MARY W B CURTIS TRUST UW: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARY W B CURTIS TRUST UW (EIN 04-6041027)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202601249349100245
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T10:01:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 046041027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR UW MARY W B CURTIS RES CL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CURT | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAOMI T DELASSANDRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2026-04-28 | 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 | $2,985,746 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,492 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,742 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $146,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,933 | 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 Rev And Expnss | $3,895 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,895 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,910 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,007 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,216 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $541 | AcctRcvblAmt |
| Acct Rcvbl BOY | $335 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $541 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $202,795 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $130,291 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $126,993 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $732,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $724,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,687,537 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,039,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,026,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,985,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,039,585 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,026,185 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,039,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,026,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,039,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,026,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,039,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70 | OtherIncreasesAmt |
| Subtotal | $1,026,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,026,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200. ANSYS INC COM | 2014-04-23 | 2025-07-18 | $79,172 | $15,106 | $64,066 | $64,066 |
| 1600. INTEL CORP | 2010-02-03 | 2025-09-22 | $47,569 | $31,407 | $16,162 | $16,162 |
| .98 SYNOPSYS INC | 2025-07-18 | 2025-07-29 | $582 | $565 | $17 | $17 |
| 75000. U S TREASURY NOTE DTD 02/28/2018 2.75% 0 | 2023-10-16 | 2025-02-28 | $75,000 | $72,503 | $2,497 | $2,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,742 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,048 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,048 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,375 | OverpaymentAmt |
| Applied To ES Tax | $1,375 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| 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 BOSTON MA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 |
|---|---|---|---|---|---|---|
| DANIEL R GORMAN | ||||||
| C/O WELCH FORBES LLC 45 SCHOOL S | BOSTON | MA | 02108 | TRUSTEE | 2 | $0 |
| NAOMI T DALESSANDRO | ||||||
| C/O WELCH FORBES LLC 45 SCHOOL S | BOSTON | MA | 02108 | TRUSTEE | 2 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,910,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,911,307 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,911,307 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,867,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,673 | TotalTaxAmt |
| Distributable Before Adj | $141,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,005 | 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 | $131,005 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,621 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,934 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,204 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $106,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,005 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,704 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,704 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,609 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,075 | ExcessFromYear4Amt |
| Excess From Year3 | $20,934 | ExcessFromYear3Amt |
| Excess From Year2 | $15,204 | ExcessFromYear2Amt |
| Excess From Year1 | $20,479 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NAOMI T DALESSANDRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FL C/O WELCH FOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175231635 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CORPORATIONS DEVOTED TO TRAINING BOYS & YOUNG MEN IN GOOD CITIZENSHIP | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| ITALIAN HOME FOR CHILDREN INC | ||||||||
| 1125 CENTRE STREET | JAMAICA PLAIN | MA | 021303445 | NONE | PC | EDUCATION, CARE & TREATMENT | $7,500 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | UNRESTRICTED - GENERAL FUND | $10,000 | |
| AGASSIZ VILLAGE | ||||||||
| 9 VERNON STREET | NORWOOD | MA | 017014784 | NONE | PC | SUMMER CAMP - UNDESERVED | $7,500 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 394 PLEASANTDALE RD | RUTLAND | MA | 01543 | NONE | PC | TRAINING BOYS & YOUNG MEN | $7,500 | |
| EVKIDS INC | ||||||||
| 218 ADAMS STREET | DORCHESTER | MA | 02122 | NONE | PC | TUTORING MENTORING PROGRAMS | $7,500 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NONE | PC | THE YOUTH ARTS ENTERPRISE | $5,000 | |
| BIKES NOT BOMBS INC | ||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | UNRESTRICTED - GENERAL FUND | $7,500 | |
| PROJECT RIGHT | ||||||||
| 320A BLUE HILL AVE | DORCHESTER | MA | 02121 | NONE | PC | UNRESTRICTED - GENERAL FUND | $5,000 | |
| THE EPIPHANY SCHOOL INC | ||||||||
| 154 CENTRE STREET | DORCHESTER CENTER | MA | 02124 | NONE | PC | THE BROTHERHOOD PROGRAM | $5,000 | |
| CAMP STARFISH INC | ||||||||
| 636 GREAT ROAD SUITE 2 | STOW | MA | 01775 | NONE | PC | THE MARY W. B. CURTIS | $10,000 | |
| CODMAN ACADEMY FOUNDATION | ||||||||
| 637 WASHINGTON ST | DORCHESTER | MA | 02124 | NONE | PC | SUPPORT MISSION OF CODMAN | $10,000 | |
| BLESSED STEPHEN BELLESINI | ||||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | NONE | PC | TO SUPPORT ALUMNI SUPPORT | $7,500 | OSA ACADEMY INC |
| CAMBRIDGE CAMPING ASSOCIATION | ||||||||
| 99 BISHOP ALLEN DR STE 4 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 | |
| WILDFLOWER INC | ||||||||
| 271 LINCOLN ST | LEXINGTON | MA | 02421 | NONE | PC | UNRESTICTED- GENERAL FUND | $7,500 | |
| ALL DORCHESTER SPORTS LEAGUE INC | ||||||||
| 1565 DORCHESTER AVE | DORCHESTER | MA | 02122 | NONE | PC | UNRESTRICTED - GENERAL FUND | $5,000 | |
| DOC WAYNE YOUTH SERVICES | ||||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | UNRESTICTED- GENERAL FUND | $5,000 | |
| BRIDGE BOSTON FOUNDATION INC | ||||||||
| 435 WARREN ST | ROXBURY | MA | 02119 | NONE | PC | PROMOTE FINANCIAL WELLBEING | $5,000 | |
| HARLEM LACROSSE AND LEADERSHIP CO | ||||||||
| 8 W 126TH ST | NEW YORK | NY | 10027 | NONE | PC | UNRESTICTED- GENERAL FUND | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,492 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,699 | 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 | $82,742 | 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 | $146,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,933 | 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 | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SHS ABBOTT LABORATORIES | $15,518 | $87,703 |
| 300 SHS AUTOMATIC DATA PROCESS | $10,198 | $77,169 |
| 400 SHS ECOLAB INC | $18,432 | $105,008 |
| 500 SHS EXXON MOBIL CORP | $960 | $60,170 |
| 1600 SHS INTEL CORP | ||
| 400 SHS JPMORGAN CHASE & CO | $16,049 | $112,777 |
| 400 SHS JOHNSON & JOHNSON | $21,220 | $82,780 |
| 125 SHS ELI LILLY & CO | $4,129 | $134,335 |
| 300 SHS MCDONALDS CORP | $16,522 | $91,689 |
| 500 SHS MERCK & CO INC | $11,342 | $52,630 |
| 550 SHS MICROSOFT CORP | $16,136 | $265,991 |
| 600 SHS ORACLE CORP | $19,720 | $116,946 |
| 600 SHS PAYCHEX INC | $16,309 | $67,308 |
| 400 SHS PEPSICO INC | $16,012 | $57,408 |
| 500 SHS PROCTER & GAMBLE CO | $20,452 | $71,655 |
| 900 SHS RAYTHEON CO NEW | $11,434 | $165,060 |
| 350 SHS STRYKER CORP | $15,439 | $123,015 |
| 1000 SHS VERIZON COMMUNICATION | $26,981 | $40,730 |
| 900 SHS ISHARES MSCI EMERGING | $19,426 | $49,239 |
| 700 SHS ABBVIE INC COM | $7,200 | $68,547 |
| 200 SHS ANSYS INC | ||
| 1000 SHS ISHARES GOLD TRUST | $22,500 | $81,170 |
| 400 SHS OMNICOM GROUP INC | $28,218 | $32,300 |
| 600 SHS NOVARTIS AG | $36,978 | $82,722 |
| 250 SHS BALL CORP | $14,590 | $13,243 |
| 225 SHS WATSCO CORP | $33,505 | $75,814 |
| 500 SHS CVS HEALTH CORPORATION | $26,565 | $39,680 |
| 1000 SHS COMCAST CORP CLASS A | $37,110 | $29,890 |
| 300 SHS STARBUCKS CORP | $22,644 | $25,263 |
| 600 SHS TJX COS INC NEW | $27,714 | $92,166 |
| 300 SHS CHUBB LIMITED COM | $31,143 | $93,636 |
| 300 SHS GALLAGHER ARTHUR J & C | $18,730 | $64,698 |
| 1000 SHS CISCO SYSTEMS INC | $42,250 | $77,030 |
| 250 SHS OTIS WORLDWIDE CORP CO | $1,949 | $21,838 |
| 67 SHS SYNOPSYS INC | $38,625 | $31,471 |
| 200 SHS BROADCOM INC | $31,266 | $69,220 |
| 200 SHS XYLEM INC | $26,871 | $27,236 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $130,291 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $126,993 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,895 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,895 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $35 | $35 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $73 | $73 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENTS | Desc |
| Amt | $70 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $29,548 | Amt |
| Net Investment Income | $23,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,910 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $839 | $839 | $0 |
| FEDERAL ESTIMATED TAX | $2,845 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $95 | $95 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $73 | $73 | $0 |
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