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
CROWELL FAMILY FOUNDATION 7522-07552000058
 
Number and street (or P.O. box number if mail is not delivered to street address)45 SCHOOL ST 5TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021083204
A Employer identification number

32-6011964
B Telephone number (see instructions)

(617) 523-1635
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$1,077,102J 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... 21,243 20,735  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,054
b Gross sales price for all assets on line 6a 189,315
7 Capital gain net income (from Part IV, line 2)... 42,054
8 Net short-term capital gain......... 0
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 1,064    
12 Total. Add lines 1 through 11........ 64,361 62,789  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,200 2,200 0 0
c Other professional fees (attach schedule).... Click to see attachment 6,089 6,089   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 395     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 75      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,759 8,289 0 0
25 Contributions, gifts, grants paid....... 55,100 55,100
26 Total expenses and disbursements. Add lines 24 and 25 63,859 8,289 0 55,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 502
b Net investment income (if negative, enter -0-) 54,500
c Adjusted net income (if negative, enter -0-)... 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......... 64,000 12,167 12,167
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 617,591 Click to see attachment671,008 1,019,841
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 65,472 Click to see attachment64,690 45,094
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) 747,063 747,865 1,077,102
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)    
23 Total liabilities (add lines 17 through 22).........   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........ 747,063 747,865
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 747,063 747,865
31 Total liabilities and net assets/fund balances (see instructions). 747,063 747,865
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
747,063
2
Enter amount from Part I, line 27a .....................
2
502
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
300
4
Add lines 1, 2, and 3 ..........................
4
747,865
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
747,865
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 100. APACHE CORP   2010-09-01 2015-07-20
b 250. APACHE CORP   2013-03-07 2015-07-20
c 100. BERKSHIRE HATHAWAY INC B   2006-08-24 2015-11-19
d 200. CATERPILLAR INC   2012-05-18 2015-03-24
e 50. COCA COLA CO   2008-09-16 2015-01-12
100. GILEAD SCIENCES INC   2010-06-01 2015-01-12
100. GILEAD SCIENCES INC   2010-06-01 2015-10-21
.0824 GOOGLE INC CL C COM   2010-05-05 2015-05-04
100. HOME DEPOT INC   2010-08-17 2015-11-19
600. OPEN TEXT CORPORATION   2014-04-28 2015-06-15
16. RMR GROUP INC CL A   2015-12-15 2015-12-22
100. RAYTHEON INC (NEW) PFD   2010-09-03 2015-10-28
50. RESMED INC   2013-12-12 2015-04-08
. SATCON TECHNOLOGY CORP     2015-11-20
300. STATE STR CORP   2009-12-02 2015-11-19
300. TERADATA CORP   2012-01-05 2015-03-16
1000. TRIMBLE NAVIGATION LTD   2011-08-03 2015-06-02
100. WALGREENS BOOTS ALLIANCE INC COM   2008-07-28 2015-11-19
(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 4,868   9,269 -4,401
b 12,169   19,088 -6,919
c 13,576   6,400 7,176
d 16,072   17,856 -1,784
e 2,148   1,370 778
10,247   1,799 8,448
10,059   1,799 8,260
43   21 22
12,645   2,868 9,777
25,620   30,169 -4,549
216   199 17
11,827   4,585 7,242
3,647   2,307 1,340
223     223
21,718   12,887 8,831
12,571   14,737 -2,166
23,433   18,586 4,847
8,233   3,321 4,912
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       -4,401
b       -6,919
c       7,176
d       -1,784
e       778
      8,448
      8,260
      22
      9,777
      -4,549
      17
      7,242
      1,340
      223
      8,831
      -2,166
      4,847
      4,912
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 42,054
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 16,650 1,116,391 0.014914
2013 45,700 1,118,715 0.04085
2012 33,635 906,104 0.03712
2011 42,279 891,400 0.04743
2010 45,832 758,686 0.06041
2
Total of line 1, column (d) .....................
20.200724
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
0.040145
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,126,434
5
Multiply line 4 by line 3......................
5
45,221
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
545
7
Add lines 5 and 6........................
7
45,766
8
Enter qualifying distributions from Part XII, line 4.............
8
55,100
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 1 545
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........................... 3 545
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- ..... 5 545
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 170
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 170
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 375
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletNH
    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
     
