BETA

THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL (EIN 22-2946282)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-09-16
IRS object ID
202432609349100923
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-16T14:25:16-05:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042737404PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRIS & MORRIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132 KEARNEY ROADAddressLine1Txt
CityNEEDHAM HEIGHTSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222946282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CROLL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCROLBusinessNameControlTxt
Phone6173457200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MORRIS MORRIS PC 32 KEARNAddressLine1Txt
CityNEEDHAM HEIGHTSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID D CROLLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173457200PhoneNum
Signature2024-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY A LANOUEPreparerPersonNm
PTINP01267021PTIN
Phone7814556900PhoneNum
Preparation2024-09-12PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,244,231FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$44,647InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44,647InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$190,397DividendsRevAndExpnssAmt
Dividends Net Invst Incm$190,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$201,082NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$190,299OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$190,299OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$274,261TotalRevAndExpnssAmt
Total Net Invst Incm$425,343TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$13,702LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$13,702LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$31,595OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,595OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$656InterestRevAndExpnssAmt
Interest Net Invst Incm$656InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$53,121TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,348OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,417OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$156,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$103,370TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,380,770ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,380,770ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,537,192TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$103,370TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,380,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,262,931ExcessRevenueOverExpensesAmt
Net Investment Income$321,973NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,504,960SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,793,346SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,793,346SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$573,638CorporateStockEOYAmt
Corporate Stock EOYFMV$531,729CorporateStockEOYFMVAmt
Other Investments BOY$6,727,042OtherInvestmentsBOYAmt
Other Investments EOY$6,602,087OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,919,156OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,232,002TotalAssetsBOYAmt
Total Assets EOY$9,969,071TotalAssetsEOYAmt
Total Assets EOYFMV$10,244,231TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$11,232,002CapitalStockBOYAmt
Capital Stock EOY$9,969,071CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,232,002TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,969,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,232,002TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,969,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,232,002TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,262,931ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,969,071SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,969,071TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM K-1 - ABRAMS CAPITAL PARTNERS IIP$55,756$55,756
FROM K-1 - FERNBRIDGE CAPITAL ONSHORE FUNDP-$236,682-$236,682
FROM K-1 - THE OVERLOOK PARTNERS FUNDP-$20,156-$20,156
FieldValueIRS element (for citing)
Capital Gain Net Income-$201,082CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,475InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,475SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,800TotalPaymentsAndCreditsAmt
Es Penalty$67EsPenaltyAmt
Overpayment$26,258OverpaymentAmt
Applied To ES Tax$26,258AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID D CROLLIndividualWithBooksNm
Phone6173457214PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 LEWIS STREETAddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02731ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID D CROLL
53 STATE STREET SUITE 2602BOSTONMA02109TRUSTEE2.00$0$0$0
VICTORIA B CROLL
53 STATE STREET SUITE 2602BOSTONMA02109TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,380,239AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,752,308AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,817,007FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,949,554TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$370,642AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,578,912AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,684CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,390,228NetVlNoncharitableAssetsAmt
Minimum Investment Return$619,511MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$619,511MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,475TaxBasedOnInvestmentIncomeAmt
Total Tax$4,475TotalTaxAmt
Distributable Before Adj$615,036DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$615,036DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$615,036DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,380,770ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,380,770QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$615,036DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$62,593ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$584,969ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$976,975ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$500,975ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$895,733ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,021,245TotalExcessDistributionCyovAmt
Qualifying Distributions$1,380,770QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$615,036AppliedToCurrentYearAmt
Remaining Distri From Corpus$765,734RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,786,979TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$62,593ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,724,386ExcessDistriCyovToNextYrAmt
Excess From Year4$584,969ExcessFromYear4Amt
Excess From Year3$976,975ExcessFromYear3Amt
Excess From Year2$500,975ExcessFromYear2Amt
Excess From Year1$895,733ExcessFromYear1Amt
Excess From Current Year$765,734ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID D CROLLContributingManagerNm
Contributing ManagerVICTORIA B CROLLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALMA DEL MAR FOUNDATION
26 MADEIRA AVENEW BEDFORDMA02746PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$20,000
BOSTON CHILDREN'S HOSPITAL
401 PARK AVE SUITE 602BOSTONMA02215PUBLIC CHARITYPLEDGE PAYMENT #3 CRL$100,000
BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS STREET SUITE 750BOSTONMA02109PUBLIC CHARITYANNUAL FUND$25,000
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVEBOSTONMA02116PUBLIC CHARITYSUPPORT FOR SOLOMON SCHOLARS$50,000
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVEBOSTONMA02116PUBLIC CHARITYSUPPORT FOR WOMEN'S HEALTH LUNCHEON 2023$10,000
BUZZARDS BAY COALITION
114 FRONT STREETNEW BEDFORDMA02740PUBLIC CHARITYSUPPORT FOR RIDE CHALLENGE$20,000
BUZZARDS BAY COALITION
114 FRONT STREETNEW BEDFORDMA02740PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$100,000
BUZZARDS BAY MUSICFEST
PO BOX 576MARIONMA02738PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$1,000
CATHOLIC SCHOOL FOUNDATION
67 BATTERYMARCH STREETBOSTONMA02210PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$25,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOORNEW YORKNY10038PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$20,000
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L ST NWWASHINGTONDC20005PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$2,000
CHURCH OF THE REDEEMER
379 HAMMOND STREETCHESNUT HILLMA02167PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$21,000
CORNELL UNIVERSITY
130 EAST SENACA STITHACANY14850PUBLIC CHARITYLAB OF ORNITHOLOGY$50,000
COURAGEOUS PARENTS NETWORK
21 ROCHESTER ROADNEWTONMA02458PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$5,000
EMERALD NECKLACE CONSERVANCY INC
170 GODDARD AVENUEBROOKLINEMA02445PUBLIC CHARITYJUSTINE MEE LIFF FUND$10,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277PUBLIC CHARITYSUPPORT TO HESTIA FUND BOSTON$6,000
FRIENDS OF MARION COUNCIL OF AGING
PO BOX 937MARIONMA02737PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$10,000
FRIENDS OF MARION COUNCIL OF AGING
PO BOX 937MARIONMA02737PUBLIC CHARITYSUPPORT FOR PAVILLION$8,500
GREENWICH COUNTRY DAY SCHOOL
PO BOX 623GREENWICHCT068360623PUBLIC CHARITYSUPPORT FOR GCDS FIRST$50,000
HARVARD BUSINESS SCHOOL
124 MOUNT AUBURN STREETCAMBRIDGEMA02138PUBLIC CHARITY50TH REUNION PLEDGE$10,000
MA LANDS TRUST COALITION
18 WOLBACH RDSUDBURYMA01776PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$2,000
MARION ART CENTER
PO BOX 602MARIONMA02738PUBLIC CHARITYANNUAL FUND$1,000
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT RDLINCOLNMA01773PUBLIC CHARITYANNUAL FUND$100,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$250,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115PUBLIC CHARITYSUPPORT FOR WICKER FURNITURE$10,920
NEW BEDFORD LIGHT INC
PO BOX 80666SOUTH DARTMOUTHMA02748PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$10,000
NEW BEDFORD LIGHT INC
PO BOX 80666SOUTH DARTMOUTHMA02748PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$5,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 50494NEW BEDFORDMA02745PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$5,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740PUBLIC CHARITYSUPPORT FOR EXHIBITS$20,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740PUBLIC CHARITYSUPPORT FOR EXHIBITS$15,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$10,000
OHIO WESLEYAN UNIVERSITY
75 STATE STREETDELAWAREOH43015PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$25,000
PIONEER INSTITUTE
185 DEVONSHIRE STREET SUITE 1101BOSTONMA02110PUBLIC CHARITYANNUAL FUND$10,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
1055 COMMONWEALTH AVEBOSTONMA02215PUBLIC CHARITYSUPPORT FOR SERVICES ON SOUTH COAST$15,000
PROJECT BREAD
145 BORDER STREETE BOSTONMA02128PUBLIC CHARITYWALK FOR HUNGER$1,000
SIPPICAN HISTORICAL SOCIETY
589 MILL STREETMARIONMA02738PUBLIC CHARITYANNUAL FUND$5,000
SIPPICAN LANDS TRUST
PO BOX 848 173 SPRING STMARIONMA02738PUBLIC CHARITYSUPPORT FOR MARION ACCESS CAPITAL CAMPAIGN$5,000
SIPPICAN LANDS TRUST
PO BOX 848 173 SPRING STMARIONMA02739PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$5,000
SIPPICAN LANDS TRUST
PO BOX 848 173 SPRING STMARIONMA02740PUBLIC CHARITYSUPPORT FOR HOFF PROPERTY PARKING LOT$25,000
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVEBOSTONMA02118PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$25,000
STEPPINGSTONE FOUNDATION
155 FEDERAL STREET SUITE 800BOSTONMA02110PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$10,000
THE HESTIA FUND
PO BOX 170058BOSTONMA02117PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$750
THE PARK SCHOOL
171 GODDARD AVENUEBROOKLINEMA02445PUBLIC CHARITYANNUAL FUND$10,000
THE PHILANTHROPY CONNECTION
PO BOX 300WATERTOWNMA02471PUBLIC CHARITYMEMBERSHIP RENEWAL$2,500
THE TRUSTEES OF RESERVATIONS
572 ESSEX STBEVERLYMA01915PUBLIC CHARITYSUPPORT FOR WICKER PURCHASE$13,000
THE TRUSTEES OF RESERVATIONS
572 ESSEX STBEVERLYMA01915PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS AND DECORDOVA GALA$250,000
THE TRUSTEES OF RESERVATIONS
572 ESSEX STBEVERLYMA01915PUBLIC CHARITYSUPPORT FOR WICKER PURCHASE$1,100
WBUR
890 COMMONWEALTH AVEBOSTONMA02215PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$2,500
WGBH
3 WATER STREETWOODS HOLEMA02543PUBLIC CHARITYSUPPORT FOR CURRENT PROGRAMS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,380,770TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,647ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$190,397ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$190,299ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$201,082ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$224,261ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$224,261TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID D CROLLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line152 ESSEX ROADAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$573,638EOYBookValueAmt
EOYFMV$531,729EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemHEDGE FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$6,602,087BookValueAmt
EOYFMV$6,919,156EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGOODWIN PROCTERCategoryTxt
Legal Fees$13,702LegalFeesAmt
Net Investment Income$13,702NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$250$250$0
BANK FEES$1,403$1,403$0
FROM K-1 - ABRAMS CAPITAL PARTNERS II$25,734$25,803$0
FROM K-1 - FERNBRIDGE CAPITAL ONSHORE PARTNERS$17,211$17,211$0
FROM K-1 - THE OVERLOOK PARTNERS FUND$12,750$12,750$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 - FERNBRIDGE CAPITAL ONSHORE FUND$9$9$9
MERRILL 5317$70$70$70
ALPHADYNE INTERNATIONAL FUND$190,220$190,220$190,220

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCAMBRIDGE ASSOCIATESCategoryTxt
Amt$31,595Amt
Net Investment Income$31,595NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - MERRILL 9129$18$0$0
FOREIGN TAXES - FROM PASSTHROUGHS$3,369$0$0
SEC. 4940 TAX PAID$49,734$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.