MARY W B CURTIS TRUST UW: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-15
- IRS object ID
- 202132589349100023
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T11:00:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2021-09-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,418,610 | 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 | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,542 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $53,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,563 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $112,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,143 | 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 | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,000 | 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 | $26,424 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,285 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $980 | 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 |
| Tot Opr Expenses Rev And Expnss | $32,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $133,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $133,938 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,062,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $961,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,284,672 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,149,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,095,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,418,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,149,458 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,095,648 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,149,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,095,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,095,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,149,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,217 | OtherIncreasesAmt |
| Subtotal | $1,098,579 | SubtotalAmt |
| Other Decreases | $2,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,095,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 800. AFLAC INC | 2002-09-23 | 2020-04-24 | $28,730 | $11,855 | $16,875 | $16,875 | |
| 25000. EBAY INC NOTE DTD 10/28/2010 3.25% 10/15 | 2018-11-28 | 2020-07-23 | $25,000 | $24,973 | $27 | $27 | |
| 2000. FIRST TRUST SHORT DURATION HIGH INC I | 2014-04-23 | 2020-04-03 | $34,980 | $41,171 | -$6,191 | -$6,191 | |
| 200. GILEAD SCIENCES INC | 2014-04-23 | 2020-02-14 | $13,405 | $15,066 | -$1,661 | -$1,661 | |
| 1500. IRON MTN INC COM | 2005-05-25 | 2020-04-24 | $35,488 | $24,889 | $10,599 | $10,599 | |
| 251. IRON MTN INC COM | 2014-11-04 | 2020-04-24 | $5,938 | $7,901 | -$1,963 | -$1,963 | |
| 100. JOHNSON & JOHNSON | 2002-09-23 | 2020-03-24 | $11,861 | $5,305 | $6,556 | $6,556 | |
| 1000. KAYNE ANDERSON MLP/MIDSTREAM INVESTMENT | 2017-12-06 | 2020-03-24 | $3,404 | $14,323 | -$10,919 | -$10,919 | |
| 100. LILLY ELI & CO | 2009-09-10 | 2020-03-24 | $12,316 | $3,303 | $9,013 | $9,013 | |
| 200. MERCK & CO INC | 2009-04-21 | 2020-03-24 | $13,778 | $4,761 | $9,017 | $9,017 | |
| 1000. NEWELL RUBBERMAID INC. | 2009-01-29 | 2020-04-24 | $12,730 | $8,958 | $3,772 | $3,772 | |
| 100. PEPSICO INC | 2003-01-31 | 2020-03-24 | $11,001 | $4,003 | $6,998 | $6,998 | |
| 800. QUALCOMM INC | 2006-09-11 | 2020-04-24 | $60,415 | $30,410 | $30,005 | $30,005 | |
| 200. RAYTHEON INC (NEW) PFD | 2011-08-17 | 2020-03-24 | $24,883 | $8,533 | $16,350 | $16,350 | |
| .44 RAYTHEON TECHNOLOGIES CORP COM | 2011-08-17 | 2020-04-09 | $30 | $8 | $22 | $22 | |
| 500. SCHLUMBERGER LTD | 2004-04-13 | 2020-04-24 | $8,050 | $15,552 | -$7,502 | -$7,502 | |
| 1000. SERVICE PPTYS TR COM | 2019-12-04 | 2020-03-24 | $5,140 | $23,071 | -$17,931 | -$17,931 | |
| 1000. SERVICE PPTYS TR COM | 2015-12-04 | 2020-03-24 | $5,140 | $25,942 | -$20,802 | -$20,802 | |
| 1000. SUNCOR ENERGY INC | 2005-01-12 | 2020-04-24 | $15,710 | $16,718 | -$1,008 | -$1,008 | |
| 1000. TORONTO DOMINION BANK ONTARIO NEW | 2010-02-03 | 2020-04-24 | $38,619 | $29,755 | $8,864 | $8,864 | |
| 120. ALCON INC ORD SHS | 2016-11-21 | 2020-02-14 | $7,486 | $5,116 | $2,370 | $2,370 | |
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,563 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,210 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $29 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,239 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10 | OverpaymentAmt |
| Applied To ES Tax | $10 | 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 | $2,104,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,234,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,234,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,201,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,229 | TotalTaxAmt |
| Distributable Before Adj | $108,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,465 | 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 | $143,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,465 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,721 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,664 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,725 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,621 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $126,786 | 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 | $23,721 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,664 | ExcessFromYear4Amt |
| Excess From Year3 | $22,626 | ExcessFromYear3Amt |
| Excess From Year2 | $15,429 | ExcessFromYear2Amt |
| Excess From Year1 | $11,725 | ExcessFromYear1Amt |
| Excess From Current Year | $34,621 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OLIVER SPALDING | 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 (27 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 |
|---|---|---|---|---|---|---|---|---|
| YOUNG MAN WITH A PLAN | ||||||||
| 885 RIVER ST | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $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 |
| ACTION FOR BOSTON COMMUNITY | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | BOYS PARTICIPATING IN YOUTH | $5,000 | DEVELOPMENT |
| TUTORING PLUS OF CAMBRIDGE INC | ||||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 021391913 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| 5 DRYDOCK AVE STE 11 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| ZUMIX INC | ||||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | UNSTRUCTED - GENERAL FUND | $5,000 | |
| ARTISTS FOR HUMANITY | ||||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| BIKES NOT BOMBS INC | ||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| ADOLESCENT CONSULTATION SERVICES | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 021411206 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $5,000 | INC |
| PROJECT RIGHT | ||||||||
| 320A BLUE HILL AVE | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| THE BOTTOM LINE INC | ||||||||
| 500 AMORY ST STE 3 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| SILVER LINING MENTORING INC | ||||||||
| 727 ATLANTIC AVE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | THE SILVER LINING MENTORING | $5,000 | |
| CAMBRIDGE CAMPING ASSOCIATION | ||||||||
| 99 BISHOP ALLEN DR STE 4 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| 826 BOSTON INC | ||||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | SUPPORT AFTER SCHOOL | $5,000 | |
| WHEATOC INC | ||||||||
| 1865 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| AFRICAN AND AMERICAN FRIENDSHIP INC | ||||||||
| 4258 WASHINGTON ST STE 11 | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| ALL DORCHESTER SPORTS LEAGUE INC | ||||||||
| 1565 DOSCHESTER AVE | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| RAW ART WORKS | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PUBLIC CHARITY | TO SUPPORT MENTOR PROGRAMS | $5,000 | |
| CHELSEA COLLABORATIVE INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAM | ||||||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | |
| BOSTON MISSIONARY BAPTIST | ||||||||
| 336 DUDLEY STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | GENREAL CHARITABLE PURPOSE | $5,000 | |
| THE BASE (BOSTON ASTROS BASEBALL | ||||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | UNRESTRICTED - GENERAL FUND | $5,000 | CLUB INCORPORATED) |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||||
| 575 AMERICAN LEGION HWY | HYDE PARK | MA | 02131 | NONE | PUBLIC CHARITY | TO SUPPORT AFTER-SCHOOL AND | $5,000 | |
| FRIENDS OF THE CHILDREN -BOSTON INC | ||||||||
| 555 AMORY ST STE 17 | JAMACIA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | 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 | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,542 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,563 | 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 | $112,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,143 | 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 (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | ||
| AT&T INC | $30,706 | $34,512 |
| ABBOTT LABORATORIES | $15,518 | $76,643 |
| AUTOMATIC DATA PROCESSING INC | $17,229 | $88,100 |
| ECOLAB INC | $18,432 | $86,544 |
| EXXON MOBIL CORP | $960 | $20,610 |
| INTEL CORP | $31,407 | $79,712 |
| IRON MOUNTAIN | ||
| JPMORGAN CHASE & CO | $18,342 | $50,828 |
| JOHNSON & JOHNSON | $21,220 | $62,952 |
| ELI LILLY & CO | $9,909 | $50,652 |
| MCDONALDS CORP | $16,522 | $64,374 |
| MERCK & CO INC | $19,044 | $65,440 |
| MICROSOFT CORP | $20,622 | $155,694 |
| NEWELL RUBBERMAID INC | ||
| ORACLE CORP | $19,720 | $38,814 |
| PAYCHEX INC | $32,618 | $111,816 |
| PEPSICO INC | $16,012 | $59,320 |
| PROCTER & GAMBLE CO | $20,452 | $69,570 |
| QUALCOMM INC | ||
| RAYTHEON CO NEW | $16,757 | $85,812 |
| SCHLUMBERGER LTD | ||
| STRYKER CORP | $17,644 | $98,016 |
| UNITED TECHNOLOGIES CORP | ||
| VERIZON COMMUNICATIONS INC | $26,981 | $58,750 |
| SUNCOR ENERGY INC | ||
| TORONTO DOMINION BANK ONTARIO | ||
| ISHARES MSCI EMERGING MARKETS | $19,426 | $46,503 |
| ABBVIE INC COM | $16,827 | $75,005 |
| WELLS FARGO & CO NEW PFD 5.2% | $39,781 | $52,360 |
| ANSYS INC | $15,106 | $72,760 |
| GILEAD SCIENCES INC | ||
| FIRST TRUST SHORT DURATION H | ||
| ISHARES GOLD TRUST | $22,500 | $36,260 |
| OMNICOM GROUP INC | $28,218 | $24,948 |
| KAYNE ANDERSON MLP INVESTMENT | ||
| NOVARTIS AG | $36,998 | $56,658 |
| ISHARES US PREFERRED STOCK (MK | $76,759 | $77,020 |
| EBAY INC NOTE DTD 10/28/2010 3 | ||
| UNITED HEATH GROUP INC ST | $24,903 | $26,205 |
| WALGREENS BOOT ALLIANCE INC SR | $24,692 | $25,520 |
| SERVICE PPTYS TR COM | ||
| BALL CORP | $14,590 | $23,295 |
| WATSCO CORP | $44,673 | $67,965 |
| CVS HEALTH CORPORATION | $26,565 | $34,150 |
| BRISTOL-MYERS SQUIBB | $13,991 | $18,609 |
| ALCON INC | ||
| COMCAST CORP CLASS A | $37,110 | $52,400 |
| STARBUCKS CORP | $22,644 | $32,094 |
| TJX COS INC NEW | $27,714 | $40,974 |
| CHUBB LIMITED COM | $31,143 | $46,176 |
| GALLAGHER ARTHUR J & CO | $22,476 | $37,113 |
| CISCO SYSTEMS INC | $42,250 | $44,750 |
| CARRIER GLOBAL CORPORATION | $1,300 | $18,860 |
| OTIS WORLDWIDE CORP COM | $1,949 | $16,888 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IRON MOUNTAIN PRIOR PERIOD CORRECTION | $1,113 |
| KAYNE ANDERSON PRIOR PERIOD CORRECTION | $1,440 |
| SERVICE PPTYS PRIOR PERIOD CORRECTION | $378 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA PC FILING FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AT&T PRIOR PERIOD CORRECTION | Desc |
| Amt | $4,217 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,424 | Amt |
| Net Investment Income | $21,139 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,285 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $866 | $866 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $82 | $82 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $32 | $32 | $0 |