Civic Intelligence

Isabella M Weld Trust Dated 3311910

990 • Fiscal year 2017 • EIN 04-6016348

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 23, 2018

Organization ProfileN/A
Choate LLP POBox 961019Boston, MA 02196

(617) 248-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

95%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,586,693

Up $159,764 (+11%) from 2016

Net Assets

Up

$1,586,693

Up $159,764 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Up

$125,242

Up $60,987 (+95%) from 2016

Expenses

Up

$75,326

Up $55,360 (+277%) from 2016

Net Income

Up

$49,916

Up $5,627 (+13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2014: $1,426,381Liabilities 2014: $0Net Assets 2014: $1,426,3812014Assets 2015: $1,292,747Liabilities 2015: $0Net Assets 2015: $1,292,7472015Assets 2016: $1,426,929Liabilities 2016: $0Net Assets 2016: $1,426,9292016Assets 2017: $1,586,693Liabilities 2017: $0Net Assets 2017: $1,586,6932017Assets 2018: $1,685,749Liabilities 2018: $0Net Assets 2018: $1,685,7492018Assets 2019: $1,666,998Liabilities 2019: $0Net Assets 2019: $1,666,9982019Assets 2020: $1,926,352Liabilities 2020: $0Net Assets 2020: $1,926,3522020Assets 2021: $2,362,078Liabilities 2021: $0Net Assets 2021: $2,362,0782021Assets 2022: $1,779,158Liabilities 2022: $0Net Assets 2022: $1,779,1582022Assets 2023: $2,012,845Liabilities 2023: $0Net Assets 2023: $2,012,8452023Assets 2024: $2,618,523Liabilities 2024: $0Net Assets 2024: $2,618,5232024Assets 2025: $2,843,533Liabilities 2025: $0Net Assets 2025: $2,843,5332025

Highlighted filing

2017

Assets$1,586,693
Liabilities$0
Net Assets$1,586,693
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2014: $70,959Expenses 2014: $43,443Net Income 2014: $27,5162014Revenue 2015: $42,116Expenses 2015: $46,100Net Income 2015: -$3,9842015Revenue 2016: $64,255Expenses 2016: $19,966Net Income 2016: $44,2892016Revenue 2017: $125,242Expenses 2017: $75,326Net Income 2017: $49,9162017Revenue 2018: $173,528Expenses 2018: $48,050Net Income 2018: $125,4782018Revenue 2019: $101,787Expenses 2019: $48,619Net Income 2019: $53,1682019Revenue 2020: $173,415Expenses 2020: $44,571Net Income 2020: $128,8442020Revenue 2021: $196,247Expenses 2021: $49,013Net Income 2021: $147,2342021Revenue 2022: $281,455Expenses 2022: $49,277Net Income 2022: $232,1782022Revenue 2023: $61,309Expenses 2023: $45,482Net Income 2023: $15,8272023Revenue 2024: $177,025Expenses 2024: $37,088Net Income 2024: $139,9372024Revenue 2025: $680,157Expenses 2025: $116,239Net Income 2025: $563,9182025

Highlighted filing

2017

Revenue$125,242
Expenses$75,326
Net Income$49,916
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 23, 2018
Return Version
2016v3.0
Gross Receipts
$808,610
Mission and Program Overview

Mission

To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.

To support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard College.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,388,005$1,579,340▲ $191,335
Investments in Publicly Traded Securities$1,341,113$1,528,455▲ $187,342
Savings and Temporary Cash Investments$85,816$58,238▼ $27,578
Rtn Earn Endowment Incm Other Fnds$38,924$7,353▼ $31,571
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,426,929$1,586,693▲ $159,764
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,426,929$1,586,693▲ $159,764
Total Liabilities and Net Assets / Fund Balance$1,426,929$1,586,693▲ $159,764
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Cornelia VR StreeterTrustee
Ian H GardinerTrustee
Karen Weltchek MuellerTrustee
William A LowellTrustee
William N BancroftTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$125,242
Other Revenue
$0
Change in Net Assets
$49,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,000
Other Expenses$21,326
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,000--$54,000
Fees for Service Investment Mgmnt Fees$4,573$13,718-$18,291
Fees for Services Accounting$1,500$1,500-$3,000
Other Expenses$35--$35
Total Functional Expenses$60,108$15,218$0$75,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
President & Fellows of Harvard CollegeCambridge, MA501(c)(3)Weld Boathouse Repairs and Maintenance$54,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“In the event of a vacancy, or vacancies, in the Board of Trustees, the Trustees in office must obtain written approval by the supported organization, President and Fellows of Harvard College, to fill such vacancy or vacancies as may be necessary to constitute a board of five trustees.”

Form 990, Part VI, Section B, line 11B

“A trustee of the Isabella M. Weld Trust Dated 3/31/1910 receives a copy of the required tax return filings to review and approve before they are signed and subsequently filed with the appropriate tax authorities. Copies are also provided to all of the other Trustees for their comments before filing.”

Form 990, Part VI, Section C, line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Isabella M Weld Trust Dated 3311910
EIN
04-6016348
Phone
6172485000
Address
Choate LLP POBox 961019, Boston, MA 02196

Signing Officer

Name
William A Lowell
Title
Trustee
Phone
6172485000
Signed
2018-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William A Lowell
Formed
1910
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
8002447444
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 12:

“The Isabella M. Weld Trust is a non-exempt charitable trust, subject to the provisions of IRC 4947(a)(1). As such, the Trust must file Form 990 or 990-PF in accordance with Code Section 6033(d). Additionally, the Trust must file Form 1041 under Section 6012 to the extent it has any taxable income. However, the Trust qualifies for the permanent set aside deduction pursuant to Section 642(c) and therefore has no taxable income for the current tax period and thus not required to file Form 1041.”

Raw XML Appendix369 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard College.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Choate Hall & Stewart LLP
IRS990/BooksInCareOfDetail/PhoneNum06172485000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Two International Place
IRS990/BooksInCareOfDetail/USAddress/CityNm0Boston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01388005
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01579340
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt054000
IRS990/CYInvestmentIncomeAmt0125242
IRS990/CYOtherExpensesAmt021326
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt049916
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt075326
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0125242
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt060108
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013718
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04573
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018291
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0William N Bancroft
IRS990/Form990PartVIISectionAGrp/PersonNm1William A Lowell
IRS990/Form990PartVIISectionAGrp/PersonNm2Ian H Gardiner
IRS990/Form990PartVIISectionAGrp/PersonNm3Karen Weltchek Mueller
IRS990/Form990PartVIISectionAGrp/PersonNm4Cornelia VR Streeter
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01910
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt097487
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt054000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt054000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt054000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0780855
IRS990/GrossReceiptsAmt0808610
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt027755
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027755
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01341113
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01528455
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0683368
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01426929
IRS990/NetAssetsOrFundBalancesEOYAmt01586693
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt097487
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt097487
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0109848
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind01
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MA Form PC Filing Fee
IRS990/OtherExpensesGrp/ProgramServicesAmt035
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0William A Lowell
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064255
IRS990/PYOtherExpensesAmt019966
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt044289
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019966
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064255
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049916
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt038924
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07353
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085816
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058238
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103580
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt054000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0President & Fellows of Harvard College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt054000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt054000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Weld Boathouse Repairs and Maintenance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0President & Fellows of Harvard College
IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Harvard University
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cambridge
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002138
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The filing organization is a Type I supporting organization of the Presidents & Fellows of Harvard College, and provides grants only to this supported organization for specific purposes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Isabella M. Weld Trust is a non-exempt charitable trust, subject to the provisions of IRC 4947(a)(1). As such, the Trust must file Form 990 or 990-PF in accordance with Code Section 6033(d). Additionally, the Trust must file Form 1041 under Section 6012 to the extent it has any taxable income. However, the Trust qualifies for the permanent set aside deduction pursuant to Section 642(c) and therefore has no taxable income for the current tax period and thus not required to file Form 1041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In the event of a vacancy, or vacancies, in the Board of Trustees, the Trustees in office must obtain written approval by the supported organization, President and Fellows of Harvard College, to fill such vacancy or vacancies as may be necessary to constitute a board of five trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A trustee of the Isabella M. Weld Trust Dated 3/31/1910 receives a copy of the required tax return filings to review and approve before they are signed and subsequently filed with the appropriate tax authorities. Copies are also provided to all of the other Trustees for their comments before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 12:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0President & Fellows of Harvard College
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042103580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0College
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0124 Mount Auburn Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cambridge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01426929
IRS990/TotalAssetsEOYAmt01586693
IRS990/TotalAssetsGrp/BOYAmt01426929
IRS990/TotalAssetsGrp/EOYAmt01586693
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060108
IRS990/TotalFunctionalExpensesGrp/TotalAmt075326
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01426929
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01586693
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060108
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0125242
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125242
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01426929
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01586693
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Choate LLP POBox 961019
IRS990/USAddress/CityNm0Boston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002196
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William A Lowell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172485000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Isabella M Weld Trust Dated 3311910
ReturnHeader/Filer/BusinessNameControlTxt0WELD
ReturnHeader/Filer/EIN0046016348
ReturnHeader/Filer/PhoneNum06172485000
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate LLP POBox 961019
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE7C1EA16D8AAA5622960641DD82C01E60BE7149
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02CC4C4610C7CE537855CCDE76D04A8640C960E3E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.105.168.164
ReturnHeader/FilingSecurityInformation/IPDt02018-07-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:48:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum08002447444
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02018-07-24T15:14:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,586,693
Liabilities
$0
Net assets
$1,586,693
Revenue
$125,242
Expenses
$75,326
Net income
$49,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.68$0.12$0.56
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.18$0.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.06$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.28$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.20$0.05$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.04$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.17$0.05$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.04$0.03