Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MILTON L WILLIAMS TRUST UW
 
Number and street (or P.O. box number if mail is not delivered to street address)125 HIGH ST STE 901 BOS-301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6016107
B Telephone number (see instructions)

(781) 581-4292
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$463,601J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,962 10,959  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,362
b Gross sales price for all assets on line 6a 124,033
7 Capital gain net income (from Part IV, line 2)... 31,362
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 42,324 42,321  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,099 549   549
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 450 0 450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,993 2,996   2,996
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
501 21   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
185     185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,678 4,016 0 4,180
25 Contributions, gifts, grants paid....... 16,200 16,200
26 Total expenses and disbursements. Add lines 24 and 25 24,878 4,016 0 20,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,446
b Net investment income (if negative, enter -0-) 38,305
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 358,361 Click to see attachment
List of Attached Documents:
// Content
372,636 		463,601
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 358,361 372,636 463,601
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 358,361 372,636
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 358,361 372,636
30 Total liabilities and net assets/fund balances (see instructions). 358,361 372,636
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
358,361
2
Enter amount from Part I, line 27a .....................
2
17,446
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
375,807
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,171
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
372,636
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 6. AT & T INC   2022-11-08 2023-07-19
b 1. ABBOTT LABORATORIES INC   2018-02-28 2023-07-19
c 7. ABBOTT LABORATORIES INC   2023-01-10 2023-09-05
d 29. ABBOTT LABORATORIES INC   2018-02-28 2023-09-05
e 3. ABBVIE INC   2022-04-01 2023-01-10
1. ABBVIE INC   2022-04-01 2023-07-19
7. ADOBE INC.   2017-01-09 2023-01-10
1. ADVANCED MICRO DEVICES INC   2021-01-12 2023-07-19
2. AIR PRODUCTS & CHEMICALS   2018-08-01 2023-01-10
3. ALPHABET, INC. CL A   2012-03-09 2023-07-19
15. ALPHABET, INC. CL A   2012-03-09 2023-12-18
3. AMAZON.COM, INC   2016-11-22 2023-07-19
5. AMEREN CORP.   2021-01-12 2023-01-10
1. AMEREN CORP.   2021-01-12 2023-07-19
5. AMERICAN ELEC POWER CO   2020-10-16 2023-01-10
1. AMERICAN ELEC POWER CO   2020-10-16 2023-07-19
2. ANALOG DEVICES   2014-01-27 2023-01-10
1. ANALOG DEVICES   2014-01-27 2023-07-19
3. APPLE INC   2014-10-28 2023-07-19
11. APPLE INC   2014-10-28 2023-08-30
1. APPLIED MATERIALS   2020-04-28 2023-07-19
8. APPLIED MATERIALS   2020-04-28 2023-08-30
1. BLACKROCK INC.   2016-09-21 2023-01-10
2. BROADCOM INC   2018-03-29 2023-01-10
