CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-21
- IRS object ID
- 201512029349100111
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-21T12:46:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-06-30 | 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 | 2015-06-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $954,668 | 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 | $1,394,783 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,928,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,203,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,264 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $331 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,461,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,230,831 | 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 | $20,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,247 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,861,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,861,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,899,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,247 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,861,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$438,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,214,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,098,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $645,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $645,607 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $295,170 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $309,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $309,061 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,393,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $954,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $954,668 | 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 | $1,393,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $954,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,393,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $954,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,393,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $954,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,393,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$438,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $954,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $954,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 BATTERY ALTERNATIVE INCOME FUND | P | 2014-12-31 | 2014-12-31 | $3 | -$3 | -$3 | |
| FROM K-1 BATTERY ALTERNATIVE INCOME FUND | P | 2013-12-30 | 2014-12-31 | $5,509 | -$5,509 | -$5,509 | |
| 8,455 MARKETO INC | 2011-11-15 | 2014-10-27 | $111,606 | $142,395 | $142,395 | $254,001 | |
| 712 MARKETO INC | 2011-11-15 | 2014-10-27 | $9,398 | $11,992 | $11,992 | $21,390 | |
| 27,224 BAZAARVOICE | 2009-08-07 | 2014-06-17 | $207,674 | $207,674 | $207,674 | ||
| 19,000 GUIDEWIRE SOFTWARE | 2013-02-27 | 2014-10-27 | $95,570 | $819,134 | $819,134 | $914,704 | |
| 18 BAXTER INTERNATIONAL | 2014-05-02 | 2014-06-03 | $1,346 | -$13 | -$13 | $1,333 | |
| 43 BAXTER INTERNATIONAL | 2014-05-02 | 2014-08-05 | $3,215 | -$2 | -$2 | $3,213 | |
| 227 BAXTER INTERNATIONAL | 2014-05-02 | 2014-11-05 | $16,970 | -$1,432 | -$1,432 | $15,538 | |
| 14 BAXTER INTERNATIONAL | 2014-10-03 | 2014-11-05 | $1,020 | -$62 | -$62 | $958 | |