    No
    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 addressbullet  
    14
    The books are in care ofbulletTHOMAS W CROWELL Telephone no.bullet (415) 456-6753

    Located atbullet66 BENNITT AVENUESAN ANSELMOCA ZIP+4bullet94960
    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
     
     
    ........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
     
    No
    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
    CHARLES P CURTIS TRUSTEE
    1     		0    
    WELCH FORBES LLC 45 SCHOOL ST
    BOSTON,MA02145
    THOMAS W CROWELL TRUSTEE
    1     		0    
    66 BENNITT AVENUE
    SAN ANSELMO,CA94960
    DEBORAH W CROWELL TRUSTEE
    1     		0    
    2276 EAST GOSS CIRCLE
    BOULDER,CO80302
    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
     
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    1,105,560
    b
    Average of monthly cash balances.......................
    1b
    38,028
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,143,588
    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
    1,143,588
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,154
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,126,434
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    56,322
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    56,322
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    545
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    545
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    55,777
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    55,777
    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
    55,777
    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
    55,100
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    55,100
    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
    545
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    54,555
    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 55,777
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 50,597
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 55,100
    a Applied to 2014, but not more than line 2a 50,597
    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..... 4,503
    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 ..........     		51,274
    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.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    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).)
    NONE
    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.
    NONE
    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:
    THOMAS W CROWELL
    66 BENNITT AVENUE
    SAN ANSELMO,CA94960
    (415) 456-6753
    bThe form in which applications should be submitted and information and materials they should include:
    TRUSTEES WILL RESEARCH AND ANALYZE POSSIBLE RECIPIENTS OF CONTRIBUTIONS-OTHERWISE NO SET FORMAT ESTABLISHED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SUBJECT TO REVIEW & APPROVAL BY TRUSTEES
    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
    THE MARIN SCHOOL
    150N SAN PEDRO SCHOOL
    SAN RAFAEL,CA94903     		N/A PUBLIC CHARITY EDUCATION 1,000
    AMERICAN RED CROSS
    444 SHERMAN STREET
    DENVER,CO80203     		N/A PUBLIC CHARITY GENERAL FUND, FLOOD RELIEF 2,000
    AMERICAN CANCER SOCIETY
    PO BOX 5280
    MANCHESTER,NH03108     		N/A PUBLIC CHARITY GENERAL FUND 100
    TOWN OF CANAAN
    PO BOX 38
    CANAAN,NH03741     		N/A PUBLIC CHARITY GENERAL FUND 100
    CHEWONKI FOUNDATION
    485 CHEWONKI NECK ROAD
