2020-07-13T09:07:56-05:00 2019-12-31 020354851 MELANSON HEATH AND COMPANY PC 10 NEW ENGLAND BUSINESS CENTER DRIVE ANDOVER MA 01810 990PF 2019-01-01 830368529 THE CROTTY FAMILY FOUNDATION INC C/O BATTERY GLOBAL ADVISORS CROT 6179483800 1 MARINA PARK DRIVE NO 1150 BOSTON MA 02210 THOMAS J CROTTY PRESIDENT 6179483800 2020-07-06 1 SHERYL STEPHENS BURKE P00085224 9787490005 2020-07-06 50.203.169.2 2020-07-06 14:40:47 ED P 9F168621AF957BDDE86341CE4B4CC4EE96CA712D 272331444F7E478D0B9A341AE3ECD9D3F3779F61 2019 2021-04-22 16:20:28Z X 1687624 X 2403177 787 787 41757 41757 -110901 2295930 2253307 2334820 2295851 0 0 0 3145 0 0 272 272 0 23076 23026 0 26493 23298 0 710909 710909 737402 23298 710909 1597418 2272553 18264 1687159 1687159 215 465 465 18479 1687624 1687624 0 0 X 0 0 0 0 18479 1687624 18479 1687624 18479 1687624 18479 1597418 71727 1687624 0 1687624 PUBLICLY TRADED SECURITIES - MERRILL LYNCH 2537 ST COVERED 1727 1989 -262 -262 PUBLICLY TRADED SECURITIES - MERRILL LYNCH 2537 LT COVERED 1292 1665 -373 -373 PUBLICLY TRADED SECURITIES - COUPA SOFTWARE LT 2292911 38969 2253942 2253942 2253307 0 2212308 745377 2.968039 3824671 1970927 1.940544 4800016 1674419 2.866676 1034680 924499 1.119179 1848949 1306614 1.415069 10.309507 2.061901 1734097 3575536 22726 3598262 710909 45451 0 45451 0 45451 62417 0 0 62417 0 16966 16966 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 1 1 N/A JOHN DINNEEN CO BGA 6179483800 1 MARINA PARK DRIVE SUITE 1150 BOSTON MA 02210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS J CROTTY CO BGA 1 MARINA PARK DRIVE BOSTON MA 02210 PRESIDENT 1.00 0 0 0 SHAROLYN K CROTTY CO BGA 1 MARINA PARK DRIVE BOSTON MA 02210 CLERK 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 N/A 0 N/A 0 N/A 0 N/A 0 0 0 0 1760505 0 1760505 0 0 1760505 26408 1734097 86705 86705 45451 45451 41254 0 41254 0 41254 710909 0 710909 0 710909 41254 0 0 1807910 1001681 4804547 3826599 2176279 13617016 710909 0 0 0 41254 669655 0 0 14286671 0 0 0 0 0 0 1807910 12478761 1001681 4804547 3826599 2176279 669655 THOMAS J CROTTY CO BGA X ANDRE HOUSE OF ARIZONA INC PO BOX 2014 PHOENIX AZ 85001 NONE EXEMPT CHARITABLE 10298 CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 NONE EXEMPT CHARITABLE 5000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 NONE EXEMPT CHARITABLE 10000 CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVE DORCHESTER MA 02125 NONE EXEMPT CHARITABLE 250000 EYE TO EYE 50 BROAD ST SUITE 1702 NEW YORK NY 10004 NONE EXEMPT CHARITABLE 4925 FRAMINGHAM COUNTRY CLUB CHARITABLE FOUNDATION PO BOX 2284 FRAMINGHAM MA 01703 NONE EXEMPT CHARITABLE 525 FOUNDATION FOR METROWEST 3 ELIOT STREET NATICK MA 01760 NONE EXEMPT CHARITABLE 100000 FRANCIS OUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BLVD NORTON MA 02766 NONE EXEMPT CHARITABLE 1755 FRIENDS OF SOUTHBOROUGH COUNCIL ON AGING 9 CORDAVILLE ROAD SOUTHBOROUGH MA 01772 NONE EXEMPT CHARITABLE 150 IN YOUR SHOES INC PO BOX 19 WESTBOROUGH MA 01581 NONE EXEMPT CHARITABLE 150 ISSUE ONE 1401 K STREET NW SUITE 350 WASHINGTON DC 20005 NONE EXEMPT CHARITABLE 25000 JAMES MADISON UNIVERSITY 800 SOUTH MAIN STREET HARRISONBURG VA 22807 NONE EXEMPT CHARITABLE 250000 JENNIFER WILKINS CHAPIN FOUNDATION 110 LARCH ROW WENHAM MA 01984 NONE EXEMPT CHARITABLE 250 MA GENERAL HOSPTIAL CANCER CENTER 125 NASHUA STREET SUITE 540 BOSTON MA 02114 NONE EXEMPT CHARITABLE 6000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 101 FIRST AVENUE WALTHAM MA 02451 NONE EXEMPT CHARITABLE 500 PAN MASSACHUSETTS CHALLENGE INC 77 FOURTH AVENUE NEEDHAM MA 02494 NONE EXEMPT CHARITABLE 256 SPAULDING REHABILITATION HOSPITAL CORPORATION 399 REVOLUTION DR NO 645 SOMERVILLE MA 02145 NONE EXEMPT CHARITABLE 250 ST ANTHONY SHRINE 100 ARCH STREET BOSTON MA 02110 NONE EXEMPT CHARITABLE 10000 ST MATTHEWS CHURCH 105 SOUTHVILLE ROAD SOUTHBOROUGH MA 01772 NONE EXEMPT CHARITABLE 2100 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 NONE EXEMPT CHARITABLE 1000 URBAN IMPROVEMENT 8 ST JOHN STREET JAMAICA PLAIN MA 02130 NONE EXEMPT CHARITABLE 2500 USC ROSKI SCHOOL ADM 160 MC 4017 LOS ANGELES CA 90089 NONE EXEMPT CHARITABLE 30000 WHY ME 100 FRONT ST 16TH FLOOR WORCESTER MA 01608 NONE EXEMPT CHARITABLE 250 710909 0 14 787 14 41757 18 -110901 0 -68357 0 -68357 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS J CROTTY 27441 N 96TH WAY SCOTTSDALE AZ 85262 2403177 X 1 31,700 SHARES COUPA SOFTWARE, INC (COUP) 2403177 2019-01-18 ACCOUNTING FEES 3145 0 0 N/A 0 INVESTMENT FEES 22636 22636 0 ANNUAL REPORT FEES 50 0 0 BANK CHARGES 390 390 0 CHANGE IN UNREALIZED HOLDING GAIN/LOSS 71727 THOMAS CROTTY 27441 N 96TH WAY SCOTTSDALE AZ 85262 FOREIGN INCOME TAXES PAID 272 272 0