CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201431339349102033
- Schema version
- 2013v3.0
- 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 | 2014-05-13T13:35:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Turnpike Street Suite 47 | AddressLine1 |
| City | North Andover | City |
| State | MA | State |
| ZIP Code | 01845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | c/o Battery Global Advisors | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02210 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas J Crotty | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6179483808 | PhoneNum |
| Signature | 2014-05-02 | 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 | 2014-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,393,177 | 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 | $1,728,605 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,267,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,542,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,232 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,810,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,570,020 | 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 | $48,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $501 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,346 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,851 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,177,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,177,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,247,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,177,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$437,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,550,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,527,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,098,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,098,007 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $381 | RcvblFromOfficersBOYAmt |
| Other Investments BOY | $302,030 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $295,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $295,170 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,830,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,393,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,393,177 | 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 | $1,830,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,393,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,830,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,393,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,830,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,393,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,830,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$437,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,393,177 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,393,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 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 | 2013-12-31 | 2013-12-31 | $4,359 | -$4,359 | -$4,359 | |
| From K-1 Battery Alternative Income Fund | P | 2012-12-30 | 2013-12-31 | $3,523 | $3,523 | $3,523 | |
| 128 ABBOTT LABS | 2012-10-01 | 2013-09-04 | $4,252 | $17 | $17 | $4,269 | |
| 107 AIR PRODUCTS & CHEM | 2012-10-01 | 2013-09-04 | $8,880 | $2,222 | $2,222 | $11,102 | |
| 128 ABBVIE INC SHS | 2012-10-01 | 2013-09-04 | $4,611 | $872 | $872 | $5,483 | |
| 148 BAXTER INTERNTL INC | 2012-10-01 | 2013-09-04 | $8,899 | $1,417 | $1,417 | $10,316 | |
| 75 CHEVRON CORP | 2012-10-01 | 2013-09-04 | $8,813 | $275 | $275 | $9,088 | |
| 151 CH ROBINSON WORLDWIDE INC | 2012-10-01 | 2013-09-04 | $8,912 | -$253 | -$253 | $8,659 | |
| 231 COCA COLA COM | 2012-10-01 | 2013-09-04 | $8,877 | $8 | $8 | $8,885 | |
| 189 EATON CORP PLC | 2012-12-04 | 2013-09-04 | $9,726 | $2,417 | $2,417 | $12,143 | |
| 132 GENL DYNAMICS CORP | 2012-10-01 | 2013-09-04 | $8,880 | $2,330 | $2,330 | $11,210 | |
| 146 HONEYWELL INTL INC | 2012-10-01 | 2013-09-04 | $8,852 | $2,948 | $2,948 | $11,800 | |
| 138 NORFOLK SOUTHERN CORP | 2012-10-01 | 2013-09-04 | $8,907 | $1,294 | $1,294 | $10,201 | |
| 17,744.502 DELAWARE CORPORATE BOND FUND INSTL CL | 2013-01-01 | 2013-08-28 | $112,273 | -$8,468 | -$8,468 | $103,805 | |
| 5,976.011 DELAWARE LIMITED TERM DIVERSIFIED INCM | 2013-01-01 | 2013-08-28 | $52,764 | -$1,908 | -$1,908 | $50,856 | |
| 8,677.671 LOOMIS SAYLES INVT GRADE | 2013-01-01 | 2013-08-28 | $110,483 | -$6,177 | -$6,177 | $104,306 | |
| 4,435.534 LOOMIS SAYLES LTD TERM GOV & AGENCY | 2013-01-01 | 2013-08-28 | $53,561 | -$1,754 | -$1,754 | $51,807 | |
| 325 DU PONT E I DE NEMOURS | 2013-09-04 | 2013-11-04 | $18,634 | $866 | $866 | $19,500 | |
| 144 MEDTRONIC INC | 2013-09-04 | 2013-11-04 | $7,697 | $545 | $545 | $8,242 | |
| 297 MICROSOFT CORP | 2013-09-04 | 2013-12-03 | $9,274 | $2,095 | $2,095 | $11,369 | |
| 4 NORTHROP GRUMMAN CORP | 2013-09-04 | 2013-11-04 | $377 | $57 | $57 | $434 | |
| 321 TARGET CORP | 2013-01-01 | 2013-12-03 | $20,500 | -$345 | -$345 | $20,155 | |
| 70 3M COMPANY | 2013-01-01 | 2013-12-03 | $8,046 | $799 | $799 | $8,845 | |
| 205 MEDTRONIC INC | 2012-10-01 | 2013-11-04 | $8,888 | $2,845 | $2,845 | $11,733 | |
| 13 MICROSOFT CORP | 2012-10-01 | 2013-11-04 | $385 | $81 | $81 | $466 | |
| 288 MICROSOFT CORP | 2012-10-01 | 2013-12-03 | $8,523 | $2,502 | $2,502 | $11,025 | |
| 95 3M COMPANY | 2012-10-01 | 2013-12-03 | $8,881 | $3,123 | $3,123 | $12,004 | |
| 16,034 EXACTTARGET | 2011-11-10 | 2013-07-11 | $69,395 | $471,753 | $471,753 | $541,148 | |
| 6,945 GUIDEWIRE SOFTWARE | 2007-09-20 | 2013-02-05 | $34,934 | $200,999 | $200,999 | $235,933 | |
| 13,510 GUIDEWIRE SOFTWARE | 2007-09-20 | 2013-10-21 | $73,210 | $594,914 | $594,914 | $668,124 | |
| 6,063 GUIDEWIRE SOFTWARE | 2007-09-20 | 2013-10-22 | $32,855 | $267,945 | $267,945 | $300,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,542,583 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,032,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,180,117 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.875036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,023,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $750,243 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.363578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $776,815 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $549,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.413884 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $653,857 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $776,648 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.841896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $418,098 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.517445 | DistributionYr5Rt |
| Total Distribution | 5.011839 | TotalDistributionRt |
| Average Distribution | 1.002368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,517,524 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,521,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,507 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,536,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,177,820 | 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 | $15,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,093 | OverpaymentAmt |
| Applied To ES Tax | $16,093 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02210 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $45,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,200,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $295,170 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,540,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,540,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,517,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,507 | TotalTaxAmt |
| Distributable Before Adj | $60,369 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,369 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,177,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,177,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,507 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,162,313 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,369 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $395,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $615,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $764,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $985,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,005,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,766,082 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,177,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,117,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,883,533 | 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 | $395,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,488,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $615,123 | ExcessFromYear4Amt |
| Excess From Year3 | $764,514 | ExcessFromYear3Amt |
| Excess From Year2 | $985,879 | ExcessFromYear2Amt |
| Excess From Year1 | $1,005,237 | ExcessFromYear1Amt |
| Excess From Current Year | $2,117,451 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimers Assn | |||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | None | Exempt | Charitable | $250 |
| American Cancer Society | |||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | None | Exempt | Charitable | $250 |
| Americans For Responsible Recreational Access | |||||||
| 1152 15th Street NW Suite 800 | Washington | DC | 20005 | None | Exempt | Charitable | $100 |
| Catholic Home Missions | |||||||
| PO Box 96278 | Washington DC | DC | 20090 | None | Exempt | Charitable | $25 |
| Cure Alzheimers Fund | |||||||
| 34 Washington Street | Wellesley Hills | MA | 02481 | None | Exempt | Charitable | $500 |
| Dana Farber Jimmy Fund | |||||||
| 10 Brookline Place West 6th Floor | Brookline | MA | 02445 | None | Exempt | Charitable | $250 |
| Danforth Museum Art | |||||||
| 123 Union Ave | Framingham | MA | 01702 | None | Exempt | Charitable | $500 |
| 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 |
| Friends of Southborough Council on Aging | |||||||
| 9 Cordaville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $320 |
| Global Citizen Year | |||||||
| 1625 Clay Street Suite 400 | Oakland | CA | 94612 | None | Exempt | Charitable | $25,000 |
| Grass Root Soccer | |||||||
| 6729 Academy Road Suite D | Albuquerque | NM | 87109 | None | Exempt | Charitable | $460,600 |
| Memorial Sloan-Kettering Cancer Center | |||||||
| 1275 York Ave | New York | NY | 10065 | None | Exempt | Charitable | $500 |
| Partners in Charity Appeal | |||||||
| 49 Elm Street | Worcester | MA | 01609 | None | Exempt | Charitable | $500 |
| PMC- Jimmy Fund | |||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | Exempt | Charitable | $1,100 |
| Project Eye to Eye | |||||||
| 1430 Broadway Floor 6 | New York | NY | 10018 | None | Exempt | Charitable | $3,000 |
| St Matthews Church | |||||||
| 105 Southville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $2,425 |
| The Bridge Over Troubled Waters | |||||||
| 3811 Allen-Genoa Road | Pasadena | TX | 77504 | None | Exempt | Charitable | $19,200 |
| The Irish American Partnership | |||||||
| 33 Broad Street | Boston | MA | 02109 | None | Exempt | Charitable | $2,500 |
| The Woodward School | |||||||
| 1102 Hancock Street | Quincy | MA | 02169 | None | Exempt | Charitable | $500 |
| Town of Southborough MCOP Local | |||||||
| PO Box 426 | Southborough | MA | 01772 | None | Exempt | Charitable | $50 |
| University of Notre Dame | |||||||
| 64 Kingston Road | Exeter | NH | 03833 | None | Exempt | Charitable | $1,400,000 |
| USC Roski School | |||||||
| ADM 160 MC 4017 | Los Angeles | CA | 90089 | None | Exempt | Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,177,820 | 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 | $29,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,372 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | 14 | $28,218 |
| Sec. 988 Ordinary Loss | 14 | $14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,926 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Thomas J Crotty | ||||||
| 1 | 31 Sears Road | Southborough | MA | 01772 | $233,908 | Yes (X) |
| Thomas J Crotty | ||||||
| 2 | 31 Sears Road | Southborough | MA | 01772 | $539,143 | Yes (X) |
| Thomas J Crotty | ||||||
| 3 | 31 Sears Road | Southborough | MA | 01772 | $955,554 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,945 shares Guidewire Software (GWRE) | $233,908 | 2013-02-01 |
| 2 | 16,034 shares Exact Target (ET) | $539,143 | 2013-06-19 |
| 3 | 19,573 shares Guidewire Software (GWRE) | $955,554 | 2013-10-21 |
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 Income Fund, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $295,170 | BookValueAmt |
| EOYFMV | $295,170 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $7,442 | $7,442 | $0 |
| Battery Income Fund | $1,939 | $1,939 | $0 |
| Annual Report Fees | $15 | $15 | $0 |
| BGA Investment Advisory Fees | $9,455 | $9,455 | $0 |
| Professional Fees | $2,495 | $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 | $28,218 | $28,218 | |
| Sec. 988 Ordinary Loss | $14 | $14 | $14 |
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 | $47,886 | $0 | $0 |
| Foreign Income Taxes Paid | $1 | $1 | $0 |