Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
Henry P and Susan C Crowell Trust Cash
Clearing Account
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 804358
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60680
A Employer identification number

36-6038028
B Telephone number (see instructions)

(312) 630-6000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$99,951,156J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,268,828 2,268,828  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 899,981
b Gross sales price for all assets on line 6a 12,559,675
7 Capital gain net income (from Part IV, line 2)... 899,981
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 871,608 871,608  
12 Total. Add lines 1 through 11........ 4,040,417 4,040,417  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 904,824 814,341   90,483
14 Other employee salaries and wages...... 114,454 0   114,454
15 Pension plans, employee benefits....... 54,100 0   54,100
16a Legal fees (attach schedule)......... Click to see attachment 1,174 0   1,174
b Accounting fees (attach schedule)....... Click to see attachment 1,875 937   938
c Other professional fees (attach schedule).... Click to see attachment 13,649 0   13,649
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 191,950 41,950   0
19 Depreciation (attach schedule) and depletion... 161 0  
20 Occupancy.............. 47,096 0   47,096
21 Travel, conferences, and meetings....... 53,362 0   53,362
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 51,185 0   51,185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,433,830 857,228   426,441
25 Contributions, gifts, grants paid....... 4,970,235 4,970,235
26 Total expenses and disbursements. Add lines 24 and 25 6,404,065 857,228   5,396,676
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,363,648
b Net investment income (if negative, enter -0-) 3,183,189
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,116,096 1,902,181 1,902,181
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment6,498,066 6,391,834
b Investments—corporate stock (attach schedule)....... 51,425,864 Click to see attachment48,393,948 45,926,608
c Investments—corporate bonds (attach schedule)....... 27,742,927 Click to see attachment20,110,969 19,692,071
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,099,264 Click to see attachment21,270,600 26,038,462
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 101,384,151 98,175,764 99,951,156
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment12,547 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 12,547 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 101,371,604 98,175,764
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 101,371,604 98,175,764
31 Total liabilities and net assets/fund balances (see instructions). 101,384,151 98,175,764
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
101,371,604
2
Enter amount from Part I, line 27a .....................
2
-2,363,648
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
99,007,956
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
832,192
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
98,175,764
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 598.58 MFB NORTHN HI YIELD FXD INC FD   2013-05-31 2015-01-09
b 15454.08 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-01-09
c 148131.76 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-03-25
d 12095.3 MFO AQR LARGE CAP MOMENTUM STYLE R6   2013-11-13 2015-03-25
e 25013.45 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-06-03
4178.27 MFO AQR LARGE CAP MOMENTUM STYLE R6   2013-11-13 2015-06-03
2073.6 MFO AQR INTERNATIONAL MOMENTUM STYLE - R6   2013-11-15 2015-06-03
2923.02 MFO AQR INTERNATIONAL MOMENTUM STYLE - R6   2013-11-15 2015-06-03
77.89 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2014-03-31 2015-06-03
932.36 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2013-11-15 2015-06-03
12874.67 MFB NORTHN HI YIELD FXD INC FD   2013-05-31 2015-06-03
598.58 MFB NORTHN HI YIELD FXD INC FD   2013-05-31 2015-06-03
3013.33 MFB NORTHN HI YIELD FXD INC FD   2013-06-01 2015-06-03
2632.51 MFB NORTHN HI YIELD FXD INC FD   2013-06-08 2015-06-03
12768.18 MFB NTGI COMMON DAILY SHORT-TERM GOVERNMENT BOND INDEX FUND - LENDI   2010-06-30 2015-06-03
5350 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2013-11-15 2015-06-03
805 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2013-11-15 2015-06-03
1298.25 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2013-06-03 2015-06-03
7348.71 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-06-09
3200 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2013-11-15 2015-06-10
195686.89 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2013-08-13 2015-06-18
9129.34 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2013-12-05 2015-06-18
3459.31 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2013-12-05 2015-06-18
4394.52 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2014-04-23 2015-06-18
16953.62 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-08-31
2695.19 MFO AQR LARGE CAP MOMENTUM STYLE R6   2013-11-13 2015-08-31
3743.49 MFO AQR INTERNATIONAL MOMENTUM STYLE - R6   2013-11-15 2015-08-31
1314.38 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-08-31
4423.89 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2014-07-28 2015-08-31
5169 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2013-11-15 2015-09-02
947.15 MFB NTGI COMMON DAILY SHORT-TERM GOVERNMENT BOND INDEX FUND - LENDING   2010-06-30 2015-10-06
2356.17 MFB NORTHN HI YIELD FXD INC FD   2013-11-29 2015-10-06
646.83 MFB NORTHN HI YIELD FXD INC FD   2014-07-28 2015-10-06
193.8 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2014-06-11 2015-10-06
311.33 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-10-06
485.91 MFO AQR LARGE CAP MOMENTUM STYLE R6   2013-11-13 2015-10-06
365.23 MFO AQR INTERNATIONAL MOMENTUM STYLE - R6   2013-11-15 2015-10-06
622M FC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2013-11-15 2015-10-08
11333.31 MFB NORTHN HI YIELD FXD INC FD   2013-11-21 2015-11-12
8601.1 MFB NORTHN HI YIELD FXD INC FD   2013-11-29 2015-11-12
5213.52 MFB NORTHN HI YIELD FXD INC FD   2014-04-23 2015-11-12
9515.65 MFB NTGI COMMON DAILY SHORT-TERM GOVERNMENT BOND INDEX FUND - LENDIN   2010-06-30 2015-11-13
280.81 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2014-06-11 2015-11-13
1097.14 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2014-04-23 2015-11-13
16587.11 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-11-13
1829.83 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-11-13
327.33 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2014-07-28 2015-11-13
3080.57 MFO AQR LARGE CAP MOMENTUM STYLE R6   2013-11-13 2015-11-13
3602.31 MFO AQR INTERNATIONAL MOMENTUM STYLE - R6   2013-11-15 2015-11-13
1282.21 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2013-11-15 2015-11-13
5000 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2013-11-15 2015-11-16
568 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2013-11-15 2015-11-16
4754.66 MFB NTGI COMMON DAILY SHORT-TERM GOVERNMENT BOND INDEX FUND - LENDIN   2010-06-30 2015-11-18
12630.02 MFB NORTHN HI YIELD FXD INC FD   2013-11-21 2015-11-18
542.4 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2014-04-23 2015-11-18
46.76 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2013-11-15 2015-11-18
8503.4 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2013-11-13 2015-11-18
1421.13 MFO AQR LARGE CAP MOMENTUM STYLE R6   2013-11-13 2015-11-18
1790.83 MFO AQR INTERNATIONAL MOMENTUM STYLE - R6   2013-11-15 2015-11-18
1129.61 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2013-11-15 2015-11-18
912.13 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-11-18
163.72 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2014-07-28 2015-11-18
2500 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2013-11-15 2015-11-20
300 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2013-11-15 2015-11-20
3125.49 MFO AQR LRG CAP MOMENT STY-L CAP MOMENTUM STYLE 2715AQ1 03-11-2015   2014-12-19 2015-01-09
494.29 MFO AQR LRG CAP MOMENT STY-L CAP MOMENTUM STYLE 2715AQ1 03-11-2015   2014-12-19 2015-01-09
2913.69 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-01-09
1284.27 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2014-07-28 2015-01-09
3608.78 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2015-03-09 2015-03-25
57.51 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2015-03-09 2015-03-25
3973.96 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2014-07-28 2015-03-25
12088.62 MFO AQR LARGE CAP MOMENTUM STYLE R6   2014-12-19 2015-03-25
1104.18 MFO AQR LARGE CAP MOMENTUM STYLE R6   2014-12-19 2015-03-25
15614.13 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-03-25
665.64 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2014-07-28 2015-06-03
232.79 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-05-29 2015-06-03
239.31 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-04-30 2015-06-03
256.08 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-03-31 2015-06-03
227.29 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-02-27 2015-06-03
227.02 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-01-30 2015-06-03
632.74 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-01-08 2015-06-03
250.49 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2014-12-31 2015-06-03
456.78 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-06-03
2109.9 MFO DFA US L/C VALUE PORTFOLIO   2014-07-28 2015-06-03
15168.62 MFB NORTHN HI YIELD FXD INC FD   2014-07-28 2015-06-03
1900 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX   2014-08-19 2015-06-03
460.54 MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL   2014-06-11 2015-06-03
3568.32 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2015-06-08 2015-06-09
1151.75 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2014-07-28 2015-06-18
3600.5 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2014-12-09 2015-06-18
3117.53 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2014-12-09 2015-06-18
1625.41 MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I   2014-12-30 2015-06-18
433.7 MFO DFA US L/C VALUE PORTFOLIO   2015-06-08 2015-08-31
56.67 MFO DFA US SMALL CAP PORTFOLIO 6-10 SMALL CO PORTFOLIO OPEN END   2015-06-08 2015-08-31
2318.84 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2015-09-09 2015-10-06
243.14 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-09-30 2015-10-06
36.94 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-07-31 2015-10-06
1574.07 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT   2015-09-09 2015-11-13
245.58 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-10-30 2015-11-13
256.11 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-08-31 2015-11-13
220.91 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-07-31 2015-11-13
260.69 NTGI-QM COMMON DAILY AGGREGATE BOND INDEX FUND - NON-LENDING   2015-06-30 2015-11-13
CAPITAL GAIN DISTRIBUTIONS      
OTHER GAIN/LOSS      
WASH SALE ADJUSTMENT      
ROUNDING      
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,226   4,615 -389
b 276,319   247,420 28,899
c 2,725,624   2,371,589 354,035
d 261,259   249,772 11,487
e 465,000   400,465 64,535
90,000   86,283 3,717
30,710   33,752 -3,042
43,290   45,943 -2,653
8,331   8,257 74
99,723   98,797 926
92,183   99,264 -7,081
4,286   4,597 -311
21,575   23,023 -1,448
18,849   20,194 -1,345
134,500   136,338 -1,838
335,118   332,342 2,776
25,285   28,124 -2,839
33,586   35,546 -1,960
134,628   117,653 16,975
198,172   198,784 -612
1,829,672   1,855,112 -25,440
85,359   83,442 1,917
32,345   31,618 727
41,089   40,913 176
294,993   271,427 23,566
56,006   55,657 349
51,997   58,839 -6,842
42,100   45,070 -2,970
134,265   135,283 -1,018
293,594   321,098 -27,504
10,000   10,118 -118
15,692   17,978 -2,286
4,308   4,942 -634
5,000   5,149 -149
10,000   10,676 -676
10,000   10,034 -34
5,000   5,741 -741
34,974   38,639 -3,665
76,613   86,133 -9,520
58,143   65,626 -7,483
35,243   39,727 -4,484
100,000   101,662 -1,662
7,133   7,461 -328
27,867   28,855 -988
292,265   265,560 26,705
60,000   62,745 -2,745
10,000   10,010 -10
65,000   63,615 1,385
50,000   56,620 -6,620
135,833   135,948 -115
285,559   310,600 -25,041
14,062   19,844 -5,782
50,000   50,797 -797
85,000   95,988 -10,988
13,809   14,265 -456
1,191   1,227 -36
150,000   136,139 13,861
30,000   29,347 653
25,000   28,148 -3,148
120,000   119,768 232
30,000   31,277 -1,277
5,000   5,007 -7
141,672   155,300 -13,628
7,355   10,481 -3,126
65,417   65,166 251
10,345   10,306 39
98,308   99,910 -1,602
39,440   39,273 167
66,402   65,644 758
1,871   1,814 57
129,313   121,524 7,789
261,114   251,686 9,428
23,850   22,989 861
530,568   535,409 -4,841
21,500   20,355 1,145
24,899   25,083 -184
25,596   25,923 -327
27,390   27,895 -505
24,311   24,687 -376
24,282   25,002 -720
67,677   68,817 -1,140
26,792   27,057 -265
15,928   15,668 260
73,572   72,348 1,224
108,607   115,888 -7,281
119,014   121,717 -2,703
11,914   12,237 -323
65,372   65,372 0
10,769   10,884 -115
33,665   33,377 288
29,149   28,900 249
15,198   15,019 179
13,891   14,898 -1,007
1,720   1,830 -110
40,000   39,490 510
26,043   26,008 35
3,957   3,948 9
27,735   26,806 929
26,016   26,220 -204
27,131   27,261 -130
23,403   23,614 -211
27,617   27,748 -131
551,113     551,113
    15,277 -15,277
2,981     2,981
2     2
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -389
b       28,899
c       354,035
d       11,487
e       64,535
      3,717
      -3,042
      -2,653
      74
      926
      -7,081
      -311
      -1,448
      -1,345
      -1,838
      2,776
      -2,839
      -1,960
      16,975
      -612
      -25,440
      1,917
      727
      176
      23,566
      349
      -6,842
      -2,970
      -1,018
      -27,504
      -118
      -2,286
      -634
      -149
      -676
      -34
      -741
      -3,665
      -9,520
      -7,483
      -4,484
      -1,662
      -328
      -988
      26,705
      -2,745
      -10
      1,385
      -6,620
      -115
      -25,041
      -5,782
      -797
      -10,988
      -456
      -36
      13,861
      653
      -3,148
      232
      -1,277
      -7
      -13,628
      -3,126
      251
      39
      -1,602
      167
      758
      57
      7,789
      9,428
      861
      -4,841
      1,145
      -184
      -327
      -505
      -376
      -720
      -1,140
      -265
      260
      1,224
      -7,281
      -2,703
      -323
      0
      -115
      288
      249
      179
      -1,007
      -110
      510
      35
      9
      929
      -204
      -130
      -211
      -131
      551,113
      -15,277
      2,981
      2
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 899,981
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 4,891,415 108,099,896 0.045249
2013 4,962,674 103,437,919 0.047977
2012 4,766,054 98,806,999 0.048236
2011 4,369,615 98,837,607 0.044210
2010 4,094,110 92,069,365 0.044468
2
Total of line 1, column (d) .....................
20.230140
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.046028
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
104,261,521
5
Multiply line 4 by line 3......................
5
4,798,949
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
31,832
7
Add lines 5 and 6........................
7
4,830,781
8
Enter qualifying distributions from Part XII, line 4.............
8
5,396,676
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 31,832
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 31,832
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,832
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 150,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 180,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 148,168
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet148,168 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL, CA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.crowelltrust.org
    14
    The books are in care ofbulletThe Northern Trust Company Telephone no.bullet (312) 630-6000

    Located atbulletPO Box 804358ChicagoIL ZIP+4bullet60680
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Paul Borthwick Vice Chairman
    18.00     		33,300 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    The Northern Trust Company Trustee
    40.00     		574,954 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    Jane Overstreet Chairman
    18.00     		33,300 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    John T Bass Trustee
    18.00     		12,090 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    John Robinson Secretary
    18.00     		33,300 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    John Lewis Treasurer
    18.00     		33,300 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    Candace Sparks Executive Director
    40.00     		139,807 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    Lowell Kline Trustee
    18.00     		11,472 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    Thomas Lin Trustee
    18.00     		33,300 0 0
    1800 Office Club Point Ste 2200
    Colorado Springs,CO80920
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 The Henry P. & Susan Crowell trust helps to develop board members from recipient organizations through programs in order to build capacity to fulfill mission. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 None 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    105,849,260
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    105,849,260
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    105,849,260
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,587,739
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    104,261,521
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,213,076
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    5,213,076
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    31,832
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    3,129
    c
    Add lines 2a and 2b............................
    2c
    34,961
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,178,115
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,178,115
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,178,115
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,396,676
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,396,676
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    31,832
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,364,844
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 5,178,115
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 4,169,391
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 5,396,676
    a Applied to 2014, but not more than line 2a 4,169,391
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 1,227,285
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		3,950,830
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Henry P Susan C Crowell Trust
    1880 Office Club Pointe Suite 2200
    Colorado Springs,CO80920
    (719) 272-8300
    bThe form in which applications should be submitted and information and materials they should include:
    See Footnote
    cAny submission deadlines:
    See Footnote
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See Footnote
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DEVELOPMENT ASSOCIATES INTERNATIONAL
    817 VILLAGE CENTER DR
    COLORADO SPRINGS,CO80919     		  PUBLIC GENERAL 400,000
    PIONEERS
    420 MONTGOMERY ST
    SAN FRANCISCO,CA94105     		  PUBLIC GENERAL 180,000
    LANGHAM PARTNERSHIP USA (FORMERLY
    120 EAST WESLEY STREET
    WHEATON,IL60187     		  PUBLIC GENERAL 100,000
    OVERSEAS COUNCIL
    4701 N KEYSTONE AVE
    INDIANAPOLIS,IN46205     		  PUBLIC GENERAL 100,000
    THE SEED COMPANY
    201 MAIN ST SUITE 501
    FORT WORTH,TX76102     		  PUBLIC GENERAL 75,000
    ARAB BAPTIST THEOLOGICAL SEMINARY
    12170 GA 92
    WOODSTOCK,GA30188     		  PUBLIC GENERAL 75,000
    INTERNATIONAL FELLOWSHIP OF EVANGELICAL STUDENTS
    1275 VILLAGE RIDGE POINT
    MONUMENT,CO80132     		  PUBLIC GENERAL 70,000
    FRIENDS OF FORMAN CHRISTIAN COLLEGE
    3434 ROSWELL ROAD NW
    ATLANTA,GA30305     		  PUBLIC GENERAL 65,000
    AWANA CLUBS INTERNATIONAL
    2218 FIFTH AVE
    NEW YORK,NY10037     		  PUBLIC GENERAL 60,000
    HEART FOR LEBANON FOUNDATION
    912 TUNNEL ROAD
    ASHEVILLE,NC28805     		  PUBLIC GENERAL 60,000
    MISSION EURASIA
    120 E WESLEY
    WHEATON,IL60187     		  PUBLIC GENERAL 60,000
    BIOLA UNIVERSITY
    1980 SATURN ST
    MONTEREY PARK,CA91755     		  PUBLIC GENERAL 50,000
    EDIFY
    3535 DEL MAR HEIGHTS RD
    SAN DIEGO,CA92130     		  PUBLIC GENERAL 50,000
    INTERVARSITY CHRISTIAN FELLOWSHIP
    2870 HOLMGREN WAY
    GREEN BAY,WI54304     		  PUBLIC GENERAL 50,000
    WORLD CONCERN OF CRISTA MINISTRIES
    FISCAL SPONSOR CRISTA MINISTRIES
    270 PARK AVE
    NEW YORK,NY10037     		  PUBLIC GENERAL 50,000
    LIFEWATER INTERNATIONAL
    PO BOX 6995
    PORTLAND,OR97228     		  PUBLIC GENERAL 50,000
    CHURCH PLANTING DEVELOPMENT EGYPT
    CPDE SPONSOR MIDDLE EAST MINISTRIES
    PO BOX 630900
    CINCINNATI,OH45263     		  PUBLIC GENERAL 50,000
    CONGO INITIATIVE
    N96W18480 COUNTY LINE RD
    GERMANTOWN,WI53022     		  PUBLIC GENERAL 45,000
    GORDON-CONWELL THEOLOGICAL SEMINARY
    13001 HOLLENBERG DRIVE
    BRIDGETON,MO63044     		  PUBLIC GENERAL 40,000
    ENGLISH LANGUAGE INSTITUTECHINA
    955 W IMPERIAL HIGHWAY
    BREA,CA92821     		  PUBLIC GENERAL 40,000
    SCHOLARLEADERS INTERNATIONAL
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  PUBLIC GENERAL 40,000
    YOUNG LIFE
    420 MONTGOMERY STREET
    SAN FRANCISCO,CA94105     		  PUBLIC GENERAL 40,000
    REACH BEYOND
    90 S CASCADE AVE
    COLORADO SPRINGS,CO80901     		  PUBLIC GENERAL 35,000
    LEBANESE SOCIETY FOR EDUCATIONAL AND
    SOCIAL DEVELOPMENT LSESD 12170 GA
    92
    WOODSTOCK,GA30188     		  PUBLIC GENERAL 35,000
    DISCIPLE NATIONS ALLIANCE
    5555 N 7TH STREET STE 140
    PHOENIX,AZ85014     		  PUBLIC GENERAL 35,000
    THE NAVIGATORS
    6 SOUTH TEJON STREET
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL 30,000
    THE VERITAS FORUM
    226 MAIN STREET
    CAMBRIDGE,MA02142     		  PUBLIC GENERAL 30,000
    VERITAS COLLEGE INTERNATIONAL
    PO BOX 150097
    LAKEWOOD,CO80215     		  PUBLIC GENERAL 30,000
    MILITARY COMMUNITY YOUTH MINISTRIES
    955 W IMPERIAL HIGHWAY
    BREA,CA92821     		  PUBLIC GENERAL 30,000
    AFMIN USA INC
    1427 GREENSBORO AVE
    TUSCALOOSA,AL35401     		  PUBLIC GENERAL 30,000
    MISSION MEDICAL CLINIC
    2 NORTH CASCADE AVE STE 130
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL 30,000
    BETHLEHEM BIBLE COLLEGE
    2610 E COMMON ST
    NEW BRAUNFELS,TX78130     		  PUBLIC GENERAL 30,000
    MEDIA ASSOCIATES INTERNATIONAL
    111 W MONROE ST
    CHICAGO,IL60603     		  PUBLIC GENERAL 25,000
    ORPHAN'S TREE INC
    1275 VILLAGE RIDGE POINT
    MONUMENT,CO80132     		  PUBLIC GENERAL 25,000
    EVANGELICAL THEOLOGICAL SEMINARY IN CAIRO
    115TH E 23RD ST
    NEW YORK,NY10010     		  PUBLIC GENERAL 25,000
    A FAMILY FOR EVERY ORPHAN
    3110 WOBURN ST 101
    BELLINGHAM,WA98226     		  PUBLIC GENERAL 25,000
    ECHOCUBA FISCAL SPONSOR ECHOCUBA
    OUTREACH AID AMERICAS 901 HARDING
    AVE
    SURFSIDE,FL33154     		  PUBLIC GENERAL 20,000
    MOPS INTERNATIONAL INC
    1600 W MINERAL AVE
    LITTLETON,CO80120     		  PUBLIC GENERAL 20,000
    OPERATION AGAPE FISCAL SPONSOR
    817 VILLAGE CENTER DR
    COLORADO SPRINGS,CO80919     		  PUBLIC GENERAL 20,000
    STEIGER INTERNATIONAL
    45 GLASTONBURY BLVD
    GLASTONBURY,CT06033     		  PUBLIC GENERAL 20,000
    YOUTH WITH A MISSION CAMBODIA
    THE UNIVERSITY OF THE NATIONS KONA
    222 NORTH SCHOOL STREET
