CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349101100
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T09:07:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 HEATH AND COMPANY 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 | 2019-01-01 | 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 | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERYL STEPHENS BURKE | PreparerPersonNm |
| PTIN | P00085224 | PTIN |
| Phone | 9787490005 | PhoneNum |
| Preparation | 2020-07-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.169.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-06 | IPDt |
| IP Tm | 14:40:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F168621AF957BDDE86341CE4B4CC4EE96CA712D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 272331444F7E478D0B9A341AE3ECD9D3F3779F61 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,687,624 | 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 | $2,403,177 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $787 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$110,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,295,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,253,307 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,334,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,295,851 | 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 | $3,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $272 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,076 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $737,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,597,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,272,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,687,159 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,687,159 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $215 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $465 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $465 | RcvblFromOfficersEOYFMVAmt |
| Total Assets BOY | $18,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,687,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,687,624 | 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 | $18,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,687,624 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,687,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,597,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71,727 | OtherIncreasesAmt |
| Subtotal | $1,687,624 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MERRILL LYNCH 2537 ST COVERED | $1,727 | $1,989 | -$262 | -$262 |
| PUBLICLY TRADED SECURITIES - MERRILL LYNCH 2537 LT COVERED | $1,292 | $1,665 | -$373 | -$373 |
| PUBLICLY TRADED SECURITIES - COUPA SOFTWARE LT | $2,292,911 | $38,969 | $2,253,942 | $2,253,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,253,307 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,212,308 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $745,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.968039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,824,671 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,970,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.940544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,800,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,674,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.866676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,034,680 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $924,499 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.119179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,848,949 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,306,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.415069 | DistributionYr5Rt |
| Total Distribution | 10.309507 | TotalDistributionRt |
| Average Distribution | 2.061901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,734,097 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,575,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,598,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $710,909 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,417 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,417 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,966 | OverpaymentAmt |
| Applied To ES Tax | $16,966 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | 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 | $1,760,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,760,505 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,760,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,734,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,451 | TotalTaxAmt |
| Distributable Before Adj | $41,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $710,909 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $710,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,807,910 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,001,681 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,804,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,826,599 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,176,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,617,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $710,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $669,655 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,286,671 | 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 | $1,807,910 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,478,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,001,681 | ExcessFromYear4Amt |
| Excess From Year3 | $4,804,547 | ExcessFromYear3Amt |
| Excess From Year2 | $3,826,599 | ExcessFromYear2Amt |
| Excess From Year1 | $2,176,279 | ExcessFromYear1Amt |
| Excess From Current Year | $669,655 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDRE HOUSE OF ARIZONA INC | |||||||
| PO BOX 2014 | PHOENIX | AZ | 85001 | NONE | EXEMPT | CHARITABLE | $10,298 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | EXEMPT | CHARITABLE | $10,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVE | DORCHESTER | MA | 02125 | NONE | EXEMPT | CHARITABLE | $250,000 |
| EYE TO EYE | |||||||
| 50 BROAD ST SUITE 1702 | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $4,925 |
| FRAMINGHAM COUNTRY CLUB CHARITABLE FOUNDATION | |||||||
| PO BOX 2284 | FRAMINGHAM | MA | 01703 | NONE | EXEMPT | CHARITABLE | $525 |
| FOUNDATION FOR METROWEST | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | NONE | EXEMPT | CHARITABLE | $100,000 |
| FRANCIS OUIMET SCHOLARSHIP FUND | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | EXEMPT | CHARITABLE | $1,755 |
| FRIENDS OF SOUTHBOROUGH COUNCIL ON AGING | |||||||
| 9 CORDAVILLE ROAD | SOUTHBOROUGH | MA | 01772 | NONE | EXEMPT | CHARITABLE | $150 |
| IN YOUR SHOES INC | |||||||
| PO BOX 19 | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | CHARITABLE | $150 |
| ISSUE ONE | |||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $25,000 |
| JAMES MADISON UNIVERSITY | |||||||
| 800 SOUTH MAIN STREET | HARRISONBURG | VA | 22807 | NONE | EXEMPT | CHARITABLE | $250,000 |
| JENNIFER WILKINS CHAPIN FOUNDATION | |||||||
| 110 LARCH ROW | WENHAM | MA | 01984 | NONE | EXEMPT | CHARITABLE | $250 |
| MA GENERAL HOSPTIAL CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE | $6,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 101 FIRST AVENUE | WALTHAM | MA | 02451 | NONE | EXEMPT | CHARITABLE | $500 |
| PAN MASSACHUSETTS CHALLENGE INC | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | EXEMPT | CHARITABLE | $256 |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | |||||||
| 399 REVOLUTION DR NO 645 | SOMERVILLE | MA | 02145 | NONE | EXEMPT | CHARITABLE | $250 |
| ST ANTHONY SHRINE | |||||||
| 100 ARCH STREET | BOSTON | MA | 02110 | NONE | EXEMPT | CHARITABLE | $10,000 |
| ST MATTHEWS CHURCH | |||||||
| 105 SOUTHVILLE ROAD | SOUTHBOROUGH | MA | 01772 | NONE | EXEMPT | CHARITABLE | $2,100 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | EXEMPT | CHARITABLE | $1,000 |
| URBAN IMPROVEMENT | |||||||
| 8 ST JOHN STREET | JAMAICA PLAIN | MA | 02130 | NONE | EXEMPT | CHARITABLE | $2,500 |
| USC ROSKI SCHOOL | |||||||
| ADM 160 MC 4017 | LOS ANGELES | CA | 90089 | NONE | EXEMPT | CHARITABLE | $30,000 |
| WHY ME | |||||||
| 100 FRONT ST 16TH FLOOR | WORCESTER | MA | 01608 | NONE | EXEMPT | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,909 | 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 | $787 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$110,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$68,357 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$68,357 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J CROTTY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27441 N 96TH WAY | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,403,177 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 31,700 SHARES COUPA SOFTWARE, INC (COUP) | NoncashPropertyDesc |
| Fair Market Value | $2,403,177 | FairMarketValueAmt |
| Received | 2019-01-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,145 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $22,636 | $22,636 | $0 |
| ANNUAL REPORT FEES | $50 | $0 | $0 |
| BANK CHARGES | $390 | $390 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED HOLDING GAIN/LOSS | Desc |
| Amt | $71,727 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS CROTTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27441 N 96TH WAY | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85262 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAXES PAID | CategoryTxt |
| Amt | $272 | Amt |
| Net Investment Income | $272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |