CROWELL FAMILY FOUNDATION TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CROWELL FAMILY FOUNDATION TR (EIN 32-6011964)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-12
- IRS object ID
- 201241649349100204
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-12T09:38:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043573806 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326011964 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWELL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CROW | NameControl |
| Phone | 6175231635 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET C/O WELCH FORBES | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS CROWELL | Name |
| Title | TRUSTEE | Title |
| Phone | 4154566753 | Phone |
| Date Signed | 2012-05-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John D Craven | Name |
| PTIN | P00186412 | PTIN |
| Phone | 6175231635 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 842771 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1620 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1620 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14278 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14278 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22005 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 161769 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22005 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 37903 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37903 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6382 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6382 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 326 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 256 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6964 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6382 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42279 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42279 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 49243 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6382 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42279 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11340 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31521 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 143496 | CashBOY |
| Cash EOY | 175 | CashEOY |
| Cash EOYFMV | 175 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 66702 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 66702 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 25251 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 26304 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 32231 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 616871 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 637518 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 701816 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 43579 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 41847 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 785618 | TotalAssetsBOY |
| Total Assets EOY | 774278 | TotalAssetsEOY |
| Total Assets EOYFMV | 842771 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 785618 | UnrestrictedBOY |
| Unrestricted EOY | 774278 | UnrestrictedEOY |
| Total Net Assets BOY | 785618 | TotalNetAssetsBOY |
| Total Net Assets EOY | 774278 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 785618 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 774278 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 785618 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11340 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 774278 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 774278 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 300 SHS GENZYME CORP | P | 2010-04-15 | 2011-02-16 | 22576 | 15861 | 6715 | 6715 |
| 300 SHS OF HEWLETT PACKARD | P | 2010-08-09 | 2011-05-17 | 10824 | 12831 | -2007 | -2007 |
| 200 SHS OF FIRST SOLAR INC | P | 2011-06-03 | 2011-12-14 | 7083 | 23812 | -16729 | -16729 |
| 575 SHS PROGRESSIVE CORP OH | P | 2008-04-25 | 2011-01-11 | 10976 | 10677 | 299 | 299 |
| 275 SHS PROGRESSIVE CORP OH | P | 2008-05-20 | 2011-01-11 | 5249 | 5305 | -56 | -56 |
| 575 SHS LIBERTY GLOBAL INC | P | 2006-09-13 | 2011-08-03 | 22511 | 14452 | 8059 | 8059 |
| 975 SHS LIBERTY GLOBAL INC | P | 2009-04-27 | 2011-08-03 | 14460 | 4714 | 9746 | 9746 |
| 275 SHS EBAY INC | P | 2008-10-10 | 2011-08-03 | 8494 | 4402 | 4092 | 4092 |
| 425 SHS EBAY INC | P | 2009-01-28 | 2011-08-03 | 13127 | 5425 | 7702 | 7702 |
| 100 SHS WASTE MGMT INC | P | 1991-11-11 | 2011-08-03 | 3034 | 3034 | 3034 | |
| 525 SHS WASTE MGMT INC | P | 2006-09-13 | 2011-08-03 | 15929 | 17967 | -2038 | -2038 |
| 125 SHS WASTE MGMT INC | P | 2007-12-20 | 2011-08-03 | 3793 | 4133 | -340 | -340 |
| 75 SHS WASTE MGMT INC | P | 2008-04-27 | 2011-08-03 | 2276 | 2013 | 263 | 263 |
| 350 SHS CHUBB CORP | P | 2007-05-29 | 2011-08-03 | 21420 | 17990 | 3430 | 3430 |
| POWERSHARES DB AGRIC FD | P | 2011-02-07 | 2011-12-31 | 182 | -182 | -182 | |
| Capital Gains Dividends | P | 17 | 17 | 17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22005 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45832 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 758686 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060410 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29658 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 795453 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037284 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 38993 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 850121 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045868 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49169 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 923236 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053257 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36763 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 843220 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043598 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.240417 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048083 | AverageDistributionRatio |
| Net Noncharitable Assets | 891400 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42861 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 315 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43176 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42279 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 630 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 630 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 630 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1083 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1083 | TotalCreditsAndPayments |
| Overpayment | 453 | Overpayment |
| Amount Credited To Next Year | 453 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THOMAS W CROWELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4154566753 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 BENNITT AVENUE | AddressLine1 |
| City | SAN ANSELMO | City |
| State | CA | State |
| ZIP Code | 94960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES W CROWELL | ||||||||
| 216 KENDALL AT HANOVER 80 LYME ROAD | HANOVER | NH | 03755 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DEBORAH M CROWELL | ||||||||
| 216 KENDALL AT HANOVER 80 LYME ROAD | HANOVER | NH | 03755 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| THOMAS W CROWELL | ||||||||
| 68 BENNITT AVENUE | SAN ANSELMO | CA | 94960 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DEBORAH W CROWELL | ||||||||
| 2276 EAST GOSS CIRCLE | BOULDER | CO | 80302 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 904952 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 904975 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 904975 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13575 | CashDeemedCharitable |
| Net Noncharitable Assets | 891400 | NetNoncharitableAssets |
| Minimum Investment Return | 44570 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44570 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 630 | TaxBasedOnInvestmentIncome |
| Total Tax | 630 | TotalTax |
| Distributable Amount Before Adj | 43940 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 43940 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 43940 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42279 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 42279 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42279 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 43940 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 810 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1697 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 9318 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 11825 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42279 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42279 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1661 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1661 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10164 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 10164 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 846 | ExcessFromYear3 |
| Excess From Year1 | 9318 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS W CROWELL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 BENNITT AVENUE | AddressLine1 |
| City | SAN ANSELMO | City |
| State | CA | State |
| ZIP Code | 94960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4154566753 | RecipientPhoneNumber |
| Form And Info And Materials | TRUSTEES WILL RESEARCH AND ANALYZE POSSIBLE RECIPIENTS OF CONTRIBUTIONS---OTHERWISE NO SET FORMAT ESTABLISHED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE NONE | SubmissionDeadlines |
| Restrictions On Awards | SUBJECT TO REVIEW & APPROVAL BY TRUSTEES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (89 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASCADE CANYON SCHOOL | |||||||
| 2626 SIR FRANCIS DRAKE BLVD | FAIRFAX | CA | 94930 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $400 |
| AMERICAN RED CROSS | |||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | N/A | PUBLIC CHARITY | TORNADO/ SPRING STORMS RELIEF | $1,500 |
| AMERICAN RED CROSS | |||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | N/A | PUBLIC CHARITY | TROPICAL STORM IRENE RELIEF | $2,000 |
| ONE SCHOOL AT A TIME | |||||||
| PO BOX 342 | ELDORADO SPRINGS | CO | 80025 | N/A | PUBLIC CHARITY | UGANDA RELIEF | $250 |
| ALICE PECK DAY INTERNATIONAL MEM HOSP | |||||||
| 125 MASCOMA STREET | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $400 |
| ALZHEIMER'S ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,600 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 5280 | MANCHESTER | NH | 03108 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| BBB WISE GIVING | |||||||
| 4200 WILSON BLVD S 800 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | GENERAL FUND | $285 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| CANAAN FAST SQUAD | |||||||
| PO BOX 35 | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| CANAAN MEETING HOUSE | |||||||
| 474 CANAAN STREET | CANAAN | NH | 03741 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| CASCADE CANYON SCHOOL | |||||||
| 2626 SIR FRANCIS DRAKE BLVD | FAIRFAX | CA | 94930 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $1,500 |
| CENTER FOR RESOURCE CONSERVATION | |||||||
| 2639 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| CHEWONKI FOUNDATION | |||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| COLORADO AVALANCHE INFORMATION CENTER | |||||||
| 325 BROADWAY WSI | BOULDER | CO | 80305 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| DARTMOUTH HITCHCOCK ANNUAL FUND | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | PUBLIC CHARITY | ANNUAL FUND | $400 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | N/A | PUBLIC CHARITY | GENERAL FUND | $650 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL FUND | $460 |
| EMERGENCY FAMILY ASSISTANCE ASSOC | |||||||
| 1575 YARMOUTH | BOULDER | CO | 80304 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| ENFIELD SHAKER MUSEUM | |||||||
| 447 NH ROUTE 4A | ENFIELD | NH | 03748 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| FREIGHT & SALVAGE | |||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL FUND | $600 |
| 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 | $50 |
| GRAFTON SENIOR CITIZENS | |||||||
| PO BOX 433 | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | USA PROGRAMS AIDE | $1,000 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72703 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,200 |
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | N/A | PUBLIC CHARITY | LIGA MAC FUND | $250 |
| KNEISEL HALL | |||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| MARIN AGRICULTURE LAND TRUST | |||||||
| PO BOX 809 | POINT REYES STATION | CA | 94956 | N/A | PUBLIC CHARITY | GENERAL FUND | $800 |
| MARIN HISTORY MUSEUM | |||||||
| 1125 B STREET | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL FUND | $350 |
| SAN RAFAEL LIBRARY | |||||||
| 1100 E STREET | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | MARIN LITERARY PROGRAM | $300 |
| NH ASSOCIATION FOR THE BLIND | |||||||
| 25 WALKER STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | MCGREAL SIGHT CENTER | $400 |
| MONTSHIRE MUSEUM | |||||||
| ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| NORTHERN STAGE | |||||||
| 12 W MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| NRDC | |||||||
| 40 W 2OTH 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 | $100 |
| ORGANIC CONSUMERS ASSOC | |||||||
| 6771 SOUTH SILVER HILL DRIVE | FINLAND | ME | 55603 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| PLANNED PARENTHOOD | |||||||
| 1110 VERMONT AVE | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | N/A | PUBLIC CHARITY | LOCAL ROCKY MTN FUND | $500 |
| PUTNEY SCHOOL | |||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| SEVA FOUNDATION ONLINE | |||||||
| 1786 FIFTH STREET | BERKELEY | CA | 94710 | N/A | PUBLIC CHARITY | NATIVE WELLNESS PROGRAM | $1,000 |
| SOCIETY FOR THE PROTECTION OF NH FORESTS | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $350 |
| STORY CORPS | |||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | GENERAL FUND | $400 |
| THE AWAY STATION | |||||||
| 49 SUMMIT ROAD | SAN ANSELMO | CA | 94960 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02238 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| UPPER VALLEY LAND TRUST | |||||||
| 19 BUCK ROAD | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| UPPER VALLEY UNITED WAY | |||||||
| PO BOX 491 | LEBANON | NH | 03766 | N/A | PUBLIC CHARITY | GENERAL FUND | $400 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PUBLIC CHARITY | GENERAL FUND | $50 |
| WOMEN'S FUND OF NH | |||||||
| 2 DELTA DRIVE | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| THE MOTH | |||||||
| 481 BROADWAY | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| GLOBAL GIVING | |||||||
| 1023 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | JAPAN EARTHQUAKE & TSUNAMI RELIEF FUND | $1,000 |
| HEART OF MISSOURI UNITED WAY | |||||||
| 1700 EAST POINTE DRIVE | COLUMBIA | MO | 65201 | N/A | PUBLIC CHARITY | TORNADO RELIEF FUND | $1,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 1785 MASSACHUSETTS NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| MARIN COUNTY BICYCLE COALITION | |||||||
| 733 CENTER BLVD | FAIRFAX | VA | 94930 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CALIFORNIA BLUEGRASS ASSOC | |||||||
| PO BOX 5037 | MARYSVILLE | CA | 95901 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| OXFAM AMERICA | |||||||
| PO BOX 7011 | ALBERT LEA | MN | 56007 | N/A | PUBLIC CHARITY | GENERAL FUND | $700 |
| MARIN FOOD BANK | |||||||
| 75 DIGITAL DRIVE | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| PINE MANOR | |||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | ANNUAL FUND | $300 |
| CARE | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $1,450 |
| ENVIORNMENTAL DEFENSE FUND | |||||||
| PO BOX 5055 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $1,000 |
| KQED MEMBERSHIP DEPT | |||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $800 |
| LEUKEMIA & LIMPHOMA SOCIETY | |||||||
| 221 MAIN STREET | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $100 |
| NEW ENGLAND CENTER FOR CHILDREN | |||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $300 |
| NEW HAMPSHIRE LAKES ASSOCIATION | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $200 |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| NEW HAMPSHIRE PUBLIC TELEVISION | |||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $300 |
| VERMONT PUBLIC TV | |||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 05446 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $200 |
| YALE UNIVERSITY | |||||||
| PO BOX 208321 | NEW HAVEN | CT | 06520 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $75 |
| BICYCLE COLORADO | |||||||
| 1525 MARKET STREET STE 100 | DENVER | CO | 80202 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| BICYCLE WORKSMARIN LINK | |||||||
| 58000 NORTHGATE MALL STE 250 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | DEVELOPMENT FUND | $500 |
| CENTRAL ASIA INSTITUTE | |||||||
| PO BOX 7209 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $500 |
| COMMUNITY FIRST FOUNDATION | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| ECO-CYCLE INTERNET | |||||||
| 5030 PEARL STREET | BOULDER | CO | 80301 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | |||||||
| 344 40TH STREET | OAKLAND | CA | 94609 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| E-TOWN PRODUCTIONS INC | |||||||
| 1535 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PUBLIC CHARITY | GENERAL FUND | $255 |
| FRONT RANGE EQUINE RESCUE | |||||||
| PO BOX 307 | LARKSPUR | CO | 80118 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| GEOLOGICAL SURVEY | |||||||
| 325 BROADWAY WSI B | BOULDER | CO | 80305 | N/A | PUBLIC CHARITY | GENERAL FUND | $445 |
| MARIN CONSERVATION LEAGUE | |||||||
| 1623 FIFTH AVENUE | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL FUND | $309 |
| MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| MARIN ORGANIC | |||||||
| PO BOX 962 | POINT REYES STATION | CA | 94956 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| NATIONAL COUNCIL FOR THE TRADITIONAL ARTS | |||||||
| 1320 FENWICK LANE | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| NATIONAL PARKS FOUNDATION | |||||||
| 1201 EYE STREET NW STE 550B | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| SUSTAINABLE FAIRFAX | |||||||
| 141 BOLINAS ROAD | FAIRFAX | CA | 94930 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| TURTLE ISLAND RESTORATION NETWORK | |||||||
| PO BOX 370 | FOREST KNOLLS | CA | 94933 | N/A | PUBLIC CHARITY | SEA TURTLE RESTORATION PROJECT | $300 |
| WBEZ | |||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| YOSEMITE CONSERVANCY | |||||||
| 155 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42279 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,620 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,278 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,005 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $37,903 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 37903 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (49 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES | 14922 | 16869 |
| ANSYS INC | 16018 | 22912 |
| APACHE CORP | 9269 | 9058 |
| APPLE INC | 17227 | 20250 |
| AUTO DATA PROCESSING | 10317 | 18904 |
| BECTON DICKINSON & CO | 13993 | 14944 |
| BERKSHIRE HATHAWAY INC | 25602 | 30520 |
| CHUBB CORP | 0 | 0 |
| CARMAX INC | 22437 | 21336 |
| CISCO SYSTEMS INC | 19550 | 18080 |
| COCA COLA INC | 16479 | 22740 |
| COMCAST CORP | 27085 | 24896 |
| DANAHER CORP | 18991 | 23520 |
| DENTSPLY INTERNATIONAL INC | 8802 | 11372 |
| EBAY INC | 0 | 0 |
| ECOLAB INC | 3735 | 5781 |
| EXELON CORP | 13538 | 13011 |
| EXXON MOBIL CORP | 12415 | 25428 |
| GENZYME CORP | 0 | 0 |
| GILEAD SCIENCES INC | 14388 | 16372 |
| GOOGLE INC CLASS A | 15178 | 19377 |
| HEWLETT PACKARD CO | 0 | 0 |
| HOME DEPOT INC | 17208 | 25224 |
| IRON MOUNTAIN INC | 14053 | 18480 |
| JP MORGAN CHASE | 16420 | 13300 |
| JOHNSON & JOHNSON | 8913 | 19674 |
| JOHNSON CONTROLS INC | 13920 | 15630 |
| LIBERTY GLOBAL INC SER A | 0 | 0 |
| LIBERTY MEDIA HOLDING CORP | 0 | 0 |
| METLIFE INC | 19430 | 15590 |
| MICROSOFT CORP | 17283 | 18821 |
| PEPSICO INC | 19271 | 23223 |
| PROGRESSIVE CORP OH | 0 | 0 |
| QUALCOMM INC | 12403 | 16410 |
| RAYTHEON CO NEW | 18339 | 19352 |
| RESMED | 12296 | 10160 |
| SATCON TECH CORP | 23934 | 3781 |
| STATE STREET CORP | 12887 | 12093 |
| TRIMBLE NAVIGATION LTD | 22303 | 26040 |
| US BANCORP DEL NEW | 12960 | 16230 |
| UNITED TECH CORP | 13542 | 14618 |
| WAL-MART STORES INC | 19125 | 22410 |
| WALGREEN CO | 13862 | 14877 |
| WASTE MGMT INC | 0 | 0 |
| ABB LTD SPON ADR | 13163 | 15064 |
| CENOVUS ENERGY INC | 18790 | 16600 |
| ENCANA CORP | 14206 | 9265 |
| SUNCOR ENERGY INC | 12697 | 11532 |
| TEVA PHARMACEUTICAL IND | 10567 | 8072 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 26304 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 32231 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (15 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BARCLAYS BK PLC | AT COST | 984 | 845 |
| INDIA FUND INC | AT COST | 612 | 381 |
| ISHARES GOLD TRUST | AT COST | 2025 | 2285 |
| ISHARES MSCI SO KOREA | AT COST | 1806 | 1568 |
| ISHARES MSCI JAPAN | AT COST | 467 | 364 |
| JAPAN SMALLER CAP FD INC | AT COST | 604 | 474 |
| KAYNE ANDERSON MLP INV CO | AT COST | 25269 | 26118 |
| MARKET VECTORS AGRIBUSINESS | AT COST | 1140 | 943 |
| POWERSHARES TRUST GLOBAL WATER | AT COST | 2023 | 1685 |
| POWERSHARES DB AGRICULTURE | AT COST | 869 | 866 |
| SPDR S&P CHINA ETF | AT COST | 756 | 623 |
| ISHARES MSCI BRAZIL FREE INDEX | AT COST | 727 | 574 |
| ISHARES MSCI CANADA INDEX | AT COST | 1965 | 1596 |
| VANGUARD FTSE ALL-WORLD INDEX | AT COST | 2942 | 2379 |
| VANGUARD EMERGING MARKETS | AT COST | 1390 | 1146 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NH ANNUAL REPORT FILING FEE | 75 | 0 | 0 |
| BANK CHARGES | 181 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $4,782 | 4782 | 0 |
| TAX PREPARATION FEES | $1,600 | 1600 | 0 |