THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL (EIN 22-2946282)
Tax period: 2020-11-01 to 2021-10-31
Filed: 2022-09-13
IRS object ID: 202222569349100612
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-09-13T12:42:33-05:00	ReturnTs
Tax Period End	2021-10-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	041378465	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GOODWIN PROCTER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTHERN AVENUE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	222946282	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CROLL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CROL	BusinessNameControlTxt
Phone	6175701391	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	GOODWIN 100 NORTHERN AVENUE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID D CROLL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6175701391	PhoneNum
Signature	2022-09-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID	PersonFirstNm
Person Last	CROLL	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DEBORA L POWELL	PreparerPersonNm
PTIN	P00710567	PTIN
Phone	6175701000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$15,396,556	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$57	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$57	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$137,349	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$137,349	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$708,692	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,240,952	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$708,692	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$54,488	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$54,488	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$900,586	TotalRevAndExpnssAmt
Total Net Invst Incm	$900,586	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$9,450	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$9,450	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$58,496	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$58,496	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$42,309	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$47,996	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$47,996	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$158,251	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$115,942	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,160,029	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,160,029	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,318,280	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$115,942	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,160,029	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$417,694	ExcessRevenueOverExpensesAmt
Net Investment Income	$784,644	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$745,592	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,620,328	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,620,328	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,645,371	CorporateStockBOYAmt
Corporate Stock EOY	$3,531,211	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,096,186	CorporateStockEOYFMVAmt
Other Investments BOY	$7,633,535	OtherInvestmentsBOYAmt
Other Investments EOY	$5,285,513	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,680,042	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$11,024,498	TotalAssetsBOYAmt
Total Assets EOY	$10,437,052	TotalAssetsEOYAmt
Total Assets EOYFMV	$15,396,556	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$11,024,498	CapitalStockBOYAmt
Capital Stock EOY	$10,437,052	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,024,498	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,437,052	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,024,498	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,437,052	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,024,498	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$417,694	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$10,606,804	SubtotalAmt
Other Decreases	$169,752	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,437,052	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
470 SHS FIDELITY NATL INFO SVCS INC	P	2020-11-05	$62,260	$65,221	-$2,961	-$2,961
400 SHS ISHARES SHORT TREAS BD	P	2020-11-02	$44,269	$44,376	-$107	-$107
484 SHS SPDR BLOOMBERG BARCLAYS	P	2020-11-02	$44,297	$44,344	-$47	-$47
537 SHS MERCK & CO	P	2020-11-02	$41,117	$42,051	-$934	-$934
2815.518 SHS PIMCO HIGH YIELD FD	P	2020-11-02	$24,579	$23,960	$619	$619
5223.531 SHS PRINCIPAL SPECTRUM PRFRD & CAPITAL INC	P	2020-11-02	$53,123	$46,542	$6,581	$6,581
4553.879 SHS MAINSTAY MACKAY HIGH YIELD CORP	P	2020-11-02	$24,682	$23,929	$753	$753
156 SHS BERKSHIRE HATHAWAY INC	P	2020-11-05	$32,526	$32,747	-$155	-$155
185 SHS FIDELITY NATL INFO SVCS INC	P	2020-11-02	$24,507	$23,741	$766	$766
516 SHS MERCK & CO	P	2020-11-02	$39,509	$43,305	-$3,796	-$3,796
94 SHS THERMO FISHER SCIENTIFIC INC	P	2020-11-16	$45,481	$28,384	$17,097	$17,097
347 SHS ABBOTT LABS	P		$42,849	$32,885	$9,964	$9,964
6 SHS AMAZON COM INC	P		$17,954	$14,074	$3,880	$3,880
741 SHS ALIBABA GROUP HOLDING	P		$145,767	$203,724	-$57,957	-$57,957
16 SHS ALPHABET INC	P		$32,373	$23,130	$9,243	$9,243
1105 SHS BRISTOL MYERS SQUIBB CO	P		$69,008	$65,506	$3,502	$3,502
3976 SHS EARGO INC	P		$111,967	$246,181	-$81,347	-$81,347
27 SHS ISHARES CORE S&P	P		$3,073	$1,838	$1,235	$1,235
CASH/LIEU GENERAL ELEC CO	P		$26	$27	-$1	-$1
720 SHS GENERAC HLDGS INC	P		$307,992	$147,646	$160,346	$160,346
845 SHS ISHARES MSCI JAPAN	P		$56,218	$57,326	-$1,108	-$1,108
2750 SHS WISDOMTREE EMERGING	P		$106,603	$114,512	-$7,909	-$7,909
2708 SHS PENN NATL GAMING CORP	P		$305,744	$106,214	$199,530	$199,530
803 SHS TELADOC HEALTH INC	P		$135,755	$151,315	-$15,560	-$15,560
22047.8 SHS PIMCO HIGH YIELD	P		$199,312	$187,810	$11,502	$11,502
1654.011 SHS PRINCIPAL SPECTRUM PRFD	P		$17,334	$16,324	$1,010	$1,010
35496.551 SHS MAINSTAY MACKAY	P		$201,265	$186,405	$14,860	$14,860
697 SHS ABBOTT LABS	P		$86,068	$57,797	$28,271	$28,271
13 SHS AMAZON INC	P		$38,900	$24,756	$14,144	$14,144
40 SHS ALPHABET INC	P		$80,934	$51,719	$29,215	$29,215
215 SHS BRISTOL MYERS SQUIBB	P		$13,455	$12,692	$763	$763
144 SHS CHARLES RIVER LABS	P		$45,695	$18,583	$27,112	$27,112
132 SHS META PLATFORMS INC	P		$33,843	$26,776	$7,067	$7,067
1407 SHS ISHARES CORE S&P	P		$160,144	$106,962	$53,182	$53,182
1200 SHS VANGUARD FTSE EMER	P		$61,422	$47,929	$13,493	$13,493
121 SHS GOLDMAN SACHS GROUP INC	P		$49,748	$24,261	$25,487	$25,487
80 SHS IDEXX LAB INC	P		$41,492	$21,642	$19,850	$19,850
102 SHS MICROSOFT CORP	P		$23,158	$13,872	$9,286	$9,286
150 SHS PAYPAL HOLDINGS INC	P		$36,986	$15,860	$21,126	$21,126
36213.469 SHS PRINCIPAL SPECTRUM PFD	P		$379,517	$322,662	$56,855	$56,855
ABRAMS CAPITAL PARTNERS II LP	P				$20,642	$20,642
ABRAMS CAPITAL PARTNERS II LP	P				-$58,013	-$58,013
ABRAMS CAPITAL PARTNERS II LP	P				$2,012	$2,012
ABRAMS CAPITAL PARTNERS II LP	P				$36,850	$36,850
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP	P				$34,120	$34,120
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP	P				$6,510	$6,510
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP	P				$13	$13
OVERLOOK PARTNERS FUND LP	P				$7,427	$7,427
OVERLOOK PARTNERS FUND LP	P				$84,274	$84,274

Field	Value	IRS element (for citing)
Capital Gain Net Income	$708,692	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$10,907	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$10,907	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$10,907	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$23,040	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$23,040	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$12,133	OverpaymentAmt
Applied To ES Tax	$10,920	AppliedToESTaxAmt
Refund	$1,213	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARY KATHLEEN O'CONNELL ESQ	IndividualWithBooksNm
Phone	6175701391	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	GOODWIN PROCTER LLP 100 NORTHERN	AddressLine1Txt
Address Line2	AVENUE	AddressLine2Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	Yes (1)	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID D CROLL
53 STATE STREET SUITE 2602	BOSTON	MA	02109	TRUSTEE	2.00	$0	$0	$0
VICTORIA B CROLL
53 STATE STREET SUITE 2602	BOSTON	MA	02109	TRUSTEE	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREET	BOSTON	MA	02104	INVESTMENT ADVICE	$37,204
GOODWIN PROCTER LLP
100 NORTHERN AVENUE	BOSTON	MA	02210	LEGAL ADVICE	$9,450

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,270,810	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$644,737	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$8,687,721	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$13,603,268	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$13,603,268	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$204,049	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$13,399,219	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$669,961	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$669,961	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10,907	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10,907	TotalTaxAmt
Distributable Before Adj	$659,054	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$659,054	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$659,054	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,160,029	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,160,029	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,160,029	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$659,054	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$986,355	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$506,128	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$62,593	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$584,969	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$976,975	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,117,020	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,160,029	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$659,054	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$500,975	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,617,995	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$986,355	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,631,640	ExcessDistriCyovToNextYrAmt
Excess From Year4	$506,128	ExcessFromYear4Amt
Excess From Year3	$62,593	ExcessFromYear3Amt
Excess From Year2	$584,969	ExcessFromYear2Amt
Excess From Year1	$976,975	ExcessFromYear1Amt
Excess From Current Year	$500,975	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DAVID D CROLL	ContributingManagerNm
Contributing Manager	VICTORIA B CROLL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS STREET SUITE 750	BOSTON	MA	02109	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$25,000
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVENUE	BOSTON	MA	02116	NONE	PUBLIC CHARITY	SUPPORT WOMEN'S HEALTH FUND	$2,000
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVE	BOSTON	MA	02116	NONE	PUBLIC CHARITY	SOLOMON SCHOLARS	$50,000
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVE	BOSTON	MA	02116	NONE	PUBLIC CHARITY	CONNORS CENTER - SUPPORT WOMEN'S HEALTH FUND	$10,000
BUZZARDS BAY COALITION
114 FRONT STREET	NEW BEDFORD	MA	02740	NONE	PUBLIC CHARITY	SUPPORT FOR THE GENERATIONS CAMPAIGN	$100,000
BUZZARDS BAY COALITION
114 FRONT STREET	NEW BEDFORD	MA	02740	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$25,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOOR	NEW YORK	NY	10038	NONE	PUBLIC CHARITY	SUPPORT CURRENT PROGRAMS	$20,000
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L ST NW	WASHINGTON	DC	20005	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$2,000
CHILDREN'S HOSPITAL
401 PARK DRIVE SUITE 602	BOSTON	MA	02215	NONE	PUBLIC CHARITY	PHASE 2 EDMC FUND, 3RD INSTALLMENT	$200,000
CHURCH OF THE REDEEMER
379 HAMMOND STREET	CHESTNUT HILL	MA	02167	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
CHURCH OF THE REDEEMER
379 HAMMOND STREET	CHESTNUT HILL	MA	02167	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$20,000
CORNELL UNIVERSITY
130 EAST SENACA ST	ITHACA	NY	14850	NONE	PUBLIC CHARITY	LAB OF ORNITHOLOGY	$50,000
CORNELL UNIVERSITY
130 EAST SENACA ST	ITHACA	NY	14850	NONE	PUBLIC CHARITY	SUPPORT CURRENT PROGRAMS	$150,000
COURAGEOUS PARENTS NETWORK
21 ROCHESTER ROAD	NEWTON	MA	02458	NONE	PUBLIC CHARITY	SUPPORT CURRENT PROGRAMS	$2,000
EMERALD NECKLACE CONSERVANCY INC
170 GODDARD AVENUE	BROOKLINE	MA	02445	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
FRANCIS OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BLVD	NORTON	MA	02766	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$1,030
FRIENDS OF BRADLEY SCHOOL
110 BEACHVIEW ROAD	EAST BOSTON	MA	02128	NONE	PUBLIC CHARITY	SUPPORT EDUCATIONAL PROGRAMS	$5,000
FRIENDS OF MARION COUNCIL OF AGING
PO BOX 937	MARION	MA	02737	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
HARVARD BUSINESS SCHOOL
124 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS - ANNUAL FUND	$25,000
LYCEUM FELLOWSHIP
533 PALMER AVE	FALMOUTH	MA	02540	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$20,000
MARION ART CENTER
PO BOX 602	MARION	MA	02738	NONE	PUBLIC CHARITY	ANNUAL FUND	$1,000
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT RD	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	ANNUAL FUND	$25,000
MASSACHUSETTS GOLF ASSOCIATION
300 ARNOLD PALMER BLVD	NORTON	MA	02766	NONE	PUBLIC CHARITY	SUPPORT FOR THE US SENIOR AMATEUR CHAMPIONSHIP	$10,000
MASSACHUSETTS LAND TRUST COALITION
18 WOLBACH ROAD	SUDBURY	MA	01776	NONE	PUBLIC CHARITY	SUPPORT CURRENT PROGRAMS	$2,000
MASSACHUSETTS OYSTER PROJECTS INC
501 BOYLSTON STREET	BOSTON	MA	02116		PUBLIC CHARITY	SUPPORT OF SHELL EBRATION EVENT	$1,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	SUPPORT FOR ART OF AMERICA CURATORS CIRCLES; SUPPORT FOR FASHION COUNCIL; SUPPORT FOR THREADS	$4,500
NEW BEDFORD LIGHT INC
PO BOX 80666	SOUTH DARTMOUTH	MA	02748	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILL	NEW BEDFORD	MA	02740	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILL	NEW BEDFORD	MA	02740	NONE	PUBLIC CHARITY	SUPPORT FOR SPONSORSHIP - RYDER CENTURY OF AMERICAN ART	$10,000
NEWTON CONSERVATORS
PO 5900	NEWTON	MA	02459	NONE	PUBLIC CHARITY	SUPPORT CURRENT PROGRAMS	$10,000
NEWTON CONSERVATORS
PO 5900	NEWTON	MA	02459	NONE	PUBLIC CHARITY	SUPPORT FOR THE HOUGHTON GARDEN FUND	$2,500
OHIO WESLEYAN UNIVERSITY
75 STATE STREET	DELAWARE	OH	43015	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$25,000
OLD STURBRIDGE VILLAGE
1 OLD STURBRIDGE VILLAGE	STURBRIDGE	MA	01566	NONE	PUBLIC CHARITY	FIRST INSTALLATION OF THREE TO SUPPORT CABINET MAKERS REPLICA	$10,000
PAN MA CHALLENGE
77 4TH AVE	NEEDHAM	MA	02494	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$1,024
PARK SCHOOL
171 GODDARD AVENUE	BROOKLINE	MA	02445	NONE	PUBLIC CHARITY	ANNUAL FUND	$10,000
PHILANTHROPY CONNECTION
PO BOX 300	WATERTOWN	MA	02471	NONE	PUBLIC CHARITY	MEMBERSHIP RENEWAL	$2,175
PIONEER INSTITUTE
185 DEVONSHIRE STREET SUITE 1101	BOSTON	MA	02110	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
1055 COMMONWEALTH AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	ANNUAL FUND	$10,000
PROJECT BREAD
145 BORDER STREET	E BOSTON	MA	02128	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$2,000
SIPPICAN HISTORICAL SOCIETY
589 MILL STREET	MARION	MA	02738	NONE	PUBLIC CHARITY	ANNUAL FUND	$8,500
SIPPICAN LANDS TRUST
589 MILL STREET	MARION	MA	02738	NONE	PUBLIC CHARITY	SUPPORT FOR ANNUAL FUND	$5,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET	NEW BEDFORD	MA	02740	NONE	PUBLIC CHARITY	SUPPORT FOR ANNUAL SUMMER'S LAST BLAST	$2,500
SOUTHCOAST HEALTH SYSTEM
TOBEY HOSPITAL 43 HIGH STREET	WAREHAM	MA	02571	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$5,000
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVE	BOSTON	MA	02118	NONE	PUBLIC CHARITY	ANNUAL FUND	$35,000
STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 79198	DARTMOUTH	MA	02747	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$5,000
STEPPINGSTONE FOUNDATION
155 FEDERAL STREET SUITE 800	BOSTON	MA	02110	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$10,000
THE CATHOLIC SCHOOLS FOUNDATION INC
260 FRANKLIN STREET SUITE 630	BOSTON	MA	02110	NONE	PUBLIC CHARITY	SUPPORT FOR INNER CITY SCHOLARSHIP FUND	$25,000
THE TRUSTEES
200 HIGH STREET	BOSTON	MA	02110	NONE	PUBLIC CHARITY	ANNUAL FUND	$5,000
THE TRUSTEES OF RESERVATIONS
572 ESSEX ST	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	SUPPORT FOR COPPER BEACH AT AMES	$9,000
THE TRUSTEES OF RESERVATIONS
572 ESSEX ST	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$4,300
TRUSTEES OF RESERVATIONS
396 MOOSE HILL STREET	SHARON	MA	02067	NONE	PUBLIC CHARITY	SUPPORT FOR ANNUAL FUND	$50,000
TRUSTEES OF RESERVATIONS
396 MOOSE HILL STREET	SHARON	MA	02067	NONE	PUBLIC CHARITY	SUPPORT FOR DECORDOVA SCULPTURE PARK AND MUSEUM	$100,000
WBUR
890 COMMONWEALTH AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT PROGRAMS	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,160,029	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$57	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$137,349	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$54,488	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$708,692	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$900,586	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$900,586	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
265 SHS ADOBE INC	$99,601	$172,345
1645 SHS ADVNCD MICRO D INC	$131,477	$197,778
50 SHS ALPHABET INC CL C	$78,599	$148,270
838 SHS APPLE INC	$67,249	$125,532
569 SHS BERKSHIRE HATHAWAY INC DEL CL B	$129,410	$163,309
1293 SHS BLACKSTONE GROUP INC CL A	$72,624	$178,977
1259 SHS CAESARS ENTERTAINMENT	$118,930	$137,810
319 SHS CHARLES RIVER LABS INTL	$56,645	$143,129
2340 SHS CITIGROUP INC	$166,773	$161,834
334 SHS DANAHER CORP DEL	$55,813	$104,131
1427 SHS DYNATRACE INC REG SHS	$53,661	$107,025
2863 SHS EMERSON ELECTRIC CO	$209,135	$277,740
399 SHS FACEBOOK INC	$87,600	$129,104
1003 SHS GENERAL HLDGS INC	$109,471	$105,185
380 SHS GOLDMAN SACHS GROUP INC	$83,234	$157,073
2679 SHS HDFC BANK LTD ADR	$153,648	$192,647
756 SHS HONEYWELL INTL INC DEL	$133,194	$165,277
169 SHS IDEXX LABE INC DEL	$58,841	$112,578
408 SHS IQVIA HLDGS INC	$68,840	$106,659
2697 SHS MARVELL TECHNOLOGY GROUP	$97,539	$184,744
564 SHS MICROSOFT CORP	$107,389	$187,034
948 SHS NVDIA	$84,022	$242,375
2436 SHS ON SEMICONDUCTOR	$105,272	$117,099
405 SHS PAYPAL HOLDINGS INC	$53,962	$94,199
825 SHS QORVO INC	$116,278	$138,790
975 SHS SKYWORKS SOLUTIONS INC	$130,444	$162,952
346 SHS TAIWAN S MANUFACTURING	$39,100	$39,340
408 SHS THERMO FISHER SCIENTIFIC INC	$153,559	$258,293
709 SHS VISA INC CL A	$170,273	$150,145
734 SHS WORKDAY INC CL A	$172,873	$212,845
1328 SHS ZOETIS INC	$194,842	$287,114
491 SHS ZOOM VIDEO	$170,913	$134,853

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
HEDGE FUNDS	AT COST	$4,300,005	$7,540,510
34 SHS AMAZON COM INC	AT COST	$93,745	$114,663
1024 SHS ISHARES CORE S&P SMALL	AT COST	$83,239	$115,773
863 SHS ISHARES RS 2000	AT COST	$134,636	$143,586
1073 SHS ISHARES CORE MSCI EUROPE	AT COST	$57,237	$63,178
3125 SHS GLOBAL X FUNDS	AT COST	$86,109	$86,375
1234 SHS SECTOR SPDR INDUSTRIAL	AT COST	$100,300	$128,941
3196 SHS SPDR PORTFOLIO S&P 500	AT COST	$120,704	$130,365
3989 SHS SPDR US FINANCIAL SECTOR	AT COST	$143,726	$160,597
3870 SHS VANGUARD FTSE EMERGING	AT COST	$165,812	$196,054

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	GOODWIN PROCTER LLP	CategoryTxt
Legal Fees	$9,450	LegalFeesAmt
Net Investment Income	$9,450	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
DISTRIBUTION REPORTED IN PRIOR YEAR - REFLECTED IN BOOK VALUE	$140,125
DISTRIBUTIONS NOT REPORTED - FUNDS TO BE REIMABURSED	$29,627

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP	$4,792	$4,792	$0
ABRAMS CAPITAL PARTNERS II LP	$1,025	$1,025	$0
MA FORM PC FILING FEE	$70	$70	$0
ADR FEE	$83	$83	$0
MARGIN INTEREST EXPENSE	$42,026	$42,026	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
DAVIDSON KEMPNER INSTITUTIONAL	$2,413	$2,413	$2,413
ABRAMS CAPITAL PARTNERS II LP	$1,250	$1,250	$1,250
ABRAMS CAPITAL PARTNERS II LP	-$5,081	-$5,081	-$5,081
DAVIDSON KEMPNER INSTITUTIONAL	$2	$2	$2
DAVIDSON KEMPNER INSTITUTIONAL	$312	$312	$312
HIGHFIELDS CAPITAL IV LP	-$7,943	-$7,943	-$7,943
ABRAMS CAPITAL PARTNERS II LP	$3,374	$3,374	$3,374
DAVIDSON KEMPNER INSTITUTIONAL	$1,808	$1,808	$1,808
DAVIDSON KEMPNER INSTITUTIONAL	$17,666	$17,666	$17,666
JANCHOR PARTNERS	$166,187	$166,187	$166,187
MERRILL LYNCH/BANK OF AMERICA	$3,865	$3,865	$3,865
ALPHADYNE INTERNATIONAL FUND	-$129,365	-$129,365	-$129,365

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CAMBRIDGE ASSOCIATES	$37,204	$37,204	$0
ML ADVISORY	$21,292	$21,292	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$42,309	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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Additional Filer Information AdditionalFilerInformation

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Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (12 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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