Civic Intelligence

Clara B Winthrop Trust Article Six of the Deed Dated 12-16-61

990PF • Fiscal year 2011 • EIN 04-6039972

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 18, 2012

Organization Profile
45 School St 5th Floor02108-3204
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,750,375

No earlier filing loaded for comparison.

Net Assets

$1,750,375

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$184,281

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2011

Assets$1,750,375
Liabilities$0
Net Assets$1,750,375
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$184,281
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 18, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER P BROWNTrustee-$0--
OLIVER A SPALDINGTrustee-$0--
THEODORE E OBERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRUSTEES OF RESERVATIONSFINANCIAL SUPPORTPUBLIC CHARITYBEVERLY, MA, US$10,000
Paid GrantVNA CARE NETWORKFINANCIAL SUPPORTPUBLIC CHARITYDANVERS, MA, US$10,000
Paid GrantMUSEUM OF SCIENCEFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantNEW ENGLAND AQUARIUMFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantPEABODY & ESSEX MUSEUMFINANCIAL SUPPORTPUBLIC CHARITYSALEM, MA, US$10,000
Paid GrantMANCHESTER PUBLIC LIBRARYPURCHASE BOOKS AND EDUCATIONAL MATERIALSPUBLIC CHARITYMANCHESTERBYTHESEA, MA, US$10,000
Paid GrantBOWDOIN COLLEGEJAMES BOWDOIN SCHOLARSHIP FUNDPUBLIC CHARITYBRUNSWICK, ME, US$10,000
Paid GrantTOWN OF MANCHESTER-BY-UPKEEP OF CLARA B WINTHROP FIELDPUBLIC CHARITYMANCHESTERBYTHESEA, MA, US$5,000
Paid GrantMASSACHUSETTS HISTORICALFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantLIBRARY OF THE BOSTONFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantNEW ENGLAND CONSERVATORYFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantWINSOR SCHOOLFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantWGBH EDUCATIONAL FDNFINANCIAL SUPPORTPUBLIC CHARITYALLSTON, MA, US$5,000
Paid GrantST JOHN'S EPISCOPALFINANCIAL SUPPORTPUBLIC CHARITYBEVERLY, MA, US$5,000
Paid GrantWENHAM MUSEUMFINANCIAL SUPPORTPUBLIC CHARITYWENHAM, MA, US$5,000
Paid GrantMANCHESTER HISTORICALFINANCIAL SUPPORTPUBLIC CHARITYMANCHESTERBYTHESEA, MA, US$5,000
Paid GrantFRIENDS OF MANCHESTER TREES INCANNUAL TREE PLANTING ENDOWMENTPUBLIC CHARITYMANCHESTERBYTHESEA, MA, US$5,000
Paid GrantHOME FOR LITTLE WANDERERSFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantMANCHESTER COMMUNITY CTRFINANCIAL SUPPORTPUBLIC CHARITYMANCHESTERBYTHESEA, MA, US$5,000
Paid GrantNORTHEAST HEALTH FOUNDATIONBEVERLY HOSPITALPUBLIC CHARITYBEVERLY, MA, US$5,000
Paid GrantCHILDREN'S HOSPITAL TRUSTFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBOYS & GIRLS CLUBS OF BOSTONFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$2,500
Paid GrantST PETER'S EPISCOPAL CHURCHFINANCIAL SUPPORTPUBLIC CHARITYBEVERLY, MA, US$2,500
Paid GrantHISTORIC NEW ENGLANDFINANCIAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$2,500
Filing and Contact Details

Filer

EIN
04-6039972
Raw XML AppendixShowing 400 of 700 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
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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01720
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue049729
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue147337
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue249962
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue324525
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue450140
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue524895
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV052855
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV154034
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV252066
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV453513
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV526219
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond050000 WYETH NOTE 5.5%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond150000 BARRICK GOLD 6.125%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond250000 UNITED HEALTH CARE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond325000 HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond450000 STATE STREET CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond525000 VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue049865
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132098
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16114422
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1997893
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2145250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2259000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV237071
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2434302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25120396
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2752182
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2943370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV305862
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3172750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3258056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3331150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01400 SHS AFLAC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12600 SHS ALLIANT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21800 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33000 SHS COGNEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42000 SHS CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52500 SHS GE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62000 SHS HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73000 SHS HUGOTON ROYALTY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81700 SHS HOSPITALITY PROP. TR.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91000 SHS JOHNSON&JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103000 SHS LINEAR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113000 SHS MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock124000 SHS NEWELL RUBBERMAID
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock132000 SHS PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock142000 SHS PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock152000 SHS PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock161400 SHS 3M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock172000 SHS UPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock181500 SHS UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock192440 SHS VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock201000 SHS EXPEDITORS INT.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock211000 BARRICK GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock224000 ROYAL BANK SCOTLAND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23FEDERATED MONEY MARKET FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24600 SHS NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock251200 SHS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock261500 SHS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27600 SHS VANGUARD INTERMEDIATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock281000 SHS AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock291000 SHS EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3050 SHS STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock313000 SHS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock321200 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33500 SHS SPDR S&P CHINA ETF
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount091787
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0. LUCENT TECHNOLOGIES INC
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02846619
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01822
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02844797
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable042699
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0140196
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02803920
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02846619
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER P BROWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1OLIVER A SPALDING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2THEODORE E OBER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1045 SCHOOL ST 5TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1145 SCHOOL ST 5TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1245 SCHOOL STREET 5TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0021083204
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1021083204
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0140838
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0140213
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050006
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.052605
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05022
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.041672
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051085
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.054448
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02803920
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102604843
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202260060
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302879605
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403415868
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503292903
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0625
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0147500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10137029
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20113500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30120000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40174500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50179291
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.250031
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0146875
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0147500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0625
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0147500
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber07
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0NOT APPLICABLE
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELCH & FORBES LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175231635
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1045 SCHOOL STREET 5TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002108
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATIONS 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/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0OLIVER A SPALDING
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06175231635
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10C/O WELCH FORBES 45 SCHOOL STREE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002108
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0AWARDS 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/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount510000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount810000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount95000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount145000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount155000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount165000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount175000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount185000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount195000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount205000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount212500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount222500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount232500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UPKEEP OF CLARA B WINTHROP FIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FINANCIAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FINANCIAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FINANCIAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FINANCIAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5FINANCIAL SUPPORT

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,750,375
Liabilities
$0
Net assets
$1,750,375
Revenue
-
Expenses
$184,281
Net income
-
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