Civic Intelligence

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

990PF • Fiscal year 2014 • EIN 04-6039972

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
45 School St 5th FloorBoston, MA 02108-3204

(617) 523-1635

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

17th percentile

-5.4%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,749,904

Down $100,142 (-5.4%) from 2013

Net Assets

Down

$1,749,904

Down $100,142 (-5.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Down

$88,704

Down $86,952 (-50%) from 2013

Expenses

Down

$188,846

Down $366 (-0.2%) from 2013

Net Income

Down

-$100,142

Down $86,586 (-639%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2014

Assets$1,749,904
Liabilities$0
Net Assets$1,749,904
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

2014

Revenue$88,704
Expenses$188,846
Net Income-$100,142
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER P BROWNTrustee-$0--
OLIVER A SPALDINGTrustee-$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
Oliver a Spalding
Title
Cotrustee
Phone
6175231635
Signed
2015-05-08
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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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01749904
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01850046
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01749904
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0169790
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0169790
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0169790
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171058
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01268
IRS990PF/DistributableAmountGrp/TotalTaxAmt01268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01632
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02900
IRS990PF/FMVAssetsEOYAmt03509701
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01850046
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01749904
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-22398
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01545
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt075224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025365
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01797220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01723275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03482791
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01850046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01749904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03509701
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01850046
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01749904
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01850046
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01749904
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03473250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01479
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03471771
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052099
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03421151
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03473250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER P BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1OLIVER A SPALDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THEODORE E OBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt045 SCHOOL ST 5TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt145 SCHOOL ST 5TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt245 SCHOOL STREET 5TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021083204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1021083204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0173641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0174275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0151000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0142347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0146875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0137029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0113500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03421151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03109799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02846250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02803920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02604843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02260060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0151000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253775
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0151000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0151000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0151000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/RecipientPersonNm0OLIVER A SPALDING
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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47500

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,749,904
Liabilities
$0
Net assets
$1,749,904
Revenue
$88,704
Expenses
$188,846
Net income
-$100,142
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