S S FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- S S FAMILY FOUNDATION INC (EIN 13-6271788)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202103069349100310
- Schema version
- 2020v4.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T09:56:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-06 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,246,476 | 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 | $20,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,149 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,302 | 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 | $14,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,908 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,244 | 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 | $83,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156 | CashBOYAmt |
| Cash EOY | $1,387 | CashEOYAmt |
| Cash EOYFMV | $1,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,992 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $386,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $387,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,120,647 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $566,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $512,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,246,476 | 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 | $130,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $76,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $566,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $512,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $566,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $512,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $566,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $512,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $512,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 50 SHS VISA INC COM CL A | PropertyDesc |
| Acquired | 2010-07-21 | AcquiredDt |
| Sold | 2020-01-16 | SoldDt |
| Gross Sales Price | $10,066 | GrossSalesPriceAmt |
| Cost Or Other Basis | $917 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,149 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,149 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $154 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $289 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $589 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $435 | OverpaymentAmt |
| Applied To ES Tax | $435 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE SEMENENKO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST 69TH STREET-APT 7F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT & DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $960,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,128,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,128,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,111,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154 | TotalTaxAmt |
| Distributable Before Adj | $55,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,422 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $6,359 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,422 | AppliedToYear1Amt |
| Applied To Prior Years | $6,359 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,219 | 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 | $49,186 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | |||||||
| 311 43RD STREET 7TH FL | NEW YORK | NY | 10036 | N/A | OTHER PUBLIC CHARITY | DEFENDING AND PROTECTING HUMAN RIGHTS | $1,000 |
| C T R P INC | |||||||
| 262 FURNACE DOCK ROAD | COURTLAND MANOR | NY | 10567 | N/A | OTHER PUBLIC CHARITY | HEALTH CARE & STRESS REDUCTION | $4,000 |
| CUMMINGS SCHOOL OF VETERINARIAN MEDICINE | |||||||
| 200 BOSTON AVENUE SUITE 1750 | MEDFORD | MA | 021554259 | N/A | OTHER PUBLIC CHARITY | FINANCIAL ASSISTANCE TO NEEDY ANIMALS | $1,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 200364604 | N/A | OTHER PUBLIC CHARITY | ADVOCATES FOR WILDLIFE AND HABITAT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | INDEPENDENT INTL MEDICAL RELIEF ORG | $1,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | ASSIST CHILDREN FROM NYC'S UNDERSERVED COMMUNITIES | $1,000 |
| HARTWICK COLLEGE | |||||||
| ONE HARTWICK DRIVE | ONEONTA | NY | 13820 | N/A | OTHER PUBLIC CHARITY | ART STUDENTS AWARDS | $44,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | OTHER PUBLIC CHARITY | CRISIS ZONES TO RESCUE & REBUILD | $1,000 |
| MUSEUM OF FINE ARTS- VET MEDICINE | |||||||
| 230 THE FENWAY | BOSTON | MA | 021159975 | N/A | OTHER PUBLIC CHARITY | SCHOLARSHIP RELIEF & OPERATING EXPENSES | $4,000 |
| NORTH COUNTY SCHOOL | |||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | N/A | OTHER PUBLIC CHARITY | FUND PROGRAMS, MAINTAIN FACILITIES, EQUIPMENT | $2,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVENUE NW 5TH FL | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | PROTECTING THE WORLD'S OCEANS | $1,000 |
| ORBIS | |||||||
| 520 8TH AVENUE 12TH FL | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | PROVIDE TIME-SENSITIVE AND EMERGENCY EYE CARE | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| POBOX 548 | MONTGOMERY | AL | 361779621 | N/A | OTHER PUBLIC CHARITY | INVESTIGATIVE, LEGAL & EDUCATIONAL WORK | $1,000 |
| TECHNOSERVE | |||||||
| 1120 19TH STREET-8TH FLOOR | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | ELIMINATE POWERTY BY PARTNERING WITH BUSINESSES | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | OTHER PUBLIC CHARITY | FUND INNOVATIVE SOLUTIONS FOR A HEALTHY, SAFE, AND SUSTAINABLE FUTURE | $1,000 |
| 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
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,578 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PLEASE CONSIDER THIS A DECLARATION BY AN APPROPRIATE FOUNDATION MANAGER THAT THE FOUNDATION IS MAKING THE CHOICE, UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY $65,000 REPRESENTING 2020 QUALIFYING DISTRIBUTIONS AS FOLLOWS: $6,359 TO 2018, $52,422 TO 2019, AND $6,219 TO 2020. THE DISTRIBUTIONS WERE MADE OUT OF UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $8,521 | $7,623 |
| AMERICAN EXPRESS | $13,175 | $24,182 |
| ANSYS INC | $11,012 | $72,760 |
| AUTOMATIC DATA PROCESSING INC | $7,099 | $35,240 |
| COSTCO WHOLESALE CORP NEW | $12,678 | $75,356 |
| DANAHER CORP | $11,143 | $44,428 |
| ECOLAB INC | $5,034 | $21,636 |
| FIRST TRUST NORTH AMERICAN ENERGY | $14,010 | $12,582 |
| FORTIVE CORP | $11,556 | $14,164 |
| HOME DEPOT INC | $5,578 | $53,124 |
| IRON MOUNTAIN INC COM | $8,272 | $15,448 |
| JOHNSON & JOHNSON | $11,056 | $31,476 |
| LINDE PLC | $16,346 | $26,351 |
| MCDONALDS CORP | $14,556 | $42,916 |
| MICROSOFT CORP | $10,939 | $88,968 |
| PEPSICO INC | $12,860 | $29,660 |
| PROCTER & GAMBLE CO | $13,208 | $27,828 |
| ROPER TECHNOLOGIES INC | $11,381 | $17,244 |
| QUALCOMM INC | $13,958 | $45,702 |
| SCHLUMBERGER LTD | $21,419 | $8,732 |
| STRYKER CORP | $24,930 | $98,016 |
| TJX COS INC NEW | $9,544 | $27,316 |
| RAYTHEON TECHNOLOGIES CORP | $7,908 | $14,302 |
| CARRIER GLOBAL CORPORATION | $2,370 | $7,544 |
| OTIS WORLDWIDE CORP GLOBAL COM | $3,554 | $6,755 |
| VONTIER CORPORATION COM | $1,706 | $2,672 |
| VERIZON COMMUNICATIONS INC | $12,183 | $17,625 |
| VISA INC CLASS A SHARES | $4,583 | $54,683 |
| ALPHABET INC CL C | $5,632 | $35,038 |
| ALPHABET INC CL A | $5,633 | $35,053 |
| FISERV INC | $8,734 | $22,772 |
| CHECK POINT SOFTWARE TECH | $8,116 | $13,291 |
| ANALOG DEVICES INC | $33,180 | $59,092 |
| BECTON DICKINSON & CO | $11,906 | $12,511 |
| GALLAGHER ARTHUR J & CO | $13,227 | $18,557 |
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 | 2019 EXTENSION EXCISE BALANCE DUE | Desc |
| Revenue And Expenses Per Books | $1,908 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $14,484 | Amt |
| Net Investment Income | $14,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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