STRATEGY STUDIO / PUBLIC DATA EXPLORER

CROWELL FAMILY FOUNDATION TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CROWELL FAMILY FOUNDATION TR (EIN 32-6011964)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201411339349101586
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-13T09:42:00-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043573806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELCH & FORBES LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 SCHOOL STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021083204ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326011964EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROWELL FAMILY FOUNDATION 7522-07552000058BusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCROWBusinessNameControlTxt
Phone6175231635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 SCHOOL ST 5TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021083204ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS CROWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175231635PhoneNum
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWAYNE R KURPIELPreparerPersonNm
PTINP00107798PTIN
Phone6175231635PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,111,427FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$15,366DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,986DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,399NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$259,575GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,399CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$77,765TotalRevAndExpnssAmt
Total Net Invst Incm$77,385TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,200AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,639OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,639OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,639OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,639OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$214TaxesRevAndExpnssAmt
Taxes Net Invst Incm$214TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$150OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,203TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,203TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,989TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,989TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,903TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,203TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,989TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$53,689TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,862ExcessRevenueOverExpensesAmt
Net Investment Income$69,182NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$320CashBOYAmt
Sav And Temp Cash Invst BOY$17,354SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$171,787SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$171,787SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
US Government Obligations BOY$26,968USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$659,377CorporateStockBOYAmt
Corporate Stock EOY$560,977CorporateStockEOYAmt
Corporate Stock EOYFMV$891,090CorporateStockEOYFMVAmt
Other Investments BOY$43,229OtherInvestmentsBOYAmt
Other Investments EOY$38,346OtherInvestmentsEOYAmt
Other Investments EOYFMV$48,550OtherInvestmentsEOYFMVAmt
Total Assets BOY$747,248TotalAssetsBOYAmt
Total Assets EOY$771,110TotalAssetsEOYAmt
Total Assets EOYFMV$1,111,427TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$747,248CapitalStockBOYAmt
