CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-12
- IRS object ID
- 201603179349100205
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-12T12:34:35-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-10-28 | 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 | 2016-10-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $571,538 | 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 | $726,964 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,143,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $651,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$66,258 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $667,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $669,685 | 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 |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,861 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,034,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,034,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,050,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,034,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$383,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $661,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $645,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $567,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $567,978 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $100 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $100 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $309,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,460 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $954,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $571,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $571,538 | 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 | $954,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $571,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $954,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $571,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $954,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $571,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $954,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$383,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $571,538 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $571,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (150 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 160 BOEING | 2015-03-03 | 2015-05-04 | $23,066 | $24,964 | -$1,898 | -$1,898 |
| 14 BOEING | 2015-04-02 | 2015-05-04 | $2,018 | $2,091 | -$73 | -$73 |
| 238 C.H. ROBINSON WORLDWIDE, INC | 2014-08-05 | 2015-01-05 | $16,807 | $16,245 | $562 | $562 |
| 20 C. H. ROBINSON WORLDWIDE, INC. | 2014-10-03 | 2015-01-05 | $1,412 | $1,332 | $80 | $80 |
| 50 C.H. ROBINSON WORLDWIDE | 2014-11-05 | 2015-01-05 | $3,531 | $3,531 | $0 | $0 |
| 50 C.H. ROBINSON WORLDWIDE | 2014-12-05 | 2015-03-03 | $3,747 | $3,500 | $247 | $247 |
| 15 C.H. ROBINSON WORLDWIDE INC | 2015-02-04 | 2015-03-03 | $1,124 | $1,048 | $76 | $76 |
| 31 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-06-02 | $1,913 | $1,912 | $1 | $1 |
| 13 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-09-02 | $889 | $908 | -$19 | -$19 |
| 21 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-10-02 | $1,440 | $1,467 | -$27 | -$27 |
| 96 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-12-02 | $6,132 | $6,707 | -$575 | -$575 |
| 56 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-12-03 | $3,508 | $3,913 | -$405 | -$405 |
| 58 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-12-04 | $3,642 | $4,052 | -$410 | -$410 |
