Civic Intelligence

Clara B Winthrop Charitable Trust

EIN 04-6039972 • Boston, MA

45 School St 5th FloorBoston, MA 02108-3204
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-277%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2016

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,570,623

Down $210,140 (-5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,570,623

Down $210,140 (-5.6%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin2nd percentile

Revenue

Up

$111,962

Up $45,203 (+68%) from 2023

Expenses

Up

$322,102

Up $70,641 (+28%) from 2023

Net Income

Down

-$210,140

Down $25,438 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,750,375Liabilities 2011: $0Net Assets 2011: $1,750,3752011Assets 2012: $1,870,365Liabilities 2012: $0Net Assets 2012: $1,870,3652012Assets 2013: $1,850,046Liabilities 2013: $0Net Assets 2013: $1,850,0462013Assets 2014: $1,749,904Liabilities 2014: $0Net Assets 2014: $1,749,9042014Assets 2015: $1,735,000Liabilities 2015: $0Net Assets 2015: $1,735,0002015Assets 2016: $1,736,384Liabilities 2016: $0Net Assets 2016: $1,736,3842016Assets 2017: $1,918,959Liabilities 2017: $0Net Assets 2017: $1,918,9592017Assets 2018: $1,882,520Liabilities 2018: $0Net Assets 2018: $1,882,5202018Assets 2019: $1,921,210Liabilities 2019: $0Net Assets 2019: $1,921,2102019Assets 2020: $3,571,930Liabilities 2020: $0Net Assets 2020: $3,571,9302020Assets 2021: $4,138,972Liabilities 2021: $0Net Assets 2021: $4,138,9722021Assets 2022: $3,965,465Liabilities 2022: $0Net Assets 2022: $3,965,4652022Assets 2023: $3,780,763Liabilities 2023: $0Net Assets 2023: $3,780,7632023Assets 2024: $3,570,623Liabilities 2024: $0Net Assets 2024: $3,570,6232024

Highlighted filing

2024

Assets$3,570,623
Liabilities$0
Net Assets$3,570,623
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $184,2812011Expenses 2012: $178,3812012Revenue 2013: $175,656Expenses 2013: $189,212Net Income 2013: -$13,5562013Revenue 2014: $88,704Expenses 2014: $188,846Net Income 2014: -$100,1422014Revenue 2015: $187,071Expenses 2015: $202,339Net Income 2015: -$15,2682015Revenue 2016: $220,027Expenses 2016: $218,643Net Income 2016: $1,3842016Revenue 2017: $410,354Expenses 2017: $227,779Net Income 2017: $182,5752017Revenue 2018: $214,388Expenses 2018: $250,827Net Income 2018: -$36,4392018Revenue 2019: $276,445Expenses 2019: $237,755Net Income 2019: $38,6902019Revenue 2020: $1,896,748Expenses 2020: $246,028Net Income 2020: $1,650,7202020Revenue 2021: $917,787Expenses 2021: $350,745Net Income 2021: $567,0422021Revenue 2022: $74,516Expenses 2022: $245,723Net Income 2022: -$171,2072022Revenue 2023: $66,759Expenses 2023: $251,461Net Income 2023: -$184,7022023Revenue 2024: $111,962Expenses 2024: $322,102Net Income 2024: -$210,1402024

Highlighted filing

2024

Revenue$111,962
Expenses$322,102
Net Income-$210,140
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,570,623
Liabilities
$0
Net assets
$3,570,623
Revenue
$111,962
Expenses
$322,102
Net income
-$210,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.11$0.32$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.07$0.25$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.07$0.25$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.92$0.35$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$1.90$0.25$1.65
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.21$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.41$0.23$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.22$0.22$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.19$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.18$0.19$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER P BROWNTrustee-$0--
THEODORE E OBERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clara B Winthrop Charitable Trust
EIN
04-6039972
Phone
6175231635
Address
45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3204

Signing Officer

Name
Peter P Brown
Title
Cotrustee
Phone
6175231635
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Welch & Forbes LLC
Address
45 SCHOOL STREET, BOSTON, MA 02108-3204
Preparer
Wayne R Kurpiel
Phone
6175231635
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-16092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-14704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt511949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-71752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt765512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt820804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt047867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt272670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt393644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4129971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt523491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt654895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt771764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8112196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc085. AMERIPRISE FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1330. ANSYS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2865. CARMAX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32205. COMCAST CORP CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4545. CONSTELLATION BRANDS INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5110. FISERV INC WISC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6755. NIKE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500. NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8183. SPDR S&P MIDCAP 400 (MKT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021976
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-210140
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03570623
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03780763
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03570623
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0274174
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0274174
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0274174
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0275087
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0913
IRS990PF/DistributableAmountGrp/TotalTaxAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02256
IRS990PF/FMVAssetsEOYAmt05671936
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03780763
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03570623
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100175
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt099818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03780147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03470448
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05572118
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03780763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03570623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05671936
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03780763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03570623
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03780763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03570623
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05585518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05584602
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt083783
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0275087
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05501735
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05585518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER P BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THEODORE E OBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt045 SCHOOL ST 5TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt145 SCHOOL STREET 5TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021083204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0275003
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0275003
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt045 SCHOOL STREET 5TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELCH & FORBES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175231635
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS MAY BE SUBMITTED IN ANY FORM WHICH REASONABLY INFORMS THE TRUSTEES AS TO THE EXEMPT STATUS OF THE APPLICANT, ITS GENERAL FINANCIAL SITUATION AND THE REASON THE GRANT IS REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PETER P BROWN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06175231635
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O WELCH FORBES 45 SCHOOL STREE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS MUST BE MADE TO CHARITABLE ORGANIZATIONS ONLY. THEY MUST BE WITHIN THE COMMONWEALTH OF MASSACHUSETTS OR A STATE WHICH EXEMPTS BEQUESTS TO MASSACHUSETTS ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt612375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt76188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt86875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt96875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1012375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1115125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1212375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt139625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt149625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt156875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt166875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt179625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1912375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt209625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt219625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt229625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt238938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt258250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2612375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MAINTENANCE AND UPKEEP OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND

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