    HONOLULU,HI96817     		  PUBLIC GENERAL 16,000
    ED DISCRETIONARY FUNDS
    1008 OAK STREET
    KANSAS CITY,MO64106     		  PUBLIC GENERAL 15,000
    HOLLYWOOD PRAYER NETWORK
    PO BOX 2400
    BREA,CA92822     		  PUBLIC GENERAL 15,000
    CHINA OUTREACH MINISTRIES
    3801 RAXTON STREET
    HARRISBURG,PA17111     		  PUBLIC GENERAL 15,000
    ACTS MINISTRY
    3020 KEITH ST NW
    CLEVELAND,TN37312     		  PUBLIC GENERAL 14,735
    ELIM RESOURCE CENTER
    817 VILLAGE CENTER DR
    COLORADO SPRINGS,CO80919     		  PUBLIC GENERAL 10,000
    BANGUI EVANGELICAL SCHOOL OF THEOLOGY
    955 W IMPERIAL HIGHWAY
    BREA,CA92821     		  PUBLIC GENERAL 150,000
    GRAIN OF WHEAT INTERNATIONAL 1095
    JONES BRIDGE ROAD
    JOHNS CREEK,GA30022     		  PUBLIC GENERAL 35,000
    CALVARY MINISTRIES-CAPRO USA INC
    6855 RIVERSIDE BLVD
    ROCKFORD,IL61114     		  PUBLIC GENERAL 30,000
    MIDDLE EAST MEDIA
    PO BOX 4949
    WHEATON,IL60189     		  PUBLIC GENERAL 30,000
    GLOBAL RECORDINGS NETWORK
    41823 ENTERPRISE CIRCLE N 200
    TEMECULA,CA92590     		  PUBLIC GENERAL 30,000
    FRIENDS OF HOPE
    AFRICA UNIVERSITY INC 3050 WABASH
    SPRINGFIELD,IL62704     		  PUBLIC GENERAL 27,500
    FRONTIER VENTURES
    1390 NORTH ALLEN AVE
    PASADENA,CA91104     		  PUBLIC GENERAL 20,000
    DEVELOPMENT ASSOCIATES INTERNATIONAL
    817 VILLAGE CENTER DR
    COLORADO SPRINGS,CO80919     		  PUBLIC GENERAL 15,000
    ELAM MINISTRIES
    420 MONTGOMERY
    SAN FRANCISCO,CA94104     		  PUBLIC GENERAL 150,000
    FULLER THEOLOGICAL SEMINARY
    633 WEST FIFTH STREET 25TH FLOOR
    LOS ANGELES,CA90071     		  PUBLIC GENERAL 150,000
    MISSION AVIATION FELLOWSHIP
    101 S BARRANACA AVE
    COVINA,CA91723     		  PUBLIC GENERAL 85,000
    LIFE IN ABUNDANCE INTL
    3800 CITIBANK CENTER BLDG A-1
    TAMPA,FL33610     		  PUBLIC GENERAL 80,000
    DENVER SEMINARY
    5050 S FEDERAL BLVD
    ENGLEWOOD,CO80110     		  PUBLIC GENERAL 75,000
    CITYTEAM INTL
    333 W SANTA CLARA ST
    SAN JOSE,CA951311115     		  PUBLIC GENERAL 60,000
    BIBLICA
    102 S TEJON STREET STE 340
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL 60,000
    THORNSTON EDUCATIONAL FUND
    955 W IMPERIAL HIGHWAY
    BREA,CA92821     		  PUBLIC GENERAL 60,000
    PROJECT MEDSEND
    420 MONTGOMERY
    SAN FRANCISCO,CA94104     		  PUBLIC GENERAL 50,000
    SAT-7 NORTH AMERICA
    8133 ELLIOTT ROAD
    EASTON,MD21601     		  PUBLIC GENERAL 50,000
    SCHOLARLEADERS INTERNATIONAL
    111 WALL STREET
    NEW YORK,NY10005     		  PUBLIC GENERAL 50,000
    FAR EAST BROADCASTING COMPANY INC
    1300 IMPERIAL HIGHWAY
    LA HABRA,CA90631     		  PUBLIC GENERAL 50,000
    HOPE INTERNATIONAL
    PO BOX 1000
    LITITZ,PA17543     		  PUBLIC GENERAL 50,000
    HORIZONS INTERNATIONAL
    420 MONTGOMERY STREET
    SAN FRANCISCO,CA94104     		  PUBLIC GENERAL 50,000
    TEACH BEYOND
    955 W IMPERIAL HIGHWAY STE 100
    BREA,CA92821     		  PUBLIC GENERAL 50,000
    EVERY GENERATION MINISTRIES
    PO BOX 1000
    BREA,CA92822     		  PUBLIC GENERAL 45,000
    UNIVERSITE SHALOM DE BUNIA
    8320 N OAK TRAFFIC WAY
    KANSAS CITY,MO64155     		  PUBLIC GENERAL 45,000
    INTERNATIONAL STUDENTS INC
    60 S CASCADE AVE
    COLORADO SPRINGS,CO80901     		  PUBLIC GENERAL 40,000
    MORNING STAR DEVELOPMENT
    3505 AUSTIN BLUFFS PARKWAY
    COLORADO SPRINGS,CO80901     		  PUBLIC GENERAL 40,000
    MIRACLE SAT
    2336 NORTH WAHSATCH AVE
    COLORADO SPRINGS,CO80907     		  PUBLIC GENERAL 35,000
    GLOBAL MEDIA OUTREACH
    1455 ROSS AVE STE 200
    DALLAS,TX75202     		  PUBLIC GENERAL 30,000
    CHRISTIAN ASSOCIATES INTERNATIONAL
    PO BOX 2400
    BREA,CA92822     		  PUBLIC GENERAL 30,000
    THEOLOGICAL BOOK NETWORK INC
    51 IONIA AVE SW
    GRAND RAPIDS,MI49503     		  PUBLIC GENERAL 30,000
    VISION COMMUNICATIONS INTERNATIONAL
    600 BAILEY AVENUE
