TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 04-01-2024 , and ending 03-31-2025

Name of foundation
THE FREDERICK E WEBER CHARITIES CORP

Number and street (or P.O. box number if mail is not delivered to street address)89 SOUTH STREET 203
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02111

A Employer identification number

04-2133244

B Telephone number (see instructions)

(617) 292-6264

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$6,068,891J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	249		249	249
4	Dividends and interest from securities...	211,447		211,447	211,447
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		69,574
b	Gross sales price for all assets on line 6a 418,168
7	Capital gain net income (from Part IV, line 2)...			69,574
8	Net short-term capital gain.........
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).......	List of Attached Documents: // Content	-3,203
12	Total. Add lines 1 through 11........	278,067		281,270	211,696
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	50,000
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,500
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	15,117
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	9,096
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	6,884
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	87,597		0		0
25	Contributions, gifts, grants paid.......	290,500				290,500
26	Total expenses and disbursements. Add lines 24 and 25	378,097		0		290,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-100,030
b	Net investment income (if negative, enter -0-)			281,270
c	Adjusted net income (if negative, enter -0-)...				211,696

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	42,614	30,874	30,874
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	4,686	2,891	2,891
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......			6,035,126
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,909,031	5,873,056
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,956,331	5,906,821	6,068,891
	17	Accounts payable and accrued expenses..........	6,500	16,109
	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 )
	23	Total liabilities (add lines 17 through 22).........	6,500	16,109
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	5,949,831	5,890,712
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	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).....	5,949,831	5,890,712
	30	Total liabilities and net assets/fund balances (see instructions).	5,956,331	5,906,821

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

5,949,831

Enter amount from Part I, line 27a .....................

-100,030

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

40,911

Add lines 1, 2, and 3 ..........................

5,890,712

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

5,890,712

Form 990-PF (2024)

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	1544.944 FMI INERNATIONAL	P	2018-06-08	2024-06-25
b	191.263 VANGUARD TOTAL STOCK MARKET	P	2022-01-01	2024-06-25
c	3062.117 ABSOLUTE CONVERTIBLE ARBITRAGE	P	2020-03-16	2024-10-03
d	1253.133 columbia small cap value	P	2021-06-18	2024-10-03
e	4049.844 LAZARD GLOBAL LISTED INFRASTRUCTURE	P	2018-06-08	2024-10-03
	291.383 VANGUARD TOTAL STOCK MARKET	P	2022-01-01	2024-11-13
	754.527 parnassus mid cap instit	P	2022-01-01	2025-02-03
	412.683 VANGUARD TOTAL STOCK MARKET	P	2022-01-01	2025-02-03
	75000 schwab us treasury	P	2023-01-01	2024-07-25
	11168 schwab us treasury	P	2023-01-01	2024-07-30

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	55,000	50,998	4,002
b	25,000	13,112	11,888
c	35,000	32,640	2,360
d	20,000	23,075	-3,075
e	65,000	61,783	3,217
	42,000	19,976	22,024
	30,000	32,550	-2,550
	60,000	28,292	31,708
	75,000	75,000
	11,168	11,168

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			4,002
b			11,888
c			2,360
d			-3,075
e			3,217
			22,024
			-2,550
			31,708

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	69,574
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,910
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
3	Add lines 1 and 2...........................	3	3,910
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,910
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	801
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	801
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,109
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JAY SCOLLINS Telephone no. right arrow

(617) 292-6264

Located at right arrow

89 SOUTH STREETBOSTONMA ZIP+4 right arrow

02111

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JAY SCOLLINS	Treasurer 1.00	0
120 POKANKET PATH WRENTHAM,MA02092	Treasurer 1.00	0
ELIZABETH AGUILO	CLERK 1.00	0
47 DORCHESTER STREET 4 AOUTH BOSTON,MA02127	CLERK 1.00	0
AMY BERNSTEIN	Director 1.00	0
52 BABCOCK STREET APT 3 BROOKLINE,MA02446	Director 1.00	0
ONNIE MAYSHAK	Director 1.00	0
133 BROOKLINE STREET NEEDHAM,MA02492	Director 1.00	0
ELIZABETH H GERLACH	President 1.00	0
73 FISHER AVE NEWTON,MA02461	President 1.00	0
KEVIN QUEALLY	Director 1.00	0
11 YOUNG ROAD WESTON,MA02493	Director 1.00	0
AMY STEIN	Director 1.00	0
88 CHILTON ST CAMBRIDGE,MA02148	Director 1.00	0
IGOR TIGUY	Director 1.00	0
PO BOX 174 PINEHURST,MA01866	Director 1.00	0

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
NANCY COOPER	EXECUTIVE DIRECTOR 20.00	50,000
30 AMHERST ROAD WELLESLEY,MA02482	EXECUTIVE DIRECTOR 20.00	50,000








Total number of other employees paid over $50,000...................

Form 990-PF (2024)

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 arrow

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 (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

Minimum investment return. Enter 5% (0.05) of line 5................

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.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2024 from Part V, line 5 .......

3,910

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

3,910

Distributable amount before adjustments. Subtract line 2c from line 1............

3,910

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

3,910

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

290,500

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

290,500

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......	239,000
b From 2020......	245,500
c From 2021......	264,500
d From 2022......	252,500
e From 2023......	274,000
f Total of lines 3a through e ........		1,275,500
4Qualifying distributions for 2024 from Part
XI, line 4: $ 290,500
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus		290,500
5 Excess distributions carryover applied to 2024.
(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		1,566,000
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........			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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		239,000
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		1,327,000
10 Analysis of line 9:
a Excess from 2020....	245,500
b Excess from 2021....	264,500
c Excess from 2022....	252,500
d Excess from 2023....	274,000
e Excess from 2024....	290,500

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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).)

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.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

NANCY COOPER EXECUTIVE DIRECTOR
89 SOUTH STREET SUITE 203
BOSTON,MA02111
(617) 292-6264

bThe form in which applications should be submitted and information and materials they should include:

FOR GRANTS TO NONPROFIT AGENCIES: ALL FIRST-TIME APPLICANTS MUST SEND A LETTER OF INTEREST BY MAIL. IF INVITED TO SUBMIT A FULL PROPOSAL GUIDELINES WILL BE SENT AND APPLICANTS MUST INCLUDE: 1. A COVER LETTER DESCRIBING THE PURPOSE AND AMOUNT OF THE GRANT BEING REQUESTED. 2. COVER SHEET (PHILANTHROPY MA FORMAT ACCEPTED 3. PROPOSAL NARRATIVE DESCRIBING THE PROJECT OR PROGRAM TO BE FUNDED AND THE NUMBER OF PEOPLE THAT WILL BE SERVED (PHILANTHROPY MA FORMAT ACCEPTED). 4. A GRANT REPORT DESCRIBING IN DETAIL THE USE OF THE FUNDS FOLLWOING THE END OF THE PREVIOUSLY AWARDED GRANT PERIOD. GRANT REPORTS MUST BESUBMITTED ALONG WITH NEW REQUESTS FOR FUNDS. REPORTS SHOULD CLEARLY STATE THE GOALS AND OBJECTIVES OF THE PROJECT AND THE PROGRESS MADE TOWARD ACHIEVING THESE GOALS. (PHILANTHROPY MA FORMAT ACCEPTED). 5. PERSONAL RESUME OF THE PRINCIPAL ADMINISTRATOR OF THE PROJECT OR PROGRAM 6. A DETAILED PROGRAM BUDGET 7. AN AGENCY BUDGET 8. A PROGRAM BUDGET 9. A LIST OF OTHER SOURCES OF SUPPORT FOR THE

cAny submission deadlines:

MAY BE SUBMITTED AT ANY TIME NOT MORE THAN ONCE IN A YEAR.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GRANTS ARE MADE TO 501(C)3 TAX-EXEMPT ORGANIZATIONS THATSERVE LOW-INCOME, MINORITIES, CHILDREN, FAMILIES, AND THE ELDERY AND THAT ADDRESS CORE ISSUES OF HOUSING AND HOMELESSNESS, JOB TRAINING, EDUCATION AND SUPPORT, FOOD DISTRIBUTION AND EMERGENCY CLIENT ASSISTANCE.THE FOUNDATION MAKES GRANTS TO FEDERALLY TAX QUALIFIEDNON-PROFIT ORGANIZATIONS IN MASSACHUSETTS BENEFITTINGLOW-INCOME PEOPLE IN COMMUNITIES IN MASSACHUSETTS.GRANTS ARE MADE TO NONPROFIT ORGANIZATIONS FOR PROGRAMSUPPORT AND SPECIAL ASSISTANCE FUNDING.GRANTS ARE NOT MADE FOR CAPITAL PROJECTS, ENDOWMENTS, OR ANNUAL APPEALS.

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE,MA02141	NONE	PC	PROGRAM SUPPORT	5,000
BREAD AND ROSES 58 NEWBURY STREET LAWRENCE,MA01840	NONE	PC	PROGRAM SUPPORT	10,000
CAMBRIDGE CAMPING 99 BISHOP RICHARD ALLEN CIR CAMBRIDGE,MA02138	NONE	PC	PROGRAM SUPPORT	8,500
CASPAR PO BOX 45538 SOMMERVILLE,MA02145	NONE	PC	PROGRAM SUPPORT	7,500
COMMUNITY SERVINGS 18 MARBURY TERRACE JAMAICA PLAIN,MA02130	NONE	PC	PROGRAM SUPPORT	10,000
EMERGE 2464 MASSACHUSETTS AVENUE 101 CAMBRIDGE,MA02140	NONE	PC	PROGRAM SUPPORT	5,000
FAMILIES FIRST 99 BISHOP ALLEN DRIVE CAMBRIDGE,MA02139	NONE	PC	PROGRAM SUPPORT	4,000
FAMILY AID 17 EAST STREET BOSTON,MA02111	NONE	PC	PROGRAM SUPPORT	10,000
FOOD FOR FREE COMMITTEE 11 INMAN STREET CAMBRIDGE,MA02138	NONE	PC	PROGRAM SUPPORT	12,500
FRIENDSHIP WORKS 105 CHAUNCY STREET STE 101 BOSTON,MA02111	NONE	PC	PROGRAM SUPPORT	8,000
HALE HOUSE 273 CLARENDON STREET BOSTON,MA02116	NONE	PC	PROGRAM SUPPORT	2,000
HAWC-HEALING ABUSE WORKING FOR CHAN 27 CONGRESS STREET STE 201 SALEM,MA01970	NONE	PC	PROGRAM SUPPORT	5,000
HOUSEHOLD GOODS RECYCLING MINISTRY 530 MAIN STREET ACTON,MA01720	NONE	PC	PROGRAM SUPPORT	8,000
PARENT CHILD HOME PROGRAM 10 PERTHSHIRE ROAD BOSTON,MA02135	NONE	PC	PROGRAM SUPPORT	6,000
SCHOOL ON WHEELS 831 PLEASANT STREET BROCKTON,MA02301	NONE	PC	PROGRAM SUPPORT	5,000
SELF ESTEEM PO BOX 301155 JAMAICA PLAIN,MA02130	NONE	PC	PROGRAM SUPPORT	6,000
SOUTH SHORE COMM ACTION COUNCIL 265 SOUTH MEADOW ROAD PLYMOUTH,MA02360	NONE	PC	PROGRAM SUPPORT	5,000
ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON,MA02116	NONE	PC	PROGRAM SUPPORT	5,000
WELLSPRING HOUSE 302 ESSEX AVENUE GLOUCESTER,MA01930	NONE	PC	PROGRAM SUPPORT	7,500
WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON,MA02116	NONE	PC	PROGRAM SUPPORT	8,000
MISSION OF DEEDS 6 CHAPLIN AVENUE READING,MA01867	NONE	PC	PROGRAM SUPPORT	7,500
BACK YARD GROWERS 3 DUNCAN STREET GLOUCESTER,MA01930	NONE	PC	PROGRAM SUPPORT	6,000
BOSTON AREA GLEANERS 240 BEAVER STREET WALTHAM,MA02452	NONE	PC	PROGRAM SUPPORT	6,500
CASA MYRNA 451 BLUE HILL AVENUE BOSTON,MA02121	NONE	PC	PROGRAM SUPPORT	5,000
DISMAS HOUSE 30 RICHARDS STREET WORCESTER,MA01603	NONE	PC	PROGRAM SUPPORT	6,000
FRIDAY NIGHT SUPPER PROJECT 351 BOYLSTON STREET BOSTON,MA02116	NONE	PC	PROGRAM SUPPORT	6,000
HEARTH 1640 WASHINGTON STREET BOSTON,MA02118	NONE	PC	PROGRAM SUPPORT	9,000
HOUSING FAMILIES 919 EASTERN AVENUE MALDEN,MA02148	NONE	PC	PROGRAM SUPPORT	13,000
INTERFAITH SOCIAL SERVICES 105 ADAMS STREET QUINCY,MA02169	NONE	PC	PROGRAM SUPPORT	10,000
MERRIMACK VALLEY HOUSING PARTNERSHI 67 MIDDLE STREET STE 501 LOWELL,MA01852		PC	PROGRAM SUPPORT	6,000
RAW ARTS WORK 37 CENTRAL SQUARE LYNN,MA01901	NONE	PC	PROGRAM SUPPORT	6,000
ABCD 19 CORINTH STREET ROSENDALE,MA02181	NONE	PC	PROGRAM SUPPORT	7,000
UTEC 40 CENTRAL STREET LOWELL,MA01852	NONE	PC	PROGRAM SUPPORT	11,000
REACH 750 MAIN STREET WALTHAM,MA02451	NONE	PC	PROGRAM SUPPORT	6,500
NEW ENGLAND CENTER AND HOME FOR VET 17 COURT STREET BOSTON,MA02108	NONE	PC	PROGRAM SUPPORT	3,000
REGIONAL ENVIROMENTAL COUNCIL 42 LAGRANGE STREET WORCESTER,MA01610	NONE	PC	PROGRAM SUPPORT	5,000
THE WISH PROJECT 166 MIDDLESEX STREET NORTH CHEMSFORD,MA01863		PC	PROGRAM SUPPORT	4,000
BEYOND SOCCER 280 MERRIMACK STREET LAWRENCE,MA01843	NONE	PC	PROGRAM SUPPORT	4,000
JOYWEAVERS 55 SAWYER DRIVE DEDHAM,MA02026	NONE	PC	PROGRAM SUPPORT	4,000
BREAKTIME 63 FRANKLIN STREET BOSTON,MA02110	NONE	PC	PROGRAM SUPPORT	1,000
COMMUNITY COOKS 337 SOMERVILLE AVE STE 2 SOMERVILLE,MA02143	NONE	PC	PROGRAM SUPPORT	4,000
NEIGHBOR'S FUND PO BOX 36 HYANNIS,MA02601	NONE	PC	PROGRAM SUPPORT	3,000
NOURSHING THE NORTHSHORE 3 HARRIS STREET NEWBURYPORT,MA01950	NONE	PC	PROGRAM SUPPORT	3,000
PROJECT JUST BECAUSE 77 SOUTH STREET HOPKINTON,MA01748	NONE	PC	PROGRAM SUPPORT	5,000
READ TO A CHILD 20 WILLIAM STREET STE G25 WELLESLEY,MA02481	NONE	PC	PROGRAM SUPPORT	3,000
RIA-READY INSPIRE ACT 330 COCHITUATE ROAD 1784 FRAMINGHAM,MA01701	NONE	PC	PROGRAM SUPPORT	4,000
WAYFINDERS 1780 MAIN STREET SPRINGFIELD,MA01103	NONE	PC	PROGRAM SUPPORT	4,000
Total ................................. 3a				290,500

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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 ...........					249
4 Dividends and interest from securities ....			14		211,447
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 ............					69,574
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aCONSTITUTION PARTNERS
bemployer retention credit				1,521
cKENDALL PRIVATE EQUITY AC
dMETRO RE PARTNERS GLOBAL				462
eMETRO RE PARTNERS IV
fRCP ADVISORS FUND VI
gSIGULER GUFF BRIC OPP				-2,380
hSIGULER GUFF DISTRESSED				-2,806
12 Subtotal. Add columns (b), (d), and (e) ..				-3,203	281,270

13Total. Add line 12, columns (b), (d), and (e)..................

278,067

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE FREDERICK E WEBER CHARITIES CORP

EIN:

04-2133244

Software ID:

24020490

Software Version:

2024v5.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
accounting	6,500	0	0	0

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE FREDERICK E WEBER CHARITIES CORP

EIN:

04-2133244

Software ID:

24020490

Software Version:

2024v5.2

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FILING FEES	70
INSURANCE	3,687
OFFICE EXPENSE	1,318
POSTAGE	108
TELEPHONE	1,701

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE FREDERICK E WEBER CHARITIES CORP

EIN:

04-2133244

Software ID:

24020490

Software Version:

2024v5.2

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
employer retention credit	1,521
METRO RE PARTNERS GLOBAL	462
SIGULER GUFF BRIC OPP	-2,380
SIGULER GUFF DISTRESSED	-2,806

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE FREDERICK E WEBER CHARITIES CORP

EIN:

04-2133244

Software ID:

24020490

Software Version:

2024v5.2

Description	Amount
UNREALIZED PARTNERSHIP	40,911

- TIN:

TY 2024 TaxesSchedule

Name:

THE FREDERICK E WEBER CHARITIES CORP

EIN:

04-2133244

Software ID:

24020490

Software Version:

2024v5.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
excise tax	11,292
PAYROLL TAXES	3,825