CROTTY FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CROTTY FAMILY FOUNDATION INC (EIN 83-0368529)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201341349349101054
- Schema version
- 2012v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:36:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042958048 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LaPointe Torrisi Stanley & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830368529 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | CROT | NameControl |
| Phone | 7814786600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 Winter Street No 2500 | AddressLine1 |
| City | Waltham | City |
| State | MA | State |
| ZIP Code | 02451 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas J Crotty | Name |
| Title | President | Title |
| Phone | 7814786600 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alfred C Torrisi CPAMSTCFP | Name |
| PTIN | P00210893 | PTIN |
| Phone | 9787945700 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1830199 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1770479 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 20638 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19270 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -4960 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1757310 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1573304 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -1175 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 54 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1784982 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1592628 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2153 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 253 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 12468 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12468 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14622 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12722 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1032645 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1032645 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1047267 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12722 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1032645 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 737715 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1579906 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 817828 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1527788 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1527788 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 381 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 381 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 381 | ReceivablesFromOfficersEOYFMV |
| Investments Other BOY | 279989 | InvestmentsOtherBOY |
| Investments Other EOY | 302030 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 302030 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1098198 | TotalAssetsBOY |
| Total Assets EOY | 1830199 | TotalAssetsEOY |
| Total Assets EOYFMV | 1830199 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1098198 | RetainedEarningsBOY |
| Retained Earnings EOY | 1830199 | RetainedEarningsEOY |
| Total Net Assets BOY | 1098198 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1830199 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1098198 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1830199 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1098198 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 737715 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1835913 | Subtotal |
| Other Decreases | 5714 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1830199 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| Battery Alternative Income Fund, LLC Schedule K-1 | P | 2012-12-31 | 2012-12-31 | 3767 | 3767 | 3767 | |
| Battery Alternative Income Fund, LLC Schedule K-1 | P | 2011-12-30 | 2012-12-31 | 9569 | 9569 | 9569 | |
| 189 Eaton Corp | 2012-10-01 | 2012-12-03 | 9810 | 919 | 919 | 8891 | |
| 35,233 Angie's List Inc | 2008-04-02 | 2012-08-14 | 399868 | 393235 | 393235 | 6633 | |
| 17,600 Angie's List Inc | 2008-04-02 | 2012-10-31 | 197849 | 194536 | 194536 | 3313 | |
| 32,509 ExactTarget Inc | 2009-05-04 | 2012-12-11 | 581892 | 506107 | 506107 | 75785 | |
| 15,691 Groupon Inc | 2010-04-22 | 2012-06-01 | 152997 | 110994 | 110994 | 42003 | |
| 33,300 Groupon Inc | 2010-04-22 | 2012-06-19 | 353175 | 327268 | 327268 | 25907 | |
| 7,487 Maxlinear Inc | 2006-11-21 | 2012-10-18 | 47276 | 25802 | 25802 | 21474 | |
| Capital Gains Dividends | P | 1107 | 1107 | 1107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1573304 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1023015 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 750243 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.363578 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 776815 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 549419 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.413884 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 653857 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 776648 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.841896 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 418098 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 808004 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.517445 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 988403 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 555305 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.779928 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.916731 | TotalDistributionRatio |
| Average Distribution Ratio | 1.183346 | AverageDistributionRatio |
| Net Noncharitable Assets | 1180117 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1396487 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 15799 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1412286 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1032645 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 31598 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 31598 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 31598 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 32412 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 32412 | TotalCreditsAndPayments |
| Overpayment | 814 | Overpayment |
| Amount Credited To Next Year | 814 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN DINNEEN CO BGA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7814786649 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 WINTER STREET SUITE 2500 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | N/A | Description2 |
| Expenses2 | 0 | Expenses2 |
| Description3 | N/A | Description3 |
| Expenses3 | 0 | Expenses3 |
| Description4 | N/A | Description4 |
| Expenses4 | 0 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Description2 | N/A | Description2 |
| Amount2 | 0 | Amount2 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 17852 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 878206 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 302030 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1198088 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1198088 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17971 | CashDeemedCharitable |
| Net Noncharitable Assets | 1180117 | NetNoncharitableAssets |
| Minimum Investment Return | 59006 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59006 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 31598 | TaxBasedOnInvestmentIncome |
| Total Tax | 31598 | TotalTax |
| Distributable Amount Before Adj | 27408 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 27408 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 27408 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1032645 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1032645 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1032645 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 27408 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 979380 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 395329 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 615123 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 764514 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 985879 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3740225 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1032645 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 27408 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1005237 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4745462 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 979380 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3766082 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 395329 | ExcessFromYear4 |
| Excess From Year3 | 615123 | ExcessFromYear3 |
| Excess From Year2 | 764514 | ExcessFromYear2 |
| Excess From Year1 | 985879 | ExcessFromYear1 |
| Excess From Current Year | 1005237 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS J CROTTY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | None | Exempt | Charitable | $100 |
| American Friends Service Committee | |||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | None | Exempt | Charitable | $800 |
| Baystate Health Foundation | |||||||
| 280 Chestnut Street 6th Floor | Springfield | MA | 01199 | None | Exempt | Charitable | $100 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | None | Exempt | Charitable | $20 |
| Bellarmine St Vincent De Paul | |||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | None | Exempt | Charitable | $500 |
| Brain Science Foundation | |||||||
| 148 Linden Street Ste 303 | Wellesley Hills | MA | 02482 | None | Exempt | Charitable | $250 |
| Catholic Reflief Services | |||||||
| 228 W Lexington St | Baltimore | MD | 21201 | None | Exempt | Charitable | $1,000 |
| Chapel of the Snows | |||||||
| PO Box 18 | Manchester Center | VT | 05255 | None | Exempt | Charitable | $100 |
| Council on Aging | |||||||
| 116 Pleasant Street Suite 306 | Easthampton | MA | 01027 | None | Exempt | Charitable | $45 |
| Darien Ema Post | |||||||
| 0 Ledge Road | Darien | CT | 06820 | None | Exempt | Charitable | $1,500 |
| Dominic Deluca Scholarship Fund | |||||||
| 3334 Prospect Ave | Cleveland | OH | 44115 | None | Exempt | Charitable | $250 |
| 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 |
| Grass Root Soccer | |||||||
| 6729 Academy Road Suite D | Albuquerque | NM | 87109 | None | Exempt | Charitable | $450,000 |
| Home for Little Wanderers | |||||||
| 271 Huntington Avenue | Boston | MA | 02115 | None | Exempt | Charitable | $250 |
| Invisible Children | |||||||
| 1600 National Avenue | San Diego | CA | 92113 | None | Exempt | Charitable | $15,000 |
| Leukemia & Lymphoma Society | |||||||
| 9 Erie Drive Suite 101 | Natick | MA | 01760 | None | Exempt | Charitable | $250 |
| Northfield Mount Hermon School | |||||||
| One Lamplighter Way | Mount Hermon | MA | 01354 | None | Exempt | Charitable | $10,000 |
| PMC- Jimmy Fund | |||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | Exempt | Charitable | $850 |
| Raceit Tough Mudder | |||||||
| 9030 Stony Point Parkway Suite 450 | Richmond | VA | 23235 | None | Exempt | Charitable | $250 |
| St Marks School | |||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Exempt | Charitable | $25,630 |
| St Matthews Church | |||||||
| 105 Southville Road | Southborough | MA | 01772 | None | Exempt | Charitable | $3,500 |
| The 31 Lengths Campaign | |||||||
| 4516 Lovers Lane 311 | Dallas | TX | 75225 | None | Exempt | Charitable | $1,000 |
| The Bridge Over Troubled Waters | |||||||
| 3811 Allen-Genoa Road | Pasadena | TX | 77504 | None | Exempt | Charitable | $10,000 |
| The Mission Continues | |||||||
| 1141 South 7th Street | St Louis | MO | 63104 | None | Exempt | Charitable | $1,000 |
| USC Roski School | |||||||
| ADM 160 MC 4017 | Los Angeles | CA | 90089 | None | Exempt | Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1032645 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,638 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,960 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | 14 | -$1,229 |
| Sec. 988 Ordinary Loss | 14 | -$93 |
| Other Income | 14 | $147 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,503 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14503 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | Thomas J Crotty | 31 Sears Road | Southborough | MA | 01772 | 154007 | X | |
| 2 | Thomas J Crotty | 31 Sears Road | Southborough | MA | 01772 | 360639 | X | |
| 3 | Thomas J Crotty | 31 Sears Road | Southborough | MA | 01772 | 416630 | X | |
| 4 | Thomas J Crotty | 31 Sears Road | Southborough | MA | 01772 | 47617 | X | |
| 5 | Thomas J Crotty | 31 Sears Road | Southborough | MA | 01772 | 198264 | X | |
| 6 | Thomas J Crotty | 31 Sears Road | Southborough | MA | 01772 | 576222 | X | |
| 7 | C Robert Passantino CLAT | C/O BGA 930 Winter St Suite 2500 | Waltham | MA | 02451 | 17100 | X |
Noncash Property NoncashProperty (6 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 15,691 shares Groupon, Inc (GRPN) | 154007 | 2012-06-01 |
| 2 | 33,300 shares Groupon, Inc (GRPN) | 360639 | 2012-06-19 |
| 3 | 35,233 shares Angie's List (ANGI) | 416630 | 2012-08-14 |
| 4 | 7,487 shares MaxLinear, Inc (MXL) | 47617 | 2012-10-18 |
| 5 | 17,600 shares Angie's List (ANGI) | 198264 | 2012-10-31 |
| 6 | 32,509 shares Exact Target, Inc. (ET) | 576222 | 2012-12-19 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Battery Income Fund, LLC | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 302030 | BookValue |
| EOYFMV | 302030 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Change in Unrealized Holding Gain/Loss | Description |
| Amount | $5,714 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Battery Income Fund | 1981 | 1981 | 0 |
| Annual Report Fees | 15 | 15 | 0 |
| BGA Investment Advisory Fees | 7977 | 7977 | 0 |
| Professional Fees | 2495 | 2495 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Book/Tax Timing Differences-Battery Income Fund, LLC Sch. K-1 | -1229 | -1229 | |
| Sec. 988 Ordinary Loss | -93 | -93 | -93 |
| Other Income | 147 | 147 | 147 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| State Registration Fee | $250 | 250 | 0 |
| Federal Taxes Paid | $1,900 | 0 | 0 |
| Foreign Income Taxes Paid | $3 | 3 | 0 |