Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Henry P and Susan C Crowell Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)102 N Cascade 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Colorado Springs, CO80903
A Employer identification number

36-6038028
B Telephone number (see instructions)

(719) 645-8119
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$118,393,110J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,695,873 2,695,873  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-426,250
b Gross sales price for all assets on line 6a 22,981,439
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,121,551 1,115,410 0
12 Total. Add lines 1 through 11........ 3,391,174 3,811,283 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 676,366 277,695   398,671
14 Other employee salaries and wages...... 175,799     175,799
15 Pension plans, employee benefits....... 67,097 1,200   65,897
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,910 11,455 0 11,455
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,600 0 0 8,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
242,887 12,448 0 457
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
7,515 7,515 0
20 Occupancy.............. 53,642     53,642
21 Travel, conferences, and meetings....... 23,693     23,693
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,067,296 987,770 0 79,526
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,345,805 1,298,083 0 817,740
25 Contributions, gifts, grants paid....... 5,298,750 5,298,750
26 Total expenses and disbursements. Add lines 24 and 25 7,644,555 1,298,083 0 6,116,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,253,381
b Net investment income (if negative, enter -0-) 2,513,200
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 105,373 155,854 155,854
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,076,968 Click to see attachment
List of Attached Documents:
// Content
2,076,968 		2,007,991
b Investments—corporate stock (attach schedule)....... 43,924,546 Click to see attachment
List of Attached Documents:
// Content
40,999,942 		52,839,204
c Investments—corporate bonds (attach schedule)....... 4,730,549 Click to see attachment
List of Attached Documents:
// Content
2,977,034 		3,019,115
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,212,997 Click to see attachment
List of Attached Documents:
// Content
51,431,287 		60,369,893
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,237 		Click to see attachment
List of Attached Documents:
// Content
1,053 		Click to see attachment
List of Attached Documents:
// Content
1,053
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 101,051,670 97,642,138 118,393,110
Liabilities 17 Accounts payable and accrued expenses.......... 1,338 1,285
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,338 1,285
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 101,050,332 97,640,853
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 101,050,332 97,640,853
30 Total liabilities and net assets/fund balances (see instructions). 101,051,670 97,642,138
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
101,050,332
2
Enter amount from Part I, line 27a .....................
2
-4,253,381
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
843,902
4
Add lines 1, 2, and 3 ..........................
4
97,640,853
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
97,640,853
Form 990-PF (2023)
Form 990-PF (2023)
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 Capital gain distributions      
b Makena Capital Splitter X K-1 P 2022-12-01 2023-12-31
c Makena Capital Splitter X K-1 P 2022-12-01 2023-12-31
d Makena Capital Splitter X K-1 P 2022-12-01 2023-12-31
e Makena Capital Splitter X K-1 P 2023-01-01 2023-12-31
Blackstone Real Estate Partners IX F LP K-1 P 2023-01-01 2023-12-31
Private Equity Core Fund (QP) VI LP K-1 P 2023-01-01 2023-12-31
Private Equity Core Fund (QP) VI LP K-1 P 2022-12-01 2023-12-31
Private Equity Core Fund (QP) VI LP K-1 P 2022-12-01 2023-12-31
Private Equity Core Fund (QP) VII LP K-1 P 2022-12-01 2023-12-31
Private Equity Core Fund (QP) VII LP K-1 P 2022-12-01 2023-12-31
Private Equity Core Fund (QP) VII LP K-1 P 2023-01-01 2023-12-31
Private Equity Core Fund (QP) VIII (Offshore) LP K-1 P 2022-12-01 2023-12-31
Legacy Venture XI LLC K-1 P 2022-12-01 2023-12-31
Blackstone Real Estate Partners IX F LP P 2022-12-01 2023-12-31
22840.23 shares MAF GLOBAL EMERGING MARKETS GROWTH FUND P 2021-01-04 2023-01-03
2193.53 shares MAF GLOBAL EMERGING MARKETS GROWTH FUND P 2021-01-04 2023-01-03
4184.1 shares MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND P 2020-07-28 2023-01-27
7581.61 shares MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND P 2020-12-30 2023-01-27
11841.86 shares MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND P 2021-12-16 2023-01-27
3355.71 shares MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND P 2020-09-04 2023-01-27
8025.68 shares MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND P 2021-02-03 2023-01-27
402.75 shares MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND P 2019-11-27 2023-01-27
4.01 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-01-31
2.85 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-01-31
10848.25 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-03-25 2023-02-16
1061.97 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2021-12-13 2023-02-16
2170.44 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2021-12-13 2023-02-16
1534.58 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-03-30 2023-02-16
4 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-02-28
2.85 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-02-28
13900 shares MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2019-11-05 2023-03-21
4400 shares MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2023-02-16 2023-03-21
506 shares MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND P 2021-11-09 2023-03-21
10100 shares MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND P 2021-11-02 2023-03-21
10300 shares MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND P 2022-02-18 2023-03-21
9494 shares MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND P 2021-11-09 2023-03-21
1600 shares MFC ISHARES INC ESG AWARE MSCI EM ETF P 2020-10-21 2023-03-21
106194.69 shares MFB NORTHN HI YIELD FXD INC FD P 2010-06-29 2023-03-21
4 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-03-31
2.84 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-03-31
16186.47 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-03-25 2023-04-24
33442.37 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-11-23 2023-04-24
13863.22 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-06-06 2023-04-24
1197 shares MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2022-03-25 2023-04-24
23203 shares MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2022-03-25 2023-04-24
7352.94 shares MFB NORTHN HI YIELD FXD INC FD P 2021-02-03 2023-04-24
1477.11 shares MFB NORTHN HI YIELD FXD INC FD P 2020-12-30 2023-04-24
150246.54 shares MFB NORTHN HI YIELD FXD INC FD P 2010-06-29 2023-04-24
14534.52 shares MFB NORTHN HI YIELD FXD INC FD P 2018-09-04 2023-04-24
4 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-04-28
2.84 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-04-28
2117.34 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-03-25 2023-05-30
13710.45 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-11-23 2023-05-30
1888.09 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2021-12-14 2023-05-30
10552.72 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2021-05-06 2023-05-30
299.96 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2021-12-30 2023-05-30
9213.13 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2021-12-14 2023-05-30
7785.47 shares MFB NORTHN HI YIELD FXD INC FD P 2010-06-29 2023-05-30
43017.49 shares MFB NORTHN HI YIELD FXD INC FD P 2018-11-14 2023-05-30
6595.09 shares MFB NORTHN HI YIELD FXD INC FD P 2016-06-21 2023-05-30
26080.48 shares MFB NORTHN HI YIELD FXD INC FD P 2020-01-27 2023-05-30
2272.73 shares MFB NORTHN HI YIELD FXD INC FD P 2019-05-23 2023-05-30
32410.34 shares MFB NORTHN HI YIELD FXD INC FD P 2018-09-04 2023-05-30
57894.74 shares MFB NORTHN HI YIELD FXD INC FD P 2019-07-22 2023-05-30
3.99 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-05-31
2.84 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-05-31
5172.89 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2014-04-23 2023-06-15
2283.37 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2022-12-19 2023-06-15
635.17 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2017-09-07 2023-06-15
3172.59 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2023-03-21 2023-06-15
180.17 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2013-11-26 2023-06-15
23767.08 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2023-04-24 2023-06-15
3200 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2021-02-03 2023-06-15
6000 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2023-01-27 2023-06-15
4100 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2023-04-24 2023-06-15
6200 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2022-02-18 2023-06-15
61403.51 shares MFB NORTHN HI YIELD FXD INC FD P 2022-11-23 2023-06-15
14683.15 shares MFB NORTHN HI YIELD FXD INC FD P 2020-09-04 2023-06-15
95231.36 shares MFB NORTHN HI YIELD FXD INC FD P 2018-11-14 2023-06-15
3134.8 shares MFB NORTHN HI YIELD FXD INC FD P 2020-07-28 2023-06-15
912.78 shares MFB NORTHN HI YIELD FXD INC FD P 2010-07-15 2023-06-15
3.99 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-06-30
2.84 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-06-30
3.99 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-07-31
2.84 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-07-31
1979.32 shares MFO AQR LARGE CAP MOMENTUM STYLE R6 P 2021-12-23 2023-08-18
5654.27 shares MFO AQR LARGE CAP MOMENTUM STYLE R6 P 2021-12-23 2023-08-18
4798.47 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-12-12 2023-08-18
15269.15 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-11-23 2023-08-18
1906.15 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-04-24 2023-08-18
8119.52 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-12-14 2023-08-18
514.32 shares MFO DFA US L/C VALUE PORTFOLIO P 2021-10-20 2023-08-18
393.7 shares MFO DFA US L/C VALUE PORTFOLIO P 2022-01-05 2023-08-18
3.49 shares MFO DFA US L/C VALUE PORTFOLIO P 2021-07-20 2023-08-18
1810.36 shares MFO DFA US L/C VALUE PORTFOLIO P 2022-01-05 2023-08-18
206.22 shares MFO DFA US L/C VALUE PORTFOLIO P 2021-07-20 2023-08-18
3039.14 shares MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP P 2021-06-01 2023-08-18
3100 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2023-01-27 2023-08-18
1600 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2023-02-16 2023-08-18
6500 shares MFC ISHARES INC ESG AWARE MSCI EM ETF P 2020-10-21 2023-08-18
74294.21 shares MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL P 2023-04-24 2023-08-21
3.98 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-08-31
2.83 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-08-31
3.98 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-09-29
2.83 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-09-29
34246.58 shares MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL P 2023-04-24 2023-10-30
12800 shares MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2023-04-24 2023-10-30
5800 shares MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND P 2022-02-18 2023-10-30
8600 shares VANGUARD SHORT-TERM TREASURY ETF P 2023-08-18 2023-10-30
3.98 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-10-31
2.83 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-10-31
2895.23 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2015-03-24 2023-11-28
25.33 shares MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 P 2017-09-07 2023-11-28
7221.96 shares MFO AQR LARGE CAP MOMENTUM STYLE R6 P 2021-12-23 2023-11-28
8781.36 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-12-12 2023-11-28
17053.48 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2013-11-13 2023-11-28
2062.12 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-06-29 2023-11-28
1756.18 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2023-09-28 2023-11-28
1946.82 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-12-12 2023-11-28
2183.82 shares MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-09-29 2023-11-28
14000 shares MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2023-04-24 2023-11-28
5800 shares MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2019-11-05 2023-11-28
2400 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2023-03-21 2023-11-28
4500 shares MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD P 2023-02-16 2023-11-28
24693.73 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2023-04-24 2023-11-28
1515.22 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2021-12-14 2023-11-28
274.1 shares MFO GOLDMAN SACHS TR ABSOLUTE RETURN TRACKER FD CL I ABSOLUTE RETURN TRACKER P 2022-12-13 2023-11-28
1500 shares MFC ISHARES INC ESG AWARE MSCI EM ETF P 2020-10-21 2023-11-28
50100.2 shares MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD P 2022-12-14 2023-11-28
43.02 shares MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD P 2023-11-28 2023-11-28
3.97 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-11-30
2.83 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-11-30
3.97 shares MAF GLOBAL EMERGING MARKETS FUND WESTWOOD P 2023-01-03 2023-12-29
2.83 shares GLOBAL EMERGING MARKETS FUND - STEWART STATE INVESTMENTS P 2023-01-03 2023-12-29
(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 491,945     491,945
b     300,225 -300,225
c 182,522     182,522
d 72,303     72,303
e     86,764 -86,764
12     12
4,554     4,554
    151 -151
238,014     238,014
1,690     1,690
367,356     367,356
8,941     8,941
97,119     97,119
1,157     1,157
1,032     1,032
1,691,549   2,424,305 -732,756
162,452   232,825 -70,373
51,004   50,000 1,004
92,420   95,073 -2,653
144,352   148,497 -4,145
40,906   40,000 906
97,833   100,000 -2,167
4,910   5,091 -181
526   500 26
460   425 35
347,361   381,207 -33,846
34,004   37,774 -3,770
69,497   77,203 -7,706
49,137   54,186 -5,049
508   499 9
431   425 6
572,921   450,899 122,022
181,356   196,405 -15,049
20,059   25,205 -5,146
401,043   497,753 -96,710
408,984   480,212 -71,228
376,980   472,920 -95,940
48,288   59,828 -11,540
600,000   730,619 -130,619
519   499 20
443   424 19
509,874   561,085 -51,211
1,053,435   1,071,494 -18,059
436,691   450,000 -13,309
61,292   65,228 -3,936
1,188,158   1,264,389 -76,231
42,353   50,000 -7,647
8,508   10,000 -1,492
865,420   1,033,696 -168,276
83,719   97,527 -13,808
527   499 28
430   424 6
66,887   67,514 -627
433,113   439,283 -6,170
17,201   18,333 -1,132
96,135   110,276 -14,141
2,733   2,943 -210
83,932   89,459 -5,527
44,221   50,201 -5,980
244,339   280,044 -35,705
37,460   43,000 -5,540
148,137   175,000 -26,863
12,909   15,000 -2,091
184,091   217,473 -33,382
328,842   385,000 -56,158
515   498 17
421   424 -3
88,146   78,878 9,268
38,909   34,684 4,225
10,823   9,617 1,206
54,061   50,000 4,061
3,070   2,756 314
404,991   400,000 4,991
214,070   214,479 -409
401,382   394,155 7,227
274,278   270,733 3,545
414,761   433,267 -18,506
353,684   350,000 3,684
84,575   95,000 -10,425
548,533   619,956 -71,423
18,056   20,000 -1,944
5,258   6,052 -794
542   498 44
436   424 12
577   498 79
454   424 30
38,894   49,166 -10,272
111,106   140,452 -29,346
159,453   147,649 11,804
507,394   489,224 18,170
63,341   68,945 -5,604
269,812   250,000 19,812
21,956   21,967 -11
16,807   16,898 -91
149   149 0
77,284   77,700 -416
8,804   8,791 13
125,000   146,183 -21,183
196,841   203,647 -6,806
101,595   104,116 -2,521
199,256   243,051 -43,795
500,000   505,944 -5,944
550   497 53
433   422 11
543   497 46
418   422 -4
225,000   225,000 0
496,992   548,000 -51,008
224,792   224,792 0
495,399   496,174 -775
518   497 21
401   422 -21
49,566   42,763 6,803
434   384 50
150,000   150,000 0
298,918   270,202 28,716
580,501   273,026 307,475
70,195   61,183 9,012
59,780   57,287 2,493
66,270   59,904 6,366
74,337   61,999 12,338
563,461   599,375 -35,914
233,434   188,145 45,289
156,593   150,042 6,551
293,611   292,826 785
233,109   224,219 8,890
14,304   14,713 -409
2,588   2,530 58
47,559   56,089 -8,530
509,018   500,000 9,018
437   437 0
566   495 71
434   422 12
608   495 113
445   422 23
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     0 491,945
b     0 -300,225
c     0 182,522
d     0 72,303
e     0 -86,764
    0 12
    0 4,554
    0 -151
    0 238,014
    0 1,690
    0 367,356
    0 8,941
    0 97,119
    0 1,157
    0 1,032
    0 -732,756
    0 -70,373
    0 1,004
    0 -2,653
    0 -4,145
    0 906
    0 -2,167
    0 -181
    0 26
    0 35
    0 -33,846
    0 -3,770
    0 -7,706
    0 -5,049
    0 9
    0 6
    0 122,022
    0 -15,049
    0 -5,146
    0 -96,710
    0 -71,228
    0 -95,940
    0 -11,540
    0 -130,619
    0 20
    0 19
    0 -51,211
    0 -18,059
    0 -13,309
    0 -3,936
    0 -76,231
    0 -7,647
    0 -1,492
    0 -168,276
    0 -13,808
    0 28
    0 6
    0 -627
    0 -6,170
    0 -1,132
    0 -14,141
    0 -210
    0 -5,527
    0 -5,980
    0 -35,705
    0 -5,540
    0 -26,863
    0 -2,091
    0 -33,382
    0 -56,158
    0 17
    0 -3
    0 9,268
    0 4,225
    0 1,206
    0 4,061
    0 314
    0 4,991
    0 -409
    0 7,227
    0 3,545
    0 -18,506
    0 3,684
    0 -10,425
    0 -71,423
    0 -1,944
    0 -794
    0 44
    0 12
    0 79
    0 30
    0 -10,272
    0 -29,346
    0 11,804
    0 18,170
    0 -5,604
    0 19,812
    0 -11
    0 -91
    0 0
    0 -416
    0 13
    0 -21,183
    0 -6,806
    0 -2,521
    0 -43,795
    0 -5,944
    0 53
    0 11
    0 46
    0 -4
    0 0
    0 -51,008
    0 0
    0 -775
    0 21
    0 -21
    0 6,803
    0 50
    0 0
    0 28,716
    0 307,475
    0 9,012
    0 2,493
    0 6,366
    0 12,338
    0 -35,914
    0 45,289
    0 6,551
    0 785
    0 8,890
    0 -409
    0 58
    0 -8,530
    0 9,018
    0 0
    0 71
    0 12
    0 113
    0 23
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 -426,245
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 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 34,933
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 34,933
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 34,933
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 109,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 109,500
8 Enter any penalty for underpayment of estimated tax. Check here 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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 74,567
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow74,567 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowwww.crowelltrust.org
14
The books are in care ofright arrowThe Organization Telephone no.right arrow (719) 645-8119

Located atright arrow102 N Cascade Suite 300Colorado SpringsCO ZIP+4right arrow80903
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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 Secretary
4.500 		42,620 0 0
102 N Cascade
Colorado Springs,CO80903
The Northern Trust Company Trustee
40.000 		251,999 0 0
102 N Cascade
Colorado Springs,CO80903
Jane Overstreet Trustee
4.500 		42,620 0 0
102 N Cascade
Colorado Springs,CO80903
John Robinson Trustee (part year)
4.500 		35,300 0 0
102 N Cascade
Colorado Springs,CO80903
John Lewis Chairman
4.500 		42,620 0 0
102 N Cascade
Colorado Springs,CO80903
Candace Sparks Executive Director
40.000 		210,619 12,647 0
102 N Cascade
Colorado Springs,CO80903
Thomas Lin Vice-chairman
4.500 		42,620 0 0
102 N Cascade
Colorado Springs,CO80903
Kara Powell Trustee (part year)
4.500 		7,320 0 0
102 N Cascade
Colorado Springs,CO80903
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
Lori Drexler Program Officer
40.000 		113,957 3,940 0
102 N Cascade
Colorado Springs,CO80903
Angela Hunter Prog. Supp. Officer
40.000 		61,842 3,083 0
102 N Cascade
Colorado Springs,CO80903
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
120,363,981
b
Average of monthly cash balances.......................
1b
271,302
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
120,635,283
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
 
3
Subtract line 2 from line 1d.........................
3
120,635,283
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,809,529
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,825,754
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,941,288
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,941,288
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
34,933
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
34,933
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,906,355
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,906,355
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,906,355
Part XI
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
6,116,490
b
Program-related investments—total from Part VIII-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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,116,490
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,906,355
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,911,435
b Total for prior years:20 , 20, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,116,490
a Applied to 2022, but not more than line 2a 5,911,435
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 2023 distributable amount..... 205,055
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,701,300
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
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
The Crowell Trust
102 N Cascade Suite 300
Colorado Springs,CO80903
(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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

Resource Global

PO Box 166840
Chicago,IL60616 		  PC General Fund 10,000

Hope Walks

PO Box 218
York Springs,PA17372 		  PC General Fund 20,000

PLIESKiki's Charity

PLIES PO Box 1273
Wrightwood,CA92397 		  PC General Fund 10,000

Total Ideas

2648 International Blvd STE 115 PMB
OAKLAND,CA94601 		  PC General Fund 20,000

World Concern of CRISTA Ministries

19303 Fremont Ave N
Seattle,WA98133 		  PC General Fund 60,000

Servant Partners

PO Box 3144
Pomona,CA91769 		  PC General Fund 10,000

CURE International

70 Ionia Ave SW Suite 200
Grand Rapids,MI49503 		  PC General Fund 35,000

Leadership Resources Group

2500 E Colorado Blvd 70196
Pasadena,CA91107 		  PC General Fund 30,000

Lifewater International

PO Box 2868
Bentonville,AR72712 		  PC General Fund 60,000

Bijoy Inter-church Ministries Trust

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 10,000

A Family for Every Orphan

113 Cherry St 37939
Seattle,WA98406 		  PC General Fund 80,500

Hope4MENA

PO Box 51125
Colorado Springs,CO809491125 		  PC General Fund 85,000

Langham Partnership USA

PO Box 189
Cave Creek,AZ85327 		  PC General Fund 75,000

Evangelical Theological Seminary in Cairo

PO Box 6475
Monroe Township,NJ08831 		  PC General Fund 40,000

International Fellowship for Mission as Transformation - INFEMIT

3265 16th Street
San Francisco,CA94103 		  PC General Fund 32,100

PAK7

918 S Pleasantburg Dr 218
Greenville,SC29607 		  PC General Fund 65,000

Grain of Wheat International

PO Box 1125
Wheaton,IL60187 		  PC General Fund 30,000

Friends of Forman Christian College

3434 Roswell Road NW
Atlanta,GA30305 		  PC General Fund 80,000

World Impact Inc

2001 S Vermont Ave
Los Angeles,CA90007 		  PC General Fund 30,000

HOPE International

227 Granite Run Dr Suite 250
Lancaster,PA17601 		  PC General Fund 75,000

Oxford Centre for Mission Studies

2097 N El Molino Ave
Altadena,CA91001 		  PC General Fund 40,000

Pars Theological Centre

12 Crabapple Court
Greenville,SC29605 		  PC General Fund 75,000

EMIT

PO Box 26369
Colorado Springs,CO80936 		  PC General Fund 35,000

Operation Agape

Friends of Agape PO Box 49522
Colorado Springs,CO80949 		  PC General Fund 75,000

World Relief Corporation of the National Association of Evangelicals

7 East Baltimore St
Baltimore,MD21202 		  PC General Fund 50,000

Orphan's Tree Inc

PO Box 62904
Colorado Springs,CO80962 		  PC General Fund 35,000

ScholarLeaders

2065 Half Day Road T-2992
Deerfield,IL60015 		  PC General Fund 75,000

International Fellowship of Evangelical Students (IFES)

