S S FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- S S FAMILY FOUNDATION INC (EIN 13-6271788)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201541339349101259
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T10:14:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043573806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136271788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S S FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SSFA | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST-5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE SEMENENKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2015-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $620,998 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,980 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,463 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,627 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76 | CashBOYAmt |
| Cash EOY | $3,741 | CashEOYAmt |
| Cash EOYFMV | $3,741 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,539 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,728 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,728 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $341,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $312,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $524,079 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $430,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $408,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $620,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $435,253 | CapitalStockBOYAmt |
| Capital Stock EOY | $436,719 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$27,752 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $430,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $408,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $430,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $408,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $430,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,281 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,466 | OtherIncreasesAmt |
| Subtotal | $408,967 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $408,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100 SHS STRYKER | 1987-11-13 | 2014-07-30 | $7,984 | $70 | $7,914 | $7,914 |
| 200 SHS EMERSON ELECTRIC | 2008-06-09 | 2014-07-30 | $12,984 | $11,310 | $1,674 | $1,674 |
| 300 SHS NORTHWESTERN NAT GAS | 2006-06-07 | 2014-07-30 | $13,236 | $10,518 | $2,718 | $2,718 |
| 200 SHS TEVA | 2008-06-09 | 2014-07-30 | $10,891 | $8,940 | $1,951 | $1,951 |
| 200 SHS NOBLE | 2010-12-21 | 2014-07-30 | $6,407 | $6,945 | -$538 | -$538 |
| 100 SHS ENCANA | 2007-06-13 | 2014-08-01 | $2,109 | $3,239 | -$1,130 | -$1,130 |
| 100 SHS ENCANA | 2009-11-16 | 2014-08-01 | $2,109 | $2,905 | -$796 | -$796 |
| 100 SHS ENCANA | 2010-12-21 | 2014-08-01 | $2,109 | $2,879 | -$770 | -$770 |
| 0.666667 SHS CDK GLOBAL | 2009-05-21 | 2014-10-01 | $18 | $9 | $9 | $9 |
| 0.374094 SHS IRON MOUNTAIN | 2012-11-21 | 2014-11-10 | $14 | $12 | $2 | $2 |
| 100 SHS CENOVUS ENERGY | 2007-06-13 | 2014-12-30 | $2,062 | $3,051 | -$989 | -$989 |
| 100 SHS CENOVUS ENERGY | 2009-11-16 | 2014-12-30 | $2,062 | $2,736 | -$674 | -$674 |
| 100 SHS CENOVUS ENERGY | 2010-12-21 | 2014-12-30 | $2,062 | $3,229 | -$1,167 | -$1,167 |
| 66 SHS CDK GLOBAL | 2009-05-21 | 2014-12-30 | $2,650 | $874 | $1,776 | $1,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,980 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $542,886 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053418 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $487,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054282 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $485,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $454,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $446,832 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041403 | DistributionYr5Rt |
| Total Distribution | 0.237861 | TotalDistributionRt |
| Average Distribution | 0.047572 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $605,095 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,786 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $119 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,905 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $119 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE SEMENENKO | |||||||||
| 215 EAST 68TH STREET-APT 24C | NEW YORK | NY | 10021 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 | |
| PATMORE LEWIS | |||||||||
| C/O WELCH FORBES LLC 45 SCHOOL ST | BOSTON | MA | 021083204 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 | 5TH FL |
| KARIN J BARKHORN | |||||||||
| C/O WELCH FORBES LLC 45 SCHOOL ST | BOSTON | MA | 021083204 | SECRETARY | 1.00 | $0 | $0 | $0 | 5TH FL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $515,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $614,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $614,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $605,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $119 | TotalTaxAmt |
| Distributable Before Adj | $30,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $119 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,136 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,136 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,676 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,820 | ExcessFromYear2Amt |
| Excess From Year1 | $1,856 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENJAMIN J WILLIAMS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WELCH FORBES LLC 45 SCHOOL ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175231635 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MAY BE SUBMITTED IN ANY FORM WHICH REASONABLY INFORMS THE TRUSTEES AS TO THE EXEMPT STATUS OF THE APPLICANT, ITS GENERAL FINANCIAL SITUATION AND THE REASON THE GRANT IS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO CHARITABLE ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| C T R P INC | |||||||
| 262 FURNACE DOCK ROAD | COURTLAND MANOR | NY | 10567 | N/A | OTHER PUBLIC CHARITY | HEALTH CARE & STRESS REDUCTION | $5,500 |
| CUMMINGS SCHOOL OF VETERINARIAN MEDICINE | |||||||
| 200 BOSTON AVENUE SUITE 1750 | MEDFORD | MA | 021554259 | N/A | OTHER PUBLIC CHARITY | FINANCIAL ASSISTANCE TO NEEDY ANIMALS | $500 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 200364604 | N/A | OTHER PUBLIC CHARITY | ADVOCATES FOR WILDLIFE AND HABITAT | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | INDEPENDENT INTL MEDICAL RELIEF ORG | $1,000 |
| HARTWICK COLLEGE | |||||||
| ONE HARTWICK DRIVE | ONEONTA | NY | 13820 | N/A | OTHER PUBLIC CHARITY | ART STUDENTS AWARDS | $4,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 101183299 | N/A | OTHER PUBLIC CHARITY | DEFENDING AND PROTECTING HUMAN RIGHTS | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | OTHER PUBLIC CHARITY | CRISIS ZONES TO RESCUE & REBUILD | $1,000 |
| LITTLE RED SCHOOL HOUSE ELISA BETH IRWIN HIGH SCHOOL | |||||||
| 272 6TH AVENUE | NEW YORK | NY | 10014 | N/A | OTHER PUBLIC CHARITY | FUND PROGRESSIVE LEARNING PROGRAM | $1,000 |
| MUSEUM OF FINE ARTS-MEDICI GROUP | |||||||
| 230 THE FENWAY | BOSTON | MA | 021159975 | N/A | OTHER PUBLIC CHARITY | SCHOLARSHIP RELIEF & OPERATING EXPENSES | $3,500 |
| NORTH COUNTRY SCHOOL | |||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 129460187 | N/A | OTHER PUBLIC CHARITY | SALARIES, SCHOLARSHIPS, UPKEEP & REPAIRS | $4,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVENUE NW 5TH FL | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | PROTECTING THE WORLD'S OCEANS | $1,000 |
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 100122413 | N/A | OTHER PUBLIC CHARITY | OFFERS REPRODUCTIVE HEALTH CARE/EDUCATION | $1,000 |
| RAINFOREST ALLIANCE | |||||||
| 665 BROADWAY-SUITE 500 | NEW YORK | NY | 100122331 | N/A | OTHER PUBLIC CHARITY | INNOVATIVE SOLUTIONS FOR GLOBAL CONSERVATION | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| POBOX 548 | MONTGOMERY | AL | 361779621 | N/A | OTHER PUBLIC CHARITY | INVESTIGATIVE, LEGAL & EDUCATIONAL WORK | $1,000 |
| TECHNOSERVE | |||||||
| 1120 19TH STREET-8TH FLOOR | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | BUSINESS SOLUTIONS TO POVERTY | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | OTHER PUBLIC CHARITY | FUND INNOVATIVE SOLUTIONS FOR A HEALTHY, SAFE, AND SUSTAINABLE FUTURE | $1,000 |
| WINSTON PREPARATORY SCHOOL | |||||||
| 126 WEST 17TH STREET | NEW YORK | NY | 10011 | N/A | OTHER PUBLIC CHARITY | UNIQUE & INDIVIDUAL EDUCATION PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,276 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELCH & FORBES LLC-ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $1,760 | Amt |
| Net Investment Income | $1,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 265 SHS AT&T INC | $8,521 | $8,901 |
| 200 SHS ANSYS INC | $11,012 | $16,400 |
| 200 SHS AUTOMATIC DATA PROCESSING INC | $7,099 | $16,674 |
| 100 SHS CVS CAREMARK CORPORATION | $2,966 | $9,631 |
| 100 SHS CENOVUS ENERGY INC | $0 | $0 |
| 300 SHS CONSTANT CONTACT INC | $5,297 | $11,010 |
| 200 SHS COSTCO WHOLESALE CORP NEW | $12,678 | $28,350 |
| 200 SHS DANAHER CORP | $14,722 | $17,142 |
| 100 SHS ECOLAB INC | $5,034 | $10,452 |
| 200 SHS EMERSON ELECTRIC CO | $0 | $0 |
| 300 SHS ENCANA CORP | $0 | $0 |
| 300 SHS EXPEDITORS INTL WASHINGTON INC | $10,346 | $13,383 |
| 20 SHS GOOGLE INC CLASS A | $5,633 | $10,613 |
| 20 SHS GOOGLE INC CLASS C | $5,648 | $10,528 |
| 200 SHS HOME DEPOT INC | $5,578 | $20,994 |
| 100 SHS IDEXX LABORATORIES INC | $4,966 | $14,827 |
| 524 SHS IRON MOUNTAIN INC | $8,890 | $20,258 |
| 200 SHS JOHNSON & JOHNSON | $11,056 | $20,914 |
| 100 SHS LANCASTER COLONY CORP | $5,349 | $9,364 |
| 200 SHS MCDONALDS CORP | $14,556 | $18,740 |
| 500 SHS MICROSOFT CORP | $13,674 | $23,225 |
| 300 SHS NORTHWEST NATURAL GAS CO | $0 | $0 |
| 200 SHS PEPSICO INC | $12,860 | $18,912 |
| 400 SHS PLAINS GP | $11,066 | $10,272 |
| 100 SHS PRAXAIR INC | $7,007 | $12,956 |
| 200 SHS PROCTER & GAMBLE CO | $13,208 | $18,218 |
| 300 SHS QUALCOMM INC | $13,958 | $22,299 |
| 200 SHS SCHLUMBERGER LTD | $14,199 | $17,082 |
| 600 SHS STRYKER CORP | $37,546 | $56,598 |
| 200 SHS TJX COS INC NEW | $9,544 | $13,716 |
| 200 SHS TERADATA CORP | $6,400 | $8,736 |
| 200 SHS TEVA PHARMACEUTICAL IND LTD ADR | $0 | $0 |
| 200 SHS TRIMBLE NAVIGATION LTD | $4,616 | $5,308 |
| 200 SHS UNITED TECHNOLOGIES CORP | $13,832 | $23,000 |
| 200 SHS VERIZON COMMUNICATIONS INC | $7,455 | $9,356 |
| 100 SHS VISA INC CLASS A SHARES | $7,332 | $26,220 |
| 200 SHS NOBLE CORPORATION | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3 ITEMS-BALL GOWNS, EVENING GOWNS, ETC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,450 | BookValueAmt |
| EOYFMV | $1,450 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE/ANNUAL REPORT-NY ATTORNEY GENERAL | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RECEIVED FEDERAL TAX REFUND | $109 |
| RECEIVED NONDIVIDEND DISTRIBUTION | $479 |
| RECEIVED SHS OF CDK GLOBAL INC | $874 |
| ROUNDING ADJUSTMENT | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELCH & FORBES LLC-INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,627 | Amt |
| Net Investment Income | $7,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments