Civic Intelligence

Carroll Charitable Foundation

990PF • Fiscal year 2012 • EIN 22-2546670

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

Organization Profile
554 Main Street01608
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$674,009

Down $84,286 (-11%) from 2011

Net Assets

Down

$674,009

Down $84,286 (-11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$134,945

Up $91,134 (+208%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $551,051Liabilities 2010: $0Net Assets 2010: $551,0512010Assets 2011: $758,295Liabilities 2011: $0Net Assets 2011: $758,2952011Assets 2012: $674,009Liabilities 2012: $0Net Assets 2012: $674,0092012Assets 2013: $616,095Liabilities 2013: $0Net Assets 2013: $616,0952013Assets 2014: $607,661Liabilities 2014: $0Net Assets 2014: $607,6612014Assets 2015: $433,514Liabilities 2015: $0Net Assets 2015: $433,5142015Assets 2016: $383,272Liabilities 2016: $0Net Assets 2016: $383,2722016Assets 2017: $422,974Liabilities 2017: $0Net Assets 2017: $422,9742017Assets 2018: $378,154Liabilities 2018: $0Net Assets 2018: $378,1542018Assets 2019: $317,761Liabilities 2019: $0Net Assets 2019: $317,7612019Assets 2020: $302,159Liabilities 2020: $0Net Assets 2020: $302,1592020Assets 2021: $245,957Liabilities 2021: $0Net Assets 2021: $245,9572021Assets 2022: $226,342Liabilities 2022: $0Net Assets 2022: $226,3422022Assets 2023: $749,212Liabilities 2023: $12023Assets 2024: $682,669Liabilities 2024: $0Net Assets 2024: $682,6692024

Highlighted filing

2012

Assets$674,009
Liabilities$0
Net Assets$674,009
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $91,5592010Expenses 2011: $43,8112011Expenses 2012: $134,9452012Expenses 2013: $130,5152013Revenue 2014: $152,875Expenses 2014: $161,309Net Income 2014: -$8,4342014Revenue 2015: $65,136Expenses 2015: $239,283Net Income 2015: -$174,1472015Revenue 2016: $30,261Expenses 2016: $80,503Net Income 2016: -$50,2422016Revenue 2017: $196,919Expenses 2017: $157,217Net Income 2017: $39,7022017Revenue 2018: $26,641Expenses 2018: $71,461Net Income 2018: -$44,8202018Revenue 2019: $465Expenses 2019: $60,858Net Income 2019: -$60,3932019Revenue 2020: $199Expenses 2020: $15,801Net Income 2020: -$15,6022020Revenue 2021: $133Expenses 2021: $56,335Net Income 2021: -$56,2022021Revenue 2022: $2,837Expenses 2022: $22,452Net Income 2022: -$19,6152022Revenue 2023: $1,058Expenses 2023: $18,188Net Income 2023: -$17,1302023Revenue 2024: $2,128Expenses 2024: $68,671Net Income 2024: -$66,5432024

Highlighted filing

2012

Revenue-
Expenses$134,945
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS RCARROLLTrustee-$0--
MARY M CARROLLTrustee-$0--
LISA M CARROLLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOHN'S CHURCHUNRESTRICTED-WORCESTER, MA, US$107,640
Paid GrantTHE JESUITSUNRESTRICTED-WATERTOWN, MA, US$10,000
Paid GrantEMERALD CLUB MERCY CENTERUNRESTRICTED-WORCESTER, MA, US$4,000
Paid GrantEMMANUEL COMMUNICATIONSUNRESTRICTED-WORCESTER, MA, US$2,230
Paid GrantTELEGRAM & GAZETTE SANTAUNRESTRICTED-WORCESTER, MA, US$1,315
Paid GrantAMERICAN ANTIQUARIAN SOCIETYUNRESTRICTED-WORCESTER, MA, US$1,000
Paid GrantCATHOLIC CHARITIESUNRESTRICTED-WORCESTER, MA, US$1,000
Paid GrantFATHER JOE'S VILLAGESUNRESTRICTED-SAN DIEGO, CA, US$1,000
Paid GrantINT CHILDRENS HEART FUNDUNRESTRICTED-WORCESTER, MA, US$1,000
Paid GrantSHARE INCUNRESTRICTED-BEVERLEY HILLS, CA, US$1,000
Filing and Contact Details

Filer

EIN
22-2546670
Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount03000
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0459
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0459
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0459
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0130185
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0130185
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss050200
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-84286
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0459
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0459
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01515
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0130185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0134945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses050659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01505
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04760
IRS990PF/BalanceSheets/AccountsReceivable050200
IRS990PF/BalanceSheets/AccountsReceivableBOY0250000
IRS990PF/BalanceSheets/AccountsReceivableEOY050200
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV050200
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0210059
IRS990PF/BalanceSheets/CashEOY0326619
IRS990PF/BalanceSheets/CashEOYFMV0326619
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0758295
IRS990PF/BalanceSheets/RetainedEarningsEOY0674009
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0298236
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0297190
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0297190
IRS990PF/BalanceSheets/TotalAssetsBOY0758295
IRS990PF/BalanceSheets/TotalAssetsEOY0674009
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0674009
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0758295
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0674009
IRS990PF/BalanceSheets/TotalNetAssetsBOY0758295
IRS990PF/BalanceSheets/TotalNetAssetsEOY0674009
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-84286
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0674009
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0758295
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0674009
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted027435
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj027435
IRS990PF/DistributableAmount/DistributableAmountBeforeDed027435
IRS990PF/DistributableAmount/MinimumInvestmentReturn027435
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0674009
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0557057
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0301739
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0255318
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08356
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn027435
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0548701
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0557057
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FRANCIS RCARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARY M CARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LISA M CARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10554 MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11554 MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12554 MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WORCESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WORCESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WORCESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode001608
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode101608
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode201608
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0100011
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0100011
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.182269
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.072912
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.197028
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.208516
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.244549
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.188340
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0548701
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10568561
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20455997
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30379923
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40350224
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50352373
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0130185
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1041455
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2089844
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3079220
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4085647
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5066366
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.911345
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0130185
IRS990PF/QualifyingDistributions/ExpensesAndContributions0130185
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0130185
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0REALIZED LOSS ON SECURITIES SOLD
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LISA M CARROLL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05087700195
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10554 MAIN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WORCESTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode001608
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN REQUEST / DESCRIPTION OF ORGANIZATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LISA M CARROLL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05087700195
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10554 MAIN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WORCESTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001608
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS/NO RESTRICTIONS SCHOLARSHIPS/STUDY OF SMALL BUSINESS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7107640
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81315
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount910000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN ANTIQUARIAN SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CATHOLIC CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12EMERALD CLUB MERCY CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13EMMANUEL COMMUNICATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14FATHER JOE'S VILLAGES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15INT CHILDRENS HEART FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16SHARE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17ST JOHN'S CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18TELEGRAM & GAZETTE SANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19THE JESUITS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10185 SALISBURY ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1110 HAMMOND ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 60129
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1319 CHATHAM ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143350 E STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1517 SHAMROCK ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 1342
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1744 TEMPLE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1820 FRANKLIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1985 SCHOOL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BEVERLEY HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9WATERTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode301609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode501605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode690213
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode701604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode801613
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode902472
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0130185
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear027435
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027435
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1013027
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2067062
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3060296
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4068370
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5049023
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5049023
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0311505
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0102750
IRS990PF/UndistributedIncome/ExcessFromYear1013027
IRS990PF/UndistributedIncome/ExcessFromYear2067062
IRS990PF/UndistributedIncome/ExcessFromYear3060296
IRS990PF/UndistributedIncome/ExcessFromYear4068370
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0130185
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0102750
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0360528
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0257778
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions050200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10554 MAIN STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WORCESTER
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode001608
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CARROLL ENTERPRISES INC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpenses/Description1MISC
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01505
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01505
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
TaxesSchedule/Taxes/Amount0245
TaxesSchedule/Taxes/Category0FEDERAL TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0222546670
ReturnHeader/Filer/Name/BusinessNameLine10CARROLL CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0CARR
ReturnHeader/Filer/Phone05087700195
ReturnHeader/Filer/USAddress/AddressLine10554 MAIN STREET
ReturnHeader/Filer/USAddress/City0WORCESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001608
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0LISA M CARROLL
ReturnHeader/Officer/Phone05087700195
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-09
ReturnHeader/PreparerFirm/EIN0043037870
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BOLLUS LYNCH LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1089 SHREWSBURY STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WORCESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001604
ReturnHeader/Preparer/Name0BARBARA E KING
ReturnHeader/Preparer/Phone05087557107
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-15T11:52:59-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,009
Liabilities
$0
Net assets
$674,009
Revenue
-
Expenses
$134,945
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.02$0.69$0.67
2023Summary only. Only limited summary data is available for this year.$7.49$0.00$0.01$0.18$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.03$0.22$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.00$0.56$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.00$0.16$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.00$0.61$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.27$0.71$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$1.97$1.57$0.40
2016Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.30$0.81$0.50
2015Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.65$2.39$1.74
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.53$1.61$0.08
2013Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.31
2012Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$1.35
2011Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.44
2010Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.92