| 29 CSX CORP | 2013-09-04 | 2014-01-03 | $739 | $87 | $87 | $826 | |
| 95 CSX CORP | 2013-09-04 | 2014-02-04 | $2,420 | $83 | $83 | $2,503 | |
| 57 CSX CORP | 2013-09-04 | 2014-04-02 | $1,452 | $212 | $212 | $1,664 | |
| 21 CSX CORP | 2013-09-04 | 2014-05-02 | $535 | $50 | $50 | $585 | |
| 98 CSX CORP | 2013-09-04 | 2014-06-03 | $2,497 | $347 | $347 | $2,844 | |
| 114 CSX CORP | 2013-09-04 | 2014-08-05 | $2,904 | $457 | $457 | $3,361 | |
| 151 CSX CORP | 2013-12-03 | 2014-11-05 | $4,126 | $1,098 | $1,098 | $5,224 | |
| 46 CSX CORP | 2014-03-04 | 2014-11-05 | $1,302 | $289 | $289 | $1,591 | |
| 5 C.H. ROBINSON WORLDWIDE, INC | 2014-08-05 | 2014-12-02 | $341 | $27 | $27 | $368 | |
| 6 CDK GLOBAL INC | 2013-11-04 | 2014-10-03 | $171 | $7 | $7 | $178 | |
| 14 CDK GLOBAL INC | 2013-12-03 | 2014-10-03 | $425 | -$9 | -$9 | $416 | |
| 7 CDK GLOBAL INC | 2014-03-04 | 2014-10-03 | $207 | $1 | $1 | $208 | |
| 1 CDK GLOBAL INC | 2014-03-04 | 2014-10-21 | $30 | -$2 | -$2 | $28 | |
| 129 CUMMINS INC | 2014-10-03 | 2014-11-05 | $17,291 | $1,285 | $1,285 | $18,576 | |
| 18 DU PONT E I DE NEMOURS | 2014-02-04 | 2014-04-02 | $1,109 | $118 | $118 | $1,227 | |
| 18 DU PONT E I DE NEMOURS | 2014-02-04 | 2014-05-02 | $1,109 | $96 | $96 | $1,205 | |
| 37 DU PONT E I DE NEMOURS | 2014-02-04 | 2014-06-03 | $2,280 | $268 | $268 | $2,548 | |
| 26 DU PONT E I DE NEMOURS | 2014-02-04 | 2014-08-05 | $1,602 | $66 | $66 | $1,668 | |
| 16 DU PONT E I DE NEMOURS | 2014-02-04 | 2014-10-03 | $986 | $149 | $149 | $1,135 | |
| 6 DU PONT E I DE NEMOURS | 2014-02-04 | 2014-12-02 | $370 | $60 | $60 | $430 | |
| 6 EXXON MOBIL CORP | 2013-09-04 | 2014-08-05 | $527 | $68 | $68 | $595 | |
| 12 EMERSON ELEC CO | 2013-09-04 | 2014-01-03 | $737 | $96 | $96 | $833 | |
| 37 EMERSON ELEC CO | 2013-09-04 | 2014-02-04 | $2,273 | $94 | $94 | $2,367 | |
| 27 EMERSON ELEC CO | 2013-09-04 | 2014-04-02 | $1,659 | $174 | $174 | $1,833 | |
| 23 EMERSON ELEC CO | 2013-09-04 | 2014-05-02 | $1,413 | $141 | $141 | $1,554 | |
| 26 EMERSON ELEC CO | 2013-09-04 | 2014-06-03 | $1,597 | $144 | $144 | $1,741 | |
| 21 EMERSON ELEC CO | 2013-09-04 | 2014-08-05 | $1,290 | -$3 | -$3 | $1,287 | |
| 3 GENL DYNAMICS CORP | 2014-02-04 | 2014-04-02 | $299 | $33 | $33 | $332 | |
| 16 GENL DYNAMICS CORP | 2014-02-04 | 2014-05-02 | $1,593 | $186 | $186 | $1,779 | |
| 29 GENL DYNAMICS CORP | 2014-02-04 | 2014-06-03 | $2,887 | $547 | $547 | $3,434 | |
| 24 GENL DYNAMICS CORP | 2014-02-04 | 2014-08-05 | $2,389 | $414 | $414 | $2,803 | |
| 143 GENL DYNAMICS CORP | 2014-02-04 | 2014-10-03 | $14,236 | $3,355 | $3,355 | $17,591 | |
| 2 GENL DYNAMICS CORP | 2014-03-04 | 2014-10-03 | $225 | $21 | $21 | $246 | |
| 37 GENUINE PARTS CO | 2013-09-04 | 2014-02-04 | $2,853 | $29 | $29 | $2,882 | |
| 7 GENUINE PARTS CO | 2013-09-04 | 2014-04-02 | $540 | $69 | $69 | $609 | |
| 14 GENUINE PARTS CO | 2013-09-04 | 2014-05-02 | $1,080 | $118 | $118 | $1,198 | |
| 23 GENUINE PARTS CO | 2013-09-04 | 2014-06-03 | $1,774 | $196 | $196 | $1,970 | |
| 29 GENUINE PARTS CO | 2013-09-04 | 2014-08-05 | $2,236 | $157 | $157 | $2,393 | |
| 12 JOHNSON AND JOHNSON COM | 2013-09-04 | 2014-02-04 | $1,040 | $0 | $0 | $1,040 | |
| 20 JOHNSON AND JOHNSON COM | 2013-09-04 | 2014-02-04 | $1,736 | -$3 | -$3 | $1,733 | |
| 22 JOHNSON AND JOHNSON COM | 2013-09-04 | 2014-04-02 | $1,909 | $254 | $254 | $2,163 | |
