MARY W B CURTIS TRUST UW: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201841279349101054
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T13:00:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | OLIVER A SPALDING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2018-05-02 | 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 | 2018-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,334,613 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,045 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $84,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,438 | 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 | $26,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,966 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,242 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $812 | 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 | $32,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,768 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,090,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,087,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,259,361 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $41,280 | CorporateBondsBOYAmt |
| Other Investments BOY | $18,575 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,484 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,237,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,164,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,334,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,237,356 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,164,541 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,237,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,164,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,237,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,164,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,237,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,164,541 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,164,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. JOHNSON & JOHNSON | 2002-09-23 | 2017-05-11 | $12,218 | $5,305 | $6,913 | $6,913 | |
| 100. LILLY ELI & CO | 2009-09-10 | 2017-05-11 | $8,023 | $3,303 | $4,720 | $4,720 | |
| 100. MCDONALDS CORP | 2009-09-10 | 2017-05-11 | $14,336 | $5,507 | $8,829 | $8,829 | |
| 300. MEAD JOHNSON NUTRITION COMPANY CLASS A | 2011-03-29 | 2017-06-15 | $27,000 | $17,467 | $9,533 | $9,533 | |
| 300. PAYCHEX INC | 2008-10-21 | 2017-05-11 | $17,083 | $8,154 | $8,929 | $8,929 | |
| 100. UNITED TECHNOLOGIES CORP | 1996-09-16 | 2017-05-11 | $11,996 | $1,517 | $10,479 | $10,479 | |
| 150. ALLERGAN PLC SHS | 2015-11-23 | 2017-12-06 | $24,614 | $45,632 | -$21,018 | -$21,018 | |
| 1000. NOBLE CORP PLC SHS | 2016-07-12 | 2017-12-06 | $4,301 | $8,660 | -$4,359 | -$4,359 | |
| CAPITAL GAIN DIVIDENDS | $19 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,045 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,358 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,129,834 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057919 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,147,761 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060393 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,010 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,286,415 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059049 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,161,226 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064526 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,038,699 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069055 | DistributionYr5Rt |
| Total Distribution | 0.310942 | TotalDistributionRt |
| Average Distribution | 0.062188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,240,340 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,322 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $610 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,422 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,221 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $1,261 | 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 |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $2,272,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,274,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,274,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,240,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,221 | TotalTaxAmt |
| Distributable Before Adj | $110,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,422 | 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 | $133,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,080 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $162,071 | 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 | $39,758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,222 | ExcessFromYear4Amt |
| Excess From Year3 | $23,080 | ExcessFromYear3Amt |
| Excess From Year2 | $23,721 | ExcessFromYear2Amt |
| Excess From Year1 | $18,664 | ExcessFromYear1Amt |
| Excess From Current Year | $22,626 | 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 (24 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 |
|---|---|---|---|---|---|---|---|---|
| THE CITY SCHOOL INC | ||||||||
| 614 COLUMBIA ROAD | BOSTON | MA | 02125 | NONE | PUBLIC CHARITY | THE SUMMER LEADERSHIP | $5,000 | |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 566 COLUMBUS AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CAMP HALE FINANCIAL AID | $5,000 | |
| CATHOLIC CHARITIES | ||||||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | WORKSHOP FOR PARENTS ON | $5,000 | ARCHDIOCESE OF BOSTON |
| SOCIEDAD LATINA INC | ||||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | THE PATHWAYS TO SUCCESS | $5,000 | |
| MORE THAN WORDS INC | ||||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | TO HELP EMPOWER FOSTER CARE | $5,000 | |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION | ||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM FOR | $5,000 | CENTER INC |
| THE CENTER FOR TEEN | ||||||||
| 384 WARREN STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | SUPPORTING THE VIOLENCE | $5,000 | EMPOWERMENT INC |
| HYDE SQUARE TASK FORCE | ||||||||
| 375 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | TO SUPPORT THE YOUTH MEN'S | $5,000 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | THE YOUTH ARTS ENTERPRISE | $5,000 | |
| BROCKTON NEIGHBORHOOD HEALTH CENTER | ||||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | NONE | PUBLIC CHARITY | THE UNITED VOICES PROGRAM | $5,000 | |
| ADOLESCENT CONSULTATION | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | CLINICAL SERVICES FOR | $5,000 | SERVICES INC |
| BOTTOM LINE INC | ||||||||
| 555 AMORY STREET SUITE 3 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | THE BOSTON SUCCESS PROGRAM | $5,000 | |
| THE EPIPHANY SCHOOL INC | ||||||||
| 154 CENTRE STREET | DORCHESTER CENTER | MA | 02124 | NONE | PUBLIC CHARITY | THE YOUNG MEN STEPPING UP - | $7,500 | |
| CAMP STARFISH INC | ||||||||
| 636 GREAT ROAD SUITE 2 | STOW | MA | 01775 | NONE | PUBLIC CHARITY | THE MARY W. B. CURTIS | $5,000 | |
| CAMBRIDGE CAMPING ASSOCIATION INC | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CAMBRIDGE ADVENTURE DAY | $5,000 | |
| FRIENDS OF THE CHILDREN-BOSTON INC | ||||||||
| 555 AMORY STREET | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | MENTORING PROGRAM FOR HIGH | $5,000 | |
| WEATOC INC | ||||||||
| 1865 COLUMBUS AVENUE | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | THE PEER EDUCATION CENTER | $5,000 | |
| AFRICAN AND AMERICAN FRIENDSHIP INC | ||||||||
| 4258 WASHINGTON STREET SUITE 11 | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | THE YOUTH COMMUNITY SERVICE | $5,000 | |
| ALL DORCHESTER SPORTS LEAGUE INC | ||||||||
| 1565 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | TO PROVIDE QUALITY | $5,000 | |
| CHELSEA COLLABORATIVE INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | THE SUMMER YOUTH EMPLOYMENT | $5,000 | |
| INQUILINOS BORICUAS EN ACCION INC | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | THE ONE HOOD PEACE | $5,000 | |
| BOSTON MISSIONARY BAPTIST COMMUNITY | ||||||||
| 336 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | TO SUPPORT THE NEW | $5,000 | CENTER INC |
| HAXELDEN BETTY FORD FOUNDATION | ||||||||
| 398 WALNUT STREET | NEWTONVILLE | MA | 02460 | NONE | PUBLIC CHARITY | R&D IN SCHOOL-BASED | $5,000 | FBO FCD EDUCATIONAL SERVICES INC |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 115 SHAWMUT AVENUE SUITE 5B | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | TO SUPPORT OF THE CHOIR | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,393 | 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 | $24,045 | 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 | $84,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,438 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS GRP 3.625% 2/16 | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | $17,783 | $52,668 |
| AT&T INC | $30,706 | $46,656 |
| ABBOTT LABORATORIES | $15,518 | $39,949 |
| AUTOMATIC DATA PROCESSING INC | $27,776 | $93,752 |
| ECOLAB INC | $23,040 | $67,090 |
| EXXON MOBIL CORP | $960 | $41,820 |
| GENERAL ELECTRIC | $1,857 | $40,135 |
| INTEL CORP | $39,259 | $92,320 |
| IRON MOUNTAIN | $34,267 | $66,065 |
| JPMORGAN CHASE & CO | $18,342 | $42,776 |
| JOHNSON & JOHNSON | $26,525 | $69,860 |
| JOHNSON CNTROLS INC | $22,891 | $19,093 |
| ELI LILLY & CO | $23,121 | $59,122 |
| MCDONALDS CORP | $22,029 | $68,848 |
| MEAD JOHNSON NUTRITION COMPANY | ||
| MERCK & CO INC | $23,805 | $56,270 |
| MICROSOFT CORP | $23,612 | $68,432 |
| NEWELL RUBBERMAID INC | $8,958 | $30,900 |
| ORACLE CORP | $19,720 | $28,368 |
| PAYCHEX INC | $32,618 | $81,696 |
| PEPSICO INC | $20,015 | $59,960 |
| PROCTER & GAMBLE CO | $20,452 | $45,940 |
| QUALCOMM INC | $30,410 | $51,216 |
| RAYTHEON CO NEW | $21,472 | $93,925 |
| SCHJUMBERGER LTD | $15,552 | $33,695 |
| STERICYCLE INC | $11,818 | $33,995 |
| STRYKER CORP | $26,466 | $92,904 |
| UNITED TECHNOLOGIES CORP | $7,584 | $63,785 |
| VERIZON COMMUNICATIONS INC | $26,981 | $52,930 |
| SUNCOR ENERGY INC | $16,718 | $36,720 |
| TORONTO DOMINION BANK ONTARIO | $29,755 | $58,580 |
| ISHARES MSCI EMERGING MARKETS | $19,426 | $42,408 |
| ABBVIE INC COM | $16,827 | $67,697 |
| GOLDMAN SACHS GROUP INC PRFD B | $33,850 | $38,820 |
| WELLS FARGO & CO NEW PFD 5.2% | $39,781 | $50,200 |
| ANSYS INC | $15,106 | $29,518 |
| CELGENE CORP | $14,645 | $20,872 |
| GILEAD SCIENCES INC | $15,066 | $14,328 |
| NOBLE CORP PLC SHS | ||
| FIRST TRUST SHORT DURATION H | $41,280 | $39,720 |
| ISHARES GOLD TRUST | $22,500 | $25,020 |
| HOSPITALITY PROPERTIES TRUST | $26,860 | $29,850 |
| OMNICOM GROUP INC | $28,218 | $29,132 |
| ALLERGAN PLC SHS | ||
| KAYNE ANDERSON MLP INVESTMENT | $42,076 | $38,100 |
| ANHEUSER BUSCH | $51,302 | $55,780 |
| NOVARTIS AG | $42,114 | $50,376 |
| ISHARES US PREFERRED STOCK (MK | $38,479 | $38,070 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PLAINS GP HLDGS LP SHS A REP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,233 | BookValueAmt |
| EOYFMV | $16,484 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | 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 | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,208 | Amt |
| Net Investment Income | $20,966 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,242 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $702 | $702 | $0 |
| PRIOR YEAR EXCISE TAX | $398 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $73 | $73 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $37 | $37 | $0 |