3. BROADCOM INC   2018-03-29 2023-10-04
5. BURLINGTON STORES, INC.   2018-10-17 2023-01-10
11. BURLINGTON STORES, INC.   2022-01-19 2023-12-18
1. CVS HEALTH CORP HEALTH CORPORATION   2023-04-17 2023-07-19
2. CAMDEN PROPERTY TRUST   2022-04-19 2023-01-10
9. CAMDEN PROPERTY TRUST   2022-06-27 2023-06-14
14. CAMDEN PROPERTY TRUST   2022-04-19 2023-06-14
1. CHEVRON CORP   2023-01-10 2023-07-19
121.6 COLUMBIA CORPORATE INCOME FUND   2019-01-08 2023-01-11
34.978 COLUMBIA CORPORATE INCOME FUND   2019-01-08 2023-07-19
2.763 CONESTOGA SMALL CAP FUND   2021-01-13 2023-07-19
26. CONOCOPHILLIPS   2021-01-12 2023-01-10
18. CONOCOPHILLIPS   2021-01-12 2023-04-28
1. CONOCOPHILLIPS   2021-01-12 2023-07-19
1. CROWN CASTLE INC.   2022-01-19 2023-01-10
19. CROWN CASTLE INC.   2020-01-15 2023-01-10
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-01-10
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-07-19
1. DEERE & CO   2022-04-01 2023-01-10
7. DEERE & CO   2022-04-01 2023-09-05
2. EASTMAN CHEMICAL CO   2021-10-04 2023-01-10
1. EASTMAN CHEMICAL CO   2021-10-04 2023-07-19
4. FACEBOOK META PLATFORMS INC   2016-01-20 2023-01-10
1. FACEBOOK META PLATFORMS INC   2016-01-20 2023-07-19
1. GLOBAL PAYMENTS INC   2020-01-15 2023-01-10
1. GLOBAL PAYMENTS INC   2020-01-15 2023-07-19
7. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-01-10
2. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-07-19
11. HOME DEPOT INC   2013-09-17 2023-01-10
1. HONEYWELL INT'L INC.   2021-10-04 2023-07-19
1. INSULET CORPORATION   2021-10-04 2023-01-10
27. INVESCO BULLETSHARES INVESCO BULLETSHARE   2023-01-10 2023-07-19
27. INVESCO BULLETSHARES 2030 CORPORATE BOND   2022-01-19 2023-07-19
24. INVESCO BULLETSHARES 2029 CORPORATE BOND   2021-01-12 2023-07-19
22. INVESCO BULLETSHARES 2028 CORPORATE BOND   2020-01-15 2023-07-19
23. INVESCO BULLETSHARES 2027 CORPORATE BOND   2020-01-15 2023-07-19
23. INVESCO BULLETSHARES 2026 CORPORATE BOND   2020-01-15 2023-07-19
21. INVESCO BULLETSHARES 2025 CORPORATE BOND   2019-01-08 2023-07-19
10. INVESCO BULLETSHARES 2024 CORPORATE BOND   2018-01-09 2023-01-10
21. INVESCO BULLETSHARES 2024 CORPORATE BOND   2018-01-09 2023-07-19
41. INVESCO BULLETSHARES 2023 CORPORATE BOND   2017-01-09 2023-01-10
20. INVESCO BULLETSHARES 2023 CORPORATE BOND   2017-01-09 2023-07-19
588. INVESCO BULLETSHARES 2023 CORPORATE BOND   2022-01-19 2023-12-20
1. IQVIA HOLDINGS INC   2020-01-15 2023-07-19
13. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-01-10
2. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-07-19
7. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-01-10
2. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-07-19
2. I SHARES RUSSELL 1000 VALUE INDEX FUND   2021-01-12 2023-07-19
13. J P MORGAN CHASE & CO   2015-06-08 2023-01-10
2. J P MORGAN CHASE & CO   2015-06-08 2023-07-19
8. J P MORGAN CHASE & CO   2016-01-20 2023-12-18
1. JACOBS SOLUTIONS INC   2023-01-25 2023-07-19
1. JOHNSON & JOHNSON   2012-03-09 2023-01-10
20. JOHNSON & JOHNSON   2019-01-08 2023-04-17
7. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-01-10
1. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-07-19
6. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-10-31
14. MARVELL TECHNOLOGY INC   2022-01-19 2023-06-02
2. MARVELL TECHNOLOGY INC   2022-01-19 2023-07-19
30. MARVELL TECHNOLOGY INC   2023-01-10 2023-08-30
21. MARVELL TECHNOLOGY INC   2022-01-19 2023-08-30
18. MERCK & CO INC. NEW   2022-04-01 2023-01-10
1. MERCK & CO INC. NEW   2022-04-01 2023-07-19
8. MICROSOFT   2019-04-17 2023-01-10
2. MICROSOFT   2019-04-17 2023-07-19
6. MOTOROLA SOLUTIONS, INC.   2019-01-08 2023-01-10
11. MOTOROLA SOLUTIONS, INC.   2019-01-08 2023-04-13
4. NORTHROP GRUMMAN   2017-11-21 2023-01-10
5. NORTHROP GRUMMAN   2019-01-08 2023-01-25
1. ORACLE CORPORATION   2023-01-10 2023-07-19
1. OSHKOSH CORP   2021-01-12 2023-01-10
1. OSHKOSH CORP   2021-01-12 2023-07-19
2. PNC BANK CORP   2018-01-09 2023-01-10
10. PNC BANK CORP   2018-01-09 2023-04-13
1. PNC BANK CORP   2018-01-09 2023-07-19
19. PNC BANK CORP   2020-06-16 2023-12-18
1. PALO ALTO NETWORKS INC   2023-04-13 2023-07-19
2. PEPSICO INC   2018-11-15 2023-01-10
1. PEPSICO INC   2018-11-15 2023-07-19
29.016 PRINCIPAL PREFERRED SECURITIES FUND   2020-04-03 2023-07-19
1. PROLOGIS   2023-01-10 2023-07-19
6. RTX CORPORATION   2019-01-08 2023-01-10
1. RTX CORPORATION   2019-01-08 2023-07-19
41. RTX CORPORATION   2021-01-12 2023-07-28
16. SPDR PORTFOLIO INT TERM CORP BD ETF   2020-01-15 2023-07-19
1. SPDR S&P BIOTECH   2023-01-10 2023-07-19
29. SPDR S&P BIOTECH   2023-01-10 2023-10-04
18. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-01-10
1. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-07-19
1. SPDR TECHNOLOGY IDX   2020-04-01 2023-07-19
6. SPDR TECHNOLOGY IDX   2020-04-01 2023-10-04
1. SERVICENOW   2022-01-19 2023-12-18
1. SYSCO CORP   2017-08-15 2023-07-19
1. TARGET CORP   2023-01-10 2023-07-19
17. TARGET CORP   2023-01-10 2023-12-18
1. TESLA INC   2022-01-19 2023-07-19
5. TESLA INC   2022-01-19 2023-12-18
1. THERMO FISHER SCIENTIFIC, INC.   2021-03-25 2023-01-10
3. U.S. BANCORP NEW   2022-10-14 2023-07-19
2. ULTA BEAUTY, INC.   2020-01-15 2023-01-10
1. UNITEDHEALTH GROUP, INC   2018-01-09 2023-01-10
2. UNITEDHEALTH GROUP, INC   2018-01-09 2023-04-17
2. VISA, INC   2012-03-09 2023-01-10
1. VISA, INC   2012-03-09 2023-07-19
11. WALMART, INC.   2019-01-08 2023-01-10
1. WALMART, INC.   2019-01-08 2023-07-19
5. EATON CORP PLC   2017-10-31 2023-01-10
1. EATON CORP PLC   2017-10-31 2023-07-19
4. EATON CORP PLC   2017-10-31 2023-11-28
3. ROYAL PHARMA   2022-11-02 2023-07-19
73. ROYAL PHARMA   2023-01-10 2023-09-05
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 87   112 -25
b 107   61 46
c 707   795 -88
d 2,930   1,768 1,162
e 478   485 -7
138   162 -24
2,374   760 1,614
116   95 21
618   324 294
367   45 322
2,040   227 1,813
406   118 288
442   371 71
85   74 11
484   458 26
86   92 -6
337   97 240
196   48 148
584   80 504
2,051   293 1,758
142   51 91
1,201   410 791
750   368 382
1,116   471 645
2,470   707 1,763
1,098   790 308
1,990   1,799 191
74   76 -2
226   329 -103
1,009   1,221 -212
1,569   2,306 -737
155   175 -20
1,093   1,190 -97
314   342 -28
200   225 -25
3,049   1,229 1,820
1,844   851 993
110   47 63
145   183 -38
2,761   2,394 367
149   128 21
171   128 43
435   417 18
2,902   2,920 -18
177   204 -27
88   102 -14
527   366 161
313   91 222
106   194 -88
113   194 -81
537   501 36
145   143 2
3,482   837 2,645
205   214 -9
298   279 19
433   438 -5
440   511 -71
434   517 -83
437   489 -52
440   486 -46
437   476 -39
424   415 9
205   208 -3
433   437 -4
860   846 14
424   413 11
12,464   12,218 246
224   160 64
1,409   1,478 -69
217   227 -10
484   550 -66
151   157 -6
322   283 39
1,796   874 922
309   134 175
1,328   465 863
122   121 1
175   65 110
3,303   2,167 1,136
1,066   892 174
191   127 64
1,123   765 358
834   1,089 -255
130   156 -26
1,726   1,100 626
1,208   1,633 -425
1,991   1,492 499
107   83 24
1,827   969 858
707   242 465
1,567   711 856
3,172   1,303 1,869
1,998   1,218 780
2,317   1,476 841
119   86 33
92   96 -4
91   96 -5
328   298 30
1,212   1,488 -276
131   149 -18
2,861   2,194 667
247   198 49
355   233 122
186   117 69
250   258 -8
123   115 8
602   396 206
96   63 33
3,526   2,798 728
515   568 -53
86   82 4
2,009   2,390 -381
2,413   2,209 204
133   123 10
179   77 102
985   464 521
708   537 171
74   52 22
132   156 -24
2,341   2,654 -313
292   338 -46
1,264   1,692 -428
569   443 126
116   129 -13
975   558 417
484   225 259
1,006   450 556
440   59 381
242   29 213
1,586   1,047 539
155   95 60
802   371 431
210   74 136
915   297 618
93   128 -35
2,157   3,101 -944
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -25
b       46
c       -88
d       1,162
e       -7
      -24
      1,614
      21
      294
      322
      1,813
      288
      71
      11
      26
      -6
      240
      148
      504
      1,758
      91
      791
      382
      645
      1,763
      308
      191
      -2
      -103
      -212
      -737
      -20
      -97
      -28
      -25
      1,820
      993
      63
      -38
      367
      21
      43
      18
      -18
      -27
      -14
      161
      222
      -88
      -81
      36
      2
      2,645
      -9
      19
      -5
      -71
      -83
      -52
      -46
      -39
      9
      -3
      -4
      14
      11
      246
      64
      -69
      -10
      -66
      -6
      39
      922
      175
      863
      1
      110
      1,136
      174
      64
      358
      -255
      -26
      626
      -425
      499
      24
      858
      465
      856
      1,869
      780
      841
      33
      -4
      -5
      30
      -276
      -18
      667
      49
      122
      69
      -8
      8
      206
      33
      728
      -53
      4
      -381
      204
      10
      102
      521
      171
      22
      -24
      -313
      -46
      -428
      126
      -13
      417
      259
      556
      381
      213
      539
      60
      431
      136
      618
      -35
      -944
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 31,362
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 532
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 532
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 532
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 491
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 491
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 41
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowEASTERN BANK TRUSTEE Telephone no.right arrow (781) 581-4292

Located atright arrow125 HIGH STREET BOS-301BOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EASTERN BANK TRUSTEE
2 		1,099    
125 HIGH ST STE 901
BOSTON,MA02110
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
439,529
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
439,529
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
439,529
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,593
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
432,936
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
21,647
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
21,647
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
532
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
532
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
21,115
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
21,115
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
21,115
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
20,380
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
20,380
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 21,115
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 5,881
b From 2019...... 691
c From 2020...... 0
d From 2021...... 0
e From 2022...... 5,275
f Total of lines 3a through e ........ 11,847
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 20,380
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 20,380
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 735 735
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 11,112
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		5,146
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,966
10 Analysis of line 9:
a Excess from 2019.... 691
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 5,275
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT W WELCH ESQUIRE
27 CONGRESS STREET STE 512
SALEM,MA01970
(978) 744-0637
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS AVAILABLE UPON REQUEST
cAny submission deadlines:
ON OR ABOUT JUNE 1ST ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOSTON UNIVERSITY

COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE NONE SCHOLARSHIP 1,800

UNIVERSITY OF MASSACHUSETTS - AMHERST

120 TILLSON FARM ROAD
AMHERST,MA01003 		NONE NONE SCHOLARSHIP 1,800

DUKE UNIVERSITY

502 OREGON STREET
DURHAM,NC27708 		NONE NONE SCHOLARSHIP 2,250

VASSAR COLLEGE

124 RAYMOND AVENUE
POUGHKEEPSIE,NY12604 		NONE NONE SCHOLARSHIP 2,250

SAINT ANSELM COLLEGE
FBO GRACE WOOLHISER
100 ST ANSELM DR
Manchester,NH03102 		NONE NONE SCHOLARSHIP 1,800

EMERSON COLLEGE
FBO AARON HOMEM
120 BOYLSTON STREET
Boston,MA02116 		NONE NONE SCHOLARSHIP 2,250

EMMANUEL COLLEGE
FBO KRISTEN SANTILLAN
400 THE FENWAY
Boston,MA02115 		NONE NONE SCHOLARSHIP 1,800

SUFFOLK UNIVERSITY

8 ASHBURTON PLACE
Boston,MA02108 		NONE NONE SCHOLARSHIP 2,250
Total .................................right arrow 3a 16,200
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 10,962  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 31,362  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   42,324  
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,324
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MILTON L WILLIAMS TRUST UW
EIN:
04-6016107
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2023 InvestmentsOtherSchedule2
Name:
MILTON L WILLIAMS TRUST UW
EIN:
04-6016107
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABBOTT LABORATORIES INC      
ADOBE INC.      
AIR PRODUCTS & CHEMICALS AT COST 1,819 3,012
ELI LILLY & CO AT COST 2,235 2,332
ALPHABET, INC. CL A AT COST 2,338 12,013
EMERSON ELEC CO AT COST 3,836 3,893
AMAZON.COM, INC AT COST 3,260 11,547
ANALOG DEVICES AT COST 832 3,376
APPLE INC AT COST 2,051 15,595
AT & T INC AT COST 3,256 2,886
BLACKROCK INC. AT COST 2,208 4,871
BOSTON SCIENTIFIC CORP AT COST 3,004 3,237
BROADCOM INC AT COST 1,876 8,930
BURLINGTON STORES, INC.      
CAMDEN PROPERTY TRUST      
EQUINIX INC AT COST 2,310 2,416
CONOCOPHILLIPS AT COST 1,740 3,946
CROWN CASTLE INTERNATIONAL COR      
CVS HEALTH CORP HEALTH CORPORA AT COST 2,571 2,685
EATON CORP PLC AT COST 1,619 4,816
FACEBOOK META PLATFORMS INC AT COST 4,470 10,265
FEDERATED GOV'T OBLIGATION TAX AT COST 26,191 26,191
HOME DEPOT INC      
HONEYWELL INT'L INC. AT COST 4,043 3,984
I SHARES I BOXX INVESTMENT GRA AT COST 6,365 6,197
JACOBS SOLUTIONS INC AT COST 3,099 3,375
INVESCO BULLETSHARES 2030 CORP AT COST 14,457 12,859
INVESCO BULLETSHARES INVESCO B AT COST 12,709 12,869
INVESCO BULLETSHARES 2023 CORP      
INVESCO BULLETSHARES 2024 CORP AT COST 12,596 12,573
INVESCO BULLETSHARES 2025 CORP AT COST 12,279 12,559
J P MORGAN CHASE & CO AT COST 2,929 6,464
JOHNSON & JOHNSON      
MARVELL TECHNOLOGY INC      
MERCK & CO INC. NEW AT COST 2,819 3,380
MICROSOFT AT COST 8,605 19,930
MOTOROLA SOLUTIONS, INC.      
NORTHROP GRUMMAN      
PEPSICO INC AT COST 2,388 3,397
ROYAL PHARMA      
PNC BANK CORP      
SERVICENOW AT COST 2,949 4,239
TESLA INC AT COST 2,883 3,230
U.S. BANCORP NEW AT COST 3,461 3,419
SYSCO CORP AT COST 2,303 3,071
UNITEDHEALTH GROUP, INC AT COST 2,475 5,791
VISA, INC AT COST 1,854 7,290
WALMART, INC. AT COST 4,645 6,306
ABBVIE INC AT COST 3,556 3,409
AMERICAN ELEC POWER CO AT COST 3,779 3,411
APPLIED MATERIALS AT COST 1,232 3,728
COLUMBIA CORPORATE INCOME FUND AT COST 10,516 9,302
GLOBAL PAYMENTS INC AT COST 4,320 3,048
DEERE & CO      
INVESCO BULLETSHARES 2026 CORP AT COST 13,482 12,584
INVESCO BULLETSHARES 2027 CORP AT COST 13,701 12,646
INVESCO BULLETSHARES 2028 CORP AT COST 13,919 12,756
IQVIA HOLDINGS INC AT COST 2,675 3,933
I SHARES RUSSELL MID CAP INDEX AT COST 5,573 5,597
HARTFORD FINANCIAL SERVICES GR AT COST 3,863 4,341
PRINCIPAL PREFERRED SECURITIES AT COST 7,854 7,415
RAYTHEON TECHNOLOGIES CORP      
SPDR PORTFOLIO INT TERM CORP B AT COST 15,777 15,200
NVIDIA CORPORATION AT COST 8,571 8,914
SPDR TECHNOLOGY IDX AT COST 2,192 4,427
PROLOGIS AT COST 3,223 3,732
ULTA BEAUTY, INC. AT COST 1,576 2,940
NETFLIX, INC. AT COST 2,926 2,921
ADVANCED MICRO DEVICES INC AT COST 3,916 5,896
AMEREN CORP. AT COST 2,517 2,387
CHEVRON CORP AT COST 5,514 4,773
CONESTOGA SMALL CAP FUND AT COST 6,056 5,817
DARDEN RESTAURANTS INC. AT COST 3,322 4,272
EASTMAN CHEMICAL CO AT COST 3,636 3,144
INSULET CORPORATION AT COST 3,015 2,604
INVESCO BULLETSHARES 2029 CORP AT COST 14,700 12,889
I SHARES RUSSELL 1000 VALUE I AT COST 9,346 10,576
MARRIOTT INTERNATIONAL INC. C AT COST 1,784 3,157
OSHKOSH CORP AT COST 2,789 3,144
PALO ALTO NETWORKS INC AT COST 2,963 4,423
ORACLE CORPORATION AT COST 2,844 3,479
SPDR HEALTH CARE SELECT SPDR E AT COST 3,347 3,682
THERMO FISHER SCIENTIFIC, INC. AT COST 3,546 4,246
PROSHARES S&P 500 DIVIDEND ARI AT COST 3,048 3,332
PULTE HOMES INC AT COST 3,262 3,303
S&P GLOBAL INC AT COST 3,060 3,084
SALESFORCE INC AT COST 3,172 3,158
UNITED PARCEL SERVICE AT COST 3,589 2,987

TY 2023 OtherDecreasesSchedule
Name:
MILTON L WILLIAMS TRUST UW
EIN:
04-6016107
Description Amount
BOOK VALUE ADJUSTMENT 3,171


TY 2023 OtherExpensesSchedule
Name:
MILTON L WILLIAMS TRUST UW
EIN:
04-6016107
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 185 0   185


TY 2023 OtherProfessionalFeesSchedule
Name:
MILTON L WILLIAMS TRUST UW
EIN:
04-6016107
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 5,993 2,996   2,996


TY 2023 TaxesSchedule
Name:
MILTON L WILLIAMS TRUST UW
EIN:
04-6016107
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 21 21   0
FEDERAL ESTIMATES - PRINCIPAL 480 0   0