Capital Stock EOY$771,110CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$747,248TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$771,110TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$747,248TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$771,110TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$747,248TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,862ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$771,110SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$771,110TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300. ABBVIE INC COM2010-04-282013-09-17$14,280$7,763$6,517$6,517
350. AUTOMATIC DATA PROCESSING INC2008-02-292013-07-08$24,810$10,317$14,493$14,493
20. BARCLAYS BK PLC IPATH INDEX LKD SECS LKD TO DOW JONES AIG COMMOD2011-02-152013-04-23$766$984-$218-$218
500. CENOVUS ENERGY INC2011-08-032013-11-15$14,567$18,790-$4,223-$4,223
700. COMCAST CORP CLASS A2007-10-252013-04-02$29,560$17,989$11,571$11,571
325. DENTSPLY INTERNATIONAL2009-01-282013-04-23$13,494$8,802$4,692$4,692
700. ENCANA CORP2012-05-012013-02-15$12,491$15,179-$2,688-$2,688
500. ENCANA CORP2010-09-012013-02-15$8,922$14,206-$5,284-$5,284
300. EXXON MOBIL CORP2010-09-102013-08-08$27,399$12,415$14,984$14,984
.3842 INDIA FUND INC2011-02-152013-01-31$8$11-$3-$3
21. INDIA FUND INC2011-02-152013-06-24$379$601-$222-$222
600. IRON MOUNTAIN INC NEW2009-12-092013-05-10$23,670$14,053$9,617$9,617
53. IRON MOUNTAIN INC NEW2012-11-212013-05-10$2,091$1,742$349$349
10. ISHARES MSCI BRAZIL CAPPED ETF2011-02-152013-06-24$419$727-$308-$308
60. ISHARES MSCI CANADA ETF2011-02-152013-11-06$1,760$1,965-$205-$205
725. MICROSOFT CORP2008-10-102013-05-10$23,617$17,283$6,334$6,334
700. POLYPORE INTERNATIONAL INC2012-05-012013-10-15$29,665$27,381$2,284$2,284
31677. U S TREASURY NOTE (TIPS) DTD 07/15/20032003-07-152013-07-15$31,677$26,968$4,709$4,709
FieldValueIRS element (for citing)
Capital Gain Net Income$62,399CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,635AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$906,104NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03712DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,279AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$891,400NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04743DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,832AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$758,686NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06041DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,658AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$795,453NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037284DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,993AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$850,121NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045868DistributionYr5Rt
Total Distribution0.228112TotalDistributionRt
Average Distribution0.045622AverageDistributionRt
Net Vl Noncharitable Assets$1,118,715NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,038AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$692NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,730AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,689QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$692InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$692SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$692TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$541EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$0AppliedToEsTaxAmt
Total Payments And Credits$541TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$151TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS W CROWELLBusinessNameLine1
FieldValueIRS element (for citing)
Phone4154566753PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line166 BENNITT AVENUEAddressLine1
CitySAN ANSELMOCity
StateCAState
ZIP Code94960ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES W CROWELL
216 KENDALL AT HANOVER 80 LYME ROADHANOVERNH03755TRUSTEE0$0
DEBORAH M CROWELL
216 KENDALL AT HANOVER 80 LYME ROADHANOVERNH03755TRUSTEE1$0
THOMAS W CROWELL
66 BENNITT AVENUESAN ANSELMOCA94960TRUSTEE1$0
DEBORAH W CROWELL
2276 EAST GOSS CIRCLEBOULDERCO80302TRUSTEE1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,027,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,135,751TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,135,751AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,118,715NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,936MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,936MinimumInvestmentReturnAmt
Tax Based On Investment Income$692TaxBasedOnInvestmentIncomeAmt
Total Tax$692TotalTaxAmt
Distributable Before Adj$55,244DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,244DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,244DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,689ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$53,689QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$692PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,244DistributableAsAdjustedAmt
Undistributed Income PY$1,247UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$53,689QualifyingDistributionsAmt
Applied To Year1$1,247AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,442AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,802UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS W CROWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line166 BENNITT AVENUEAddressLine1
CitySAN ANSELMOCity
StateCAState
ZIP Code94960ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4154566753RecipientPhoneNum
Form And Info And MaterialsTRUSTEES WILL RESEARCH AND ANALYZE POSSIBLE RECIPIENTS OF CONTRIBUTIONS-OTHERWISE NO SET FORMAT ESTABLISHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSUBJECT TO REVIEW & APPROVAL BY TRUSTEESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2
THE MARIN SCHOOL
150N SAN PEDRO SCHOOLSAN RAFAELCA94903N/APUBLIC CHARITYEDUCATION$1,050
AMERICAN RED CROSS
444 SHERMAN STREETDENVERCO80203N/APUBLIC CHARITYGENERAL FUND, FLOOD RELIEF$2,100
AMERICAN CANCER SOCIETY
PO BOX 5280MANCHESTERNH03108N/APUBLIC CHARITYGENERAL FUND$1,000
TOWN OF CANAAN
PO BOX 38CANAANNH03741N/APUBLIC CHARITYGENERAL FUND$100
CHEWONKI FOUNDATION
485 CHEWONKI NECK ROADWISCASSETME04578N/APUBLIC CHARITYGENERAL FUND$100
DARTMOUTH HITCHCOCK ANNUAL FUND
1 MEDICAL CENTER DRIVELEBANONNH03756N/APUBLIC CHARITYGENERAL FUND$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001N/APUBLIC CHARITYGENERAL FUND$1,400
GRAFTON FIREFIGHTERS ASSOCIATIONS
PO BOX 191GRAFTONVT05145N/APUBLIC CHARITYGENERAL FUND$100
NH ASSOCIATION FOR THE BLIND
25 WALKER STREETCONCORDNH03301N/APUBLIC CHARITYGENERAL FUND$100
NEW HAMPSHIRE PUBLIC RADIO
2 PILLSBURY STREETCONCORDNH03301N/APUBLIC CHARITYGENERAL FUND$200
NORTHERN STAGE
12 W MAIN STREETWHITE RIVER JUNCTIONVT05001N/APUBLIC CHARITYGENERAL SUPPORT$100
SOCIETY FOR THE PROTECTION OF NH
54 PORTSMOUTH STREETCONCORDNH03301N/APUBLIC CHARITYGENERAL FUND$100FORESTS
UPPER VALLEY LAND TRUST
19 BUCK STREETHANOVERNH03755N/APUBLIC CHARITYGENERAL SUPPORT$200
VERMONT PUBLIC RADIO
365 TROY AVENUECOLCHESTERVT05446N/APUBLIC CHARITYGENERAL FUND$150
VERMONT PUBLIC TELEVISION
204 ETHAN ALLEN AVENUECOLCHESTERVT05446N/APUBLIC CHARITYGENERAL FUND$200
WOMEN'S FUND OF NH
2 DELTA DRIVECONCORDNH03301N/APUBLIC CHARITYGENERAL FUND$100
FREIGHT & SALVAGE
2020 ADDISON STREETBERKELEYCA94704N/APUBLIC CHARITYGENERAL FUND$300
MARIN MUSEUM OF BICYCLING
PO BOX 875KENTFIELDCA94914N/APUBLIC CHARITYGENERAL FUND$500
ONE SCHOOL AT A TIME
PO BOX 342ELDORADO SPRINGSCO80025N/APUBLIC CHARITYGENERAL FUND$500
350ORG
20 JAY STREET SUITE 1010BROOKLYNNY11201N/APUBLIC CHARITYGENERAL FUND$250
ALICE PECK DAY INTERNATIONAL
125 MASCOMA STREETLEBANONNH03766N/APUBLIC CHARITYGENERAL FUND$500MEMORIAL HOSPITAL
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUECHICAGOIL60601N/APUBLIC CHARITYGENERAL FUND$3,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004N/APUBLIC CHARTYGENERAL FUND$500
BICYCLE COLORADO
1525 MARKET STREET SUITE 100DENVERCO80202N/APUBLIC FOUNDATIONGENERAL FUND$250
BROOKS SCHOOL
1160 GREAT POND ROADNORTH ANDOVERMA01845N/APUBLIC CHARITYGENERAL FUND$1,000
BUILDING BAJA'S FUTURE
1825 PONCE DE LEON BLVD SUITE 302CORAL GABLESFL33134N/APUBLIC CHARITYGENERAL FUND$1,000
CANAAN FAST SQUAD
PO BOX 35CANAANNH03741N/APUBLIC CHARITYGENERAL FUND$50
CANAAN UNITED METHODIST CHURCH
PO BOX 463 1150 US RT 4CANAANNH03741N/APUBLIC FOUNDATIONGENERAL FUND$100
CARDIGAN MOUNTAIN SCHOOL
62 ALUMNI DRIVECANAANNH03741N/APUBLIC CHARITYGENERAL FUND$100
CENTER FOR RESOURCE CONSERVATION
2639 SPRUCE STREETBOULDERCO80302N/APUBLIC CHARITYGENERAL FUND$250
COLORADO AVALANCHE INFORMATION
325 BROADWAY WSIBOULDERCO80305N/APUBLIC CHARITYGENERAL FUND$250CENTER
COLORADO PUBLIC RADIO
7409 ALTON CTCENTENNIALCO80112N/APUBLIC CHARITYGENERAL FUND$250
COMMUNITY CYCLES
2805 WILDERNESS PLACE SUITE 1000BOULDERCO80301N/APUBLIC CHARITYGENERAL FUND$250
D ACRES OF NEW HAMPSHIRE
PO BOX 98DORCHESTERNH03266N/APUBLIC CHARITYGENERAL FUND$100
DISABLED AMERICAN VETRANS
PO BOX 14301CINCINNATIOH45250N/APUBLIC CHARITYGENERAL FUND$450
EARTHJUSTICE
50 CALIFORNIA STREETSAN FRANCISCOCA94111N/APUBLIC CHARITYGENERAL FUND$500
ECO CYCLE
5030 PEARL STREETBOULDERCO80301N/APUBLIC CHARITYGENERAL FUND$250
EMERGENCY FAMILY ASSISTANCE ASSOC
1575 YARMOUTHBOULDERCO80304N/APUBLIC CHARITYGENERAL FUND$1,000
FRIENDS OF CANAAN VILLAGE
PO BOX 452CANAANNH03741N/APUBLIC CHARITYGENERAL FUND$100
ENFIELD SHAKER MUSEUM
447 NH ROUTE 4AENFIELDNH03748N/APUBLIC CHARITYGENERAL FUND$100
GRAFTON CARES
PO BOX 134GRAFTONVT05146N/APUBLIC CHARITYGENERAL FUND$500
GRAFTON HISTORICAL SOCIETY
PO BOX 202GRAFTONVT05146N/APUBLIC CHARITYGENERAL FUND$100
GRAFTON RESCUE SQUAD
PO BOX 54GRAFTONVT05146N/APUBLIC CHARITYGENERAL FUND$50
GRAFTON COUNTY SENIOR CITIZENS
PO BOX 433LEBANONNH03766N/APUBLIC CHARITYGENERAL FUND$100
HABITAT FOR HUMANITY
322 W LAMAR STREETAMERICUSGA31709N/APUBLIC CHARITYGENERAL FUND$1,000
HANOVER CONSERVANCY
16 BUCK ROADHANOVERNH03755N/APUBLIC CHARITYGENERAL FUND$100
HEIFER FOUNDATION
1 WORLD AVENUELITTLE ROCKAR72202N/APUBLIC CHARITYGENERAL FUND$1,000
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUENATIONAL CITYCA91950N/APUBLIC CHARITYGENERAL FUND$1,000
KENDALL AT HANOVER
80 LYME ROADHANOVERNH03755N/APUBLIC CHARITYGENERAL OPERATING FUND$150
KNEISEL HALL
PO BOX 648BLUE HILLME04614N/APUBLIC CHARITYGENERAL FUND$600
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94956N/APUBLIC CHARITYGENERAL FUND$500
MARIN COUNTY BICYCLE COALITION
733 CENTER BLVDFAIRFAXVA94930N/APUBLIC CHARITYGENERAL FUND$500
MARIN HISTORY MUSEUM
1125 B STREETSAN RAFAELCA94901N/APUBLIC CHARITYGENERAL FUND$100
MARIN LIERACY PROGRAM
1100 E STREETSAN RAFAELCA94901N/APUBLIC CHARITYGENERAL FUND$300
MARIN ORGANIC
PO BOX 962POINT REYES STATIONCA94956N/APUBLIC CHARITYGENERAL FUND$300
MONTSHIRE MUSEUM
ONE MONTSHIRE ROADNORWICHVT05055N/APUBLIC CHARITYGENERAL FUND$1,000
NATIONAL PARKS CONSERVATION ASSOC
777 6TH ST NWWASHINGTONDC20001N/APUBLIC CHARITYGENERAL FUND$1,000
NEW ENGLAND WILDFLOWER SOCIETY
180 HEMENWAY ROADFRAMINGHAMMA01701N/APUBLIC CHARITYGENERAL FUND$200
NEW HAMPSHIRE LAKES ASSOCIATION
33 TURNPIKE ROADSOUTHBOROUGHMA01772N/APUBLIC CHARITYGENERAL FUND$300
NEW HAMPSHIRE PUBLIC TELEVISION
268 MAST ROADDURHAMNH03824N/APUBLIC CHARITYGENERAL FUND$250
NRAL PRO CHOICE AMERICA
1156 15TH STREET NW SUITE 700WASHINGTONDC20005N/APUBLIC CHARITYGENERAL FUND$500
NRDC
40 W 20TH STREETNEW YORKNY10011N/APUBLIC CHARITYGENERAL FUND$1,000
OPERA NORTH
20 WEST PARK STREETLEBANONNH03766N/APUBLIC CHARITYGENERAL FUND$200
ORGANIC CONSUMERS ASSOCIATION
6771 SOUTH SILVER HILL DRIVEFINLANDME55603N/APUBLIC CHARITYGENERAL FUND$250
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOORBOSTONMA02114N/APUBLIC CHARITYGENERAL FUND$500
PINE MANOR
400 HEATH STREETCHESTNUT HILLMA02467N/APUBLIC CHARITYGENERAL FUND$200
PLANNED PARENTHOOD
1110 VERMONT AVENUEWASHINGTONDC20005N/APUBLIC CHARITYGENERAL FUND$1,000
PUTNEY SCHOOL
418 HOUGHTON BROOK ROADPUTNEYVT05346N/APUBLIC CHARITYGENERAL FUND$500
SEVA FOUNDATION ONLINE
1786 FIFTH STREETBERKELEYCA94710N/APUBLIC CHARITYGENERAL FUND$500
SOUTHERN UTAH WILDERNESS ALLIANCE
425 EAST 100 SOUTHSALT LAKE CITYUT84111N/APUBLIC CHARITYGENERAL FUND$250
STORY CORPS
80 HANSON PLACEBROOKLYNNY11217N/APUBLIC CHARITYGENERAL FUND$300
SURFRIDER FOUNDATION
942 CALLE NEGOCIOSAN CLEMENTECA92673N/APUBLIC CHARITYGENERAL FUND$250
THE AWAY STATION
49 SUMMIT ROADSAN ANSELMOCA94960N/APUBLIC CHARITYGENERAL FUND$300
THE DRAKE FUND
1327 SIR FRANCIS DRAKE BLVDSAN ANSELMOCA94960N/APUBLIC CHARITYGENERAL FUND$1,000
THE MOTH
481 BROADWAYNEW YORKNY10013N/APUBLIC CHARITYGENERAL FUND$300
SIERRA CLUB FOUNDATION
2530 SAN PABLO AVE SUITE 1BERKELEYCA94702N/APUBLIC CHARITYGENERAL SUPPORT$700
TRINITY COLLEGE
300 SUMMIT ROADHARTFORDCT06106N/APUBLIC CHARITYGENERAL FUND$500
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02238N/APUBLIC CHARTITYGENERAL FUND$500
UNITED WAY OF UPPER VALLEY
PO BOX 491LEBANONNH03766N/APUBLIC CHARITYGENERAL FUND$1,500
WAVES FOR WATER INC
527 SAN VINCENTE BLVD 210SANTA MONICACA90402N/APUBLIC CHARITYGENERAL FUND$250
YOSEMITE CONSERVANCY
155 MONTGOMERY STREETSAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL FUND$200
THIS AMERICAN LIFE
848 E GRAND AVENUECHICAGOIL60611N/APUBLIC CHARITYGENERAL FUND$200
MARIN FOOD BANK
75 DIGITAL DRIVENOVATOCA94949N/APUBLIC CHARITYGENERAL FUND$300
TURTLE ISLAND RESTORATION NETWORK
PO BOX 370FOREST KNOLLSCA84933N/APUBLIC CHARITYGENERAL FUND$500
KQED PUBLIC RADIO
2601 MARIPOSA STREETSAN FRANCISCOCA94100N/APUBLIC CHARITYGENERAL FUND$1,100
THE ONE FUND
PO BOX 990009BOSTONMA02199N/APUBLIC CHARITYGENERAL FUND$1,500
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010N/APUBLIC CHARITYGENERAL FUND$1,000
CARE
151 ELLIS ST NEATLANTAGA30303N/APUBLIC CHARITYGENERAL FUND$1,000
WEILL CORNELL PEDIATRIC BRAIN &
525 EAST 68TH STREET BOX 99NEW YORKNY10065N/APUBLIC CHARITYGENERAL FUND$100SPINE CENTER
MASCOMA VALLEY HEALTH INITIAVE
PO BOX 102CANAANNH03741NONEPUBLIC CHARITYGENERAL FUND$200
SUSAN G KOMEN FOR THE CURE
205 N MICHIGAN AVENUE SUITE 750CHICAGOIL60601NONEPUBLIC CHARITYGENERAL FUND$250
THE LEUKEMIA & LYMPHOMA SOCIETY
221 MAIN STREET SUITE 2630SAN FRANCISCOCA94105NONEPUBLIC CHARITYGENERAL FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,366ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,399ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,765ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,765TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$2,200Amt
Net Investment Income$2,200NetInvestmentIncomeAmt
Adjusted Net Income$2,200AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,200DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNHExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER NON-ALLOCABLE EXPENSE -Desc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Adjusted Net Income$150AdjustedNetIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEES-SUBJECT TCategoryTxt
Amt$5,639Amt
Net Investment Income$5,639NetInvestmentIncomeAmt
Adjusted Net Income$5,639AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,639DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$191$191$0
FOREIGN TAXES ON QUALIFIED FOR$18$18$0
FOREIGN TAXES ON NONQUALIFIED$5$5$0