CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349100783
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:58:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 EXECUTIVE PARK DRIVE SUITE 100 | AddressLine1Txt |
| City | MERRIMACK | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 260 FRANKLIN STREET 1510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J CROTTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179483800 | PhoneNum |
| Signature | 2025-11-14 | 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 | DUY NGUYEN | PreparerPersonNm |
| PTIN | P00854201 | PTIN |
| Phone | 6038821111 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $12,276,421 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,047,313 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $408,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $408,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $275,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,307,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $275,834 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $818,581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $818,581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,549,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,502,586 | 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 | $4,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,223 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,806 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,071 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110,674 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $691 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $950,539 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $950,539 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,116,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $955,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,433,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,342,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,771,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $493,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $493,194 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $300 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $300 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $1,483,590 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,337,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,538,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,538,553 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $925,757 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,244,374 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,244,374 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,768,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,276,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,276,421 | 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 | $9,768,147 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,276,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,768,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,276,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,768,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,276,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,768,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,433,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,202,042 | SubtotalAmt |
| Other Decreases | $925,621 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,276,421 | 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 | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,261,311 | $1,031,633 | $229,678 | $229,678 | |||
| BGA HORIZON FUND LLC - RHINO SERIES - K-1 SHORT TERM GAIN | $13,004 | $13,004 | $13,004 | P | 2023-01-01 | 2024-12-31 | |
| BGA HORIZON FUND LLC - RHINO SERIES - K-1 LONG TERM GAIN | $33,152 | $33,152 | $33,152 | P | 2022-01-01 | 2024-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $275,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $97,236 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $78,582 | OverpaymentAmt |
| Applied To ES Tax | $78,582 | 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 | JOHN O'CONNOR CO BGA | IndividualWithBooksNm |
| Phone | 6179483800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FRANKLIN STREET SUITE 1510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | ||||||||
| 27441 N 96TH WAY | SCOTTSDALE | AZ | 85262 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHAROLYN K CROTTY CO BGA | ||||||||
| 27441 N 96TH WAY | SCOTTSDALE | AZ | 85262 | 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 | $11,501,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,501,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,501,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,328,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $566,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $566,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,654 | TotalTaxAmt |
| Distributable Before Adj | $547,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $547,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $547,777 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $955,453 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $955,453 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $547,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $669,655 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $859,226 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $943,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $825,993 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,327,076 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,625,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $955,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $547,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $407,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,032,883 | 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 | $669,655 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,363,228 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $859,226 | ExcessFromYear4Amt |
| Excess From Year3 | $943,257 | ExcessFromYear3Amt |
| Excess From Year2 | $825,993 | ExcessFromYear2Amt |
| Excess From Year1 | $1,327,076 | ExcessFromYear1Amt |
| Excess From Current Year | $407,676 | 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 (13 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 | N/A | PC | GENERAL SUPPORT | $25,000 |
| BUCK OFF CANCER INC | |||||||
| 32 DAVIS RD | STOW | MA | 01775 | N/A | PC | GENERAL SUPPORT | $324 |
| EYE TO EYE | |||||||
| 50 BROAD ST SUITE 1702 | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $525,000 |
| GOLF FORE AFRICA | |||||||
| 32531 N SCOTTSDALE RD BOX 101 ROOM | SCOTTSDALE | AZ | 85266 | N/A | PC | GENERAL SUPPORT | $1,030 |
| JAMES MADISON UNIVERSITY | |||||||
| 800 SOUTH MAIN STREET | HARRISONBURG | VA | 22807 | N/A | PC | GENERAL SUPPORT | $6,250 |
| MA GENERAL HOSPTIAL CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | GENERAL SUPPORT | $8,900 |
| ST MATTHEWS CHURCH | |||||||
| 105 SOUTHVILLE ROAD | SOUTHBOROUGH | MA | 01772 | N/A | PC | GENERAL SUPPORT | $2,000 |
| USC ROSKI SCHOOL | |||||||
| ADM 160 MC 4017 | LOS ANGELES | CA | 90089 | N/A | PC | GENERAL SUPPORT | $25,000 |
| WHY ME | |||||||
| 100 FRONT ST 16TH FLOOR | WORCESTER | MA | 01608 | N/A | PC | GENERAL SUPPORT | $500 |
| HUNGER RELATED EVENTS | |||||||
| 5100 EDEN AVENUE 103 | EDINA | MN | 55436 | N/A | PC | GENERAL SUPPORT | $4,500 |
| CHILDREN INTERNATIONAL | |||||||
| PO BOX 219055 | KANSAS CITY | MO | 64121 | N/A | PC | GENERAL SUPPORT | $350,000 |
| DONATION UNRECORDED PAYEE | |||||||
| 260 FRANKLIN STREET 1510 | BOSTON | MA | 02110 | N/A | PC | GENERAL SUPPORT | $35 |
| STAMFORD PUBLIC EDUCATION FOUNDATION | |||||||
| 177 BROAD STREET 3RD FLOOR | STAMFORD | CT | 06901 | N/A | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $950,539 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,171 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $818,581 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,502,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,502,586 | 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 | THOMAS J CROTTY | ContributorPersonNm |
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 | $3,047,313 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 252,470 SHARES OF SPRINKLR INC. | NoncashPropertyDesc |
| Fair Market Value | $3,047,313 | FairMarketValueAmt |
| Received | 2024-05-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,223 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,223 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNC INVT CORP 6.875 DEP REP D | $326,052 | $326,052 |
| AGNC INVT CORP CUM 1/1000 C | $187,548 | $187,548 |
| AGNC INVT CORP DP SH PFD E | $723,735 | $723,735 |
| AXONIC STRATEGIC INCOME FUND INSTL | $594,971 | $594,971 |
| BARON REAL ESTATE FUND INSTITUTIONAL | $287,536 | $287,536 |
| KRANESHARES TR CALIFORNIA CARB | $55,073 | $55,073 |
| VANGUARD DEVELOPED MARKETS INDEX FUND | $226,243 | $226,243 |
| SPRINKLR INC CL A | $2,049,372 | $2,049,372 |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR | $88,023 | $88,023 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BGAHF - RHINO | FMV | $838,725 | $838,725 |
| BGAHF - STONE RIDGE | FMV | $3,145,441 | $3,145,441 |
| BGAPOF - VANTAGE NA | FMV | $1,010,208 | $1,010,208 |
| BGAHF - ZPE | FMV | $750,000 | $750,000 |
| BGAHF - CLEAR SKY | FMV | $1,500,000 | $1,500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED HOLDING GAIN/LOSS | Desc |
| Amt | $925,621 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $500 | $0 | $500 |
| ANNUAL REPORT FEES | $15 | $0 | $15 |
| INVESTMENT INTEREST EXPENSE | $75,834 | $75,834 | $0 |
| OTHER DEDUCTIONS FROM K1 INVESTMENTS | $34,840 | $34,840 | $0 |
| BANK FEES | $176 | $0 | $176 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM BGA HORIZON FUND - STONERIDGE K1 OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $818,581 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $818,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $818,581 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $48,806 | Amt |
| Net Investment Income | $48,806 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,071 | Amt |
| Net Investment Income | $1,071 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |