BETA

CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202641289349103554
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-08T15:56:18-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454182909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EASTERN CAMBRIDGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMBBusinessNameControlTxt
Phone7815987595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EDGEWATER DRIVE SUITE 150AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTURAHN DORSEYPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone7815987595PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN S NGPreparerPersonNm
PTINP01067482PTIN
Phone6174399700PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,807FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$106,712DividendsRevAndExpnssAmt
Dividends Net Invst Incm$106,712DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$885,612GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,894CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,807OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$134,413TotalRevAndExpnssAmt
Total Net Invst Incm$119,606TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$28,398OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,398OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,468TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,398TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,501,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,501,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,529,668TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,398TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,501,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,395,255ExcessRevenueOverExpensesAmt
Net Investment Income$91,208NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$207,780CashBOYAmt
Sav And Temp Cash Invst BOY$185,686SavAndTempCashInvstBOYAmt
Acct Rcvbl$14,807AcctRcvblAmt
Acct Rcvbl EOY$14,807AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$14,807AcctRcvblEOYFMVAmt
Corporate Stock BOY$4,538,240CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Land BOY$13,075LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Total Assets BOY$4,944,781TotalAssetsBOYAmt
Total Assets EOY$14,807TotalAssetsEOYAmt
Total Assets EOYFMV$14,807TotalAssetsEOYFMVAmt
Other Liabilities BOY-$1,480OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY-$1,480TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,946,261RetainedEarningBOYAmt
Retained Earning EOY$14,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,946,261TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,944,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,946,261TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,395,255ExcessRevenueOverExpensesAmt
Other Increases$463,801OtherIncreasesAmt
Subtotal$14,807SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALES OF INVESTMENTSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$885,612GrossSalesPriceAmt
Cost Or Other Basis$872,718CostOrOtherBasisAmt
Gain Or Loss$12,894GainOrLossAmt
Gains Minus Excess Or Losses$12,894GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$12,894CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,268InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,268SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,268TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,480TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$212OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$212RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTURAHN DORSEYIndividualWithBooksNm
Phone7815987595PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 EDGEWATER DRIVE SUITE 150AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY HUNTINGTON STAGER
601 EDGEWATER DRIVE SUITE 150WAKEFIELDMA01880PRESIDENT/DIRECTOR (ENDED 7/7/2025)1.00$0$0$0
DANIELLE REMIS
601 EDGEWATER DRIVE SUITE 150WAKEFIELDMA01880TREASURER/DRIECTOR1.00$0$0$0
SHEILA ESTES
601 EDGEWATER DRIVE SUITE 150WAKEFIELDMA01880DIRECTOR1.00$0$0$0
TURAHN DORSEY
601 EDGEWATER DRIVE SUITE 150WAKEFIELDMA01880PRESIDENT/DIRECTOR (AS OF 7/7/2025)1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,392,483AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$888,234AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,404FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,288,121TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,288,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,322CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,208,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$260,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$260,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,268TaxBasedOnInvestmentIncomeAmt
Total Tax$1,268TotalTaxAmt
Distributable Before Adj$259,172DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$259,172DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$259,172DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,501,270ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,501,270QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$259,172DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$40,117ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$463,630ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$350,614ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$160,084ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,014,445TotalExcessDistributionCyovAmt
Qualifying Distributions$5,501,270QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$259,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,242,098RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,256,543TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,256,543ExcessDistriCyovToNextYrAmt
Excess From Year4$40,117ExcessFromYear4Amt
Excess From Year3$463,630ExcessFromYear3Amt
Excess From Year2$350,614ExcessFromYear2Amt
Excess From Year1$160,084ExcessFromYear1Amt
Excess From Current Year$5,242,098ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIELLE REMISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line178 BLANCHARD ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174411421RecipientPhoneNum
Recipient Email AddressDANIELLE.REMIS@CAMBRIDGETRUST.COMRecipientEmailAddressTxt
Form And Info And MaterialsCONTACT THE FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesCONTACT THE FOUNDATIONSubmissionDeadlinesTxt
Restrictions On AwardsCONTACT THE FOUNDATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1EASTERN BANK FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1601 EDGEWATER DRIVE SUITE 150AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNOT RELATEDRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeTRANSFER OF ALL NET ASSETS ON DISSOLUTION PURSUANTGrantOrContributionPurposeTxt
Amt$5,501,200Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,501,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106,712ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,894ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REFUNDDesc
Related Or Exempt Function Incm$14,807RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$119,606ExclusionAmt
Related Or Exempt Function Incm$14,807RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$134,413TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementMANAGEMENT FEE REFUNDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EASTERN BANK FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EDGEWATER DRIVE SUITE 150AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Short ExplanationEASTERN CAMBRIDGE FOUNDATION IS ON THE DISSOLUTION PROCESS. IT TRANSFERS ITS ASSETS TO EASTERN BANK FOUNDATION PER THE DISSOLUTION PLAN.ShortExplanationTxt
Dissolution$5,501,200DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationEASTERN CAMBRIDGE FOUNDATION IS ON THE DISSOLUTION PROCESS. IT TRANSFERS ITS ASSETS TO EASTERN BANK FOUNDATION PER THE DISSOLUTION PLAN.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REFUNDDesc
Revenue And Expenses Per Books$14,807RevenueAndExpensesPerBooksAmt
Adjusted Net Income$14,807AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INVESTMENT GAINS/LOSSESDesc
Amt$463,801Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value-$1,480BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEECategoryTxt
Amt$28,398Amt
Net Investment Income$28,398NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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