MARY W B CURTIS TRUST UW: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-01
- IRS object ID
- 201511219349100921
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-01T15:00:20-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-04-24 | 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 | 2015-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,317,417 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,492 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,533 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,533 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,533 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $145,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,594 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,533 | TotalAdjNetIncmAmt |
| 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 | $26,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,318 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,330 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $844 | 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 | $271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $271 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,533 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233 | CashBOYAmt |
| Cash EOY | $233 | CashEOYAmt |
| Cash EOYFMV | $233 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,377 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,243,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,215,579 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,194,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,984 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,961 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,352,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,336,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,317,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,352,398 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,336,173 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,352,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,352,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,336,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,352,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,336,174 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .6667 CDK GLOBAL INC COM | 2004-04-28 | 2014-10-01 | $18 | $10 | $8 | $8 | |
| 266. CDK GLOBAL INC COM | 2005-03-01 | 2014-10-22 | $7,464 | $3,936 | $3,528 | $3,528 | |
| 200. ECOLAB INC | 2007-11-16 | 2014-04-23 | $21,334 | $9,216 | $12,118 | $12,118 | |
| 1000. EXPEDITORS INTL WASH INC | 2007-08-02 | 2014-09-15 | $41,923 | $24,586 | $17,337 | $17,337 | |
| .1307 IRON MOUNTAIN INC NEW | 2012-11-21 | 2014-11-10 | $5 | $4 | $1 | $1 | |
| 200. JOHNSON CTLS INC | 2003-01-31 | 2014-04-23 | $9,344 | $2,699 | $6,645 | $6,645 | |
| 200. LILLY ELI & CO | 2009-09-10 | 2014-04-23 | $11,858 | $6,606 | $5,252 | $5,252 | |
| 400. NEWELL RUBBERMAID INC. | 2009-01-29 | 2014-04-23 | $12,026 | $3,583 | $8,443 | $8,443 | |
| 200. PEPSICO INC | 2002-06-07 | 2014-04-23 | $17,058 | $10,282 | $6,776 | $6,776 | |
| 1000. POWERSHARES DB COMMODITY INDEX TRACKING | 2009-10-05 | 2014-04-23 | $26,469 | $21,950 | $4,519 | $4,519 | |
| 100. PROCTER & GAMBLE CO | 2005-03-01 | 2014-04-23 | $7,943 | $5,218 | $2,725 | $2,725 | |
| 200. QUALCOMM INC | 2005-11-22 | 2014-04-23 | $16,070 | $9,158 | $6,912 | $6,912 | |
| 100. RAYTHEON INC (NEW) PFD | 2011-06-02 | 2014-04-23 | $9,983 | $4,900 | $5,083 | $5,083 | |
| 100. SCHLUMBERGER LTD | 2004-04-13 | 2014-04-23 | $10,196 | $3,110 | $7,086 | $7,086 | |
| 100. STERICYCLE INC | 2004-09-01 | 2014-04-23 | $11,291 | $2,364 | $8,927 | $8,927 | |
| 200. STRYKER CORP | 2005-11-22 | 2014-04-23 | $15,664 | $8,822 | $6,842 | $6,842 | |
| 400. TERADATA CORP | 2013-11-22 | 2014-01-30 | $16,851 | $18,296 | -$1,445 | -$1,445 | |
| 2000. TRANSOCEAN LTD (ISIN #CH0048265513 SEDOL | 2014-09-15 | 2014-11-13 | $53,416 | $82,705 | -$29,289 | -$29,289 | |
| CAPITAL GAIN DIVIDENDS | $24 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,492 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,455 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,161,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,038,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,113,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,774 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,027,702 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $106,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,880,147 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056666 | DistributionYr5Rt |
| Total Distribution | 0.315801 | TotalDistributionRt |
| Average Distribution | 0.06316 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,286,415 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $144,410 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $145,605 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,010 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,420 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $971 | 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 | $2,321,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,321,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,321,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,286,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,391 | TotalTaxAmt |
| Distributable Before Adj | $111,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,010 | 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 | $135,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,010 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,758 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,080 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $165,949 | 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 | $13,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,423 | ExcessFromYear4Amt |
| Excess From Year3 | $40,255 | ExcessFromYear3Amt |
| Excess From Year2 | $39,758 | ExcessFromYear2Amt |
| Excess From Year1 | $34,222 | ExcessFromYear1Amt |
| Excess From Current Year | $23,080 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| CITY SCHOOL | ||||||||
| 614 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | THE SUMMER LEADERSHIP | $7,000 | |
| CHELSEA COMMUNITY YMCA | ||||||||
| 207 SHURTLEFF STREET | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | THE YOUTH LIFE SKILLS & | $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 |
| COMMUNITY EDUCATION | ||||||||
| 119 LONDON STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | THE SUMMER LEADERSHIP | $10,000 | CENTER |
| BIRD STREET COMMUNITY CENTER | ||||||||
| 500 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | THE BOYS GLASS ARTS | $10,000 | |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| PO BOX 127 | BOSTON | MA | 021270002 | NONE | PUBLIC CHARITY | THE PASSAGES PROGRAM | $12,000 | EDUCATION CENTER |
| ARTISTS FOR HUMANITY | ||||||||
| 100 WEST SECOND STREET | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | THE YOUTH ARTS ENTERPRISE | $5,000 | |
| BIKES NOT BOMBS | ||||||||
| 284 AMORY STREET BLDG K | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | THE LEADERSHIP DEVELOPMENT | $5,000 | |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 021242311 | NONE | PUBLIC CHARITY | YOUNG MEN STEPPING UP | $10,000 | |
| CAMP STARFISH | ||||||||
| 1121 MAIN STREET | LANCASTER | MA | 01420 | NONE | PUBLIC CHARITY | THE CAMPERSHIP FUND | $5,000 | |
| ADOPTION & FOSTER CARE MENTORING IN | ||||||||
| 727 ATLANTIC AVE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | THE AFC LEADERS PROGRAM | $10,000 | |
| YOUTH & FAMILY ENRICHMENT SERVICES | ||||||||
| 1234 HYDE PARK AVENUE | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | YOUTH BUILDERS AFTER-SCHOOL | $5,000 | INC |
| FRIENDS OF THE CHILDREN | ||||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 021302652 | NONE | PUBLIC CHARITY | THE SOCIAL WORKS MENTORING | $5,000 | |
| WESTERN MASS COUNCIL | ||||||||
| 1 ARCH ROAD SUITE 5 | WESTFIELD | MA | 01085 | NONE | PUBLIC CHARITY | SUMMER CAMP PROGRAMS | $5,000 | BSA |
| AFRICAN & AMERICAN FRIENDSHIP INC | ||||||||
| 4258 WASHINGTON ST SUITE 11 | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | THE YOUTH COMMUNITY SERVICE | $10,000 | |
| ALL DORCHESTER SPORTS LEAGUE INC | ||||||||
| 1565 DORCHESTER AVENUE | BOSTON | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 115 SHAWMUT AVENUE SUITE 5B | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | THE SOCIAL INTEGRATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,167 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,492 | 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 | $145,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,195 | 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 (NON-ALLOC | 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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PETROBRAS INT FN 7.875% 3/19 | $25,125 | $26,309 |
| GOLDMAN SACHS GRP 3.625% 2/16 | $24,859 | $25,652 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | $23,711 | $48,872 |
| AT&T INC | $30,706 | $40,308 |
| ABBOTT LABORATORIES | $15,518 | $31,514 |
| AUTOMATIC DATA PROCESSING INC | $27,776 | $66,696 |
| ECOLAB INC | $27,648 | $62,712 |
| EXPEDITORS INTERNATIONAL | ||
| EXXON MOBIL CORP | $960 | $46,225 |
| GENERAL ELECTRIC | $1,857 | $58,121 |
| INTEL CORP | $39,259 | $72,580 |
| IRON MOUNTAIN | $37,432 | $67,694 |
| JPMORGAN CHASE & CO | $18,342 | $25,032 |
| JOHNSON & JOHNSON | $31,830 | $62,742 |
| JOHNSON CNTROLS INC | $8,097 | $29,004 |
| ELI LILLY & CO | $26,424 | $55,192 |
| LINEAR TECHNOLOGY CORP | $35,800 | $45,600 |
| MCDONALDS CORP | $33,044 | $56,220 |
| MEAD JOHNSON NUTRITION COMPANY | $17,467 | $30,162 |
| MERCK & CO INC | $23,805 | $56,790 |
| MICROSOFT CORP | $23,612 | $37,160 |
| NEWELL RUBBERMAID INC | $10,749 | $45,708 |
| NORTHWEST NATURAL GAS CO | $41,778 | $49,900 |
| ORACLE CORP | $19,720 | $26,982 |
| PAYCHEX INC | $40,772 | $69,255 |
| PEPSICO INC | $25,156 | $56,736 |
| PFIZER INC | $39,080 | $62,300 |
| PROCTER & GAMBLE CO | $20,452 | $45,545 |
| QUALCOMM INC | $32,202 | $59,464 |
| RAYTHEON CO NEW | $31,272 | $75,719 |
| SAN JUAN BASIN ROYALTY TRUST | $17,038 | $14,250 |
| SCHJUMBERGER LTD | $15,552 | $42,705 |
| STERICYCLE INC | $11,818 | $65,540 |
| STRYKER CORP | $26,466 | $56,598 |
| UNITED TECHNOLOGIES CORP | $12,135 | $92,000 |
| VERIZON COMMUNICATIONS INC | $26,981 | $46,780 |
| BARRICK GOLD CORP | $48,860 | $30,100 |
| CENOVUS INEGY INC | $28,595 | $24,744 |
| SUNCOR ENERGY INC | $28,141 | $50,848 |
| TORONTO DOMINION BANK ONTARIO | $29,755 | $47,780 |
| POWERSHARES DB COMMODITY INDEX | ||
| ISHARES MSCI EMERGING MARKETS | $19,426 | $35,361 |
| ABBVIE INC COM | $16,827 | $45,808 |
| TEREDATA CORP | ||
| GOLDMAN SACHS GROUP INC PRFD B | $33,850 | $38,045 |
| METLIFE INC SER B PFD 6.5% | $25,742 | $25,800 |
| WELLS FARGO & CO NEW PFD 5.2% | $39,781 | $46,340 |
| TRANSOCEAN LTD | ||
| ANSYS INC | $15,106 | $16,400 |
| CELGENE CORP | $14,645 | $22,372 |
| GILEAD SCIENCES INC | $15,066 | $18,852 |
| NOBLE CORP PLC SHS | $64,046 | $49,710 |
| FIRST TRUST SHORT DURATION H | $41,280 | $40,580 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING VARIANCE | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|---|
| ROYALTY EXPENSE | $271 | $0 | |
| ROYALTY EXPENSE | $0 | $0 | $35 |
| Rent and Royalty Expense | $236 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income | Desc |
| Revenue And Expenses Per Books | $1,533 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,533 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,533 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $26,648 | Amt |
| Net Investment Income | $21,318 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,330 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $724 | $724 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $936 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,420 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $85 | $85 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $35 | $35 | $0 |