MARY W B CURTIS TRUST UW: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201331299349100003
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T08:59:26-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 046041027 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR UW MARY W B CURTIS RES CL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CURT | 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 | OLIVER A SPALDING | Name |
| Title | TRUSTEE | Title |
| Phone | 6175231635 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2071923 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 67516 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67516 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -8692 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 118680 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 947 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 947 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 59783 | TotalRevenueAndExpenses |
| Total Net Investment Income | 68475 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Rev And Expnss | 3000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3000 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1620 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 180 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25289 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20231 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5058 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1685 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 953 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 154 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 154 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 31928 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22958 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8238 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 133000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 133000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 164928 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22958 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 141238 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -105145 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45517 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 265 | CashBOY |
| Cash EOY | 293 | CashEOY |
| Cash EOYFMV | 293 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 32125 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 49946 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 49946 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 149721 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 49799 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 51264 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1206929 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1183858 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1887605 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 74966 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 74965 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 82815 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1464006 | TotalAssetsBOY |
| Total Assets EOY | 1358861 | TotalAssetsEOY |
| Total Assets EOYFMV | 2071923 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1464006 | CapitalStockBOY |
| Capital Stock EOY | 1358861 | CapitalStockEOY |
| Total Net Assets BOY | 1464006 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1358861 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1464006 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1358861 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1464006 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -105145 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1358861 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1358861 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 600. EXELON CORPORATION | 2010-02-03 | 2012-11-09 | 18673 | 27443 | -8770 | -8770 |
| .2222 IRON MOUNTAIN INC NEW | 2012-11-21 | 2012-11-21 | 7 | 7 | ||
| 100000. UNITED STATES TREASURY NTS DTD 2/15/2002 4.875% 2/15/2012 | 2002-02-06 | 2012-02-15 | 100000 | 99922 | 78 | 78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -8692 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 144685 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2113489 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.068458 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 115774 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2027702 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057096 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 106540 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1880147 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056666 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 145001 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2314536 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062648 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146075 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2575234 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056723 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.301591 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060318 | AverageDistributionRatio |
| Net Noncharitable Assets | 2038699 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 122970 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 455 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123425 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 141238 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 455 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 455 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 455 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 598 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 598 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 143 | Overpayment |
| Amount Credited To Next Year | 143 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
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 BOSTON MA | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2069602 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 143 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2069745 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2069745 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31046 | CashDeemedCharitable |
| Net Noncharitable Assets | 2038699 | NetNoncharitableAssets |
| Minimum Investment Return | 101935 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 101935 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 455 | TaxBasedOnInvestmentIncome |
| Total Tax | 455 | TotalTax |
| Distributable Amount Before Adj | 101480 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 101480 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 101480 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 141238 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 141238 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 455 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 140783 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 101480 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 18147 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 30632 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13211 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 15423 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 40255 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 117668 | TotalExcessDistriCarryover |
| Qualifying Distributions | 141238 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 101480 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 39758 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 157426 | 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 | 18147 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 139279 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30632 | ExcessFromYear4 |
| Excess From Year3 | 13211 | ExcessFromYear3 |
| Excess From Year2 | 15423 | ExcessFromYear2 |
| Excess From Year1 | 40255 | ExcessFromYear1 |
| Excess From Current Year | 39758 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | OLIVER SPALDING | RecipientName |
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 Number | 6175231635 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | CORPORATIONS DEVOTED TO TRAINING BOYS & YOUNG MEN IN GOOD CITIZENSHIP | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| CITY SCHOOL | ||||||||
| 614 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | THE 2012 LEADERSHIP | $5,000 | |
| 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 MISSION CRITICAL | $5,000 | BOY SCOUTS OF AMERICA |
| CAPE COD & ISLANDS COUNCIL INC | ||||||||
| 247 WILLOW STREET | YARMOUTH PORT | MA | 02675 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $5,000 | BOY SCOUTS OF AMERICA |
| FCD EDUCATIONAL SERVICES | ||||||||
| 398 WALNUT STREET | NEWTONVILLE | MA | 024602205 | NONE | PUBLIC CHARITY | THE SALSA DEMONSTRATION | $5,000 | |
| BIRD STREET COMMUNITY CENTER | ||||||||
| 500 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $10,000 | |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| PO BOX 127 | BOSTON | MA | 021270002 | NONE | PUBLIC CHARITY | THE SCHOLARSHIP PROGRAM | $12,000 | EDUCATION CENTER |
| THE CENTER FOR TEEN | ||||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $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 | TRAINING BOYS & YOUNG MEN | $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 | $5,000 | |
| ADOPTION & FOSTER CARE MENTORING IN | ||||||||
| 727 ATLANTIC AVE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $10,000 | |
| NARRAGANSETT COUNCIL | ||||||||
| PO BOX 14777 | EAST PROVIDENCE | RI | 029140777 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $5,000 | BOY SCOUTS OF AMERICA |
| YOUTH & FAMILY ENRICHMENT SERVICES | ||||||||
| 1234 HYDE PARK AVENUE | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | YOUTH BUILDERS AFTER-SCHOOL | $10,000 | INC |
| 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 AND ADULT SUPPORT | $5,000 | |
| AFRICAN & AMERICAN FRIENDSHIP INC | ||||||||
| 4258 WASHINGTON ST SUITE 11 | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | TRAINING BOYS & YOUNG MEN | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 133000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $67,516 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $947 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$8,692 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,783 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 59783 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | 0 | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 1620 | NetInvestmentIncome |
| Disbursements Charitable Prps | 180 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UNITEDHLTH GRP INC SR 4.875% | 24981 | 25125 |
| PETROBRAS INT FN 7.875% 3/19 | 25125 | 31227 |
| GOLDMAN SACHS GRP 3.625% 2/16 | 24859 | 26463 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (43 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AFLAC INC | 29639 | 53120 |
| AT&T INC | 30706 | 40452 |
| ABBOTT LABORATORIES | 32345 | 45850 |
| AUTOMATIC DATA PROCESSING INC | 31722 | 45544 |
| ECOLAB INC | 46080 | 71900 |
| EXELON CORP | ||
| EXPEDITORS INTERNATIONAL | 24586 | 39550 |
| EXXON MOBIL CORP | 1151 | 51930 |
| GENERAL ELECTRIC | 1857 | 48277 |
| INTEL CORP | 39259 | 41240 |
| IRON MOUNTAIN | 33237 | 50705 |
| JPMORGAN CHASE & CO | 18342 | 17588 |
| JOHNSON & JOHNSON | 42439 | 56080 |
| JOHNSON CNTROLS INC | 20243 | 46005 |
| ELI LILLY & CO | 33030 | 49320 |
| LINEAR TECHNOLOGY CORP | 35800 | 34300 |
| MCDONALDS CORP | 44058 | 70568 |
| MEAD JOHNSON NUTRITION COMPANY | 17467 | 19767 |
| MERCK & CO INC | 23805 | 40940 |
| MICROSOFT CORP | 23612 | 21368 |
| NEWELL RUBBERMAID INC | 17915 | 44540 |
| NORTHWEST NATURAL GAS CO | 41778 | 44200 |
| ORACLE CORP | 19720 | 19992 |
| PAYCHEX INC | 40772 | 46650 |
| PEPSICO INC | 45721 | 68430 |
| PFIZER INC | 39080 | 50159 |
| PROCTER & GAMBLE CO | 40500 | 59879 |
| QUALCOMM INC | 41360 | 61860 |
| RAYTHEON CO NEW | 36172 | 46048 |
| SAN JUAN BASIN ROYALTY TRUST | 17038 | 13410 |
| SCHJUMBERGER LTD | 26135 | 55439 |
| STERICYCLE INC | 18909 | 74624 |
| STRYKER CORP | 35288 | 43856 |
| UNITED TECHNOLOGIES CORP | 15169 | 82010 |
| VERIZON COMMUNICATIONS INC | 26981 | 43270 |
| BARRICK GOLD CORP | 34520 | 63018 |
| CENOVUS INEGY INC | 28595 | 40248 |
| ENCANA CORP | 9342 | 7904 |
| SUNCOR ENERGY INC | 28141 | 52768 |
| TEVA PHARMACEUTICAL INDUSTRIES | 20213 | 14936 |
| TORONTO DOMINION BANK ONTARIO | 29755 | 42165 |
| POWERSHARES DB COMMODITY INDEX | 21950 | 27780 |
| ISHARES MSCI EMERGING MARKETS | 19426 | 39915 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 49799 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 51264 | USGovtSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | Category |
| Amount | $3,000 | Amount |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|---|---|
| ROYALTY EXPENSES | 119 | 0 | |
| MASSACHUSETTS FORM PC FILING F | 35 | 0 | 35 |
| Rent and Royalty Expense | 119 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|---|---|
| ROYALTY INCOME | 0 | -947 | |
| Royalty Income | 947 | 947 | 947 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $25,289 | Amount |
| Net Investment Income | 20231 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5058 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $836 | 836 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $732 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $90 | 90 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $27 | 27 | 0 |