| 18 JOHNSON AND JOHNSON COM | 2013-09-04 | 2014-05-02 | $1,562 | $225 | $225 | $1,787 | |
| 27 JOHNSON AND JOHNSON COM | 2013-09-04 | 2014-06-03 | $2,343 | $424 | $424 | $2,767 | |
| 25 JOHNSON AND JOHNSON COM | 2013-09-04 | 2014-08-05 | $2,169 | $322 | $322 | $2,491 | |
| 2 MCDONALDS CORP | 2013-09-04 | 2014-06-03 | $190 | $13 | $13 | $203 | |
| 16 MCDONALDS CORP | 2013-09-04 | 2014-08-05 | $1,524 | -$23 | -$23 | $1,501 | |
| 52 MCDONALDS CORP | 2013-12-03 | 2014-12-02 | $5,009 | -$67 | -$67 | $4,942 | |
| 2 MCDONALDS CORP | 2014-01-03 | 2014-12-02 | $193 | -$3 | -$3 | $190 | |
| 26 MCDONALDS CORP | 2014-03-04 | 2014-12-02 | $2,469 | $2 | $2 | $2,471 | |
| 4 MCDONALDS CORP | 2014-10-03 | 2014-12-02 | $380 | $0 | $0 | $380 | |
| 48 MCDONALDS CORP | 2014-11-05 | 2014-12-02 | $4,560 | $2 | $2 | $4,562 | |
| 441 MEDTRONIC INC | 2014-01-03 | 2014-02-04 | $25,759 | -$2,184 | -$2,184 | $23,575 | |
| 1 MICROSOFT CORP | 2014-08-05 | 2014-10-03 | $43 | $3 | $3 | $46 | |
| 18 NORFOLK SOUTHERN CORP | 2014-02-04 | 2014-04-02 | $1,650 | $109 | $109 | $1,759 | |
| 7 NORFOLK SOUTHERN CORP | 2014-02-04 | 2014-05-02 | $642 | $13 | $13 | $655 | |
| 32 NORFOLK SOUTHERN CORP | 2014-02-04 | 2014-06-03 | $2,933 | $229 | $229 | $3,162 | |
| 34 NORFOLK SOUTHERN CORP | 2014-02-04 | 2014-08-05 | $3,116 | $308 | $308 | $3,424 | |
| 11 NORFOLK SOUTHERN CORP | 2014-02-04 | 2014-10-03 | $1,008 | $222 | $222 | $1,230 | |
| 34 NORTHROP GRUMMAN CORP | 2013-09-04 | 2014-02-04 | $3,204 | $565 | $565 | $3,769 | |
| 6 NORTHROP GRUMMAN CORP | 2013-09-04 | 2014-04-02 | $565 | $183 | $183 | $748 | |
| 8 NORTHROP GRUMMAN CORP | 2013-09-04 | 2014-05-02 | $754 | $213 | $213 | $967 | |
| 17 NORTHROP GRUMMAN CORP | 2013-09-04 | 2014-06-03 | $1,602 | $466 | $466 | $2,068 | |
| 27 NORTHROP GRUMMAN CORP | 2013-09-04 | 2014-08-05 | $2,544 | $776 | $776 | $3,320 | |
| 28 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-02-04 | $2,131 | $0 | $0 | $2,131 | |
| 11 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-02-04 | $852 | -$15 | -$15 | $837 | |
| 17 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-04-02 | $1,317 | $46 | $46 | $1,363 | |
| 27 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-05-02 | $2,092 | $119 | $119 | $2,211 | |
| 18 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-06-03 | $1,395 | $44 | $44 | $1,439 | |
| 36 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-08-05 | $2,790 | $59 | $59 | $2,849 | |
| 336 QUEST DIAGNOSTICS INC | 2013-11-04 | 2014-01-03 | $20,848 | -$3,146 | -$3,146 | $17,702 | |
| 84 QUEST DIAGNOSTICS INC | 2013-12-03 | 2014-01-03 | $5,149 | -$723 | -$723 | $4,426 | |
| 46 QUEST DIAGNOSTICS INC | 2014-06-03 | 2014-08-05 | $2,806 | $20 | $20 | $2,826 | |
| 276 QUEST DIAGNOSTICS INC | 2014-06-03 | 2014-11-05 | $16,835 | -$1 | -$1 | $16,834 | |
| 13 QUEST DIAGNOSTICS INC | 2014-10-03 | 2014-11-05 | $790 | $3 | $3 | $793 | |
| 227 QUALCOMM INC | 2014-08-05 | 2014-11-05 | $16,579 | $866 | $866 | $17,445 | |
| 9 QUALCOMM INC | 2014-10-03 | 2014-11-05 | $668 | $24 | $24 | $692 | |
| 54 RAYTHEON CO | 2013-09-04 | 2014-02-04 | $4,129 | $784 | $784 | $4,913 | |
| 7 RAYTHEON CO | 2013-09-04 | 2014-04-02 | $535 | $163 | $163 | $698 | |
| 8 RAYTHEON CO | 2013-09-04 | 2014-05-02 | $612 | $155 | $155 | $767 | |
| 25 RAYTHEON CO | 2013-09-04 | 2014-06-03 | $1,912 | $537 | $537 | $2,449 | |
| 18 RAYTHEON CO | 2013-09-04 | 2014-08-05 | $1,376 | $264 | $264 | $1,640 | |
| 169 3M COMPANY | 2014-02-04 | 2014-03-04 | $21,420 | $1,046 | $1,046 | $22,466 | |
| 13 3M COMPANY | 2014-05-02 | 2014-06-03 | $1,824 | $36 | $36 | $1,860 | |
| 19 3M COMPANY | 2014-05-02 | 2014-08-05 | $2,665 | -$6 | -$6 | $2,659 | |
| 1 3M COMPANY | 2014-05-02 | 2014-12-02 | $140 | $21 | $21 | $161 | |
| 68 UNITED TECHS CORP | 2013-09-04 | 2014-02-04 | $7,018 | $404 | $404 | $7,422 | |
| 13 UNITED TECHS CORP | 2013-11-04 | 2014-02-04 | $1,402 | $17 | $17 | $1,419 | |
| 41 UNITED TECHS CORP | 2013-12-03 | 2014-02-04 | $4,488 | -$13 | -$13 | $4,475 | |
| 190 UNITED TECHS CORP | 2014-04-02 | 2014-05-02 | $22,783 | -$636 | -$636 | $22,147 | |
| 4 UNITED TECHS CORP | 2014-06-03 | 2014-08-05 | $472 | -$53 | -$53 | $419 | |
| 33 AUTOMATIC DATA PROC | 2012-10-01 | 2014-02-04 | $1,932 | $548 | $548 | $2,480 | |
| 8 AUTOMATIC DATA PROC | 2012-10-01 | 2014-04-02 | $468 | $154 | $154 | $622 | |
| 22 AUTOMATIC DATA PROC | 2012-10-01 | 2014-05-02 | $1,288 | $425 | $425 | $1,713 | |
| 28 AUTOMATIC DATA PROC | 2012-10-01 | 2014-06-03 | $1,639 | $566 | $566 | $2,205 | |
| 44 AUTOMATIC DATA PROC | 2012-10-01 | 2014-08-05 | $2,576 | $986 | $986 | $3,562 | |
| 19 CSX CORP | 2013-09-04 | 2014-10-03 | $484 | $119 | $119 | $603 | |
| 300 CSX CORP | 2013-09-04 | 2014-11-05 | $7,643 | $2,736 | $2,736 | $10,379 | |
| 59 CSX CORP | 2013-11-04 | 2014-11-05 | $1,560 | $481 | $481 | $2,041 | |
| 5 CDK GLOBAL INC | 2012-10-01 | 2014-10-03 | $111 | $38 | $38 | $149 | |
| 36 CDK GLOBAL INC | 2013-09-04 | 2014-10-03 | $978 | $92 | $92 | $1,070 | |
| 11 EXXON MOBIL CORP | 2012-10-01 | 2014-01-03 | $1,013 | $83 | $83 | $1,096 | |
| 13 EXXON MOBIL CORP | 2012-10-01 | 2014-02-04 | $1,170 | $0 | $0 | $1,170 | |
| 9 EXXON MOBIL CORP | 2012-10-01 | 2014-02-04 | $829 | -$19 | -$19 | $810 | |
| 12 EXXON MOBIL CORP | 2012-10-01 | 2014-04-02 | $1,105 | $70 | $70 | $1,175 | |
| 26 EXXON MOBIL CORP | 2012-10-01 | 2014-05-02 | $2,394 | $262 | $262 | $2,656 | |
| 15 EXXON MOBIL CORP | 2012-10-01 | 2014-06-03 | $1,381 | $125 | $125 | $1,506 | |
| 10 EXXON MOBIL CORP | 2012-10-01 | 2014-08-05 | $921 | $71 | $71 | $992 | |
| 13 EXXON MOBIL CORP | 2012-10-29 | 2014-08-05 | $1,283 | $7 | $7 | $1,290 | |
| 5 GENUINE PARTS CO | 2013-09-04 | 2014-10-03 | $385 | $57 | $57 | $442 | |
| 5 GENUINE PARTS CO | 2013-09-04 | 2014-12-02 | $385 | $127 | $127 | $512 | |
| 1 JOHNSON AND JOHNSON | 2013-09-04 | 2014-10-03 | $87 | $18 | $18 | $105 | |
| 20 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2014-01-03 | $656 | $246 | $246 | $902 | |
| 80 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2014-02-04 | $2,623 | $845 | $845 | $3,468 | |
| 45 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2014-04-02 | $1,475 | $769 | $769 | $2,244 | |
| 53 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2014-06-03 | $1,738 | $702 | $702 | $2,440 | |
| 47 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2014-08-05 | $1,541 | $508 | $508 | $2,049 | |
| 13 LINEAR TECHNOLOGY CORP | 2012-10-01 | 2014-12-02 | $426 | $171 | $171 | $597 | |
| 37 MCDONALDS CORP | 2012-10-01 | 2014-02-04 | $3,410 | $38 | $38 | $3,448 | |
| 16 MCDONALDS CORP | 2012-10-01 | 2014-04-02 | $1,475 | $88 | $88 | $1,563 | |
| 25 MCDONALDS CORP | 2012-10-01 | 2014-05-02 | $2,304 | $232 | $232 | $2,536 | |
| 18 MCDONALDS CORP | 2012-10-01 | 2014-06-03 | $1,659 | $168 | $168 | $1,827 | |
| 19 MCDONALDS CORP | 2013-11-04 | 2014-12-02 | $1,849 | -$43 | -$43 | $1,806 | |
| 82 MCDONALDS CORP | 2013-09-04 | 2014-12-02 | $7,808 | -$15 | -$15 | $7,793 | |
| 15 PAYCHEX INC | 2012-10-01 | 2014-01-03 | $490 | $189 | $189 | $679 | |
| 47 PAYCHEX INC | 2012-10-01 | 2014-02-04 | $1,536 | $387 | $387 | $1,923 | |
| 27 PAYCHEX INC | 2012-10-01 | 2014-04-02 | $883 | $274 | $274 | $1,157 | |
| 23 PAYCHEX INC | 2012-10-01 | 2014-05-02 | $752 | $204 | $204 | $956 | |
| 34 PAYCHEX INC | 2012-10-01 | 2014-06-03 | $1,111 | $264 | $264 | $1,375 | |
| 77 PAYCHEX INC | 2012-10-01 | 2014-08-05 | $2,517 | $608 | $608 | $3,125 | |
| 17 PAYCHEX INC | 2012-10-01 | 2014-10-03 | $556 | $193 | $193 | $749 | |
| 2 PROCTOR & GAMBLE CO | 2013-09-04 | 2014-10-03 | $155 | $12 | $12 | $167 | |
| 7 RAYTHEON CO | 2013-09-04 | 2014-10-03 | $535 | $157 | $157 | $692 | |
| 4 UNITED TECHS CORP | 2012-10-01 | 2014-01-03 | $314 | $138 | $138 | $452 | |
| 109 UNITED TECHS CORP | 2012-10-01 | 2014-02-04 | $8,553 | $3,345 | $3,345 | $11,898 | |
| 28 WAL-MART STORES INC | 2012-10-01 | 2014-02-04 | $2,037 | $0 | $0 | $2,037 | |
| 5 WAL-MART STORES INC | 2012-10-01 | 2014-02-04 | $370 | -$6 | -$6 | $364 | |
| 19 WAL-MART STORES INC | 2012-10-01 | 2014-04-02 | $1,407 | $57 | $57 | $1,464 | |
| 28 WAL-MART STORES INC | 2012-10-01 | 2014-05-02 | $2,073 | $144 | $144 | $2,217 | |
| 17 WAL-MART STORES INC | 2012-10-01 | 2014-06-03 | $1,259 | $46 | $46 | $1,305 | |
| 23 WAL-MART STORES INC | 2012-10-01 | 2014-08-05 | $1,703 | -$20 | -$20 | $1,683 | |
| 6 WAL-MART STORES INC | 2012-10-29 | 2014-08-05 | $459 | -$20 | -$20 | $439 | |
| 3 WAL-MART STORES INC | 2012-10-29 | 2014-10-03 | $229 | $2 | $2 | $231 | |
| 19 WAL-MART STORES INC | 2012-10-29 | 2014-12-02 | $1,454 | $186 | $186 | $1,640 | |
| 3 WAL-MART STORES INC | 2013-09-04 | 2014-12-02 | $219 | $40 | $40 | $259 | |
| 1 CDK GLOBAL INC | 2014-10-03 | 2014-10-03 | $29 | $29 | $29 | ||
| 0.563 EATON VANCE FLOATING RATE FUND | 2014-02-28 | 2014-03-24 | $5 | $0 | $0 | $5 | |
| 0.216 LORD ABBETT SHORT DURATION | 2014-02-28 | 2014-03-24 | $1 | $0 | $0 | $1 | |
| 5,452 EATON VANCE FLOATING RATE FUND | 2012-10-01 | 2014-03-24 | $49,559 | $436 | $436 | $49,995 | |
| 1 LORD ABBETT SHORT DURATION INCOME FUND | 2012-10-01 | 2014-03-24 | $5 | $0 | $0 | $5 | |
| 92 LORD ABBETT SHORT DURATION INCOME FUND | 2012-10-01 | 2014-03-24 | $418 | $0 | $0 | $418 | |
| 84 LORD ABBETT SHORT DURATION INCOME FUND | 2012-10-01 | 2014-03-24 | $381 | $0 | $0 | $381 | |
| 10,836 LORD ABBETT SHORT DURATION INCOME FUND | 2012-10-01 | 2014-03-24 | $50,278 | -$1,083 | -$1,083 | $49,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,203,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,162,313 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,517,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.424895 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,032,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,180,117 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.875036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,023,015 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $750,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.363578 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $776,815 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $549,419 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.413884 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $653,857 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $776,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.841896 | DistributionYr5Rt |
| Total Distribution | 5.919289 | TotalDistributionRt |
| Average Distribution | 1.183858 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,306,614 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,546,845 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,558,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,861,095 | 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 | $12,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,093 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,093 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,947 | OverpaymentAmt |
| Applied To ES Tax | $15,947 | 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 | $99,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $918,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $309,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,326,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,326,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,306,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,146 | TotalTaxAmt |
| Distributable Before Adj | $53,185 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,185 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,185 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,861,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,861,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,848,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,185 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $615,123 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $764,514 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $985,879 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,005,237 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,117,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,488,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,861,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,185 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,807,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,296,114 | 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 | $615,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,680,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $764,514 | ExcessFromYear4Amt |
| Excess From Year3 | $985,879 | ExcessFromYear3Amt |
| Excess From Year2 | $1,005,237 | ExcessFromYear2Amt |
| Excess From Year1 | $2,117,451 | ExcessFromYear1Amt |
| Excess From Current Year | $1,807,910 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AREA I Young Riders Program | |||||||
| PO Box 289 | Catawba | VA | 24070 | None | Exempt | Charitable | $450 |
| Council on Aging | |||||||
| 116 Pleasant Street Suite 306 | Easthampton | MA | 01027 | None | Exempt | Charitable | $45 |
| Draper Richards Kaplan Foundation | |||||||
| 1600 El Camino Real Suite 155 | Menlo Park | CA | 94025 | None | Exempt | Charitable | $250,000 |
| Firstgiving Co-Op America | |||||||
| 48 Grove St Suite 106 | Somerville | MA | 02144 | None | Exempt | Charitable | $250 |
| Foundation for MetroWest | |||||||
| 3 Eliot Street | Natick | MA | 01760 | None | Exempt | Charitable | $250,000 |
| Friends of Southborough Council on Aging | |||||||
| 9 Cordaville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $275 |
| Grass Root Soccer | |||||||
| 6729 Academy Road Suite D | Albuquerque | NM | 87109 | None | Exempt | Charitable | $40,175 |
| PMC- Jimmy Fund | |||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | Exempt | Charitable | $900 |
| Play for Pink - Breast Cancer Research Foundation | |||||||
| 60 East 56th Street 8th Floor | New York | NY | 10022 | None | Exempt | Charitable | $1,500 |
| Project Eye to Eye | |||||||
| 1430 Broadway Floor 6 | New York | NY | 10018 | None | Exempt | Charitable | $100,000 |
| St Jude Children's Research Hospital | |||||||
| 313 Washington St 310 | Newton | MA | 02458 | None | Exempt | Charitable | $50 |
| St Marks School | |||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Exempt | Charitable | $700,000 |
| St Matthews Church | |||||||
| 105 Southville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $1,950 |
| Trustees of Tufts College | |||||||
| 150 Harrison Ave | Boston | MA | 02111 | None | Exempt | Charitable | $350 |
| University of Notre Dame | |||||||
| 64 Kingston Road | Exeter | NH | 03833 | None | Exempt | Charitable | $505,150 |
| University of Redlands | |||||||
| 1200 E Colton Ave | Redlands | CA | 92373 | None | Exempt | Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,861,095 | 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 | $29,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,794 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | 14 | $11,933 |
| Sec. 988 Ordinary Loss | 14 | $154 |
| Income from Sec Litigations | 14 | $39 |
| Ordinary Business Income - BIF | 14 | $134 |
| Royalty Income - BIF | 14 | $1 |
| Section 1231 Gain - BIF | 14 | $3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,525 | 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 (3 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 | $207,311 | Yes (X) |
| Thomas J Crotty | ||||||
| 2 | 31 Sears Road | Southborough | MA | 01772 | $913,425 | Yes (X) |
| Thomas J Crotty | ||||||
| 3 | 31 Sears Road | Southborough | MA | 01772 | $274,047 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 27,224 shares Bazaarvoice, Inc. (BV) | $207,311 | 2014-06-17 |
| 2 | 19,000 shares Guidewire Software (GWRE) | $913,425 | 2014-10-27 |
| 3 | 9,167 shares Marketo, Inc. (MKTO) | $274,047 | 2014-10-27 |
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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Battery Income Fund, LLC | FMV | $0 | $0 |
| Battery Alternative Income Fund, Ltd | FMV | $309,061 | $309,061 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $8,020 | $8,020 | $0 |
| Battery Income Fund | $2,584 | $2,584 | $0 |
| Annual Report Fees | $15 | $15 | $0 |
| BGA Investment Advisory Fees | $5,117 | $5,117 | $0 |
| Professional Fees | $2,575 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | $11,933 | $11,933 | |
| Sec. 988 Ordinary Loss | $154 | $154 | $154 |
| Income from Sec Litigations | $39 | $39 | $39 |
| Ordinary Business Income - BIF | $134 | $134 | $134 |
| Royalty Income - BIF | $1 | $1 | $1 |
| Section 1231 Gain - BIF | $3 | $3 | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State Registration Fee | $500 | $500 | $0 |
| Federal Taxes Paid | $19,900 | $0 | $0 |
| Foreign Income Taxes Paid | $11 | $11 | $0 |