THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL (EIN 22-2946282)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-02
- IRS object ID
- 202532459349100518
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2025-09-02T11:23:21-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042737404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & MORRIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 KEARNEY ROAD | AddressLine1Txt |
| City | NEEDHAM HEIGHTS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | 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 | CO MORRIS MORRIS PC 32 KEARN | AddressLine1Txt |
| City | NEEDHAM HEIGHTS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D CROLL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2025-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY A LANOUE | PreparerPersonNm |
| PTIN | P01267021 | PTIN |
| Phone | 7814556900 | PhoneNum |
| Preparation | 2025-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,356,580 | 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 | $5,402 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,402 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $253,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $507,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $507,097 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,247 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68,247 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $833,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $833,914 | 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 | $6,835 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,835 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $30,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,849 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $824 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $824 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $851,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $851,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $962,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $851,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $727,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,793,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,175,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,175,835 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $573,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,604,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,165,729 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $422,359 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $431,510 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,602,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,638,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,583,506 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,969,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,840,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,356,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,969,071 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,840,719 | 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 | $9,969,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,840,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,969,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,840,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,969,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,840,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,840,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 - ABRAMS CAPITAL PARTNERS II | P | $468,615 | $468,615 | ||
| FROM K-1 - FERNBRIDGE CAPITAL ONSHORE FUND | P | $118,222 | $118,222 | ||
| FROM K-1 - THE OVERLOOK PARTNERS FUND | P | -$27,040 | -$27,040 | ||
| MERRILL 5317 | -$3,601 | -$3,601 | $13,279 | $16,880 | |
| MERRILL 9129 | -$49,449 | -$49,449 | $783,772 | $833,221 | |
| CAPITAL GAINS DIVIDENDS | P | $350 | $350 | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $507,097 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,258 | 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 | $26,258 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,149 | OverpaymentAmt |
| Applied To ES Tax | $16,149 | 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 | 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 | DAVID D CROLL | IndividualWithBooksNm |
| Phone | 6173457214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LEWIS STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02731 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,146,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,092,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,502,668 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,741,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,741,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,580,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $529,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,109 | TotalTaxAmt |
| Distributable Before Adj | $518,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $518,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $518,932 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $851,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $851,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $518,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $584,969 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $976,975 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $500,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $895,733 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $765,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,724,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $851,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $518,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $332,941 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,057,327 | 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 | $584,969 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,472,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $976,975 | ExcessFromYear4Amt |
| Excess From Year3 | $500,975 | ExcessFromYear3Amt |
| Excess From Year2 | $895,733 | ExcessFromYear2Amt |
| Excess From Year1 | $765,734 | ExcessFromYear1Amt |
| Excess From Current Year | $332,941 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 909 WBUR | ||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT FOR MURROW SOCIETY | $3,000 |
| ALMA DEL MAR FOUNDATION INC | ||||||
| 515 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02746 | PUBLIC CHARITY | ANNUAL FUND | $20,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 320 NEVADA STREET 201 | NEWTON | MA | 02460 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $500 |
| BIOLOGICAL MEDICINE INSTITUTE | ||||||
| 111 CHESTNUT STREET | PROVIDENCE | RI | 02903 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| BOSTON CHILDRENS HOSPITAL | ||||||
| 401 PARK DR SUITE 602 | BOSTON | MA | 02215 | PUBLIC CHARITY | 4TH INSTALLMENT OF PLEDGE | $50,000 |
| BOSTON CHILDRENS HOSPITAL | ||||||
| 401 PARK DR SUITE 602 | BOSTON | MA | 02215 | PUBLIC CHARITY | ANNUAL FUND | $25,000 |
| BOYS & GIRLS CLUB OF BOSTON | ||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $50,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PUBLIC CHARITY | SUPPORT FOR BOSTON HOT PINK PARTY | $10,000 |
| BRIGHAM & WOMENS HOSPITAL | ||||||
| 399 REVOLUTION DRIVE NO 645 | SOMERVILLE | MA | 02145 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| BRIGHAM & WOMENS HOSPITAL | ||||||
| 399 REVOLUTION DRIVE NO 645 | SOMERVILLE | MA | 02145 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| BUZZARDS BAY COALITION | ||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,000 |
| BUZZARDS BAY MUSICFEST INC | ||||||
| 89 ALLENS POINT RD | MARION | MA | 02738 | PUBLIC CHARITY | SUPPORT FOR 2024 MUSICFEST | $1,000 |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||
| 67 BATTERYMARCH ST 6TH FLOOR | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $20,000 |
| CHURCH OF THE REDEEMER | ||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PUBLIC CHARITY | ANNUAL PLEDGE | $22,000 |
| COMMONWEALTH FOUNDATION | ||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,000 |
| CORNELL UNIVERSITY | ||||||
| CO P H BARTELS 52 DRUID LANE | RIVERSIDE | CT | 068781834 | PUBLIC CHARITY | SUPPORT FOR LAB OF ORNITHOLOGY ANNUAL FUND | $50,000 |
| COURAGEOUS PARENTS NETWORK | ||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | PUBLIC CHARITY | ANNUAL GIFT | $5,000 |
| ELIZABETH TABER LIBRARY | ||||||
| 8 SPRING STREET | MARION | MA | 02738 | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| EMERALD NECKLACE CONSERVANCY | ||||||
| 350 JAMAICAWAY | BOSTON | MA | 02130 | PUBLIC CHARITY | SUPPORT FOR JUSTINE MEE LIFF FUND | $10,000 |
| FALMOUTH ROAD RACE INC | ||||||
| 155 KATHARINE LEE BATES ROAD | FALMOUTH | MA | 02540 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $273 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | PUBLIC CHARITY | SUPPORT TO HESTIA FUND BOSTON | $6,000 |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS INC | ||||||
| 31 LENOX STREET | BOSTON | MA | 02118 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| GREENWICH COUNTY DAY SCHOOL | ||||||
| PO BOX 623 | GREENWICH | CT | 06836 | PUBLIC CHARITY | SUPPORT FOR GCDS FIRST | $50,000 |
| GREENWICH COUNTY DAY SCHOOL | ||||||
| PO BOX 623 | GREENWICH | CT | 06836 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | SUPPORT FOR HBS FUND DIGITAL INNOVATION | $10,000 |
| HISTORIC NEW ENGLAND | ||||||
| 151 ESSEX STREET | HAVERHILL | MA | 01832 | PUBLIC CHARITY | SUPPORT FOR CIVIC LEADER | $25,000 |
| LAND TRUST ALLIANCE | ||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | SUPPORT FOR 2024 GUARDIANS OF THE LAND SOCIETY | $5,000 |
| MA LANDS TRUST COALITION | ||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,000 |
| MARION ART CENTER | ||||||
| PO BOX 602 | MARION | MA | 02738 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| MASS AUDUBON SOCIETY | ||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $100,000 |
| MASS AUDUBON SOCIETY | ||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $11,000 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PRESIDENTS CIRCLE | $50,000 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR CURATORS CIRCLE | $4,000 |
| NEW BEDFORD LIGHT | ||||||
| 127 WEST RODNEY FRENCH BLVD | NEW BEDFORD | MA | 02744 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| NEW BEDFORD STAR KIDS FOUNDATION | ||||||
| 1213 PURCHASE STREET SUITE 208 | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| NEW BEDFORD WHALING MUSEUM | ||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| NEW BEDFORD WHALING MUSEUM | ||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| NEWTON NEWS FOUNDATION INC | ||||||
| 63 SMITH AVE | NEWTON | MA | 02465 | PUBLIC CHARITY | SUPPORT FOR NEWTON BEACON | $2,500 |
| OHIO WESLEYAN UNIVERSITY | ||||||
| 61 SOUTH SANDUSKY STREET | DELAWARE | OH | 43015 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| PAN-MASS CHALLENGE | ||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,500 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 021101409 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| PLANNED PARENTHOOD OF MASSACHUSETTS | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 022151001 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $15,000 |
| PROJECT BREAD | ||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,000 |
| REACH PREP INC | ||||||
| ONE DOCK STREET 100 | STAMFORD | CT | 06902 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $30,000 |
| SIPPICAN HISTORICAL SOCIETY | ||||||
| 141 FRONT STREET PO BOX 541 | MARION | MA | 02738 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| SIPPICAN LANDS TRUST | ||||||
| 173 SPRING STREET PO BOX 848 | MARION | MA | 02738 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| SOUTH COAST HEALTH | ||||||
| C/O ACCOUNTING DEPT 101 PAGE ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| STEPPINGSTONE FOUNDATION | ||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| THE HESTIA FUND | ||||||
| PO BOX 170058 | BOSTON | MA | 02117 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $750 |
| THE MARION INSTITUTE | ||||||
| 202 SPRING STREET | MARION | MA | 027381570 | PUBLIC CHARITY | SUPPORT FOR FROGFOOT FARM | $10,000 |
| THE MARION INSTITUTE | ||||||
| 202 SPRING STREET | MARION | MA | 027381570 | PUBLIC CHARITY | SUPPORT FOR BOOGIE AT THE BOG | $350 |
| THE PARK SCHOOL | ||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | PUBLIC CHARITY | SUPPORT FOR FACULTY DEVELOPMENT | $10,000 |
| THE TRUSTEES OF RESERVATIONS | ||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR DECORDOVA SCULPTURE PARK | $10,000 |
| THE TRUSTEES OF RESERVATIONS | ||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR MILLBORN FARM | $50,000 |
| THE WGBH EDUCATIONAL FOUNDATION | ||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $851,873 | 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 | $5,402 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,168 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $507,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $833,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $833,914 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND | BondNm |
| EOY Book Value | $422,359 | EOYBookValueAmt |
| EOYFMV | $431,510 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,604,331 | EOYBookValueAmt |
| EOYFMV | $3,165,729 | EOYFMVAmt |
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 | $3,638,194 | BookValueAmt |
| EOYFMV | $4,583,506 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER | CategoryTxt |
| Legal Fees | $6,835 | LegalFeesAmt |
| Net Investment Income | $6,835 | 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 |
|---|---|---|---|
| FILING FEES | $125 | $125 | $0 |
| BANK FEES | $11,932 | $11,932 | $0 |
| OTHER EXPENSES | $316 | $316 | $0 |
| FROM K-1 - ABRAMS CAPITAL PARTNERS II | $30,394 | $30,342 | $0 |
| FROM K-1 - FERNBRIDGE CAPITAL ONSHORE PARTNERS | $16,058 | $16,058 | $0 |
| FROM K-1 - THE OVERLOOK PARTNERS FUND | $9,377 | $9,377 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - ABRAMS CAPITAL PARTNERS II | $4,237 | $4,237 | $4,237 |
| ALPHADYNE INTERNATIONAL FUND | $64,010 | $64,010 | $64,010 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAMBRIDGE ASSOCIATES | CategoryTxt |
| Amt | $30,849 | Amt |
| Net Investment Income | $30,849 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - FROM PASSTHROUGHS | $2,713 | $0 | $0 |
| SEC. 4940 TAX PAID | $970 | $0 | $0 |
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