CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349101457
- Schema version
- 2016v3.0
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:04:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042958048 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LaPointe Torrisi Stanley & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Turnpike Street Suite 47 | AddressLine1Txt |
| City | North Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 6179483808 | 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 | 6179483808 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alfred C Torrisi CPAMSTCFP | PreparerPersonNm |
| PTIN | P00210893 | PTIN |
| Phone | 9787945700 | PhoneNum |
| Preparation | 2017-05-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.88.194.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 16:08:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73347208A166C8B95CFAE25D0139950F459A99B3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1220D9E3DA977713D875B5B4D495E5C1C9B2FB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $821,146 | 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 | $5,062,266 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,843,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,396,667 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,807 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,121,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,417,883 | 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 |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,844,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,844,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,872,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,844,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $249,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,412,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $567,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $821,046 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $821,046 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $100 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $100 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $100 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $3,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $571,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $821,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $821,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $571,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $821,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $571,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $821,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $571,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $821,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $571,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $249,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $821,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $821,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (101 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 248 AIR PRODUCTS | 2016-02-02 | 2016-02-09 | $32,867 | $33,033 | -$166 | -$166 |
| 53 ALTRIA GROUP | 2016-02-09 | 2016-05-05 | $3,334 | $3,214 | $120 | $120 |
| 68 ALTRIA GROUP | 2016-02-09 | 2016-05-06 | $4,277 | $4,123 | $154 | $154 |
| 21 ALTRIA GROUP | 2016-02-09 | 2016-05-09 | $1,329 | $1,273 | $56 | $56 |
| 8 ASTRAZENECA | 2016-04-19 | 2016-11-15 | $220 | $242 | -$22 | -$22 |
| 71 ABBVIE | 2016-02-09 | 2016-07-14 | $4,518 | $3,779 | $739 | $739 |
| 44 ABBVIE | 2016-02-09 | 2016-07-15 | $2,806 | $2,342 | $464 | $464 |
| 30 ABBVIE | 2016-02-09 | 2016-07-18 | $1,908 | $1,597 | $311 | $311 |
| 25 ABBVIE | 2016-02-09 | 2016-07-19 | $1,585 | $1,331 | $254 | $254 |
| 45 ABBVIE | 2016-02-09 | 2016-07-20 | $2,867 | $2,395 | $472 | $472 |
| 5 ABBVIE | 2016-02-09 | 2016-07-21 | $317 | $266 | $51 | $51 |
| 20 AUTOMATIC DATA | 2015-04-02 | 2016-02-09 | $1,622 | $1,721 | -$99 | -$99 |
| 26 AUTOMATIC DATA | 2015-07-02 | 2016-05-09 | $2,269 | $2,098 | $171 | $171 |
| 42 AUTOMATIC DATA | 2015-08-04 | 2016-05-10 | $3,672 | $3,441 | $231 | $231 |
| 137 CENTURYLINK | 2016-02-09 | 2016-11-03 | $3,196 | $3,291 | -$95 | -$95 |
| 141 CENTURYLINK | 2016-02-09 | 2016-11-04 | $3,276 | $3,486 | -$210 | -$210 |
| 167 CENTURYLINK | 2016-02-09 | 2016-11-07 | $3,893 | $4,654 | -$761 | -$761 |
| 20 CA RESOURCE | 2016-02-09 | 2016-03-03 | $19 | $23 | -$4 | -$4 |
| CA RESOURCE CASH IN LIEU | 2016-02-09 | 2016-04-04 | $1 | $1 | $0 | $0 |
| 14 DIGITAL RLTY | 2016-02-09 | 2016-07-18 | $1,484 | $1,083 | $401 | $401 |
| 11 DIGITAL RLTY | 2016-02-09 | 2016-07-19 | $1,161 | $851 | $310 | $310 |
| 15 DIGITAL RLTY | 2016-02-09 | 2016-09-13 | $1,401 | $1,160 | $241 | $241 |
| 12 DIGITAL RLTY | 2016-02-09 | 2016-09-14 | $1,112 | $928 | $184 | $184 |
| 2 DIGITAL RLTY | 2016-02-09 | 2016-09-15 | $184 | $155 | $29 | $29 |
| 229 DOVER CORP | 2015-08-04 | 2016-02-09 | $13,237 | $13,711 | -$474 | -$474 |
| 538 DUPONT | 2016-01-05 | 2016-02-09 | $31,739 | $32,868 | -$1,129 | -$1,129 |
| 20 EXXON MOBIL | 2016-02-09 | 2016-07-26 | $1,829 | $1,590 | $239 | $239 |
| 38 EXXON MOBIL | 2016-02-09 | 2016-07-26 | $3,479 | $3,021 | $458 | $458 |
| 44 EXXON MOBIL | 2016-02-09 | 2016-07-27 | $4,007 | $3,498 | $509 | $509 |
| 66 EXXON MOBIL | 2016-02-09 | 2016-07-28 | $5,948 | $5,247 | $701 | $701 |
| 17 EXXON MOBIL | 2016-02-09 | 2016-07-29 | $1,477 | $1,351 | $126 | $126 |
| 191 SCHWAB US DIVIDEND | 2015-12-02 | 2016-01-05 | $7,296 | $7,296 | $0 | $0 |
| 242 SCHWAB US DIVIDEND | 2015-12-02 | 2016-01-06 | $9,163 | $9,244 | -$81 | -$81 |
| 253 SCHWAB US DIVIDEND | 2015-12-02 | 2016-02-02 | $9,412 | $10,212 | -$800 | -$800 |
| 656 POWERSHARES | 2016-01-08 | 2016-02-02 | $14,727 | $14,504 | $223 | $223 |
| 8 GENERAL ELECTRIC | 2016-02-09 | 2016-11-15 | $243 | $226 | $17 | $17 |
| 10 INTEL CORP | 2016-02-09 | 2016-11-15 | $350 | $288 | $62 | $62 |
| 2 IBM | 2016-05-11 | 2016-11-15 | $317 | $300 | $17 | $17 |
| 122 JOHNSON & JOHNSON | 2016-02-02 | 2016-02-09 | $12,445 | $12,380 | $65 | $65 |
| 3 KRAFT HEINZ | 2016-02-09 | 2016-11-15 | $244 | $210 | $34 | $34 |
| 9 KIMBERLY CLARK | 2016-02-09 | 2016-11-15 | $1,024 | $1,024 | $0 | $0 |
| 36 ELI LILLY | 2016-02-09 | 2016-02-18 | $2,658 | $2,663 | -$5 | -$5 |
| 54 ELI LILLY | 2016-02-09 | 2016-02-19 | $3,922 | $3,995 | -$73 | -$73 |
| 36 ELI LILLY | 2016-02-09 | 2016-02-22 | $2,623 | $2,663 | -$40 | -$40 |
| 385 LINEAR TECHNOLOGY | 2015-04-02 | 2016-02-09 | $15,715 | $16,401 | -$686 | -$686 |
| 29 METLIFE | 2016-07-21 | 2016-10-18 | $1,359 | $1,253 | $106 | $106 |
| 22 METFILE | 2016-07-21 | 2016-10-19 | $1,032 | $950 | $82 | $82 |
| 523 MICROSOFT CORP | 2015-10-02 | 2016-02-02 | $28,083 | $23,748 | $4,335 | $4,335 |
| 4 OCCIDENTAL | 2016-02-09 | 2016-11-15 | $273 | $258 | $15 | $15 |
| 368 PARKER HANNIFIN | 2015-08-14 | 2016-02-09 | $33,677 | $35,287 | -$1,610 | -$1,610 |
| 107 PAYCHEX | 2015-02-04 | 2016-01-12 | $5,065 | $5,167 | -$102 | -$102 |
| 54 PAYCHEX | 2015-09-02 | 2016-01-13 | $2,546 | $2,554 | -$8 | -$8 |
| 4 PROCTOR & GAMBLE | 2016-02-09 | 2016-11-15 | $333 | $332 | $1 | $1 |
| 193 QUALCOMM INC | 2015-04-02 | 2016-02-03 | $8,463 | $11,098 | -$2,635 | -$2,635 |
| 58 RAYTHEON | 2015-02-04 | 2016-02-02 | $7,239 | $5,985 | $1,254 | $1,254 |
| 26 SPECTRA ENERGY | 2016-02-09 | 2016-02-18 | $757 | $764 | -$7 | -$7 |
| 20 SPECTRA ENERGY | 2016-02-09 | 2016-02-18 | $593 | $587 | $6 | $6 |
| 24 SPECTRA ENERGY | 2016-02-09 | 2016-02-19 | $681 | $705 | -$24 | -$24 |
| 26 SPECTRA ENERGY | 2016-02-09 | 2016-10-18 | $1,114 | $764 | $350 | $350 |
| 11 SPECTRA ENERGY | 2016-02-09 | 2016-10-18 | $471 | $323 | $148 | $148 |
| 35 SPECTRA ENERGY | 2016-02-09 | 2016-10-19 | $1,505 | $1,028 | $477 | $477 |
| 108 3M COMPANY | 2015-04-02 | 2016-02-09 | $16,721 | $16,361 | $360 | $360 |
| 503 TIFFANY | 2016-02-02 | 2016-02-09 | $30,997 | $32,148 | -$1,151 | -$1,151 |
| 16 TORONTO DOMINION BANK | 2016-02-09 | 2016-11-15 | $744 | $578 | $166 | $166 |
| 446 UNION PACIFIC | 2015-06-02 | 2016-02-09 | $34,365 | $40,127 | -$5,762 | -$5,762 |
| 80 UNITED TECHS | 2015-02-04 | 2016-02-03 | $6,819 | $8,216 | -$1,397 | -$1,397 |
| 5 VENTAS INC | 2016-02-09 | 2016-09-13 | $338 | $250 | $88 | $88 |
| 9 VENTAS INC | 2016-02-09 | 2016-09-13 | $610 | $450 | $160 | $160 |
| 13 VENTAS INC | 2016-02-09 | 2016-09-14 | $881 | $649 | $232 | $232 |
| 11 VENTAS INC | 2016-02-09 | 2016-09-15 | $747 | $550 | $197 | $197 |
| 31 VENTAS INC | 2016-02-09 | 2016-11-15 | $1,893 | $1,549 | $344 | $344 |
| 10 VERIZON | 2016-02-09 | 2016-11-15 | $470 | $502 | -$32 | -$32 |
| 187 WALMART STORES | 2015-04-02 | 2016-02-09 | $12,317 | $12,714 | -$397 | -$397 |
| 206 AUTOMATIC DATA | 2013-09-04 | 2016-02-09 | $16,702 | $15,422 | $1,280 | $1,280 |
| 39 AUTOMATIC DATA | 2014-11-05 | 2016-05-05 | $3,391 | $3,302 | $89 | $89 |
| 49 AUTOMATIC DATA | 2015-01-01 | 2016-05-06 | $4,258 | $4,143 | $115 | $115 |
| 10 AUTOMATIC DATA | 2015-05-04 | 2016-05-09 | $873 | $866 | $7 | $7 |
| 334 DOVER CORP | 2014-11-05 | 2016-02-09 | $19,306 | $25,611 | -$6,305 | -$6,305 |
| 184 JOHNSON & JOHNSON | 2013-09-04 | 2016-02-09 | $19,382 | $19,008 | $374 | $374 |
| 380 LINEAR TECH | 2013-11-04 | 2016-02-09 | $15,511 | $16,750 | -$1,239 | -$1,239 |
| 138 PAYCHEX | 2013-11-04 | 2016-01-07 | $6,734 | $5,964 | $770 | $770 |
| 81 PAYCHEX | 2014-03-04 | 2016-01-08 | $3,891 | $3,772 | $119 | $119 |
| 107 PAYCHEX | 2014-11-05 | 2016-01-11 | $5,070 | $4,956 | $114 | $114 |
| 1 PAYCHEX | 2015-01-05 | 2016-01-12 | $47 | $46 | $1 | $1 |
| 332 QUALCOMM | 2014-12-02 | 2016-02-02 | $14,516 | $23,704 | -$9,188 | -$9,188 |
| 25 QUALCOMM | 2015-01-15 | 2016-02-03 | $1,096 | $1,851 | -$755 | -$755 |
| 158 RAYTHEON | 2013-09-04 | 2016-02-02 | $19,721 | $14,826 | $4,895 | $4,895 |
| 111 3M COMPANY | 2014-05-02 | 2016-02-09 | $17,185 | $16,419 | $766 | $766 |
| 149 UNITED TECH | 2014-06-03 | 2016-02-02 | $12,793 | $17,199 | -$4,406 | -$4,406 |
| 52 UNITED TECH | 2014-11-05 | 2016-02-03 | $4,432 | $5,751 | -$1,319 | -$1,319 |
| 271 WALMART STORES | 2013-09-04 | 2016-02-09 | $17,849 | $21,377 | -$3,528 | -$3,528 |
| 449 EATON VANCE | 2016-09-30 | 2016-12-16 | $4,009 | $3,868 | $141 | $141 |
| 833 LORD ABBETT | 2015-12-31 | 2016-12-16 | $3,582 | $3,604 | -$22 | -$22 |
| 10205 EATON VANCE | 2013-07-31 | 2016-12-16 | $91,452 | $93,432 | -$1,980 | -$1,980 |
| 20252 LORD ABBETT | 2013-07-31 | 2016-12-16 | $87,084 | $91,935 | -$4,851 | -$4,851 |
| 12920 MARKETO INC | 2011-11-11 | 2016-08-17 | $455,430 | $170,544 | $284,886 | $284,886 |
| 5860 Q2 HOLDINGS | 2013-03-01 | 2016-06-07 | $164,003 | $44,243 | $119,760 | $119,760 |
| 45509 SABRE CORP | 2007-03-28 | 2019-01-19 | $1,170,798 | $273,509 | $897,289 | $897,289 |
| 33084 ZAYO HOLDINGS | 2012-06-29 | 2016-04-05 | $798,217 | $20,979 | $777,238 | $777,238 |
| 16834 ZAYO HOLDINGS | 2012-06-29 | 2016-09-20 | $490,762 | $23,864 | $466,898 | $466,898 |
| 67500 ZAYO HOLDINGS | 2012-06-29 | 2016-09-21 | $1,974,015 | $95,687 | $1,878,328 | $1,878,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,396,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,034,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $924,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.119179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,848,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,306,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.415069 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,162,313 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,517,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.424895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,032,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,180,117 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.875036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,023,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $750,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.363578 | DistributionYr5Rt |
| Total Distribution | 6.197757 | TotalDistributionRt |
| Average Distribution | 1.239551 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,674,419 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,075,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,119,654 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,844,142 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $44,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,721 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $92,721 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $287 | EsPenaltyAmt |
| Overpayment | $48,308 | OverpaymentAmt |
| Applied To ES Tax | $48,308 | 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 | 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 | 6179483808 | 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 |
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 | ||||||||
| 31 SEARS ROAD | SOUTHBOROUGH | MA | 01772 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHAROLYN K CROTTY | ||||||||
| 31 SEARS ROAD | SOUTHBOROUGH | MA | 01772 | 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 | $37,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,662,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,699,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,699,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,674,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,126 | TotalTaxAmt |
| Distributable Before Adj | $39,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,844,142 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,844,142 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44,126 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,800,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $985,879 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,005,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,117,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,807,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,001,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,918,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,844,142 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,804,547 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,722,705 | 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 | $985,879 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,736,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,005,237 | ExcessFromYear4Amt |
| Excess From Year3 | $2,117,451 | ExcessFromYear3Amt |
| Excess From Year2 | $1,807,910 | ExcessFromYear2Amt |
| Excess From Year1 | $1,001,681 | ExcessFromYear1Amt |
| Excess From Current Year | $4,804,547 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS J CROTTY | 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 |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| PO Box 22718 | Oklahoma City | OK | 73123 | None | Exempt | Charitable | $250 |
| Boys & Girls Club | |||||||
| 1275 Peachtree St NE | Atlanta | GA | 03309 | None | Exempt | Charitable | $29,000 |
| Covenant House | |||||||
| 30 Washington St 918 | Brighton | MA | 02135 | None | Exempt | Charitable | $500 |
| Cure Alzheimers Fund | |||||||
| 34 Washington Street | Wellesley Hills | MA | 02481 | None | Exempt | Charitable | $250,000 |
| Dana Farber Jimmy Fund | |||||||
| 10 Brookline Place West 6th Floor | Brookline | MA | 02445 | None | Exempt | Charitable | $1,500 |
| Foundation for MetroWest | |||||||
| 3 Eliot Street | Natick | MA | 01760 | None | Exempt | Charitable | $470,000 |
| Friends of Southborough Council on Aging | |||||||
| 9 Cordaville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $150 |
| Generation Citizen | |||||||
| 745 Atlantic Ave | Boston | MA | 02111 | None | Exempt | Charitable | $5,400 |
| James Madison University | |||||||
| 800 South Main Street | Harrisonburg | VA | 22807 | None | Exempt | Charitable | $25,000 |
| MA General Hosptial Cancer Center | |||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | None | Exempt | Charitable | $1,125 |
| US Eventing Association | |||||||
| 525 Old Waterford Road | Leesburg | VA | 20176 | None | Exempt | Charitable | $100 |
| National Multiple Sclerosis Society | |||||||
| 101 First Avenue | Waltham | MA | 02451 | None | Exempt | Charitable | $500 |
| Partners in Charity Appeal | |||||||
| 49 Elm Street | Worcester | MA | 01609 | None | Exempt | Charitable | $500 |
| PeaceLove Las Vegas | |||||||
| 999 Main St 704 | Pawtucket | RI | 02860 | None | Exempt | Charitable | $120 |
| PMC- Jimmy Fund | |||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | Exempt | Charitable | $1,000 |
| Razoo Donations | |||||||
| 1725 Duke St Suite 675 | Alexandria | VA | 22314 | None | Exempt | Charitable | $202 |
| Saint Anthony's Shrine | |||||||
| 100 Arch Street | Boston | MA | 02110 | None | Exempt | Charitable | $23,000 |
| St Jude Children's Research Hospital | |||||||
| 313 Washington St 310 | Newton | MA | 02458 | None | Exempt | Charitable | $35 |
| St Marks School | |||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Exempt | Charitable | $25,000 |
| St Matthews Church | |||||||
| 105 Southville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $2,800 |
| University of Notre Dame | |||||||
| 64 Kingston Road | Exeter | NH | 03833 | None | Exempt | Charitable | $4,005,260 |
| Urban Improvement | |||||||
| 8 St John Street | Jamaica Plain | MA | 02130 | None | Exempt | Charitable | $2,600 |
| Wellesley Players | |||||||
| PO Box 81239 | Wellesley | MA | 02481 | None | Exempt | Charitable | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,844,142 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | 14 | $74,756 |
| Income from Sec litigation | 14 | $51 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,557 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,557 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Thomas J Crotty | ||||||
| 1 | 31 Sears Road | Southborough | MA | 01772 | $1,160,480 | Yes (X) |
| Thomas J Crotty | ||||||
| 2 | 31 Sears Road | Southborough | MA | 01772 | $197,234 | Yes (X) |
| Thomas J Crotty | ||||||
| 3 | 31 Sears Road | Southborough | MA | 01772 | $451,360 | Yes (X) |
| Thomas J Crotty | ||||||
| 4 | 31 Sears Road | Southborough | MA | 01772 | $164,520 | Yes (X) |
| Thomas J Crotty | ||||||
| 5 | 31 Sears Road | Southborough | MA | 01772 | $367,912 | Yes (X) |
| Sharolyn K Crotty | ||||||
| 6 | 31 Sears Road | Southborough | MA | 01772 | $605,880 | Yes (X) |
| Sharolyn K Crotty | ||||||
| 7 | 31 Sears Road | Southborough | MA | 01772 | $2,114,880 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 45,509 Shares Sabre Corp. (SABR) | $1,160,480 | 2016-01-19 |
| 2 | 8,125 Shares Zayo Group Holdings Inc. (ZAYO) | $197,234 | 2016-04-05 |
| 3 | 12,920 Shares Marketo, Inc. (MKTO) | $451,360 | 2016-06-21 |
| 4 | 5860 Shares Q2 Holdings Inc (Q2) | $164,520 | 2016-06-07 |
| 5 | 12,497 Shares Zayo Group Holdings Inc (ZAYO) | $367,912 | 2016-09-20 |
| 6 | 24,959 Shares Zayo Group Holdings Inc (ZAYO) | $605,880 | 2016-04-05 |
| 7 | 71,837 Zayo Group Holdings Inc (ZAYO) | $2,114,880 | 2016-09-20 |
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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REGARDING DONOR ADVISED FUNDS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PAGE 5 PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | FOUNDATION CONTRIBUTED TO NOTRE DAME UNIVERSITY'S DONOR ADVISED FUND AS WELL AS THE FOUNDATION FOR THE METROWEST DONOR ADVISED FUNDS. EACH FUND GRANTS THE DONOR THE ABILITY TO MAKE RECOMMENDATIONS FOR THE FUND'S CHARITABLE CONTRIBUTIONS | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Battery Alternative Income Fund, Ltd | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $5,006 | $5,006 | $0 |
| Annual Report Fees | $15 | $15 | $0 |
| Professional Fees | $2,705 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | $74,756 | $74,756 | |
| Income from Sec litigation | $51 | $51 | $51 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State Registration Fee | $250 | $250 | $0 |
| Federal Taxes Paid | $20,000 | $0 | $0 |
| Foreign Income Taxes Paid | $96 | $0 | $0 |