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Nonprofiteer
← ISABELLA M WELD TRUST 033110

Form 990 for tax year 2023

Filed by ISABELLA M WELD TRUST 033110.

Totals

Total revenue
$177,025
Total expenses
$37,088
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$177,025
Other revenue
$0
Total assets, end of year
$2,618,523
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,618,523
Program services expenses (Part IX)
$11,266
Management and general expenses
$25,822
Fundraising expenses
$0
Program service expenses (Part III)
$11,266

Program services were 30.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $40,155 · excluded $40,155

  • 7a · Gross sales of assets other than inventory

    securities $776,057

  • 7b · Less cost or other basis and sales expenses

    securities $639,187

  • 7c · Gain or loss

    securities $136,870

  • 7d · Net gain or loss

    total $136,870 · excluded $136,870

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $9,150 · program services $4,575 · management and general $4,575

  • 11f · Fees: investment management

    total $26,621 · program services $6,656 · management and general $19,965

  • 24a · Other expenses: Foreign taxes on income

    total $1,282 · management and general $1,282

  • 24b · Other expenses: MA Form PC Filing Fee

    total $35 · program services $35

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $69,139 · end of year $201,023

  • 11 · Investments: publicly traded securities

    beginning of year $1,943,706 · end of year $2,417,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,302,417 · end of year $1,768,159

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $710,428 · end of year $850,364

Mission and programs · 2023

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.

Activities or mission (Part I)

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

  • 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.

    Expenses $11,266

As filed on the 2023 return.

Listed in Part VII

  • Lauren Sheerr Beshears

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Renat V Lumpau

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Cornelia VR Streeter

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Susannah Thayer

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Cecile Tucker

    Trustee

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 August 2025
IRS schema version
2023v6.0
Source object
202522279349301142

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