PO Box 46007
Madison,WI53744 		  PC General Fund 60,000

Media Associates International

351 S Main Place Suite 230
Carol Stream,IL60188 		  PC General Fund 50,000

International Project

PO Box 1646
New York,NY10026 		  PC General Fund 65,000

Pioneers

10123 William Carey Drive
Orlando,FL32832 		  PC General Fund 150,000

Veritas College International

708 W Summit Avenue
San Antonio,TX78212 		  PC General Fund 50,000

Edify

Department 2410 PO Box 986500
Boston,MA022986500 		  PC General Fund 60,000

Military Community Youth Ministries

540 N Cascade
Colorado Springs,CO80903 		  PC General Fund 50,000

English Language InstituteChina ELIC

1629 Blue Spruce Drive
Fort Collins,CO80524 		  PC General Fund 55,000

Bangui Evangelical School of Theology (BEST)FATEB

302 W 5th Street Suite 210
San Pedro,CA90731 		  PC General Fund 150,000

Steiger International

10125 Crosstown Circle Suite 170
Eden Prairie,MN55344 		  PC General Fund 75,000

ScholarLeaders

2065 Half Day Road T-2992
Deerfield,IL60015 		  PC General Fund 30,000

Development Associates International- DAI

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 200,000

The Veritas Forum

PO Box 380807
Cambridge,MA02238 		  PC General Fund 40,000

Arab Baptist Theological Seminary ABTS

1633 Mt Vernon Road Suite 300
Atlanta,GA30338 		  PC General Fund 100,000

InterVarsity Christian Fellowship

PO Box 7895
Madison,WI537077895 		  PC General Fund 175,000

Discipling Marketplace Leaders

2830 Porter St SW
Grandville,MI49418 		  PC General Fund 5,000

Revive Europe

PO Box 480 Wheaton IL 60187
Wheaton,IL60187 		  PC General Fund 25,000

Christian Alliance for Orphans

6723 Whittier Ave Ste 202
McLean,VA22101 		  PC General Fund 20,000

ROSE Women's Foundation

22 Sandalfoot Ct
Potomac,MD20854 		  PC General Fund 15,000

FaithTech

3035 SE 16th St c/o Robert Lipps
North Bend,WA98045 		  PC General Fund 20,000

Fuller Theological Seminary

135 N Oakland Avenue
Pasadena,CA91182 		  PC General Fund 225,000

Freedom to Lead International

PO Box 3
Cary,NC27512 		  PC General Fund 50,000

Springs Rescue Mission

5 W Las Vegas St
Colorado Springs,CO80903 		  PC General Fund 50,000

Thornston Educational Fund

PO Box 2951
Wrightwood,CA92397 		  PC General Fund 100,000

Morning Star Development

PO BOX 62327
Colorado Springs,CO80962 		  PC General Fund 100,000

Christianity Today

465 Gundersen Dr
Carol Stream,IL60188 		  PC General Fund 40,000

International Justice Mission

PO Box 2227
Arlington,VA22202 		  PC General Fund 65,000

Mission Aviation Fellowship

PO Box 47
Nampa,ID83653 		  PC General Fund 85,000

Elam Ministries

5755 North Point Parkway Suite 217
Alpharetta,GA30022 		  PC General Fund 150,000

Universite Shalom de Bunia

10000 N Oak Trafficway
Kansas City,MO64155 		  PC General Fund 60,000

Every Generation Ministries

PO Box 891179
Temecula,CA92589 		  PC General Fund 45,000

Christians for Biblical Equality

122 W Franklin Ave Suite 218
Minneapolis,MN55404 		  PC General Fund 45,000

Wycliffe Bible Translators

11221 John Wycliffe Blvd
Orlando,FL32832 		  PC General Fund 25,000

Dream Centers of Colorado Springs

11025 Voyager Parkway
Colorado Springs,CO80921 		  PC General Fund 28,000

University Divitia Gratiae (UDG)

PO Box 85
Liverpool,PA17045 		  PC General Fund 35,000

Reconciled World

PO Box 1131
Wheaton,IL60187 		  PC General Fund 30,000

The Christian Alliance for Inclusive Development

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 60,000

Calvary Ministries-CAPRO USA Inc

312 Marshall Ave STE 1010
Laurel,MD20707 		  PC General Fund 40,000

South Asia Institute of Advanced Christian Studies (SAIACS)

1799 Winchester Blvd
Campbell,CA95008 		  PC General Fund 75,000

Sinapis Group

PO Box 5414
Wheaton,IL60189 		  PC General Fund 50,000

Agape International Missions- AIM

2000 Opportunity Dr Unit 100
Roseville,CA95678 		  PC General Fund 30,000

Miracle Connect USA

PO BOX 92401
Southlake,TX76092 		  PC General Fund 50,000

Alpha USA

PO Box 7491
Carol Stream,IL601977941 		  PC General Fund 150,000

Denver Seminary

6399 S Santa Fe Drive
Littleton,CO80120 		  PC General Fund 53,000

Bible Students Fellowship of Bangladesh

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 100,000

Harvesters Reaching the Nations

2001 W Plano Parkway Ste 3432
Plano,TX75075 		  PC General Fund 50,000

ACTS Ministry

1901 Ulmerton Road
Clearwater,FL33762 		  PC General Fund 12,350

SAT-7 North America

PO Box 2770
Easton,MD21601 		  PC General Fund 60,000

Shining Light International

Box 50293
Colorado Springs,CO80949 		  PC General Fund 22,000

Hollywood Prayer Network

1760 N Gower St
Hollywood,CA90028 		  PC General Fund 30,000

Congo Initiative

5540 Centerview Dr Ste 204 PMB 8585
8
Raleigh,NC276068012 		  PC General Fund 60,000

Lebanese Society for Educational and Social Development (LSESD)

1633 Mt Vernon Road Suite 300
Atlanta,GA30338 		  PC General Fund 57,000

Bethlehem Bible College

614-C South Business IH-35
New Braunfels,TX78130 		  PC General Fund 100,000

Project MedSend

1838 Gold Hill Road
Fort Mill,SC29708 		  PC General Fund 85,000

PEER Servants

PO Box 258
Woburn,MA01801 		  PC General Fund 22,000

Plant With Purpose

4747 Morena Blvd Ste 100
San Diego,CA92117 		  PC General Fund 45,000

Praxis

409 W 45th Street Floor 3
New York City,NY10036 		  PC General Fund 20,000

Village Schools International

13900 Humble Road
Tomball,TX77375 		  PC General Fund 50,000

Operation Mobilization

285 Lynnwood Avenue PO Box 444
Tyrone,GA302900444 		  PC General Fund 50,000

YWAM Slavic Ministries

102 N Cascade Ave Suite 300
Colorado Springs,CO80903 		  PC General Fund 35,000

Life in Abundance International

211 Townepark Circle Suite 201
Louisville,KY40243 		  PC General Fund 100,000

Engineering Ministries International

7025 Campus Dr
Colorado Springs,CO80920 		  PC General Fund 70,000

IFESUSA

PO Box 46007
Madison,WI53744 		  PC General Fund 2,000

MERCY (DAI Fiscal Sponsor)

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 3,500

Visual Story Network

PO Box 77160
Corona,CA92877 		  PC General Fund 3,500

Life In Abundance

211 Townepark Circle Suite 201
Louisville,KY40243 		  PC General Fund 10,000

New Horizons International

15 Circle Drive
Circle Pines,MN55014 		  PC General Fund 2,000

Commission to Every Nation

PO Box 290488
Kerrville,TX78029 		  PC General Fund 1,000

Development Associates International

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 2,000

Professionals in Christian Philanthropy (PCP)

PO Box 524
Alpharetta,GA30009 		  PC General Fund 2,000

LSESD

1633 Mt Vernon Road Suite 300
Atlanta,GA303384273 		  PC General Fund 2,000

IFES - USA

PO Box 46007
Madison,WI53744 		  PC General Fund 2,500

Leadership Transformations

PO Box 338
Lexington,MA02420 		  PC General Fund 1,000

Hope4MENA

PO Box 51125
Colorado Springs,CO80949 		  PC General Fund 2,000

LOOM International

14504 NE Freemont Court
Portland,OR97230 		  PC General Fund 1,000

Elim Resource Center (given through DAI)

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 5,000

Development Associates International

13710 Struthers Road Suite 120
Colorado Springs,CO80921 		  PC General Fund 5,000

Life In Abundance

211 Townepark Circle Suite 201
Louisville,KY40243 		  PC General Fund 2,000

Hope4MENA

PO Box 51125
Colorado Springs,CO80949 		  PC General Fund 3,000

Beautiful Redemption

PO Box 33
Palmer Lake,CO80133 		  PC General Fund 500

Fuller Theological Seminary

135 N Oakland Avenue
Pasadena,CA91182 		  PC General Fund 300

Professionals in Christian Philanthropy (PCP)

PO Box 524
Alpharetta,GA30009 		  PC General Fund 1,500
Total .................................right arrow 3a 5,298,750
bApproved for future payment

International Council for Evangelical Theological Education ICETE
661 Reynard St SE
Grand Rapids,MI49507 		  PC General Fund 20,000
Total ................................. right arrow 3b 20,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 2,695,873  
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 .....     14 1,116,390  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -426,250  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTax refunds 		        5,161
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,386,013 5,161
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,391,174
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11a Tax refunds
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 22,910 11,455   11,455

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Depletion reported on K-1s           7,474 7,474    
Section 179 deduction reported on K-1s           41 41    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Publicy traded securities         39,785,541 41,291,296     -1,505,755  
Capital gain distributions         491,945       491,945  
Short-term capital loss from partnerships           73,257     -73,257  
Long-term capital gain from partnerships         660,817       660,817  

TY 2023 InvestmentsCorpBondsSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds 2,977,034 3,019,115

TY 2023 InvestmentsCorpStockSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate Equities 40,999,942 52,839,204

TY 2023 InvestmentsGovtObligationsSch
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

2,076,968
US Government Securities - End of Year Fair Market Value:

2,007,991
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Other Investment Assets AT COST 51,431,287 60,369,893

TY 2023 OtherAssetsSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Sale proceeds receivable 1,237 1,053 1,053


TY 2023 OtherExpensesSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank fees 968     968
Subscriptions 680     680
Postage 67     67
Phone/Internet 7,338     7,338
Entertainment 1,434     1,434
Supplies 783     783
Insurance 3,202     3,202
Office Furnishings/Equipment 2,577     2,577
Investment Expense 953,306 953,306    
State Registration Fees 825     825
Software and Tech Support 11,507     11,507
Miscellaneous 4,169     4,169
Board Expense 44,784     44,784
Office Expense 1,192     1,192
Partnership rental loss 34,464 34,464    


TY 2023 OtherIncomeSchedule2
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Tax Refunds 5,161    
Royalty payments reported on K-1s 24,577 24,577  
Tax Exempt Interest 980    
Other investment income -18,778 -18,778  
Partnership income 1,109,611 1,109,611  


TY 2023 OtherIncreasesSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
Prior period adjustment to partnership interest bases 843,902


TY 2023 OtherProfessionalFeesSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other professional fees 8,600     8,600


TY 2023 TaxesSchedule
Name:
Henry P and Susan C Crowell Trust
EIN:
36-6038028
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 222,482      
Property Tax 457     457
UBIT Tax 7,500      
Foreign Tax 12,448 12,448