MARY W B CURTIS TRUST UW: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349102195
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T13:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046041027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR UW MARY W B CURTIS RES CL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CURT | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAOMI T DELASSANDRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,612,053 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,383 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $203,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,251 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $433 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $146,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,453 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,468 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $893 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $489 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $157,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,356 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $834 | AcctRcvblAmt |
| Acct Rcvbl EOY | $834 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $834 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $72,503 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $73,392 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $834,180 | CorporateStockBOYAmt |
| Corporate Stock EOY | $717,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,352,471 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $992,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $975,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,612,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $992,265 | CapitalStockBOYAmt |
| Capital Stock EOY | $975,760 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $992,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $975,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $992,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $975,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $992,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $975,961 | SubtotalAmt |
| Other Decreases | $201 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $975,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1200. AT&T INC | 2010-02-03 | 2023-10-24 | $18,478 | $23,382 | -$4,904 | -$4,904 |
| 400. ABBVIE INC SR NT COM | 2005-03-01 | 2023-10-16 | $58,791 | $9,628 | $49,163 | $49,163 |
| 500. CARRIER GLOBAL CORPORATION | 1996-09-16 | 2023-10-16 | $26,590 | $1,300 | $25,290 | $25,290 |
| 2000. ISHARES US PREFERRED STOCK (MKT) | 2020-02-14 | 2023-10-16 | $57,866 | $76,759 | -$18,893 | -$18,893 |
| 25. LILLY ELI & CO | 2009-09-10 | 2023-10-16 | $15,391 | $826 | $14,565 | $14,565 |
| 50. MICROSOFT CORP | 2001-04-10 | 2023-10-16 | $16,696 | $1,495 | $15,201 | $15,201 |
| 25. WATSCO INC | 2019-01-30 | 2023-10-16 | $9,552 | $3,723 | $5,829 | $5,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,836 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,836 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $141 | OverpaymentAmt |
| Applied To ES Tax | $141 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST BOSTON MA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| DANIEL R GORMAN | ||||||
| C/O WELCH FORBES LLC 45 SCHOOL S | BOSTON | MA | 02108 | TRUSTEE | 2 | $0 |
| NAOMI T DALESSANDRO | ||||||
| C/O WELCH FORBES LLC 45 SCHOOL S | BOSTON | MA | 02108 | TRUSTEE | 2 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,479,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,479,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,479,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,442,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,695 | TotalTaxAmt |
| Distributable Before Adj | $120,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $135,648 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,429 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,204 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,988 | 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 | $15,429 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,725 | ExcessFromYear4Amt |
| Excess From Year3 | $34,621 | ExcessFromYear3Amt |
| Excess From Year2 | $15,075 | ExcessFromYear2Amt |
| Excess From Year1 | $20,934 | ExcessFromYear1Amt |
| Excess From Current Year | $15,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NAOMI T DALESSANDRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FL C/O WELCH FOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175231635 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CORPORATIONS DEVOTED TO TRAINING BOYS & YOUNG MEN IN GOOD CITIZENSHIP | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ITALIAN HOME FOR CHILDREN INC | ||||||||
| 1125 CENTRE STREET | JAMAICA PLAIN | MA | 021303445 | NONE | PUBLIC CHARITY | EDUCATION, CARE & TREATMENT | $5,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $7,500 | |
| CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | ALL CHARITABLE PURPOSES | $5,000 | |
| CAPE COD & ISLANDS COUNCIL INC | ||||||||
| 247 WILLOW STREET | YARMOUTH PORT | MA | 02675 | NONE | PUBLIC CHARITY | THE SCOUT REACH PROGRAM | $5,000 | BOY SCOUTS OF AMERICA |
| AGASSIZ VILLAGE | ||||||||
| 9 VERNON STREET | NORWOOD | MA | 017014784 | NONE | PUBLIC CHARITY | SUMMER CAMP - UNDESERVED | $5,000 | |
| EV KIDS INC | ||||||||
| 218 ADAMS ST | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $7,500 | |
| ZUMIX INC | ||||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | THE YOUTH ARTS ENTERPRISE | $5,000 | |
| THE EPIPHANY SCHOOL INC | ||||||||
| 154 CENTRE STREET | DORCHESTER CENTER | MA | 02124 | NONE | PUBLIC CHARITY | THE BROTHERHOOD PROGRAM | $5,000 | |
| CAMP STARFISH | ||||||||
| 636 GREAT RD STE 2 | STOWE | MA | 01775 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $10,000 | |
| SILVER LINING MENTORING INC | ||||||||
| 727 ATLANTIC AVE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | THE SILVER LINING MENTORING | $5,000 | |
| BLESSED STEPHEN BELLESININ OSA ACADEMY | ||||||||
| 94 BRADFORD ST | LAWERENCE | MA | 01840 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $7,500 | |
| RAW ART WORKS | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PUBLIC CHARITY | TO SUPPORT MENTOR PROGRAMS | $5,000 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAM | ||||||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $7,500 | |
| DOC WAYNE YOUTH SERVICES | ||||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $7,500 | |
| HARLEM LACROSSE AND LEADERSHIP CO | ||||||||
| 8 W 126TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $7,500 | |
| THE BASE | ||||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $7,500 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONY AVE FLOOR 2 | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $5,000 | |
| CAMP WORDS UNSPOKEN LLC | ||||||||
| 182 PONTOOSIC ROAD | WESTFIELD | MA | 010854628 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAM | $5,000 | |
| FRIENDS OF THE CHILDREN -BOSTON INC | ||||||||
| 555 AMORY ST STE 17 | JAMACIA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,383 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $146,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,886 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $180 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SHS ABBOTT LABORATORIES | $15,518 | $77,049 |
| 400 SHS AUTOMATIC DATA PROCESS | $13,713 | $93,188 |
| 400 SHS ECOLAB INC | $18,432 | $79,340 |
| 500 SHS EXXON MOBIL CORP | $960 | $49,990 |
| 1600 SHS INTEL CORP | $31,407 | $80,400 |
| 400 SHS JPMORGAN CHASE & CO | $18,342 | $68,040 |
| 400 SHS JOHNSON & JOHNSON | $21,220 | $62,696 |
| 200 SHS ELI LILLY & CO | $5,780 | $102,011 |
| 300 SHS MCDONALDS CORP | $16,522 | $88,953 |
| 500 SHS MERCK & CO INC | $11,342 | $54,510 |
| 700 SHS MICROSOFT CORP | $19,126 | $244,426 |
| 600 SHS ORACLE CORP | $19,720 | $63,258 |
| 600 SHS PAYCHEX INC | $16,309 | $71,466 |
| 400 SHS PEPSICO INC | $16,012 | $67,936 |
| 500 SHS PROCTER & GAMBLE CO | $20,452 | $73,270 |
| 1200 SHS RAYTHEON CO NEW | $16,757 | $100,968 |
| 400 SHS STRYKER CORP | $17,644 | $119,784 |
| 1000 SHS VERIZON COMMUNICATION | $26,981 | $37,700 |
| 900 SHS ISHARES MSCI EMERGING | $19,426 | $36,189 |
| 700 SHS ABBVIE INC COM | $7,200 | $46,491 |
| 200 SHS ANSYS INC | $15,106 | $72,576 |
| 1000 SHS ISHARES GOLD TRUST | $22,500 | $39,030 |
| 400 SHS OMNICOM GROUP INC | $28,218 | $34,604 |
| 600 SHS NOVARTIS AG | $36,978 | $60,582 |
| 250 SHS BALL CORP | $14,590 | $14,380 |
| 300 SHS WATSCO CORP | $40,950 | $117,829 |
| 500 SHS CVS HEALTH CORPORATION | $26,565 | $39,480 |
| 300 SHS BRISTOL-MYERS SQUIBB | $13,991 | $15,393 |
| 1000 SHS COMCAST CORP CLASS A | $37,110 | $43,850 |
| 300 SHS STARBUCKS CORP | $22,644 | $28,803 |
| 600 SHS TJX COS INC NEW | $27,714 | $56,286 |
| 300 SHS CHUBB LIMITED COM | $31,143 | $67,800 |
| 300 SHS GALLAGHER ARTHUR J & C | $22,476 | $67,464 |
| 1000 SHS CISCO SYSTEMS INC | $42,250 | $50,520 |
| 250 SHS OTIS WORLDWIDE CORP CO | $1,949 | $22,368 |
| 120 SHS SANDOZ GROUP AG | $20 | $3,841 |
| 1200 SHS AT&T INC | ||
| 2000 SHS ISHARES US PREFERRED | ||
| 500 SHS CARRIER GLOBAL CORPORA |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $72,503 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $73,392 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENTS | Desc |
| Amt | $201 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $35 | $35 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $72 | $72 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 FED TAX REFUND | Desc |
| Revenue And Expenses Per Books | $433 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $27,340 | Amt |
| Net Investment Income | $21,872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,468 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $735 | $735 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,214 | $0 | $0 |
| FEDERAL ESTIMATED TAX | $1,836 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $86 | $86 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $72 | $72 | $0 |