    WISCASSET,ME04578     		N/A PUBLIC CHARITY GENERAL FUND 500
    DARTMOUTH HITCHCOCK ANNUAL FUND
    1 MEDICAL CENTER DRIVE
    LEBANON,NH03756     		N/A PUBLIC CHARITY GENERAL FUND 750
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL FUND 1,800
    GRAFTON FIREFIGHTERS ASSOCIATIONS
    PO BOX 191
    GRAFTON,VT05145     		N/A PUBLIC CHARITY GENERAL FUND 100
    NEW HAMPSHIRE PUBLIC RADIO
    2 PILLSBURY STREET
    CONCORD,NH03301     		N/A PUBLIC CHARITY GENERAL FUND 150
    NORTHERN STAGE
    12 W MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		N/A PUBLIC CHARITY GENERAL SUPPORT 100
    SOCIETY FOR THE PROTECTION OF NH
    FORESTS
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		N/A PUBLIC CHARITY GENERAL FUND 100
    UPPER VALLEY LAND TRUST
    19 BUCK STREET
    HANOVER,NH03755     		N/A PUBLIC CHARITY GENERAL SUPPORT 200
    VERMONT PUBLIC RADIO
    365 TROY AVENUE
    COLCHESTER,VT05446     		N/A PUBLIC CHARITY GENERAL FUND 150
    VERMONT PUBLIC TELEVISION
    204 ETHAN ALLEN AVENUE
    COLCHESTER,VT05446     		N/A PUBLIC CHARITY GENERAL FUND 200
    WOMEN'S FUND OF NH
    2 DELTA DRIVE
    CONCORD,NH03301     		N/A PUBLIC CHARITY GENERAL FUND 100
    FREIGHT & SALVAGE
    2020 ADDISON STREET
    BERKELEY,CA94704     		N/A PUBLIC CHARITY GENERAL FUND 300
    MARIN MUSEUM OF BICYCLING
    PO BOX 875
    KENTFIELD,CA94914     		N/A PUBLIC CHARITY GENERAL FUND 400
    ONE SCHOOL AT A TIME
    PO BOX 342
    ELDORADO SPRINGS,CO80025     		N/A PUBLIC CHARITY GENERAL FUND 500
    ALICE PECK DAY INTERNATIONAL
    MEMORIAL HOSPITAL
    125 MASCOMA STREET
    LEBANON,NH03766     		N/A PUBLIC CHARITY GENERAL FUND 500
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVENUE
    CHICAGO,IL60601     		N/A PUBLIC CHARITY GENERAL FUND 3,500
    BICYCLE COLORADO
    1525 MARKET STREET SUITE 100
    DENVER,CO80202     		N/A PUBLIC FOUNDATION GENERAL FUND 250
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    BUILDING BAJA'S FUTURE
    1825 PONCE DE LEON BLVD SUITE 302
    CORAL GABLES,FL33134     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    CANAAN FAST SQUAD
    PO BOX 35
    CANAAN,NH03741     		N/A PUBLIC CHARITY GENERAL FUND 50
    CARDIGAN MOUNTAIN SCHOOL
    62 ALUMNI DRIVE
    CANAAN,NH03741     		N/A PUBLIC CHARITY GENERAL FUND 500
    CENTER FOR RESOURCE CONSERVATION
    2639 SPRUCE STREET
    BOULDER,CO80302     		N/A PUBLIC CHARITY GENERAL FUND 250
    COLORADO AVALANCHE INFORMATION
    CENTER
    325 BROADWAY WSI
    BOULDER,CO80305     		N/A PUBLIC CHARITY GENERAL FUND 250
    COMMUNITY CYCLES
    2805 WILDERNESS PLACE SUITE 1000
    BOULDER,CO80301     		N/A PUBLIC CHARITY GENERAL FUND 250
    D ACRES OF NEW HAMPSHIRE
    PO BOX 98
    DORCHESTER,NH03266     		N/A PUBLIC CHARITY GENERAL FUND 100
    DISABLED AMERICAN VETRANS
    PO BOX 14301
    CINCINNATI,OH45250     		N/A PUBLIC CHARITY GENERAL FUND 450
    EARTHJUSTICE
    50 CALIFORNIA STREET
    SAN FRANCISCO,CA94111     		N/A PUBLIC CHARITY GENERAL FUND 300
    ECO CYCLE
    5030 PEARL STREET
    BOULDER,CO80301     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    EMERGENCY FAMILY ASSISTANCE ASSOC
    1575 YARMOUTH
    BOULDER,CO80304     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    FRIENDS OF CANAAN VILLAGE
    PO BOX 452
    CANAAN,NH03741     		N/A PUBLIC CHARITY GENERAL FUND 100
    ENFIELD SHAKER MUSEUM
    447 NH ROUTE 4A
    ENFIELD,NH03748     		N/A PUBLIC CHARITY GENERAL FUND 100
    GRAFTON CARES
    PO BOX 134
    GRAFTON,VT05146     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    GRAFTON RESCUE SQUAD
    PO BOX 54
    GRAFTON,VT05146     		N/A PUBLIC CHARITY GENERAL FUND 200
    HABITAT FOR HUMANITY
    322 W LAMAR STREET
    AMERICUS,GA31709     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    HANOVER CONSERVANCY
    16 BUCK ROAD
    HANOVER,NH03755     		N/A PUBLIC CHARITY GENERAL FUND 100
    HEIFER FOUNDATION
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		N/A PUBLIC CHARITY GENERAL FUND 1,300
    INTERNATIONAL COMMUNITY FOUNDATION
    2505 N AVENUE
    NATIONAL CITY,CA91950     		N/A PUBLIC CHARITY LIGA MAC FUND HURRICANE 1,000
    KENDALL AT HANOVER
    80 LYME ROAD
    HANOVER,NH03755     		N/A PUBLIC CHARITY GENERAL OPERATING FUND 150
    KNEISEL HALL
    PO BOX 648
    BLUE HILL,ME04614     		N/A PUBLIC CHARITY GENERAL FUND 1,100
    NEW ENGLAND WILDFLOWER SOCIETY
    180 HEMENWAY ROAD
    FRAMINGHAM,MA01701     		N/A PUBLIC CHARITY GENERAL FUND 200
    NEW HAMPSHIRE LAKES ASSOCIATION
    33 TURNPIKE ROAD
    SOUTHBOROUGH,MA01772     		N/A PUBLIC CHARITY GENERAL FUND 300
    NEW HAMPSHIRE PUBLIC TELEVISION
    268 MAST ROAD
    DURHAM,NH03824     		N/A PUBLIC CHARITY GENERAL FUND 200
    OPERA NORTH
    20 WEST PARK STREET
    LEBANON,NH03766     		N/A PUBLIC CHARITY GENERAL FUND 200
    PINE MANOR
    400 HEATH STREET
    CHESTNUT HILL,MA02467     		N/A PUBLIC CHARITY GENERAL FUND 150
    PLANNED PARENTHOOD
    1110 VERMONT AVENUE
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL FUND 1,500
    PUTNEY SCHOOL
    418 HOUGHTON BROOK ROAD
    PUTNEY,VT05346     		N/A PUBLIC CHARITY GENERAL FUND 500
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02238     		N/A PUBLIC CHARTITY GENERAL FUND 500
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    CARE
    151 ELLIS ST NE
    ATLANTA,GA30303     		N/A PUBLIC CHARITY GENERAL FUND 1,000
    MASCOMA VALLEY HEALTH INITIAVE
    PO BOX 102
    CANAAN,NH03741     		NONE PUBLIC CHARITY GENERAL FUND 200
    BBB WISE GIVING ALLIANCE 2014
    3033 WILSON BLVD SUITE 600
    ARLINGTON,VA22201     		N/A PUBLIC CHARITY GENERAL FUND 23,300
    CONNECTICUT RIVER WATERSHED COUNCIL INC
    15 BANK ROW
    GREENFIELD,MA01301     		N/A PUBLIC CHARITY GENERAL SUPPORT 50
    GRAFTON COUNTY SENIOR CITIZENS COUNCIL
    10 CAMPBELL STREET
    LEBANON,NH03766     		N/A PUBLIC CHARITY GENERAL FUND 100
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    THE WATERGATE OFFICE BUILDING
    WASHINGTON,DC20037     		N/A PUBLIC CHARITY GENERAL FUND 100
    UPPER VALLEY MUSIC CENTER
    PO BOX 826
    LEBANON,NH03766     		N/A PUBLIC CHARITY GENERAL FUND 50
    MARIN COUNCIL BSA
    225 WEST END AVENUE
    SAN RAFAEL,CA94901     		N/A OTHER PUBLIC CHARITY GENERAL FUND 250
    TEMA FOR KIDS NYRR
    9 EAST 89TH STREET
    NEW YORK,NY10128     		N/A OTHER PUBLIC CHARITY GENERAL FUND 200
    WEMA CHILDREN INCORPORATED
    HCCEAP BOX 370 59 SHEPPARD ST
    CAMBRIDGE,MA02138     		N/A OTHER PUBLIC CHARITI BOOKS 100
    WIKIMEDIA FOUNDATION
    149 NEW MONTGOMERY 3RD FL
    SAN FRANCISCO,CA94105     		N/A OTHER PUBLIC CHARITI GENERAL FUND 200
    Total .................................bullet 3a 55,100
    bApproved for future payment
    Total .................................bullet 3b  
    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 21,243  
    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 42,054  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   64,361  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1364,361
    (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:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,200 2,200    

    TY 2015 ExplnOfNonFilingWithAGStmt
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Statement:
    N/A

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Name of Stock End of Year Book Value End of Year Fair Market Value
    300 SHS ABBOTT LABORATORIES 7,159 13,473
    400 SHS ANSY INC 16,018 37,000
    250 SHS ANHEUSER BUSH INBEV 23,652 31,250
    350 SHS APACHE CORP    
    350 SHS APPLE INC 17,227 36,841
    200 BECTON DICKSON & CO 13,993 30,818
    400 SHS BERKSHIRE HATHAWAY INC 19,201 39,612
    700 SHS CARMAX INC 22,437 37,779
    200 CATERPILLAR INC    
    500 SHS CHEVRON CORP 54,842 44,980
    600 SHS COCA COLA CO 15,109 25,776
    500 SHS DANAHER CORP 18,991 46,440
    400 SHS GILEAD SCIENCE INC 7,194 40,476
    30 SHS GOOGLE CLASS A    
    30 SHS GOOGLE INC CL C    
    300 SHS HOME DEPOT INC 8,604 39,675
    4,500 SHS INVIVO THERAPEUTICS    
    300 SHS JOHNSON & JOHNSON 8,913 30,816
    500 SHS JOHNSON CONTROLS INC 13,920 19,745
    500 SHS METLIFE INC 19,430 24,105
    350 SHS PEPSICO INC 19,271 34,972
    300 SHS RAYTHEON CO 13,755 37,359
    350 SHS RESMED INC 11,529 18,792
    150 SHS ROPER INDUSTRIES INC 20,964 28,469
    300 SHS STATE STREET CORP    
    400 SHS TJX COS INC 22,727 28,364
    400 SHS SUNCOR ENERGY INC 12,697 10,320
    300 SHS TERADATA CORP    
    1,000 SHS TRIMBLE NAVIGATION L    
    600 SHS US BANCORP DEL 12,960 25,602
    200 SHS UNITED TECHNOLOGIES CO 13,542 19,214
    125 SHS VISA INC CLASS A SHARE 25,005 38,775
    350 SHS WALGREENS BOOTS ALLIAN 10,541 29,804
    600 SHS OPEN TEXT CORPORATION    
    300 SHS SCHLUMBERGER LTD 26,478 20,925
    30 SHS ALPHABET INC CAP CL C 7,578 22,766
    30 SHS ALPHABET INC CAP CL A 7,579 23,340
    2,000 SHS BANK OF AMERICA CORP 31,080 33,660
    CF INDUSTRIES 28,776 28,567
    300 SHS CVS HEALTH CORP 29,327 29,331
    1,000 SHS HOSPITALITY PROPERTI 27,732 26,150
    600 SHS NATIONAL OILWELL VARCO 30,016 20,094
    300 SHS NOVARTIS AG SPON ADR 26,981 25,812
    .6 SHS RMR GROUP INC CL A 7 9
    1,000 SHS SILICA HLDGS INC 25,773 18,730

    TY 2015 InvestmentsOtherSchedule2
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    860 SHS KAYNE ANDERSON MLP INV AT COST 23,080 14,869
    MANNING & NAPIER OVERSEAS AT COST 41,610 30,225
    150 SHS ISHARES GOLD TRUST      
    30 SHS ISHARES MSCI SOUTH KORE      
    40 SHS ISHARES MSCI JAPAN      
    66 SHS JAPAN SMALLER CAPITALIZ      
    20 SHS MARKET VECTORS AGRIBUSI      
    100 SHS POWERSHARES WATER RESO      
    30 SHS POWERSHARES DB AGRICULT      
    10 SHS SPDR S&P CHINA      
    60 SHS VANGUARD FTSE ALL WEORL      
    30 SHS VANGUARD EMERGING MARKE      

    TY 2015 OtherExpensesSchedule
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FILING FEE 75 0   0


    TY 2015 OtherIncomeSchedule2
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    2014 FEDERAL TAX REFUND 1,064 0  


    TY 2015 OtherIncreasesSchedule
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Description Amount
    GRANTS CHARGED IN 2015 300


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 6,089 6,089    


    TY 2015 TaxesSchedule
    Name:
    CROWELL FAMILY FOUNDATION 7522-07552000058
    EIN:
    32-6011964
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 333 0   0
    FOREIGN TAXES ON QUALIFIED FOR 62 0   0