S S FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- S S FAMILY FOUNDATION INC (EIN 13-6271788)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-02
- IRS object ID
- 201311839349100601
- Schema version
- 2012v2.1
- 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
- Schedule B
- 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) |
|---|---|---|
| Timestamp | 2013-07-02T09:15:27-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043573806 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136271788 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S S FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SSFA | NameControl |
| Phone | 6175231635 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE SEMENENKO | Name |
| Title | PRESIDENT | Title |
| Phone | 6175231635 | Phone |
| Date Signed | 2013-06-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN D CRAVEN | Name |
| PTIN | P00186412 | PTIN |
| Phone | 6175231635 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 497407 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 23034 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 176 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 176 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12068 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12068 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -7243 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17704 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 28035 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12244 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1760 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1760 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6185 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6185 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 206 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 121 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 100 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8251 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8166 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34751 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8166 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6716 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4078 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 101 | CashBOY |
| Cash EOY | 108 | CashEOY |
| Cash EOYFMV | 108 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 103325 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 78206 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 78206 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 336658 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 355067 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 417643 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1450 | InvestmentsOtherBOY |
| Investments Other EOY | 1450 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1450 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 441534 | TotalAssetsBOY |
| Total Assets EOY | 434831 | TotalAssetsEOY |
| Total Assets EOYFMV | 497407 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 441534 | CapitalStockBOY |
| Capital Stock EOY | 434831 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 441534 | TotalNetAssetsBOY |
| Total Net Assets EOY | 434831 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 441534 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 434831 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 441534 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6716 | ExcessOfRevenueOverExpenses |
| Other Increases | 13 | OtherIncreases |
| Subtotal | 434831 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 434831 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| .96 SHS IRON MOUNTAIN INC | 2012-11-21 | 2012-11-21 | 31 | 32 | -1 | -1 |
| 300 SHS CISCO SYSTEMS | 2008-06-09 | 2012-06-12 | 5001 | 7881 | -2880 | -2880 |
| 100 SHS CISCO SYSTEMS | 2010-12-21 | 2012-06-12 | 1667 | 1958 | -291 | -291 |
| 100 SHS DYNAMIC MATERIALS CORP | 2008-06-09 | 2012-12-13 | 1328 | 3899 | -2571 | -2571 |
| 100 SHS DYNAMIC MATERIALS CORP | 2009-11-16 | 2012-12-13 | 1328 | 2115 | -787 | -787 |
| 200 SHS DYNAMIC MATERIALS CORP | 2010-07-21 | 2012-12-13 | 2655 | 3244 | -589 | -589 |
| 200 SHS JOHNSON & JOHNSON INC | 2010-07-21 | 2012-12-13 | 5694 | 5818 | -124 | -124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -7243 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 485832 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037050 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 23500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 454475 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051708 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 446832 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041403 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 513631 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.021416 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 377366 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058299 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.209876 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041975 | AverageDistributionRatio |
| Net Noncharitable Assets | 487437 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20460 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 41 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20501 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 26500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 41 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 41 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 41 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 422 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 422 | TotalCreditsAndPayments |
| Overpayment | 381 | Overpayment |
| Amount Credited To Next Year | 381 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6175231635 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 394211 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 100649 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 494860 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 494860 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7423 | CashDeemedCharitable |
| Net Noncharitable Assets | 487437 | NetNoncharitableAssets |
| Minimum Investment Return | 24372 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24372 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 41 | TaxBasedOnInvestmentIncome |
| Total Tax | 41 | TotalTax |
| Distributable Amount Before Adj | 24331 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24331 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24331 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 26500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 41 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26459 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24331 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 112 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 787 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 899 | TotalExcessDistriCarryover |
| Qualifying Distributions | 26500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24331 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2169 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3068 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 112 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2956 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 787 | ExcessFromYear2 |
| Excess From Current Year | 2169 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BENJAMIN J WILLIAMS JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WELCH FORBES LLC 45 SCHOOL ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6175231635 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GRANTS TO CHARITABLE ORGANIZATIONS ONLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| C T R P INC | |||||||
| 262 FURNACE DOCK ROAD | COURTLAND MANOR | NY | 10567 | N/A | OTHER PUBLIC CHARITY | HEALTH CARE & STRESS REDUCTION | $4,000 |
| 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 | $500 |
| 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 | $500 |
| 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 | $2,000 |
| MUSEUM OF FINE ARTS-MEDICI GROUP | |||||||
| 230 THE FENWAY | BOSTON | MA | 021159975 | N/A | OTHER PUBLIC CHARITY | SCHOLARSHIP RELIEF & OPERATING EXPENSES | $3,000 |
| 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 | $500 |
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 100122413 | N/A | OTHER PUBLIC CHARITY | OFFERS REPODUCTIVE 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 | $500 |
| TECHNOSERVE | |||||||
| 1120 19TH STREET-8TH FLOOR | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | BUSINESS SOLUTIONS TO POVERTY | $1,000 |
| TUFT'S UNIVERSITY-SCHOOL OF VETERINARIAN MEDICINE | |||||||
| 200 BOSTON AVENUE SUITE 1750 | MEDFORD | MA | 021554259 | N/A | OTHER PUBLIC CHARITY | FINANCIAL ASSISTANCE TO NEEDY ANIMALS | $500 |
| 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 | $500 |
| WINSTON PREPARATORY SCHOOL | |||||||
| 126 WEST 17TH STREET | NEW YORK | NY | 10011 | N/A | OTHER PUBLIC CHARITY | UNIQUE & INDIVIDUAL EDUCATION PROGRAMS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $176 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,068 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$7,243 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,001 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5001 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CHRISTINE SEMENENKO | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST 68TH STREET APT 24C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10065 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 23034 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 410 SHS STRYKER CORP | NoncashPropertyDescription |
| Fair Market Value | 23034 | FairMarketValue |
| Date Received | 2012-12-20 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELCH & FORBES LLC-ACCOUNTING & TAX PREPARATION | Category |
| Amount | $1,760 | Amount |
| Net Investment Income | 1760 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (36 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 265 SHS AT&T INC | 8521 | 8933 |
| 200 SHS ANSYS INC | 11012 | 13468 |
| 100 SHS APACHE CORP | 12432 | 7850 |
| 200 SHS AUTOMATIC DATA PROCESSING INC | 7099 | 11386 |
| 100 SHS CVS CAREMARK CORPORATION | 2966 | 4835 |
| 300 SHS CENOVUS ENERGY INC | 9015 | 10062 |
| 300 SHS CONSTANT CONTACT INC | 5297 | 4263 |
| 200 SHS COSTCO WHOLESALE CORP NEW | 12678 | 19746 |
| 100 SHS ECOLAB INC | 5034 | 7190 |
| 200 SHS EMERSON ELECTRIC CO | 11310 | 10592 |
| 300 SHS ENCANA CORP | 9023 | 5928 |
| 300 SHS EXPEDITORS INTL WASHINGTON INC | 10346 | 11865 |
| 20 SHS GOOGLE INC CLASS A | 11281 | 14148 |
| 200 SHS HOME DEPOT INC | 5578 | 12370 |
| 100 SHS IDEXX LABORATORIES INC | 4966 | 9280 |
| 489 SHS IRON MOUNTAIN INC PA | 7639 | 15183 |
| 200 SHS JOHNSON & JOHNSON | 11056 | 14020 |
| 100 SHS LANCASTER COLONY CORP | 5349 | 6919 |
| 200 SHS MCDONALDS CORP | 14556 | 17642 |
| 500 SHS MICROSOFT CORP | 13674 | 13355 |
| 300 SHS NORTHWEST NATURAL GAS CO | 10518 | 13260 |
| 200 SHS PEPSICO INC | 12860 | 13686 |
| 100 SHS PRAXAIR INC | 7007 | 10945 |
| 200 SHS PROCTER & GAMBLE CO | 13208 | 13578 |
| 300 SHS QUALCOMM INC | 13958 | 18558 |
| 100 SHS SCHLUMBERGER LTD | 6782 | 6930 |
| 810 SHS STRYKER CORP | 52138 | 44404 |
| 100 SHS TJX COS INC NEW | 4244 | 4245 |
| 200 SHS TERADATA CORP | 6400 | 12378 |
| 200 SHS TEVA PHARMACEUTICAL IND LTD ADR | 8940 | 7468 |
| 100 SHS TRIMBLE NAVIGATION LTD | 4616 | 5978 |
| 200 SHS UNITED TECHNOLOGIES CORP | 13832 | 16402 |
| 200 SHS VERIZON COMMUNICATIONS INC | 7455 | 8654 |
| 100 SHS VISA INC CLASS A SHARES | 7332 | 15158 |
| 200 SHS NOBLE CORPORATION | 6945 | 6964 |
| 400 SHS CISCO SYSTEMS | 0 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3 ITEMS-BALL GOWNS, EVENING GOWNS, ETC | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1450 | BookValue |
| EOYFMV | 1450 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEE/ANNUAL REPORT-NY ATTORNEY GENERAL | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Net Investment Income | 100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC/ROUNDING | Description |
| Amount | $13 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELCH & FORBES LLC-INVESTMENT MANAGEMENT FEES | Category |
| Amount | $6,185 | Amount |
| Net Investment Income | 6185 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $121 | 121 | 0 |
| FEDERAL EXCISE TAX | $85 | 0 | 0 |
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