MARY W B CURTIS TRUST UW: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349101242
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T11:00:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | CHARLES P CURTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2023-04-25 | 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 | 2023-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,389,961 | 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 | $2,018 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,018 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,828 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $156,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,254 | 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 | $27,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,409 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,031 | 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 | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $489 | CashEOYAmt |
| Cash EOYFMV | $489 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,596 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $927,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $834,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,231,876 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $998,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $992,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,389,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $998,420 | CapitalStockBOYAmt |
| Capital Stock EOY | $992,265 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $998,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $992,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $998,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $992,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $998,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $992,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $992,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100. AUTOMATIC DATA PROCESSING INC | 2004-04-28 | 2022-03-30 | $22,353 | $3,516 | $18,837 | $18,837 |
| 100. LILLY ELI & CO | 2009-09-10 | 2022-03-30 | $29,043 | $3,303 | $25,740 | $25,740 |
| 300. MERCK & CO INC | 2009-04-21 | 2022-03-30 | $24,507 | $6,805 | $17,702 | $17,702 |
| 600. PAYCHEX INC | 2008-10-21 | 2022-03-30 | $78,241 | $16,309 | $61,932 | $61,932 |
| 130. PAYPAL HLDGS INC COM | 2021-10-28 | 2022-12-05 | $9,508 | $30,815 | -$21,307 | -$21,307 |
| . PFIZER INC | 2022-10-20 | $54 | $54 | $54 | ||
| 25000. UNITEDHEALTH GROUP INC SR GLBL NT DTD 07/23/2015 3.35% 07/15/20 | 2018-11-28 | 2022-07-15 | $25,000 | $24,903 | $97 | $97 |
| .3 WARNER BROS DISCOVERY INC COM SER A | 2010-02-03 | 2022-04-27 | $7 | $8 | -$1 | -$1 |
| 290. WARNER BROS DISCOVERY INC COM SER A | 2010-02-03 | 2022-12-15 | $2,915 | $7,317 | -$4,402 | -$4,402 |
| . AIG CLASS ACTION | 2022-08-05 | $176 | $176 | $176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,828 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $620 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,214 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
|---|---|---|---|---|---|---|
| OLIVER A SPALDING | ||||||
| C/O WELCH FORBES LLC 45 SCHOOL S | BOSTON | MA | 02108 | TRUSTEE | 2 | $0 |
| CHARLES P CURTIS | ||||||
| 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 | $2,400,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,416,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,416,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,379,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,834 | TotalTaxAmt |
| Distributable Before Adj | $117,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,155 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,089 | 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 | $138,089 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,626 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,934 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $120,410 | 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 | $22,626 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,429 | ExcessFromYear4Amt |
| Excess From Year3 | $11,725 | ExcessFromYear3Amt |
| Excess From Year2 | $34,621 | ExcessFromYear2Amt |
| Excess From Year1 | $15,075 | ExcessFromYear1Amt |
