S S FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- S S FAMILY FOUNDATION INC (EIN 13-6271788)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-20
- IRS object ID
- 202612329349100216
- Schema version
- 2025v4.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-20T12:01:40-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043573806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136271788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S S FAMILY FOUNDATION INC 7563-XXXXXX09399 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SSFA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE SEMENENKO - | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2026-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,637,463 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,405 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,311 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $146,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,716 | TotalNetInvstIncmAmt |
| 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,100 | TaxesRevAndExpnssAmt |
| 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 | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,397 | CashBOYAmt |
| Cash EOY | $4,281 | CashEOYAmt |
| Cash EOYFMV | $4,281 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,065 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $374,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $355,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,544,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $404,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,637,463 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $404,735 | CapitalStockBOYAmt |
| Capital Stock EOY | $448,155 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $448,155 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $448,155 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 40. ALPHABET INC SR CAP STK CL A | 2011-05-16 | 2025-06-25 | $6,831 | $524 | $6,307 | $6,307 |
| 50. ALPHABET INC SR CAP STK CL A | 2010-12-21 | 2025-06-25 | $8,539 | $754 | $7,785 | $7,785 |
| 100. ANSYS INC COM | 2012-06-12 | 2025-07-18 | $39,586 | $6,335 | $33,251 | $33,251 |
| 100. ANSYS INC COM | 2008-06-09 | 2025-07-18 | $39,586 | $4,677 | $34,909 | $34,909 |
| 20. COSTCO WHOLESALE CORP | 2008-06-09 | 2025-06-25 | $19,782 | $1,427 | $18,355 | $18,355 |
| 35. MICROSOFT CORP | 2001-10-05 | 2025-06-25 | $17,174 | $991 | $16,183 | $16,183 |
| .667 RALLIANT CORP COM | 2019-06-07 | 2025-07-09 | $32 | $33 | -$1 | -$1 |
| 40. STRYKER CORP | 1987-11-13 | 2025-06-25 | $15,634 | $28 | $15,606 | $15,606 |
| .98 SYNOPSYS INC | 2025-07-18 | 2025-07-29 | $582 | $565 | $17 | $17 |
| 67. SYNOPSYS INC | 2025-07-18 | 2025-09-17 | $28,496 | $38,625 | -$10,129 | -$10,129 |
| . ALLERGAN PLC SHS | 2025-05-22 | $28 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,167 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,167 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,444 | OverpaymentAmt |
| Applied To ES Tax | $2,444 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE SEMENENKO | ||||||
| 45 SCHOOL STREET 5TH FL | BOSTON | MA | 02108 | PRESIDENT | 1 | $0 |
| KARIN J BARKHORN | ||||||
| 1290 6TH AVENUE | NEW YORK | NY | 10104 | SECRETARY | 01 | $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 | $1,579,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,662,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,662,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,637,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,723 | TotalTaxAmt |
| Distributable Before Adj | $80,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,000 | 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 | $78,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,470 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,470 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $78,639 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENJAMIN J WILLIAMS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WELCH FORBES 45 SCHOOL ST 5FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175231635 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MAY BE SUBMITTED IN ANY FORM WHICH REASONABLY INFORMS THE TTEES AS TO THE EXEMPT STATUS OF THE APPLICANT, ITS GENERAL FNL SITUATION, THE REASON THE GRANT IS REQSTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO CHARITABLE ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HELP ME SEE | ||||||||
| 434 WEST 33RD ST 7 - 9 FL | NEW YORK | NY | 10001 | NONE | PF | GIFT TO THE GENERAL FUND | $1,000 | |
| HARTWICK COLLEGE | ||||||||
| P O BOX 4020 | ONEONTA | NY | 13820 | NONE | PF | GIFT TO THE GENERAL FUND | $25,000 | |
| THE DOE FUND | ||||||||
| 345 E 102ND STREET 305 | NEW YORK | NY | 10029 | NONE | PF | GIFT TO THE GENERAL FUND | $3,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 1ST AVE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PF | GIFT TO THE GENERAL FUND | $1,000 | |
| DEFENDERS OF WILD LIFE | ||||||||
| 1130 17TH STREET N W | WASHINGTON | DC | 20036 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| THE BOYS & GIRLS CLUB OF AMERICA | ||||||||
| P O BOX 97122 | WASHINGTON | DC | 200907122 | NONE | PF | GIFT TO THE GENERAL FUND | $1,000 | |
| CUMMINGS SCHOOL OF VETERINARY | ||||||||
| 200 WESTBORO RD | MORTH GRAFTON | MA | 01536 | NONE | PF | GIFT TO THE GENERAL FUND | $4,000 | MEDICINE |
| NORTH COUNTY SCHOOL | ||||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | NONE | PF | GIFT TO THE GENERAL FUND | $5,000 | |
| TECNOSERVE | ||||||||
| 1777 N KENT STREET SUITE 1100 | ARLINGTON | VA | 22209 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| C R T P INC | ||||||||
| 306 HERITAGE HILL - UNIT A | SOMERS | NY | 10589 | NONE | PF | GIFT TO THE GENERAL FUND | $4,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PF | GIFT TO THE GENERAL FUND | $4,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| P O BOX 3306 | BOSTON | MA | 02241 | NONE | PF | GIFT TO THE GENERAL FUND | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2FL | NEW YORK | NY | 10001 | NONE | PF | GIFT TO THE GENERAL FUND | $4,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| ORBIS INTERNATIONAL | ||||||||
| 520 8TH AVENUE 12 FL | NEW YORK | NY | 10018 | NONE | PF | GIFT TO THE GENERAL FUND | $1,000 | |
| OCEANA | ||||||||
| 1350 CONNECTICUT AVE NW 5FL | WASHINGTON | DC | 20036 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14FL | NEW YORK | NY | 10017 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| AMNESTY INTERNATIONAL | ||||||||
| 311 WEST 43RD STREET 7FL | NEW YORK | NY | 10036 | NONE | PF | GIFT TO THE GENERAL FUND | $3,000 | |
| ALICE LLYOD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| CITY HARVEST INC | ||||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| AMERICAN RIVERS | ||||||||
| P O BOX 96158 | WASHINGTON | DC | 20077 | NONE | PF | GIFT TO THE GENERAL FUND | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| P O BOX 1830 | MERRIFIELD | VA | 22116 | NONE | PF | GIFT TO THE GENERAL FUND | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,031 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,519 | 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 | $146,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,550 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $7,964 | $6,583 |
| AMERICAN EXPRESS | $13,175 | $73,990 |
| ANSYS INC | ||
| ADP INC | $7,099 | $51,446 |
| COSTCO WHOLESALE CORP NEW | $9,508 | $129,351 |
| DANAHER CORP | $9,844 | $45,784 |
| ECOLAB INC | $5,034 | $26,252 |
| FIRST TRUST NORTH AMERICAN ENE | $14,010 | $22,722 |
| FORTIVE CORP | $7,428 | $11,042 |
| GALLAGHER ARTHUR J & CO | $13,227 | $38,819 |
| HOME DEPOT INC | $5,578 | $68,820 |
| IRON MOUNTAIN INC COM | $8,272 | $43,466 |
| JOHNSON & JOHNSON | $11,056 | $41,390 |
| LINDE PLC COM | $16,346 | $42,639 |
| MCDONALDS CORP | $14,556 | $61,126 |
| MICROSOFT CORP | $5,743 | $101,560 |
| PEPSICO INC | $12,860 | $28,704 |
| PROCTER & GAMBLE CO | $13,208 | $28,662 |
| ROPER TECHNOLOGIES INC | $11,381 | $17,805 |
| QUALCOMM INC | $13,958 | $51,315 |
| SBL LIMITED COM | $21,419 | $15,352 |
| STRYKER CORP | $21,606 | $91,382 |
| TJX COS INC NEW | $9,544 | $61,444 |
| RTX CORP COM | $7,908 | $36,680 |
| CARRIER GLOBAL CORP | $2,370 | $10,568 |
| OTIS WORLDWIDE CORP | $3,554 | $8,735 |
| VERIZON COMMS INC | $12,183 | $12,219 |
| VISA INC | $4,583 | $87,678 |
| ALPHABET INC CL C | $5,632 | $125,520 |
| ALPHABET INC CL A | $2,254 | $50,080 |
| FISERV INC | $8,734 | $13,434 |
| CHECK POINT SOFTWARE TECH | $8,116 | $18,556 |
| ANALOG DEVICES INC | $33,180 | $108,480 |
| BECTON DICKINSON & CO | $11,631 | $9,703 |
| RALLIANT CORP COM | $2,398 | $3,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3 ITEMS - BALL & EVENING GOWNS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,450 | BookValueAmt |
| EOYFMV | $1,450 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,780 | Amt |
| Net Investment Income | $20,780 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX - PRIOR YR | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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