S S FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- S S FAMILY FOUNDATION INC (EIN 13-6271788)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202431279349100838
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T10:26:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043573806 | PreparerFirmEIN |
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 | 136271788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S S FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SSFA | 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 | CHRISTINE SEMENENKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | SEMENENKO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,427,687 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,119 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,564 | 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 |
| Accounting Fees Rev And Expnss | $1,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,740 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $280 | CashBOYAmt |
| Cash EOY | $250 | CashEOYAmt |
| Cash EOYFMV | $250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,062 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $387,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $377,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,416,925 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $392,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $388,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,427,687 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $435,883 | CapitalStockBOYAmt |
| Capital Stock EOY | $435,883 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$42,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$47,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $392,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $388,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $388,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $392,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $388,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $388,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .667 SHS VERALTO CORP | P | 2014-07-30 | 2023-10-23 | $47 | $13 | $34 | $34 |
| 150 SHS ALPHABET INC | P | 2010-12-21 | 2023-12-15 | $19,811 | $2,261 | $17,550 | $17,550 |
| 30 SHS COSTCO WHOLESALE CORP | P | 2008-06-09 | 2023-12-15 | $19,773 | $2,141 | $17,632 | $17,632 |
| 10 SHS EMBECTA CORP | P | 2019-06-07 | 2023-12-15 | $174 | $275 | -$101 | -$101 |
| 55 SHS MICROSOFT CORP | P | 2001-10-05 | 2023-12-15 | $20,374 | $1,557 | $18,817 | $18,817 |
| 66 SHS VERALTO CORP | P | 2014-07-30 | 2023-12-15 | $5,175 | $1,286 | $3,889 | $3,889 |
| 40 SHS VONTIER CORP | P | 2014-07-30 | 2023-12-15 | $1,389 | $536 | $853 | $853 |
| 40 SHS VONTIER CORP | P | 2019-06-07 | 2023-12-15 | $1,389 | $1,170 | $219 | $219 |
| 64 SHS WARNER BROS DISCOVERY INC | P | 1991-11-26 | 2023-12-15 | $783 | $557 | $226 | $226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $837 | 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 | NY | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
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 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE SEMENENKO | ||||||||
| 45 SCHOOL STREET 5TH FL | BOSTON | MA | 02108 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARIN J BARKHORN | ||||||||
| BCLP 1290 6TH AVE NEW YORK NY 10104 | NEW YORK | NY | 10104 | SECRETARY | 0.05 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,333,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,340,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,340,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,320,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $835 | TotalTaxAmt |
| Distributable Before Adj | $65,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,199 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,018 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,018 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $982 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $64,217 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENJAMIN J WILLIAMS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WELCH FORBES LLC 45 SCHOOL ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175231635 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MAY BE SUBMITTED IN ANY FORM WHICH REASONABLY INFORMS THE TRUSTEES AS TO THE EXEMPT STATUS OF THE APPLICANT, ITS GENERAL FINANCIAL SITUATION AND THE REASON THE GRANT IS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO CHARITABLE ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO GENERAL FUND | $2,000 |
| AMERICAN RIVERS | |||||||
| PO BOX 96158 | WASHINGTON | DC | 200777106 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $1,000 |
| AMNESTY INTERNATIONAL | |||||||
| 311 WEST 43RD STREET 7TH FL | NEW YORK | NY | 10036 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| C T R P INC | |||||||
| 306 HERITAGE HILL UNIT A | SOMERS | NY | 10589 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $4,000 |
| CITY HARVEST INC | |||||||
| 150 52ND STREET | BROOKLYN | NY | 112324317 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| CUMMINGS SCHOOL OF VETERINARIAN MEDICINE | |||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO DR. STANLEY O. TRAVIS FUND | $2,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FL | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| HARTWICK COLLEGE - DEPARTMENT OF COLLEGE ADVANCEMENT | |||||||
| PO BOX 4020 | ONEONTA | NY | 13820 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO THE SEMENENKO CLARK FUND FOR EXCELLENCE IN ART & ART HISTORY | $20,000 |
| HELP ME SEE | |||||||
| 434 WEST 33RD ST 7TH - 9TH FLOOR | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $1,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 1ST AVE SUITE 1800 | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO GENERAL FUND | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| PO BOX 1830 | MERRIFIELD | VA | 221168030 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO GENERAL FUND | $2,000 |
| NORTH COUNTY SCHOOL | |||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $6,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVENUE NW 5TH FL | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| ORBIS INTERNATIONAL | |||||||
| 520 8TH AVENUE 12TH FL | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $1,000 |
| TECHNOSERVE | |||||||
| 1777 N KENT ST STE 1100 | ARLINGTON | VA | 22209 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| THE BOYS & GIRLS CLUB OF AMERICA | |||||||
| PO BOX 97122 | WASHINGTON | DC | 200907122 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO GENERAL FUND | $1,000 |
| TRUSTEES OF TUFTS COLLEGE - SMFA | |||||||
| PO BOX 3306 | BOSTON | MA | 022413306 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION AT THE TITANIUM LEVEL | $6,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | OTHER PUBLIC CHARITY | UNRESTRICTED GIFT TO GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,522 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,167 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELCH & FORBES LLC-ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $1,760 | Amt |
| Net Investment Income | $1,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $7,964 | $4,447 |
| AMERICAN EXPRESS | $13,175 | $37,468 |
| ANSYS INC | $11,012 | $72,576 |
| AUTOMATIC DATA PROCESSING INC | $7,099 | $46,594 |
| COSTCO WHOLESALE CORP NEW | $10,776 | $112,214 |
| DANAHER CORP | $9,844 | $46,268 |
| ECOLAB INC | $5,034 | $19,835 |
| FIRST TRUST NORTH AMERICAN ENERGY | $14,010 | $16,614 |
| FORTIVE CORP | $11,556 | $14,726 |
| HOME DEPOT INC | $5,578 | $69,310 |
| IRON MOUNTAIN INC COM | $8,272 | $36,670 |
| JOHNSON & JOHNSON | $11,056 | $31,348 |
| LINDE PLC | $16,346 | $41,071 |
| MCDONALDS CORP | $14,556 | $59,302 |
| MICROSOFT CORP | $9,435 | $129,734 |
| PEPSICO INC | $12,860 | $33,968 |
| PROCTER & GAMBLE CO | $13,208 | $29,308 |
| ROPER TECHNOLOGIES INC | $11,381 | $21,807 |
| QUALCOMM INC | $13,958 | $43,389 |
| SCHLUMBERGER LTD | $21,419 | $20,816 |
| STRYKER CORP | $24,930 | $119,784 |
| TJX COS INC NEW | $9,544 | $37,524 |
| RTX CORP | $7,908 | $16,828 |
| CARRIER GLOBAL CORPORATION | $2,370 | $11,490 |
| OTIS WORLDWIDE CORP GLOBAL COM | $3,554 | $8,947 |
| VERIZON COMMUNICATIONS INC | $12,183 | $11,310 |
| VISA INC CLASS A SHARES | $4,583 | $65,088 |
| ALPHABET INC CL C | $5,632 | $56,372 |
| ALPHABET INC CL A | $3,521 | $34,923 |
| FISERV INC | $8,734 | $26,568 |
| CHECK POINT SOFTWARE TECH | $8,116 | $15,279 |
| ANALOG DEVICES INC | $33,180 | $79,424 |
| BECTON DICKINSON & CO | $11,631 | $12,191 |
| GALLAGHER ARTHUR J & CO | $13,227 | $33,732 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3 ITEMS-BALL GOWNS, EVENING GOWNS, ETC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,450 | BookValueAmt |
| EOYFMV | $1,450 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 NY FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 REFUND OF EXCISE TAX | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELCH & FORBES LLC-INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $16,740 | Amt |
| Net Investment Income | $16,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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