    FORT WORTH,TX76107     		  PUBLIC GENERAL 30,000
    CHRISTIANS FOR BIBLICAL EQUALITY
    200 UNIVERSITY AVE W
    ST PAUL,MN55103     		  PUBLIC GENERAL 25,000
    CHOSEN PEOPLE MINISTRIES INC
    866 THIRD AVE
    NEW YORK,NY10022     		  PUBLIC GENERAL 25,000
    CHALMERS CENTER
    25 PARK PLACE
    ATLANTA,GA30303     		  PUBLIC GENERAL 25,000
    AGAPE INTERNATIONAL MISSIONS
    2240 DOUGLAS BLVD
    ROSEVILLE,CA95661     		  PUBLIC GENERAL 25,000
    HARVESTERS REACHING THE NATIONS
    6201 WEST PARK BLVD
    PLANO,TX75093     		  PUBLIC GENERAL 25,000
    HISPANIC MINISTRY CENTER INC DBA
    URBAN YOUTH WORKERS INSTITUTE 955 W
    IMPERIAL HIGHWAY STE 100
    BREA,CA92821     		  PUBLIC GENERAL 25,000
    OXFORD CENTRE FOR MISSION STUDIES
    3320 W OLYMPIC BLVD
    LOS ANGELES,CA90019     		  PUBLIC GENERAL 25,000
    PLANT WITH PURPOSE
    955 W IMPERIAL HIGHWAY STE 100
    BREA,CA92821     		  PUBLIC GENERAL 25,000
    SERVE INDIA MINISTRIES
    605 LINCOLN AVE
    CHARLESTON,IL61920     		  PUBLIC GENERAL 24,000
    CHILDREN'S HOPECHEST
    1430 VILLAGE RIDGE PT
    MONUMENT,CO80132     		  PUBLIC GENERAL 20,000
    PRAXIS
    1336 CHICAGO AVE
    EVANSTON,IL60201     		  PUBLIC GENERAL 20,000
    CHILDREN IN CHRIST
    955 W IMPERIAL HIGHWAY STE 100
    BREA,CA92821     		  PUBLIC GENERAL 15,000
    ARROW OUTREACH INC
    766 W MAIN
    VAN,TX75790     		  PUBLIC GENERAL 10,000
    FREEDOM TO LEAD INTERNATIONAL
    910 US 64 W
    APEX,NC27523     		  PUBLIC GENERAL 10,000
    SCHOLARLEADERS INTERNATIONAL
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  PUBLIC GENERAL -50,000
    BIBLE STUDENTS FELLOWSHIP OF
    BANGLADESH-DAI IS FISCAL SPONSOR
    817 VILLAGE CENTER DR
    COLORADO SPRINGS,CO80919     		  PUBLIC GENERAL 75,000
    MISSION TRAINING INTERNATIONAL INC
    955 W IMPERIAL HIGHWAY STE 100
    BREA,CA92821     		  PUBLIC GENERAL 75,000
    WYCLIFFE BIBLE TRANSLATORS
    PO BOX 1000
    ORLANDO,FL32802     		  PUBLIC GENERAL 75,000
    OPERATION MOBILIZATION
    303 PEACHTREE ST
    ATLANTA,GA30308     		  PUBLIC GENERAL 50,000
    WORLD RELIEF CORPORATION OF THE
    NATIONAL ASSOCIATION OF EVANGELICAL
    2 N CHARLES ST
    BALTIMORE,MD21202     		  PUBLIC GENERAL 50,000
    TRAINING IN EVANGELISM NEEDS AND
    TECHNOLOGY 2401 FAR HILLS AVE
    DAYTON,OH45419     		  PUBLIC GENERAL 43,000
    TRANS WORLD RADIO
    500 FIRST AVE
    PITTSBURGH,PA15219     		  PUBLIC GENERAL 40,000
    SOUTH ASIA INST OF ADVANCED CHRISTIAN STUDIES
    60 W HAMILTON AVE
    CAMPBELL,CA95008     		  PUBLIC GENERAL 35,000
    WELLS FARGO AS AGENT
    PO BOX 63020
    SAN FRANCISCO,CA94163     		  PUBLIC GENERAL 35,000
    RECONCILED WORLD
    1528 BUCKEYE RD
    PHOENIX,AZ85034     		  PUBLIC GENERAL 30,000
    US PARTNERS OF EQUIP INDIA
    PO BOX 659754
    SAN ANTONIO,TX78265     		  PUBLIC GENERAL 30,000
    FAITH AND LEARNING INTERNATIONAL
    955 WEST IMPERIAL HIGHWAY
    BREA,CA92821     		  PUBLIC GENERAL 30,000
    OPEN DOORS USA
    955 WEST IMPERIAL HIGHWAY
    BREA,CA92821     		  PUBLIC GENERAL 20,000
    EMBRACING GOD MINISTRIES
    1201 EMMET STREET
    CHARLOTTESVILLE,VA22903     		  PUBLIC GENERAL 20,000
    SCHOLARLEADERS INTERNATIONAL
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  PUBLIC GENERAL 50,000
    Total .................................bullet 3a 4,970,235
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 2,268,828  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 899,981  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aNonqualified Annuities     		    14 2,414  
    bFuture Contracts - Loss     14 -3,351  
    cPartnership Income     14 872,545  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,040,417 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,040,417
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax Preparation 1,875 937   938

    TY 2015 AllOthProgRltdInvestmentsSch
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Category Amount
    None 0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds 20,110,969 19,692,071

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Equities 48,393,948 45,926,608

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    US Government Securities - End of Year Book Value:

    6,498,066
    US Government Securities - End of Year Fair Market Value:

    6,391,834
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Other Investment Assets AT COST 21,270,600 26,038,462

    TY 2015 LegalFeesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 1,174 0   1,174


    TY 2015 OtherDecreasesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Description Amount
    Prior Period Adjustment 832,192


    TY 2015 OtherExpensesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 537 0   537
    Suscriptions 612 0   612
    Postage 109 0   109
    Maintenance 326 0   326
    Phone/Internet 5,396 0   5,396
    Entertainment 976 0   976
    Supplies 978 0   978
    Insurance 1,673 0   1,673
    Training 5,056 0   5,056
    Office Furnishings/Equipment 2,653 0   2,653
    Investment Exp 9,860 0   9,860
    IL AG 15 0   15
    NTCC 11,716 0   11,716
    State of CO 10 0   10
    Software and Tech Support 7,669 0   7,669
    Misc 2,639 0   2,639
    Board Expense 960 0   960


    TY 2015 OtherIncomeSchedule2
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Nonqualified Annuities 2,414 2,414 2,414
    Future Contracts - Loss -3,351 -3,351 -3,351
    Partnership Income 872,545 872,545 872,545


    TY 2015 OtherLiabilitiesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Description Beginning of Year - Book Value End of Year - Book Value
      12,547 0


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting Fees 13,649 0   13,649


    TY 2015 TaxesSchedule
    Name:
    Henry P and Susan C Crowell Trust Cash
     
    Clearing Account
    EIN:
    36-6038028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax 150,000 0   0
    Foreign Tax 41,873 41,873   0
    Property Tax 77 77   0