| 37 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-12-07 | $2,307 | $2,585 | -$278 | -$278 |
| 58 C.H. ROBINSON WORLDWIDE, INC. | 2015-02-04 | 2015-12-08 | $3,512 | $4,190 | -$678 | -$678 |
| 3 C.H. ROBINSON WORLDWIDE, INC. | 2015-04-02 | 2015-12-08 | $182 | $214 | -$32 | -$32 |
| 23 C.H. ROBINSON WORLDWIDE | 2015-04-02 | 2015-12-09 | $1,399 | $1,642 | -$243 | -$243 |
| 32 C.H. ROBINSON WORLDWIDE | 2015-05-04 | 2015-12-09 | $547 | $595 | -$48 | -$48 |
| 14 C.H. ROBINSON WORLDWIDE, INC. | 2015-05-04 | 2015-12-10 | $855 | $926 | -$71 | -$71 |
| 65 CHEMOURS CO | 2015-06-02 | 2015-07-02 | $1,063 | $1,117 | -$54 | -$54 |
| 19 CUMMINS INC | 2015-03-03 | 2015-06-02 | $2,584 | $2,620 | -$36 | -$36 |
| 3 CUMMINS INC. | 2015-03-03 | 2015-09-02 | $361 | $361 | $0 | $0 |
| 116 CUMMINS INC. | 2015-03-03 | 2015-12-01 | $10,884 | $16,868 | -$5,984 | -$5,984 |
| 34 CUMMINS INC. | 2015-03-03 | 2015-12-02 | $3,191 | $4,944 | -$1,753 | -$1,753 |
| 6 CUMMINS INC. | 2015-03-03 | 2015-12-02 | $563 | $906 | -$343 | -$343 |
| 3 CUMMINS INC. | 2015-03-03 | 2015-12-02 | $282 | $453 | -$171 | -$171 |
| 27 CUMMINS INC. | 2015-04-02 | 2015-12-02 | $2,533 | $3,730 | -$1,197 | -$1,197 |
| 28 CUMMINS INC | 2015-08-04 | 2015-12-02 | $2,627 | $3,519 | -$892 | -$892 |
| 10 CUMMINS INC | 2015-10-02 | 2015-12-02 | $938 | $1,079 | -$141 | -$141 |
| 33 DOVER CORP | 2014-11-05 | 2015-03-03 | $2,368 | $2,438 | -$70 | -$70 |
| 6 DOVER CORP | 2014-11-05 | 2015-05-04 | $453 | $483 | -$30 | -$30 |
| 52 DOVER CORP | 2014-11-05 | 2015-06-02 | $3,953 | $4,044 | -$91 | -$91 |
| 2 DOVER CORP | 2014-11-05 | 2015-09-02 | $119 | $118 | $1 | $1 |
| 14 DOVER CORP | 2014-11-05 | 2015-10-02 | $810 | $1,128 | -$318 | -$318 |
| 73 DU PONT E I DE NEMOURS | 2014-11-05 | 2015-04-02 | $5,210 | $5,029 | $181 | $181 |
| 53 DU PONT E I DE NEMOURS | 2015-01-05 | 2015-04-02 | $3,782 | $3,809 | -$27 | -$27 |
| 138 DU PONT E I DE NEMOURS | 2015-02-04 | 2015-04-02 | $857 | $885 | -$28 | -$28 |
| 329 DU PONT E I DE NEMOURS | 2015-06-02 | 2015-07-02 | $19,735 | $22,268 | -$2,533 | -$2,533 |
| 17 EXXON MOBIL CORP | 2014-10-03 | 2015-08-04 | $1,311 | $1,586 | -$275 | -$275 |
| 44 EXXON MOBIL CORP | 2014-11-05 | 2015-08-04 | $3,394 | $4,185 | -$791 | -$791 |
| 7 EXXON MOBIL CORP | 2014-12-02 | 2015-08-04 | $540 | $659 | -$119 | -$119 |
| 54 EXXON MOBIL CORP | 2015-01-05 | 2015-08-04 | $4,165 | $4,885 | -$720 | -$720 |
| 16 EXXON MOBIL CORP | 2015-04-02 | 2015-08-04 | $1,234 | $1,348 | -$114 | -$114 |
| 80 EMERSON ELEC CO | 2015-01-05 | 2015-02-04 | $4,651 | $4,853 | -$202 | -$202 |
| 37 EMERSON ELEC CO | 2014-03-04 | 2015-02-04 | $2,151 | $2,412 | -$261 | -$261 |
| 1 EMERSON ELEC CO | 2014-10-03 | 2015-02-04 | $58 | $63 | -$5 | -$5 |
| 63 EMERSON ELEC CO | 2014-11-05 | 2015-02-04 | $3,663 | $4,066 | -$403 | -$403 |
| 14 EMERSON ELEC CO | 2014-12-02 | 2015-02-04 | $814 | $887 | -$73 | -$73 |
| 26 GENUINE PARTS CO | 2014-11-05 | 2015-02-04 | $2,501 | $2,558 | -$57 | -$57 |
| 29 GENUINE PARTS CO | 2015-01-05 | 2015-02-04 | $2,790 | $3,068 | -$278 | -$278 |
| 384 MICROSOFT CORP | 2014-08-05 | 2015-01-05 | $17,850 | $16,597 | $1,253 | $1,253 |
| 80 MICROSOFT CORP | 2014-11-05 | 2015-01-05 | $3,718 | $3,806 | -$88 | -$88 |
| 2 MICROSOFT CORP | 2014-12-02 | 2015-01-05 | $93 | $97 | -$4 | -$4 |
| 46 NORFOLK SOUTHERN CORP | 2014-11-05 | 2015-08-04 | $3,828 | $5,024 | -$1,196 | -$1,196 |
| 2 NORFOLK SOUTHERN CORP | 2014-12-02 | 2015-08-04 | $166 | $218 | -$52 | -$52 |
| 43 NORFOLK SOUTHERN CORP | 2015-01-05 | 2015-08-04 | $3,578 | $4,577 | -$999 | -$999 |
| 15 NORFOLK SOUTHERN CORP | 2015-02-04 | 2015-08-04 | $1,248 | $1,596 | -$348 | -$348 |
| 16 NORFOLK SOUTHERN CORP | 2015-04-02 | 2015-08-04 | $1,331 | $1,664 | -$333 | -$333 |
| 16 NORFOLK SOUTHERN CORP | 2015-05-04 | 2015-08-04 | $1,332 | $1,664 | -$332 | -$332 |
| 19 NORFOLK SOUTHERN CORP | 2015-07-02 | 2015-08-04 | $1,581 | $1,668 | -$87 | -$87 |
| 1 NORTHROP GRUMMAN CORP | 2014-03-04 | 2015-01-05 | $143 | $125 | $18 | $18 |
| 21 NORTHROP GRUMMAN CORP | 2014-11-05 | 2015-01-05 | $3,008 | $2,926 | $82 | $82 |
| 2 NORTHROP GRUMMAN CORP | 2014-12-02 | 2015-01-05 | $286 | $280 | $6 | $6 |
| 12 PARKER HANNIFIN CORP | 2015-08-05 | 2015-09-02 | $1,272 | $1,284 | -$12 | -$12 |
| 37 PROCTER & GAMBLE CO | 2014-11-05 | 2015-08-04 | $2,810 | $3,285 | -$475 | -$475 |
| 44 PROCTER & GAMBLE CO | 2015-01-05 | 2015-08-04 | $3,341 | $3,971 | -$630 | -$630 |
| 32 PROCTER & GAMBLE CO | 2015-02-04 | 2015-08-04 | $2,430 | $2,766 | -$336 | -$336 |
| 18 PROCTER & GAMBLE CO | 2015-04-02 | 2015-08-04 | $1,367 | $1,482 | -$115 | -$115 |
| 29 PROCTER & GAMBLE CO | 2015-05-04 | 2015-08-04 | $2,202 | $2,332 | -$130 | -$130 |
| 66 QUALCOMM INC | 2014-12-02 | 2015-03-03 | $4,735 | $4,735 | $0 | $0 |
| 55 QUALCOMM INC. | 2014-12-02 | 2015-06-02 | $3,816 | $3,816 | $0 | $0 |
| 19 QUALCOMM INC. | 2014-12-02 | 2015-10-02 | $1,047 | $1,047 | $0 | $0 |
| 13 QUALCOMM INC. | 2014-12-02 | 2015-11-03 | $791 | $791 | $0 | $0 |
| 19 3M COMPANY | 2014-05-02 | 2015-03-03 | $3,192 | $2,666 | $526 | $526 |
| 36 UNION PACIFIC CORP | 2015-06-02 | 2015-10-02 | $3,302 | $3,509 | -$207 | -$207 |
| 28 UNITED TECHS CORP | 2014-06-03 | 2015-03-03 | $3,412 | $3,302 | $110 | $110 |
| 33 UNITED TECHS CORP | 2014-06-03 | 2015-06-02 | $3,872 | $3,872 | $0 | $0 |
| 17 AUTOMATIC DATA PROC | 2012-10-01 | 2015-03-03 | $1,508 | $870 | $638 | $638 |
| 23 AUTOMATIC DATA PROC | 2013-09-04 | 2015-03-03 | $2,041 | $1,445 | $596 | $596 |
| 40 AUTOMATIC DATA PROC | 2013-09-04 | 2015-06-02 | $3,421 | $2,513 | $908 | $908 |
| 4 AUTOMATIC DATA PROC | 2013-09-04 | 2015-09-02 | $306 | $252 | $54 | $54 |
| 36 AUTOMATIC DATA PROC | 2013-09-04 | 2015-10-02 | $2,923 | $2,262 | $661 | $661 |
| 56 DU PONT E I DE NEMOURS | 2014-02-04 | 2015-03-03 | $4,379 | $3,451 | $928 | $928 |
| 171 DU PONT E I DE NEMOURS | 2014-02-04 | 2015-04-02 | $12,204 | $10,537 | $1,667 | $1,667 |
| 16 DU PONT E I DE NEMOURS | 2014-03-04 | 2015-04-02 | $1,142 | $1,075 | $67 | $67 |
| 14 EXXON MOBIL CORP | 2013-09-04 | 2015-03-03 | $1,228 | $1,228 | $0 | $0 |
| 3 EXXON MOBIL CORP | 2013-09-04 | 2015-03-03 | $263 | $263 | $0 | $0 |
| 2 EXXON MOBIL CORP | 2013-09-04 | 2015-06-02 | $170 | $170 | $0 | $0 |
| 11 EXXON MOBIL CORP | 2013-09-04 | 2015-06-02 | $937 | $937 | $0 | $0 |
| 16 EXXON MOBIL CORP | 2013-09-04 | 2015-06-02 | $1,363 | $1,406 | -$43 | -$43 |
| 64 EXXON MOBIL CORP | 2013-09-04 | 2015-08-04 | $4,936 | $5,625 | -$689 | -$689 |
| 14 EXXON MOBIL CORP | 2013-09-04 | 2015-08-04 | $1,080 | $1,281 | -$201 | -$201 |
| 2 EXXON MOBIL CORP | 2013-09-04 | 2015-08-04 | $154 | $184 | -$30 | -$30 |
| 3 EXXON MOBIL CORP | 2013-10-04 | 2015-08-04 | $231 | $254 | -$23 | -$23 |
| 11 EXXON MOBIL CORP | 2013-10-04 | 2015-08-04 | $848 | $944 | -$96 | -$96 |
| 15 EXXON MOBIL CORP | 2013-11-04 | 2015-08-04 | $1,157 | $1,380 | -$223 | -$223 |
| 46 EXXON MOBIL CORP | 2013-12-03 | 2015-08-04 | $3,548 | $4,335 | -$787 | -$787 |
| 158 EMERSON ELEC CO | 2013-09-04 | 2015-02-04 | $9,186 | $9,705 | -$519 | -$519 |
| 7 EMERSON ELECT CO | 2013-11-04 | 2015-02-04 | $407 | $472 | -$65 | -$65 |
| 76 EMERSON ELEC CO | 2013-12-03 | 2015-02-04 | $4,418 | $5,058 | -$640 | -$640 |
| 122 GENUINE PARTS CO | 2013-09-04 | 2015-02-04 | $11,736 | $9,407 | $2,329 | $2,329 |
| 19 GENUINE PARTS CO | 2013-11-04 | 2015-02-04 | $1,828 | $1,525 | $303 | $303 |
| 50 GENUINE PARTS CO | 2013-12-03 | 2015-02-04 | $4,810 | $4,137 | $673 | $673 |
| 4 GENUINE PARTS CO | 2014-01-03 | 2015-02-04 | $385 | $330 | $55 | $55 |
| 27 JOHNSON AND JOHNSON COM | 2013-09-04 | 2015-03-03 | $2,760 | $2,343 | $417 | $417 |
| 36 JOHNSON AND JOHNSON | 2013-09-04 | 2015-06-02 | $3,605 | $3,124 | $481 | $481 |
| 17 JOHNSON AND JOHNSON | 2013-09-04 | 2015-10-02 | $1,593 | $1,475 | $118 | $118 |
| 6 JOHNSON AND JOHNSON | 2013-09-04 | 2015-11-03 | $612 | $521 | $91 | $91 |
| 13 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2015-03-03 | $628 | $426 | $202 | $202 |
| 75 LINEAR TECHNOLOGY CORP | 2013-09-04 | 2015-03-03 | $3,624 | $2,938 | $686 | $686 |
| 82 LINEAR TECHNOLOGY CORP | 2013-09-04 | 2015-06-02 | $3,880 | $3,212 | $668 | $668 |
| 14 LINEAR TECHNOLOGY CORP | 2013-09-04 | 2015-09-02 | $551 | $548 | $3 | $3 |
| 34 LINEAR TECHNOLOGY CORP | 2013-09-04 | 2015-10-02 | $1,367 | $1,332 | $35 | $35 |
| 15 LINEAR TECHNOLOGY CORP | 2013-11-04 | 2015-10-02 | $603 | $611 | -$8 | -$8 |
| 30 NORFOLK SOUTHERN CORP | 2014-02-04 | 2015-03-03 | $3,255 | $2,750 | $505 | $505 |
| 8 NORFOLK SOUTHERN CORP | 2014-02-04 | 2015-06-02 | $744 | $733 | $11 | $11 |
| 94 NORFOLK SOUTHERN CORP | 2014-02-04 | 2015-08-04 | $7,822 | $8,616 | -$794 | -$794 |
| 26 NORFOLK SOUTHERN CORP | 2014-03-04 | 2015-08-04 | $2,164 | $2,450 | -$286 | -$286 |
| 102 NORTHROP GRUMMAN CORP | 2013-09-04 | 2015-01-05 | $14,609 | $9,611 | $4,998 | $4,998 |
| 137 NORTHROP GRUMMAN CORP | 2013-12-03 | 2015-01-05 | $5,012 | $3,928 | $1,084 | $1,084 |
| 32 PAYCHEX INC | 2012-10-01 | 2015-03-03 | $1,582 | $1,046 | $536 | $536 |
| 51 PAYCHEX INC | 2013-09-04 | 2015-03-03 | $2,522 | $1,980 | $542 | $542 |
| 73 PAYCHEX INC | 2013-09-04 | 2015-06-02 | $3,584 | $2,835 | $749 | $749 |
| 72 PAYCHEX INC | 2013-09-04 | 2015-10-02 | $3,442 | $2,796 | $646 | $646 |
| 12 PAYCHEX INC | 2013-09-04 | 2015-11-03 | $620 | $466 | $154 | $154 |
| 72 PAYCHEX INC | 2013-11-04 | 2015-11-03 | $361 | $294 | $67 | $67 |
| 27 PROCTER & GAMBLE CO | 2013-09-04 | 2015-03-03 | $2,299 | $2,092 | $207 | $207 |
| 39 PROCTER & GAMBLE CO | 2013-09-04 | 2015-06-02 | $3,060 | $3,022 | $38 | $38 |
| 36 PROCTER & GAMBLE CO | 2013-09-04 | 2015-08-04 | $2,734 | $2,790 | -$56 | -$56 |
| 28 PROCTER & GAMBLE CO | 2013-10-02 | 2015-08-04 | $2,126 | $2,236 | -$110 | -$110 |
| 16 PROCTER & GAMBLE CO | 2013-11-04 | 2015-08-04 | $1,215 | $1,300 | -$85 | -$85 |
| 51 PROCTER & GAMBLE CO | 2013-12-03 | 2015-08-04 | $3,873 | $4,269 | -$396 | -$396 |
| 15 PROCTER & GAMBLE CO | 2014-01-03 | 2015-08-04 | $1,139 | $1,207 | -$68 | -$68 |
| 25 RAYTHEON CO DELAWARE | 2013-09-04 | 2015-03-03 | $2,706 | $1,912 | $794 | $794 |
| 27 RAYTHEON CO DELAWARE | 2013-09-04 | 2015-06-02 | $2,771 | $2,065 | $706 | $706 |
| 2 RAYTHEON CO DELAWARE | 2013-09-04 | 2015-08-04 | $218 | $153 | $65 | $65 |
| 2 RAYTHEON CO DELAWARE | 2013-09-04 | 2015-09-02 | $206 | $153 | $53 | $53 |
| 25 RAYTHEON CO DELAWARE | 2013-09-04 | 2015-10-02 | $2,696 | $1,912 | $784 | $784 |
| 9 RAYTHEON CO DELAWARE | 2013-09-04 | 2015-11-03 | $1,065 | $688 | $377 | $377 |
| 23 3M COMPANY | 2014-05-02 | 2015-06-02 | $3,662 | $3,227 | $435 | $435 |
| 12 3M COMPANY | 2014-05-02 | 2015-10-02 | $1,716 | $1,683 | $33 | $33 |
| 5 3M COMPANY | 2014-05-02 | 2015-11-03 | $794 | $701 | $93 | $93 |
| 10 UNITED TECHS CORP | 2014-06-03 | 2015-10-02 | $897 | $1,038 | -$141 | -$141 |
| 20 WAL-MART STORES INC | 2013-09-04 | 2015-03-03 | $1,668 | $1,462 | $206 | $206 |
| 28 WAL-MART STORES INC. | 2013-09-04 | 2015-06-02 | $2,088 | $2,046 | $42 | $42 |
| 19 WAL-MART STORES INC. | 2013-09-04 | 2015-10-02 | $1,232 | $1,232 | $0 | $0 |
| 5 WAL-MART STORES INC. | 2013-09-04 | 2015-10-02 | $324 | $365 | -$41 | -$41 |
| CASH IN LIEU CHEMOURS | 2015-07-08 | 2015-08-07 | $10 | $10 | $10 | |
| 67033 BAZAARVOICE INC | 2007-08-01 | 2015-07-15 | $387,181 | $387,181 | $387,181 | |
| 8661 WAYFAIR INC. | 2011-06-21 | 2015-11-24 | $333,235 | $63,918 | $269,317 | $269,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $651,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,848,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,306,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.415069 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,162,313 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,517,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.424895 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,032,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,180,117 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.875036 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,023,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $750,243 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.363578 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $776,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $549,419 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.413884 | DistributionYr5Rt |
| Total Distribution | 6.492462 | TotalDistributionRt |
| Average Distribution | 1.298492 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $924,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,200,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,613 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,207,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,034,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,947 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30,947 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,721 | OverpaymentAmt |
| Applied To ES Tax | $17,721 | 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 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 | $27,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $907,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $938,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $938,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $924,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,226 | TotalTaxAmt |
| Distributable Before Adj | $32,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,034,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,034,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,034,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $764,514 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $985,879 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,005,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,117,451 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,807,910 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,680,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,034,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,001,681 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,682,672 | 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 | $764,514 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,918,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $985,879 | ExcessFromYear4Amt |
| Excess From Year3 | $1,005,237 | ExcessFromYear3Amt |
| Excess From Year2 | $2,117,451 | ExcessFromYear2Amt |
| Excess From Year1 | $1,807,910 | ExcessFromYear1Amt |
| Excess From Current Year | $1,001,681 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | None | Exempt | Charitable | $325 | |||||
| Dana Farber Jimmy Fund | ||||||||||||
| 10 Brookline Place West 6th Floor | Brookline | MA | 02445 | None | Exempt | Charitable | $1,000 | |||||
| Foundation for MetroWest | ||||||||||||
| 3 Eliot Street | Natick | MA | 01760 | None | Exempt | Charitable | $300,035 | |||||
| Friends of Southborough Council on Aging | ||||||||||||
| 9 Cordaville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $320 | |||||
| National Multiple Sclerosis Society | ||||||||||||
| 101 First Avenue | Waltham | MA | 02451 | None | Exempt | Charitable | $250 | |||||
| PMC- Jimmy Fund | ||||||||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | Exempt | Charitable | $1,256 | |||||
| St Marks School | ||||||||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Exempt | Charitable | $725,000 | |||||
| St Matthews Church | ||||||||||||
| 105 Southville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $3,100 | |||||
| City of Hope | ||||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | None | Exempt | Charitable | $500 | |||||
| Framingham Country Club Charitable Foundation | ||||||||||||
| PO Box 2284 | Framingham | MA | 01703 | None | Exempt | Charitable | $500 | |||||
| MA General Hosptial Cancer Center | ||||||||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | None | Exempt | Charitable | $500 | |||||
| Ronald McDonald House Charity | ||||||||||||
| One Kroc Drive | Oak Brook | IL | 60523 | None | Exempt | Charitable | $250 | |||||
| Shatterproof | ||||||||||||
| 101 Merritt 7 Corporate Park | Norwalk | CT | 06851 | None | Exempt | Charitable | $250 | |||||
| Sunnybrook Foundation | ||||||||||||
| None | Exempt | Charitable | $194 | 2075 Bayview Ave | Toronto | Ontario | CA | M4N 3M5 | ||||
| Tufts Telefund | ||||||||||||
| Eaton Hall - 5 The Green | Medford | MA | 02155 | None | Exempt | Charitable | $50 | |||||
| Urban Improvement | ||||||||||||
| 8 St John Street | Jamaica Plain | MA | 02130 | None | Exempt | Charitable | $1,000 | |||||
| World of Powerful Youth | ||||||||||||
| Winding Creek Road | Sacramento | CA | 95864 | None | Exempt | Charitable | $150 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,034,680 | 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 | $17,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,058 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$66,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$59,478 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$59,478 | 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 (2 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 | $393,819 | Yes (X) |
| Thomas J Crotty | ||||||
| 2 | 31 Sears Road | Southborough | MA | 01772 | $333,145 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 60,033 shares Bazaarvoice, Inc. (BV) | $393,819 | 2015-07-15 |
| 2 | 8,661 shares Wayfair Inc. (W) | $333,145 | 2015-11-24 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Battery Alternative Income Fund, Ltd | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,460 | BookValueAmt |
| EOYFMV | $3,460 | 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 | $7,846 | $7,846 | $0 |
| Annual Report Fees | $15 | $15 | $0 |
| Professional Fees | $2,575 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | Desc |
| Revenue And Expenses Per Books | -$66,258 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$66,258 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State Registration Fee | $500 | $500 | $0 |
| Federal Taxes Paid | $5,000 | $0 | $0 |