOKS | $100 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | N/A | OTHER PUBLIC CHARITI | GENERAL FUND | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,100 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,243 | 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 | $42,054 | 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 | $64,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,361 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | N/A | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHS ABBOTT LABORATORIES | $7,159 | $13,473 |
| 400 SHS ANSY INC | $16,018 | $37,000 |
| 250 SHS ANHEUSER BUSH INBEV | $23,652 | $31,250 |
| 350 SHS APACHE CORP | ||
| 350 SHS APPLE INC | $17,227 | $36,841 |
| 200 BECTON DICKSON & CO | $13,993 | $30,818 |
| 400 SHS BERKSHIRE HATHAWAY INC | $19,201 | $39,612 |
| 700 SHS CARMAX INC | $22,437 | $37,779 |
| 200 CATERPILLAR INC | ||
| 500 SHS CHEVRON CORP | $54,842 | $44,980 |
| 600 SHS COCA COLA CO | $15,109 | $25,776 |
| 500 SHS DANAHER CORP | $18,991 | $46,440 |
| 400 SHS GILEAD SCIENCE INC | $7,194 | $40,476 |
| 30 SHS GOOGLE CLASS A | ||
| 30 SHS GOOGLE INC CL C | ||
| 300 SHS HOME DEPOT INC | $8,604 | $39,675 |
| 4,500 SHS INVIVO THERAPEUTICS | ||
| 300 SHS JOHNSON & JOHNSON | $8,913 | $30,816 |
| 500 SHS JOHNSON CONTROLS INC | $13,920 | $19,745 |
| 500 SHS METLIFE INC | $19,430 | $24,105 |
| 350 SHS PEPSICO INC | $19,271 | $34,972 |
| 300 SHS RAYTHEON CO | $13,755 | $37,359 |
| 350 SHS RESMED INC | $11,529 | $18,792 |
| 150 SHS ROPER INDUSTRIES INC | $20,964 | $28,469 |
| 300 SHS STATE STREET CORP | ||
| 400 SHS TJX COS INC | $22,727 | $28,364 |
| 400 SHS SUNCOR ENERGY INC | $12,697 | $10,320 |
| 300 SHS TERADATA CORP | ||
| 1,000 SHS TRIMBLE NAVIGATION L | ||
| 600 SHS US BANCORP DEL | $12,960 | $25,602 |
| 200 SHS UNITED TECHNOLOGIES CO | $13,542 | $19,214 |
| 125 SHS VISA INC CLASS A SHARE | $25,005 | $38,775 |
| 350 SHS WALGREENS BOOTS ALLIAN | $10,541 | $29,804 |
| 600 SHS OPEN TEXT CORPORATION | ||
| 300 SHS SCHLUMBERGER LTD | $26,478 | $20,925 |
| 30 SHS ALPHABET INC CAP CL C | $7,578 | $22,766 |
| 30 SHS ALPHABET INC CAP CL A | $7,579 | $23,340 |
| 2,000 SHS BANK OF AMERICA CORP | $31,080 | $33,660 |
| CF INDUSTRIES | $28,776 | $28,567 |
| 300 SHS CVS HEALTH CORP | $29,327 | $29,331 |
| 1,000 SHS HOSPITALITY PROPERTI | $27,732 | $26,150 |
| 600 SHS NATIONAL OILWELL VARCO | $30,016 | $20,094 |
| 300 SHS NOVARTIS AG SPON ADR | $26,981 | $25,812 |
| .6 SHS RMR GROUP INC CL A | $7 | $9 |
| 1,000 SHS SILICA HLDGS INC | $25,773 | $18,730 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 860 SHS KAYNE ANDERSON MLP INV | AT COST | $23,080 | $14,869 |
| MANNING & NAPIER OVERSEAS | AT COST | $41,610 | $30,225 |
| 150 SHS ISHARES GOLD TRUST | |||
| 30 SHS ISHARES MSCI SOUTH KORE | |||
| 40 SHS ISHARES MSCI JAPAN | |||
| 66 SHS JAPAN SMALLER CAPITALIZ | |||
| 20 SHS MARKET VECTORS AGRIBUSI | |||
| 100 SHS POWERSHARES WATER RESO | |||
| 30 SHS POWERSHARES DB AGRICULT | |||
| 10 SHS SPDR S&P CHINA | |||
| 60 SHS VANGUARD FTSE ALL WEORL | |||
| 30 SHS VANGUARD EMERGING MARKE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FILING FEE | 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 | 2014 FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,064 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS CHARGED IN 2015 | Desc |
| Amt | $300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,089 | Amt |
| Net Investment Income | $6,089 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $333 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $62 | $0 | $0 |