| Excess From Current Year | $20,934 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | ALL CHARITABLE PURPOSES | $7,000 |
| EV KIDS INC | |||||||
| 218 ADAMS ST | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $10,000 |
| MORE THAN WORDS | |||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $6,000 |
| ZUMIX INC | |||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| CAMP STARFISH | |||||||
| 636 GREAT RD STE 2 | STOWE | MA | 01775 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $10,000 |
| BLESSED STEPHEN BELLESININ OSA ACADEMY | |||||||
| 94 BRADFORD ST | LAWERENCE | MA | 01840 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $10,000 |
| CAMBRIDGE CAMPING ASSOCIATION | |||||||
| 99 BISHOP ALLEN DR STE 4 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $6,000 |
| COHEN CAMPS | |||||||
| 888 WORCESTER ST 350 | WELLESLEY | MA | 02482 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $10,000 |
| SPORTSMEN TENNIS & ENRICHMENT CENTER | |||||||
| 950 BLUEHILL AVENUE | DORCHESTER CENTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| DOC WAYNE YOUTH SERVICES | |||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $6,000 |
| HARLEM LACROSSE AND LEADERSHIP CO | |||||||
| 8 W 126TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $10,000 |
| THE BASE | |||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| HOMEWORK AND HOOPS | |||||||
| 9 PUSAN ROAD | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| BOSTON CHILDREN'S CHORUS | |||||||
| 20 OLD COLONY AVE FLOOR 2 | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | UNRESTICTED- GENERAL FUND | $7,500 |
| WILDFLOWER INC | |||||||
| 271 LINCOLN ST | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | 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 | $2,018 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,408 | 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 | $98,828 | 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 | $156,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,254 | 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 (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1200 SHS AT&T INC | $23,382 | $22,092 |
| 700 SHS ABBOTT LABORATORIES | $15,518 | $76,853 |
| 400 SHS AUTOMATIC DATA PROCESS | $13,713 | $95,544 |
| 400 SHS ECOLAB INC | $18,432 | $58,224 |
| 500 SHS EXXON MOBIL CORP | $960 | $55,150 |
| 1600 SHS INTEL CORP | $31,407 | $42,288 |
| 400 SHS JPMORGAN CHASE & CO | $18,342 | $53,640 |
| 400 SHS JOHNSON & JOHNSON | $21,220 | $70,660 |
| 200 SHS ELI LILLY & CO | $6,606 | $73,168 |
| 300 SHS MCDONALDS CORP | $16,522 | $79,059 |
| 500 SHS MERCK & CO INC | $11,342 | $55,475 |
| 700 SHS MICROSOFT CORP | $20,622 | $167,874 |
| 600 SHS ORACLE CORP | $19,720 | $49,044 |
| 600 SHS PAYCHEX INC | $16,309 | $69,336 |
| 400 SHS PEPSICO INC | $16,012 | $72,264 |
| 500 SHS PROCTER & GAMBLE CO | $20,452 | $75,780 |
| 1200 SHS RAYTHEON CO NEW | $16,757 | $121,104 |
| 400 SHS STRYKER CORP | $17,644 | $97,796 |
| 1000 SHS VERIZON COMMUNICATION | $26,981 | $39,400 |
| 900 SHS ISHARES MSCI EMERGING | $19,426 | $34,110 |
| 700 SHS ABBVIE INC COM | $16,827 | $113,127 |
| 200 SHS ANSYS INC | $15,106 | $48,318 |
| 1000 SHS ISHARES GOLD TRUST | $22,500 | $34,590 |
| 400 SHS OMNICOM GROUP INC | $28,218 | $32,628 |
| 600 SHS NOVARTIS AG | $36,998 | $54,432 |
| 2000 SHS ISHARES US PREFERRED | $76,759 | $61,060 |
| UNITED HEALTH GROUP INC ST | ||
| 250 SHS BALL CORP | $14,590 | $12,785 |
| 300 SHS WATSCO CORP | $44,673 | $74,820 |
| 500 SHS CVS HEALTH CORPORATION | $26,565 | $46,595 |
| 300 SHS BRISTOL-MYERS SQUIBB | $13,991 | $21,585 |
| 1000 SHS COMCAST CORP CLASS A | $37,110 | $34,970 |
| 300 SHS STARBUCKS CORP | $22,644 | $29,760 |
| 600 SHS TJX COS INC NEW | $27,714 | $47,760 |
| 300 SHS CHUBB LIMITED COM | $31,143 | $66,180 |
| 300 SHS GALLAGHER ARTHUR J & C | $22,476 | $56,562 |
| 1000 SHS CISCO SYSTEMS INC | $42,250 | $47,640 |
| 500 SHS CARRIER GLOBAL CORPORA | $1,300 | $20,625 |
| 250 SHS OTIS WORLDWIDE CORP CO | $1,949 | $19,578 |
| PAYPAL HOLDINGS INC COM |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $27,043 | Amt |
| Net Investment Income | $21,634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,409 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $698 | $698 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $156 | $156 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $177 | $177 | $0 |