THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL (EIN 22-2946282)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-03-10
- IRS object ID
- 202010709349100506
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-10T11:41:27-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222946282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CROLL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROL | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D CROLL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2020-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,353,347 | 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 | $2,114,691 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72,160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,160 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $247,772 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $247,772 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106,996 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83,397 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,662,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,545 | 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 |
| Legal Fees Rev And Expnss | $14,283 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,283 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $37,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,448 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,562 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,562 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,178,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,178,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,329,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,178,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,332,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $375,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,839,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $510,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $510,167 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,444,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,623,001 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,096,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,314,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,220,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,936,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,269,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,353,347 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,936,070 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,269,077 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,936,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,269,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,936,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,269,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,936,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,332,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100 | OtherIncreasesAmt |
| Subtotal | $12,269,077 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,269,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| HIGHFIELDS CAPTIAL IV LP | P | -$340 | -$340 |
| DAVIDSON KEMPNER INSTITUTIONAL | P | $27,575 | $27,575 |
| DAVIDSON KEMPNER INSTITUTIONAL | P | $45,610 | $45,610 |
| ABRAMS CAPITAL PARTNERS II LP | P | $35,623 | $35,623 |
| ABRAMS CAPITAL PARTNERS II LP | P | $62,132 | $62,132 |
| ABRAMS CAPITAL PARTNERS II LP | P | $2,833 | $2,833 |
| ABRAMS CAPITAL PARTNERS II LP | P | $8,206 | $8,206 |
| ADAMAS OPPORTUNITIES LP | P | -$42,940 | -$42,940 |
| ABRAMS CAPITAL PARTNERS II LP | P | $114,517 | $114,517 |
| ADAMAS OPPORTUNITIES LP | P | $1,585 | $1,585 |
| ADAMAS OPPORTUNITIES LP | P | $549 | $549 |
| ABRAMS CAPITAL PARTNERS II LP | P | $1,538 | $1,538 |
| OVERLOOK PARTNERS FUND LP | P | -$902 | -$902 |
| OVERLOOK PARTNERS FUND LP | P | -$8,214 | -$8,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $247,772 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $646,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,712,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,144,280 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,053,913 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,667,312 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,751,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,329,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,945,669 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083373 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,538,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,673,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087029 | DistributionYr5Rt |
| Total Distribution | 0.434507 | TotalDistributionRt |
| Average Distribution | 0.086901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,955,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,038,952 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,753 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,042,705 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,178,995 | 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 | $3,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,113 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY KATHLEEN O'CONNELL ESQ | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP 100 NORTHERN | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID D CROLL | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| VICTORIA B CROLL | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 021102104 | INVESTMENT ADVICE | $37,448 |
| GOODWIN PROCTER LLP | |||||
| 100 NORTHERN AVENUE | BOSTON | MA | 021092881 | LEGAL ADVICE | $14,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,243,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,698,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,195,991 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,137,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,137,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,955,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $597,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $597,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,753 | TotalTaxAmt |
| Distributable Before Adj | $594,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $594,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $594,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,178,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,178,995 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,753 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,175,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $594,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $669,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $548,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $986,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $506,128 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,773,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,178,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $594,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $584,969 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,358,444 | 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 | $669,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,688,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $548,545 | ExcessFromYear4Amt |
| Excess From Year3 | $986,355 | ExcessFromYear3Amt |
| Excess From Year2 | $506,128 | ExcessFromYear2Amt |
| Excess From Year1 | $62,593 | ExcessFromYear1Amt |
| Excess From Current Year | $584,969 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID D CROLL | ContributingManagerNm |
| Contributing Manager | VICTORIA B CROLL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMA DEL MAR FOUNDATION | |||||||
| 26 MADEIARA AVE | NEW BEDFORD | MA | 02746 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN - 4TH & FINAL PLEDGE PAYMENT | $100,000 |
| BOSTON MEDICAL CENTER | |||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | SUPPORT FOR FOOD PANTRY | $1,000 |
| BOYS AND GIRLS CLUB OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 750 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT WOMEN'S HEALTH FUND | $9,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SOLOMON SCHOLARS | $25,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CONNORS CENTER - SUPPORT WOMEN'S HEALTH FUND | $1,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $100,000 |
| BUZZARDS BAY MUSICFEST | |||||||
| PO BOX 576 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $10,000 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1220 L ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,000 |
| CHURCH OF THE REDEEMER | |||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02167 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $300 |
| CHURCH OF THE REDEEMER | |||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02167 | NONE | PUBLIC CHARITY | 2019 PLEDGE - SUPPORT FOR CURRENT PROGRAMS | $20,000 |
| CHURCH OF THE REDEEMER | |||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02167 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| CITY YEAR | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL FUND | $25,000 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENACA ST | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | SUPPORT ANNUAL FUND FOR LAB OF ORNITHOLOGY; SUPPORT TO THE ARCHER FUND | $100,000 |
| CORNELL UNIVERSITY | |||||||
| 130 EAST SENACA ST | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | LAB OF ORNITHOLOGY | $5,000 |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $1,000 |
| ELIZABETH TABOR LIBRARY | |||||||
| 8 SPRING STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $500 |
| EPIPHANY MIDDLE SCHOOL | |||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PUBLIC CHARITY | FOR SUPPORT TO THE HESTIA FUND BOSTON | $6,000 |
| FRANCIS OUIMET SCHOLARSHIP FUND | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| FRIENDS OF MARION COUNCIL OF AGING | |||||||
| PO BOX 937 | MARION | MA | 02737 | NONE | PUBLIC CHARITY | SUPPORT FOR RESTORATION OF OFFICE SPACE | $5,000 |
| GODS LOVE WE DELIVER | |||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| GODS LOVE WE DELIVER | |||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | NONE | SUPPORT FOR CURRENT PROGRAMS | $1,000 | |
| HARVARD BUSINESS SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS - ANNUAL FUND | $25,000 |
| INNER CITY SCHOLARSHIP FUND - CATHOLIC SCHOOLS FOUNDATION INC | |||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $15,000 |
| JUSTINE LOFF FUND FOR EMERALD NECKLACE | |||||||
| 891 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | PARTY IN THE PARK PROGRAM | $10,000 |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| MARION ART CENTER | |||||||
| PO BOX 602 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | LAND PURCHASE | $5,000 |
| MARION ART CENTER | |||||||
| PO BOX 602 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $500 |
| MASSACHUSETTS HOUSING'S SHELTER ALLIANCE | |||||||
| 7 BULFINCH PL 201 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | HONORING MARGOT DAVIS | $10,000 |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND | $25,000 |
| MOTHERS OUT FRONT | |||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SUPPORT FOR UNDERWRITING GENDER BENDING FASHION EXHIBIT | $10,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | 2ND AND FINAL PAYMENT FOR SUPPORT TO CURATORIAL ASSISTANT JEWELRY | $28,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | 1ST OF 2 YEAR PLEDGE FOR CURATORIA ASSISTANT, TEXTILE AND FASHION ARTS DEPT. | $28,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SUPPORT FOR ART OF AMERICA CURATORS CIRCLES; SUPPORT FOR FASHION COUNCIL; SUPPORT FOR THREADS | $4,500 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | JULIETTE MOUTARD BROOCH | $20,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SUPPORT OF MASS FASHION SYMPOSIUM | $4,539 |
| NEW BEDFORD WHALING MUSEUM | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| NEW BEDFORD WHALING MUSEUM | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUPPORT FOR THE DUTCH EXHIBIT | $10,000 |
| NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM | |||||||
| PO BOX 50494 | NEW BEDFORD | MA | 02745 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| NEW YORK ROAD RUNNERS | |||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $500 |
| NEW YORK ROAD RUNNERS | |||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| 75 STATE STREET | DELAWARE | OH | 43015 | NONE | PUBLIC CHARITY | ANNUAL FUND | $25,000 |
| OLD FRIENDS SENIOR DOGS CORP | |||||||
| 12110 LEBANON ROAD | MOUNT JULIET | TN | 37122 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $100 |
| OLD STURBRIDGE VILLAGE | |||||||
| 1 OLD STURBRIDGE VILLAGE | STURBRIDGE | MA | 01566 | NONE | PUBLIC CHARITY | FIRST INSTALLATION OF THREE TO SUPPORT CABINET MAKERS REPLICA | $10,000 |
| OUR SISTER'S SCHOOL | |||||||
| POBOX 7269 | NEW BEDFORD | MA | 02742 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| PAN MA CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,045 |
| PAN MA CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $511 |
| PARK SCHOOL | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| PIONEER INSTITUTE | |||||||
| 185 DEVONSHIRE STREET SUITE 1101 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| PLAY FOR PINK - BREAST CANCER RESEARCH FOUNDATION | |||||||
| 175 EAST 74TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $5,000 |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | E BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS - WALK FOR HUNGER | $1,000 |
| SIPPICAN HISTORICAL SOCIETY | |||||||
| 589 MILL STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | GENERAL STORE FUND | $50,000 |
| SIPPICAN HISTORICAL SOCIETY | |||||||
| 589 MILL STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR STORE WINDOWS | $2,000 |
| SIPPICAN HISTORICAL SOCIETY | |||||||
| 589 MILL STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR BOARDWALK | $50,000 |
| SIPPICAN LANDS TRUST | |||||||
| 589 MILL STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT FOR ANNUAL FUND | $5,000 |
| SOUTHCOAST HEALTH SYSTEM | |||||||
| TOBEY HOSPITAL 43 HIGH STREET | WAREHAM | MA | 02571 | NONE | PUBLIC CHARITY | SUPPORT FOR TOBEY HOSPITAL | $5,000 |
| ST STEPHEN'S YOUTH PROGRAMS | |||||||
| 419 SHAWMUT AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | ANNUAL FUND | $35,000 |
| STEPPINGSTONE FOUNDATION | |||||||
| 155 FEDERAL STREET SUITE 800 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| THE MARION GARDEN GROUP | |||||||
| PO BOX 403 | MARION | MA | 02738 | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $1,000 | |
| THE MARION GARDEN GROUP | |||||||
| PO BOX 403 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $1,000 |
| THE PARK SCHOOL | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | SUPPORT THE BETSY FUND | $1,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 396 MOOSE HILL STREET | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | FIRST INSTALLATION OF FIVE TO SUPPORT ANNUAL FUND | $50,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 396 MOOSE HILL STREET | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | SUPPORT FOR DECORDOVA SCULPTURE PARK AND MUSEUM | $200,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $2,500 |
| WINTERTHUR MUSEUM | |||||||
| ROUTE 52 | WINTERTHUR | DE | 19735 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,178,995 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,160 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,216 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $247,772 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ABRAMS CAPITAL PARTNERS | 14 | $4 |
| DAVIDSON KEMPNER INST | 14 | $242 |
| IRS REFUND | 14 | $12,927 |
| ADAMAS OPPORTUNITIES LP | 14 | $1,621 |
| HIGHFIELDS CAPITAL IV LP | 14 | $15 |
| REIMBURSED FUNDS FOR PERSONAL EXPENSES | $8,790 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $548,144 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $548,144 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID CROLL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 ESSEX ROAD | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,114,691 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 64551 SHS ZAYO GROUP HOLDINGS | NoncashPropertyDesc |
| Fair Market Value | $2,114,691 | FairMarketValueAmt |
| Received | 2019-06-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - ZAYO GROUP HLDGS INC | $2,112,754 | $2,203,771 |
| 1119 SHS ABBOTT LABS | $91,438 | $93,560 |
| 220 SHS ADOBE INC | $59,565 | $61,145 |
| 1975 SHS ADVNCD MICRO D INC | $59,410 | $67,012 |
| 446 SHS ALIBABA GROUP HOLDING LT | $75,885 | $78,795 |
| 61 SHS ALPHABET INC CL C | $75,047 | $76,867 |
| 320 SHS APPLE INC | $74,816 | $79,603 |
| 683 SHS BERKSHIRE HATHAWAY INC DEL CL B | $142,743 | $145,192 |
| 1002 SHS BLACKSTONE GROUP INC CL A | $49,204 | $53,266 |
| 605 SHS CHARLES RIVER LABS INTL | $78,313 | $78,638 |
| 1407 SHS CVS HEALTH CORP | $89,376 | $93,411 |
| 385 SHS DANAHER CORP DEL | $53,451 | $53,061 |
| 527 SHS DEXCOM INC | $81,579 | $81,284 |
| 606 SHS DISNEY WALT CO | $79,066 | $78,732 |
| 563 SHS FACEBOOK INC | $102,586 | $107,899 |
| 613 SHS FIDELITY NATL INFO SVCS INC | $79,168 | $80,769 |
| 1761 SHS HDFC BANK LTD ADR | $100,555 | $107,579 |
| 475 SHS HONEYWELL INTL INC DEL | $79,099 | $82,047 |
| 396 SHS IDEXX LABE INC DEL | $107,539 | $112,864 |
| 722 SHS INTERCONTINENTAL | $66,778 | $68,099 |
| 191 SHS INTUITIVE SURGICAL INC | $102,011 | $105,613 |
| 836 SHS JPMORGAN CHASE & CO | $99,075 | $104,433 |
| 242 SHS MASTERCARD INC | $65,049 | $66,988 |
| 795 SHS MERCK & CO INC SHS | $66,078 | $68,895 |
| 460 SHS MICROSOFT CORP | $63,412 | $65,950 |
| 740 SHS PAYPAL HOLDINGS INC | $74,044 | $77,034 |
| 320 SHS THERMO FISHER SCIENTIFIC INC | $93,338 | $96,634 |
| 813 SHS WYNN RESORTS LTD | $91,335 | $98,649 |
| 1057 SHS ZOETIS INC | $131,666 | $135,211 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $5,683,962 | $6,582,307 |
| 30599.524 SHS CHIRON CAPITAL | AT COST | $355,459 | $355,872 |
| 987 SHS ISHARES CORE S&P SMALL | AT COST | $76,397 | $78,388 |
| 240 SHS ISHARES US AEROSPACE ETF | AT COST | $52,387 | $52,824 |
| 456 SHS ISHARES US HEALTHCARE | AT COST | $75,797 | $80,466 |
| 37081.929 SHS MAINSTAY MACKAY SHORT | AT COST | $356,910 | $356,728 |
| 41586.585 SHS PIMCO LOW DURATION | AT COST | $356,319 | $356,397 |
| 38910.299 SHS WELLS FARGO STRATEGIC | AT COST | $357,299 | $357,197 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $14,283 | LegalFeesAmt |
| Net Investment Income | $14,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HIGHFIELDS CAPITAL IV LP | $7,001 | $7,001 | $0 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | $32,656 | $32,656 | $0 |
| ABRAMS CAPITAL PARTNERS II LP | $16,795 | $16,795 | $0 |
| ADAMAS OPPORTUNITIES LP | $28,738 | $28,738 | $0 |
| MA FORM PC FILING FEE | $70 | $70 | $0 |
| OVERLOOK PARTNERS FUND LP | $10,797 | $10,797 | $0 |
| BOA/ML INVESTMENT ADVISORY FEE | $1,505 | $1,505 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (31 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADAMAS OPPORTUNITIES LP | $14,081 | $14,081 | $14,081 |
| ADAMAS OPPORTUNITIES LP | -$384 | -$384 | -$384 |
| DAVIDSON KEMPNER INSTITUTIONAL | $398 | $398 | $398 |
| ABRAMS CAPITAL PARTNERS II LP | -$1,060 | -$1,060 | -$1,060 |
| ABRAMS CAPITAL PARTNERS II LP | -$7,155 | -$7,155 | -$7,155 |
| DAVIDSON KEMPNER INSTITUTIONAL | -$134 | -$134 | -$134 |
| DAVIDSON KEMPNER INSTITUTIONAL | -$44 | -$44 | -$44 |
| HIGHFIELDS CAPITAL IV LP | -$84 | -$84 | -$84 |
| ADAMAS OPPORTUNITIES LP | $1 | $1 | $1 |
| ADAMAS OPPORTUNITIES LP | $38 | $38 | $38 |
| ADAMAS OPPORTUNITIES LP | $4,744 | $4,744 | $4,744 |
| ABRAMS CAPITAL PARTNERS II LP | $6 | $6 | $6 |
| DAVIDSON KEMPNER INSTITUTIONAL | $5,248 | $5,248 | $5,248 |
| DAVIDSON KEMPNER INSTITUTIONAL | $10,535 | $10,535 | $10,535 |
| ABRAMS CAPITAL PARTNERS II LP | $17,565 | $17,565 | $17,565 |
| ADAMAS OPPORTUNITIES LP | $18 | $18 | $18 |
| HIGHFIELDS CAPITAL IV LP | -$10,716 | -$10,716 | -$10,716 |
| HIGHFIELDS CAPITAL IV LP | -$58 | -$58 | -$58 |
| HIGHFIELDS CAPITAL IV LP | $20,233 | $20,233 | $20,233 |
| DAVIDSON KEMPNER INSTITUTIONAL | $13,198 | $13,198 | $13,198 |
| ADAMAS OPPORTUNITIES LP | $14,597 | $14,597 | $14,597 |
| ADAMAS OPPORTUNITIES LP | $168 | $168 | $168 |
| ADAMAS OPPORTUNITIES LP | $1,122 | $1,122 | $1,122 |
| ADAMAS OPPORTUNITIES LP | $1,063 | $1,063 | $1,063 |
| ADAMAS OPPORTUNITIES LP | $17 | $17 | $17 |
| ABRAMS CAPITAL PARTNERS | $4 | $4 | |
| DAVIDSON KEMPNER INST | $242 | $242 | |
| IRS REFUND | $12,927 | $12,927 | |
| ADAMAS OPPORTUNITIES LP | $1,621 | $1,621 | |
| HIGHFIELDS CAPITAL IV LP | $15 | $15 | |
| REIMBURSED FUNDS FOR PERSONAL EXPENSES | $8,790 | $8,790 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION REPORTED IN CURRENT YEAR - NOT REFLECTED IN BOOK VALUE | Desc |
| Amt | $100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAMBRIDGE ASSOCIATES | CategoryTxt |
| Amt | $37,448 | Amt |
| Net Investment Income | $37,448 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,640 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |