MARY W B CURTIS TRUST UW: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201441279349100044
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T09:13:18-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLIVER A SPALDING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2014-05-07 | 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 | 2014-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,328,100 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $57,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $319,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,595 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $926 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $926 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $926 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $164,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,742 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $926 | 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 | $25,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,189 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,245 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $928 | 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 | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,401 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $926 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293 | CashBOYAmt |
| Cash EOY | $233 | CashEOYAmt |
| Cash EOYFMV | $233 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $49,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,134 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $49,799 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,183,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,243,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,214,177 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $74,965 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,556 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,358,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,352,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,328,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,358,861 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,352,398 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,358,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,352,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,358,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,352,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,358,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $1,358,964 | SubtotalAmt |
| Other Decreases | $6,566 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,352,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200. AFLAC INC | 2002-09-23 | 2013-12-19 | $13,186 | $5,928 | $7,258 | $7,258 |
| 600. BARRICK GOLD CORP | 2005-03-01 | 2013-12-19 | $9,990 | $14,720 | -$4,730 | -$4,730 |
| 200. BARRICK GOLD CORP | 2013-11-04 | 2013-12-19 | $3,330 | $3,633 | -$303 | -$303 |
| 200. ECOLAB INC | 2007-11-16 | 2013-02-13 | $14,850 | $9,216 | $5,634 | $5,634 |
| 400. ENCANA CORP | 2008-10-21 | 2013-02-13 | $7,718 | $9,342 | -$1,624 | -$1,624 |
| 100. EXXON MOBIL CORP | 1970-01-01 | 2013-12-19 | $9,877 | $192 | $9,685 | $9,685 |
| 200. JOHNSON & JOHNSON | 2002-09-23 | 2013-12-19 | $18,286 | $10,610 | $7,676 | $7,676 |
| 300. JOHNSON CTLS INC | 2003-01-31 | 2013-02-13 | $9,455 | $4,049 | $5,406 | $5,406 |
| 400. JOHNSON CTLS INC | 2003-01-31 | 2013-12-19 | $20,042 | $5,398 | $14,644 | $14,644 |
| 200. MCDONALDS CORP | 2009-09-10 | 2013-02-13 | $18,704 | $11,015 | $7,689 | $7,689 |
| 400. NEWELL RUBBERMAID INC. | 2009-01-29 | 2013-02-13 | $9,559 | $3,583 | $5,976 | $5,976 |
| 200. PEPSICO INC | 2002-06-07 | 2013-12-19 | $16,212 | $10,282 | $5,930 | $5,930 |
| 282. PROCTER & GAMBLE CO | 2005-03-01 | 2013-02-13 | $21,458 | $14,829 | $6,629 | $6,629 |
| 200. SCHLUMBERGER LTD | 2005-03-01 | 2013-12-19 | $17,190 | $7,473 | $9,717 | $9,717 |
| 100. STERICYCLE INC | 2004-09-01 | 2013-02-13 | $9,588 | $2,364 | $7,224 | $7,224 |
| 100. STERICYCLE INC | 2004-09-01 | 2013-12-19 | $11,377 | $2,364 | $9,013 | $9,013 |
| 400. TERADATA CORP | 2013-04-01 | 2013-12-19 | $16,908 | $23,378 | -$6,470 | -$6,470 |
| 400. TEVA PHARMACEUTICAL INDUSTRIES ADR ADR | 2009-10-05 | 2013-11-22 | $15,978 | $20,213 | -$4,235 | -$4,235 |
| 50000. U S TREASURY NOTE DTD 08/15/03 4.25% 08/ | 2003-08-07 | 2013-08-15 | $50,000 | $49,799 | $201 | $201 |
| 200. UNITED TECHNOLOGIES CORP | 1996-09-16 | 2013-02-13 | $17,820 | $3,034 | $14,786 | $14,786 |
| 25000. UNITEDHEALTH GROUP INC SR UNSECURED DTD 02/07/2008 4.875% 02/15 | 2009-05-13 | 2013-02-15 | $25,000 | $24,981 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,783 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,038,699 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,113,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,774 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,027,702 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057096 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,880,147 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,001 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,314,536 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062648 | DistributionYr5Rt |
| Total Distribution | 0.313923 | TotalDistributionRt |
| Average Distribution | 0.062785 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,161,226 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,414 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,869 | 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 | $1,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $460 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $954 | 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 |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,193,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,194,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,194,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,161,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,414 | TotalTaxAmt |
| Distributable Before Adj | $106,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,869 | 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 | $140,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,414 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,279 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $173,501 | 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 | $30,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,869 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,211 | ExcessFromYear4Amt |
| Excess From Year3 | $15,423 | ExcessFromYear3Amt |
| Excess From Year2 | $40,255 | ExcessFromYear2Amt |
| Excess From Year1 | $39,758 | ExcessFromYear1Amt |
| Excess From Current Year | $34,222 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| CITY SCHOOL | ||||||||
| 614 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | THE 2013 LEADERSHIP | $7,000 | |
| CHELSEA COMMUNITY YMCA | ||||||||
| 207 SHURTLEFF STREET | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | THE YOUTH LIFE SKILLS & | $10,000 | |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 566 COLUMBUS AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | THE PROGRAMS AT CAMP HALE | $5,000 | |
| OLD COLONY COUNCIL OF THE | ||||||||
| 2438 WASHINGTON STREET | CANTON | MA | 029140777 | NONE | PUBLIC CHARITY | THE SCOUTS IN EVERY | $5,000 | BOY SCOUTS OF AMERICA |
| FCD EDUCATIONAL SERVICES | ||||||||
| 398 WALNUT STREET | NEWTONVILLE | MA | 024602205 | NONE | PUBLIC CHARITY | THE SALSA PEER LEADERSHIP | $5,000 | |
| COMMUNITY EDUCATION | ||||||||
| 119 LONDON STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | THE ADVANCEMENT FOR | $10,000 | CENTER |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| PO BOX 127 | BOSTON | MA | 021270002 | NONE | PUBLIC CHARITY | THE PASSEGES PROGRAM | $12,000 | EDUCATION CENTER |
| THE CENTER FOR TEEN | ||||||||
| 384 WARREN STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | THE BOSTON YOUTH ORGANIZING | $10,000 | EMPOWERMENT INC |
| ARTISTS FOR HUMANITY | ||||||||
| 100 WEST SECOND STREET | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $5,000 | |
| BROCKTON NEIGHBORHOOD HEALTH CENTER | ||||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | NONE | PUBLIC CHARITY | THE UNITED VOICES PROGRAM | $1,000 | |
| ADOLESCENT CONSULTATION SERVICES | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 021411206 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $5,000 | INC |
| 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 | |
| NARRAGANSETT COUNCIL | ||||||||
| PO BOX 14777 | EAST PROVIDENCE | RI | 029140777 | NONE | PUBLIC CHARITY | SOUTHEASTERN MASS URBAN | $5,000 | BOY SCOUTS OF AMERICA |
| FRIENDS OF THE CHILDREN | ||||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 021302652 | NONE | PUBLIC CHARITY | THE SOCIAL WORKS MENTORING | $5,000 | |
| BOSTON MINUTE MAN COUNCIL | ||||||||
| 411 UNQUITY ROAD | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | THE SCOUT REACH 2.0 PROGRAM | $5,000 | BSA |
| WEATOC INC | ||||||||
| 1865 COLUMBUS AVENUE | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | THE PEER EDUCATION CENTER | $5,000 | |
| AFRICAN & AMERICAN FRIENDSHIP INC | ||||||||
| 4258 WASHINGTON ST SUITE 11 | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $10,000 | |
| ALL DORCHESTER SPORTS LEAGUE INC | ||||||||
| 1565 DORCHESTER AVENUE | BOSTON | MA | 02122 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $5,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 115 SHAWMUT AVENUE SUITE 5B | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CULTURAL DIPLOMACY | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,221 | 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 | $926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,595 | 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 | $164,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,742 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITEDHLTH GRP INC SR 4.875% | ||
| PETROBRAS INT FN 7.875% 3/19 | $25,125 | $28,319 |
| GOLDMAN SACHS GRP 3.625% 2/16 | $24,859 | $26,237 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | $23,711 | $53,440 |
| AT&T INC | $30,706 | $42,192 |
| ABBOTT LABORATORIES | $15,518 | $26,831 |
| AUTOMATIC DATA PROCESSING INC | $31,722 | $64,639 |
| ECOLAB INC | $36,864 | $83,416 |
| EXELON CORP | ||
| EXPEDITORS INTERNATIONAL | $24,586 | $44,250 |
| EXXON MOBIL CORP | $960 | $50,600 |
| GENERAL ELECTRIC | $1,857 | $64,469 |
| INTEL CORP | $39,259 | $51,910 |
| IRON MOUNTAIN | $33,237 | $49,562 |
| JPMORGAN CHASE & CO | $18,342 | $23,392 |
| JOHNSON & JOHNSON | $31,830 | $54,954 |
| JOHNSON CNTROLS INC | $10,796 | $41,040 |
| ELI LILLY & CO | $33,030 | $51,000 |
| LINEAR TECHNOLOGY CORP | $35,800 | $45,550 |
| MCDONALDS CORP | $33,044 | $58,218 |
| MEAD JOHNSON NUTRITION COMPANY | $17,467 | $25,128 |
| MERCK & CO INC | $23,805 | $50,050 |
| MICROSOFT CORP | $23,612 | $29,928 |
| NEWELL RUBBERMAID INC | $14,332 | $51,856 |
| NORTHWEST NATURAL GAS CO | $41,778 | $42,820 |
| ORACLE CORP | $19,720 | $22,956 |
| PAYCHEX INC | $40,772 | $68,295 |
| PEPSICO INC | $35,439 | $66,352 |
| PFIZER INC | $39,080 | $61,260 |
| PROCTER & GAMBLE CO | $25,671 | $48,846 |
| QUALCOMM INC | $41,360 | $74,250 |
| RAYTHEON CO NEW | $36,172 | $72,560 |
| SAN JUAN BASIN ROYALTY TRUST | $17,038 | $16,740 |
| SCHJUMBERGER LTD | $18,662 | $54,066 |
| STERICYCLE INC | $14,182 | $69,702 |
| STRYKER CORP | $35,288 | $60,112 |
| UNITED TECHNOLOGIES CORP | $12,135 | $91,040 |
| VERIZON COMMUNICATIONS INC | $26,981 | $49,140 |
| BARRICK GOLD CORP | $48,860 | $49,364 |
| CENOVUS INEGY INC | $28,595 | $34,380 |
| ENCANA CORP | ||
| SUNCOR ENERGY INC | $28,141 | $56,080 |
| TEVA PHARMACEUTICAL INDUSTRIES | ||
| TORONTO DOMINION BANK ONTARIO | $29,755 | $47,120 |
| POWERSHARES DB COMMODITY INDEX | $21,950 | $25,660 |
| ISHARES MSCI EMERGING MARKETS | $19,426 | $37,616 |
| ABBVIE INC COM | $16,827 | $36,967 |
| TEREDATA CORP | $18,296 | $18,196 |
| GOLDMAN SACHS GROUP INC PRFD B | $33,850 | $33,750 |
| METLIFE INC SER B PFD 6.5% | $25,742 | $24,900 |
| WELLS FARGO & CO NEW PFD 5.2% | $39,781 | $40,160 |
| TRANSOCEAN LTD | $47,068 | $49,420 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
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 (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| S/T WASH SALE 400 SHS TERADATA CORP 12/19/2013 | $6,470 |
| SAN JUAN ROYALTY TRUST TAX FACTOR ADJUSTMENT | $96 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $35 | $35 | $0 |
| Rent and Royalty Expense | $116 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income | Desc |
| Revenue And Expenses Per Books | $926 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $926 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $926 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING VARIANCE | Description |
| Amount | $4 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $25,947 | Amt |
| Net Investment Income | $20,758 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,189 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $800 | $800 | $0 |
| FEDERAL ESTIMATES - INCOME | $317 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $98 | $98 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |