THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL (EIN 22-2946282)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-07-31
- IRS object ID
- 202342129349100109
- Schema version
- 2021v4.2
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T11:52:18-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 AVE | 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 | 2023-07-31 | 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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $10,581,433 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50,442 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,442 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,768,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,833,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,768,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $353,187 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $353,187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,307,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,282,880 | 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 | $20,405 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,405 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $37,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,661 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,368 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,443,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,443,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,512,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,443,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $794,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,214,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,620,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,504,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,504,960 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,531,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,285,513 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,727,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,076,473 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,437,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,232,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,581,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,437,052 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,232,002 | 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 | $10,437,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,232,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,437,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,232,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,437,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $794,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,232,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,232,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCT 15317 | P | $375,120 | $300,982 | $74,138 | $74,138 |
| MERRILL LYNCH ACCT 15317 | P | $5,458,136 | $4,465,349 | $992,787 | $992,787 |
| FERNBRIDGE CAPITAL ONSHORE FUND LP | P | $169,597 | $169,597 | ||
| FERNBRIDGE CAPITAL ONSHORE FUND LP | P | $61,680 | $61,680 | ||
| ABRAMS CAPITAL PARTNERS II LP | P | $15,777 | $15,777 | ||
| ABRAMS CAPITAL PARTNERS II LP | P | $18,799 | $18,799 | ||
| ABRAMS CAPITAL PARTNERS II LP | P | $3,531 | $3,531 | ||
| ABRAMS CAPITAL PARTNERS II LP | P | $27,659 | $27,659 | ||
| DAVIDSON KEMPNER INSTITUTIONAL | P | $42,599 | $42,599 | ||
| DAVIDSON KEMPNER INSTITUTIONAL | P | $28,657 | $28,657 | ||
| DAVIDSON KEMPNER INSTITUTIONAL | P | $13 | $13 | ||
| OVERLOOK PARTNERS FUND LP | P | $8,957 | $8,957 | ||
| OVERLOOK PARTNERS FUND LP | P | $189,834 | $189,834 | ||
| JANCHOR PARTNERS PAN-ASIAN FUND | P | $83,212 | $83,212 | ||
| JANCHOR PARTNERS PAN-ASIAN FUND | P | $51,050 | $51,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,768,290 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,780 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,780 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,460 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,380 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,400 | TaxDueAmt |
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 | 0 | 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 | $28,812 |
| GOODWIN PROCTER LLP | |||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL ADVICE | $20,405 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,679,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,067,324 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,746,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,746,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,570,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,780 | TotalTaxAmt |
| Distributable Before Adj | $547,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $547,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $547,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,443,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,443,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $547,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $506,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,593 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $584,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $976,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $500,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,631,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,443,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $547,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $895,733 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,527,373 | 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 | $506,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,021,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,593 | ExcessFromYear4Amt |
| Excess From Year3 | $584,969 | ExcessFromYear3Amt |
| Excess From Year2 | $976,975 | ExcessFromYear2Amt |
| Excess From Year1 | $500,975 | ExcessFromYear1Amt |
| Excess From Current Year | $895,733 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMA DEL MAR FOUNDATION | |||||||
| 26 MADEIRA AVE | NEW BEDFORD | MA | 02746 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $20,000 |
| BOYS AND GIRLS CLUB OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 750 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | SUPPORT 2022 ANNUAL DINNER | $50,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $10,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $300,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | LAND STEWARDSHIP ENDOWMENT | $50,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $100,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $100,000 |
| BUZZARDS BAY MUSICFEST | |||||||
| PO BOX 576 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| CATHOLIC SCHOOL FOUNDATION | |||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $15,000 |
| 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 | SUPPORT CURRENT PROGRAMS | $100,000 |
| CHURCH OF THE REDEEMER | |||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02167 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $20,500 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENACA ST | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | LAB OF ORNITHOLOGY | $50,000 |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $2,000 |
| ELIZABETH TABOR LIBRARY | |||||||
| 8 SPRING STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| EMERALD NECKLACE CONSERVANCY INC | |||||||
| 170 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PUBLIC CHARITY | FOR SUPPORT TO THE HESTIA FUND BOSTON | $6,000 |
| FRIENDS OF MARION COUNCIL OF AGING | |||||||
| PO BOX 937 | MARION | MA | 02737 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $3,875 |
| HARVARD BUSINESS SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS - ANNUAL FUND | $10,000 |
| SHESTIA FUND | |||||||
| PO BOX 170058 | BOSTON | MA | 02117 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $750 |
| HISTORIC NEW ENGLAND | |||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | BENEFIT FOR LILLY JOHNSON | $25,000 |
| MARION ART CENTER | |||||||
| PO BOX 602 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| MARION INSTITUTE | |||||||
| PO BOX 602 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL PROGRAMS | $5,000 |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND | $51,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $50,000 |
| NEW BEDFORD LIGHT INC | |||||||
| PO BOX 80666 | SOUTH DARTMOUTH | MA | 02748 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM | |||||||
| PO BOX 50494 | NEW BEDFORD | MA | 02745 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| NEW BEDFORD WHALING MUSEUM | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| 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 |
| PHILANTHROPY CONNECTION | |||||||
| PO BOX 300 | WATERTOWN | MA | 02471 | NONE | PUBLIC CHARITY | MEMBERSHIP RENEWAL | $2,500 |
| 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 | $15,000 |
| PLANNED PARENTHOOD OF AMERICAN EDUCATION | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | E BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS - WALK FOR HUNGER | $2,000 |
| SIPPICAN HISTORICAL SOCIETY | |||||||
| 589 MILL STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| ST STEPHEN'S YOUTH PROGRAMS | |||||||
| 419 SHAWMUT AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | SPRING FUNDRAISER | $850 |
| ST STEPHEN'S YOUTH PROGRAMS | |||||||
| 419 SHAWMUT AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| STEPPINGSTONE FOUNDATION | |||||||
| 155 FEDERAL STREET SUITE 800 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| THE PARK SCHOOL | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | SUPPORT THE BETSY FUND | $10,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX ST | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | SUPPORT FOR JOCELYN FORBUSH PRIZE | $10,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX ST | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | SUPPORT FOR THE DECORDOVA GALA | $10,000 |
| TOWN OF MARION | |||||||
| 2 SPRING STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | TREE REPLACEMENT FUND | $5,000 |
| TOWN OF MARION | |||||||
| 2 SPRING STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $5,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 396 MOOSE HILL STREET | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | SUPPORT FOR ANNUAL FUND | $250,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,500 |
| WGBH | |||||||
| 3 WATER STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,500 |
| WINTERTHUR MUSEUM | |||||||
| ROUTE 52 | WINTERTHUR | DE | 19735 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,443,475 | 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 | $50,442 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,961 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $353,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,768,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,282,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,282,880 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID D CROLL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 ESSEX ROAD | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,727,042 | BookValueAmt |
| EOYFMV | $6,076,473 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $20,405 | LegalFeesAmt |
| Net Investment Income | $20,405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | $1,305 | $1,305 | $0 |
| ABRAMS CAPITAL PARTNERS II LP | $581 | $581 | $0 |
| MA FORM PC FILING FEE | $70 | $70 | $0 |
| FERNBRIDGE CAPITAL ONSHORE FUND LP | $73 | $73 | $0 |
| MARGIN INTEREST EXPENSE | $8,294 | $8,294 | $0 |
| WIRE FEE | $45 | $45 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DAVIDSON KEMPNER INSTITUTIONAL | $122 | $122 | $122 |
| ABRAMS CAPITAL PARTNERS II LP | $8,110 | $8,110 | $8,110 |
| DAVIDSON KEMPNER INSTITUTIONAL | -$994 | -$994 | -$994 |
| DAVIDSON KEMPNER INSTITUTIONAL | $5,542 | $5,542 | $5,542 |
| HIGHFIELDS CAPITAL IV LP | -$7,943 | -$7,943 | -$7,943 |
| FERNBRIDGE CAPITAL ONSHORE FUND LP | -$8 | -$8 | -$8 |
| DAVIDSON KEMPNER INSTITUTIONAL | $21 | $21 | $21 |
| DAVIDSON KEMPNER INSTITUTIONAL | $39 | $39 | $39 |
| DAVIDSON KEMPNER INSTITUTIONAL | -$17 | -$17 | -$17 |
| JANCHOR PARTNERS | $166,187 | $166,187 | $166,187 |
| ALPHADYNE INTERNATIONAL FUND | $70,996 | $70,996 | $70,996 |
| JANCHOR PARTNERS | $98,641 | $98,641 | $98,641 |
| DAVIDSON KEMPNER INSTITUTIONAL | $2,598 | $2,598 | $2,598 |
| ABRAMS CAPITAL PARTNERS II LP | $9,893 | $9,893 | $9,893 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $28,812 | $28,812 | $0 |
| ML ADVISORY | $8,849 | $8,849 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAID RE FORM 4720 10/31/18 | $985 | $0 | $0 |
| FOREIGN TAX | $36 | $36 | $0 |
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