CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202101319349101840
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T11:04:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020354851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NEW ENGLAND BUSINESS CENTER | AddressLine1Txt |
| Address Line2 | DRIVE | AddressLine2Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830368529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CROTTY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BATTERY GLOBAL ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROT | BusinessNameControlTxt |
| Phone | 6179483800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARINA PARK DRIVE NO 1150 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J CROTTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179483800 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | CROTTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERYL STEPHENS BURKE | PreparerPersonNm |
| PTIN | P00085224 | PTIN |
| Phone | 9787490005 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $783,408 | 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 | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,831 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,236 | 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 |
| Accounting Fees Rev And Expnss | $3,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $259 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,179 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $907,505 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $907,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $964,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $907,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$932,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,763 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,687,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,515 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $465 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $620 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $620 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $519,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $519,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,687,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $783,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $783,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,687,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $783,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,687,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $783,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,687,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $783,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,687,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$932,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,536 | OtherIncreasesAmt |
| Subtotal | $783,408 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $783,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - MERRILL LYNCH | PropertyDesc |
| Gross Sales Price | $592,453 | GrossSalesPriceAmt |
| Cost Or Other Basis | $574,622 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,831 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,831 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,966 | 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 | $41,966 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,914 | OverpaymentAmt |
| Applied To ES Tax | $1,914 | AppliedToESTaxAmt |
| Refund | $40,000 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN DINNEEN CO BGA | IndividualWithBooksNm |
| Phone | 6179483800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARINA PARK DRIVE SUITE 1150 | AddressLine1Txt |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS J CROTTY CO BGA | ||||||||
| 1 MARINA PARK DRIVE | BOSTON | MA | 02210 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHAROLYN K CROTTY CO BGA | ||||||||
| 1 MARINA PARK DRIVE | BOSTON | MA | 02210 | CLERK | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | N/A | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | N/A | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $981,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $981,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $981,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $966,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $48,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $907,505 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $907,505 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $907,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,001,681 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,804,547 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,826,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,176,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $669,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,478,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $907,505 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $859,226 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,337,987 | 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 | $1,001,681 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,336,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,804,547 | ExcessFromYear4Amt |
| Excess From Year3 | $3,826,599 | ExcessFromYear3Amt |
| Excess From Year2 | $2,176,279 | ExcessFromYear2Amt |
| Excess From Year1 | $669,655 | ExcessFromYear1Amt |
| Excess From Current Year | $859,226 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS J CROTTY CO BGA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABERDEEN FOOTBALL CLUB COMMUNITY TRUST | ||||||||||||
| PITTODRIE STREET | ABERDEEN | SCOTLAND | UK | AB24 5QH | NONE | EXEMPT | CHARITABLE | $124,780 | ||||
| AMERICA SCORES | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $3,109 | 520 8TH AVENUE | NEW YORK | NY | 10018 | |||||
| ANDRE HOUSE OF ARIZONA INC | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $46,000 | PO BOX 2014 | PHOENIX | AZ | 85001 | |||||
| CARE DIMENSIONS INC | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $250 | 75 SYLVAN ST B 102 | DANVERS | MA | 01923 | |||||
| EVANS SCHOLARS FOUNDATION | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $10,000 | 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60029 | |||||
| EYE TO EYE | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $503,981 | 50 BROAD ST SUITE 1702 | NEW YORK | NY | 10004 | |||||
| FEEDING SAN DIEGO | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $1,188 | 9455 WAPLES STREET 135 | SAN DIEGO | CA | 92121 | |||||
| FOUNDATION FOR METROWEST | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $150,000 | 3 ELIOT STREET | NATICK | MA | 01760 | |||||
| JOE ANDRUZZI FOUNDATION INC | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $157 | 49 PLAIN ST | NORTH ATTLEBORO | MA | 02760 | |||||
| JOHN MUIR LAND TRUST | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $1,030 | PO BOX 31 | MARTINEZ | CA | 94553 | |||||
| MA GENERAL HOSPTIAL CANCER CENTER | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $6,400 | 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | |||||
| PAN MASSACHUSETTS CHALLENGE INC | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $256 | 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | |||||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $250 | PO BOX 31356 | TAMPA | FL | 33607 | |||||
| ST MATTHEWS CHURCH | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $300 | 105 SOUTHVILLE ROAD | SOUTHBOROUGH | MA | 01772 | |||||
| THE FRIENDSHIP CIRCLE INC THE FRIENDSHIP CIRCLE INC | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $2,505 | 8649 N PORT WASHINGTON RD | FOX POINT | WI | 532172203 | |||||
| UNIVERSITY OF NOTRE DAME | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $1,500 | 1100 GRACE HALL | NOTRE DAME | IN | 46556 | |||||
| URBAN IMPROVEMENT | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $10,299 | 8 ST JOHN STREET | JAMAICA PLAIN | MA | 02130 | |||||
| US EVENTING ASSOCIATION | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $10,000 | 525 OLD WATERFORD ROAD | LEESBURG | VA | 20176 | |||||
| USC FUND | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $5,000 | ADM 160 MC 4017 | LOS ANGELES | CA | 90089 | |||||
| USC ROSKI SCHOOL | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $30,000 | ADM 160 MC 4017 | LOS ANGELES | CA | 90089 | |||||
| WHY ME | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $500 | 100 FRONT ST 16TH FLOOR | WORCESTER | MA | 01608 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $907,505 | 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 | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,831 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR CONTRIBUTION | Desc |
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,486 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | PRIOR YEAR CONTRIBUTION TO JENNIFER WILKINS FOUNDATION RETURNED. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,295 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH ISHARES CORE S&P SMALL CAP ETF | FMV | $23,894 | $23,894 |
| MERRILL LYNCH ISHARES CORE S&P U.S. GROWTH ETF | FMV | $164,077 | $164,077 |
| MERRILL LYNCH ISHARES CORE S&P US VALUE ETF | FMV | $197,142 | $197,142 |
| MERRILL LYNCH VANGUARD FTSE EMERGING MARKETS ETF | FMV | $62,637 | $62,637 |
| MERRILL LYNCH VANGUARD FTSE DEVELOPED MARKETS ETF | FMV | $71,523 | $71,523 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $27,214 | $27,214 | $0 |
| ANNUAL REPORT FEES | $515 | $0 | $0 |
| BANK CHARGES | $450 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR CONTRIBUTION | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED HOLDING GAIN/LOSS | Desc |
| Amt | $28,536 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $25,000 | $0 | $0 |
| FOREIGN INCOME TAXES PAID | $259 | $259 | $0 |