CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-24
IRS object ID
202421159349100702
Schema version
2023v5.0
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)
Return2024-04-24T08:14:05-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454182909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE TRUST CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMBBusinessNameControlTxt
Phone6175205543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line178 BLANCHARD ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER HALBERSTADTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6175205543PhoneNum
Signature2024-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastHALBERSTADTPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN S NGPreparerPersonNm
PTINP01067482PTIN
Phone6174399700PhoneNum
Preparation2024-04-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,567,264FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$129InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$129InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$129,227DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,227DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,161NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$800,911GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,161CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$190,517TotalRevAndExpnssAmt
Total Net Invst Incm$215,517TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,129LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,129LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,215OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,215OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,715TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$30,073DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$2,954OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,954OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,836TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,215TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,833TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$529,915ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$553,815ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$598,751TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,215TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$569,648TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$408,234ExcessRevenueOverExpensesAmt
Net Investment Income$195,302NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,965CashBOYAmt
Cash EOY$32,263CashEOYAmt
Cash EOYFMV$32,263CashEOYFMVAmt
Sav And Temp Cash Invst BOY$491,579SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$245,597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,597SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,518,757CorporateStockBOYAmt
Corporate Stock EOY$4,274,951CorporateStockEOYAmt
Corporate Stock EOYFMV$4,274,951CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$62,859LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$48,406LandBldgEquipAccumDeprecAmt
Land BOY$17,167LandBOYAmt
Land EOY$14,453LandEOYAmt
Land EOYFMV$14,453LandEOYFMVAmt
Total Assets BOY$5,059,468TotalAssetsBOYAmt
Total Assets EOY$4,567,264TotalAssetsEOYAmt
Total Assets EOYFMV$4,567,264TotalAssetsEOYFMVAmt
Grants Payable BOY$152,500GrantsPayableBOYAmt
Grants Payable EOY$110,000GrantsPayableEOYAmt
Other Liabilities BOY$7,146OtherLiabilitiesBOYAmt
Other Liabilities EOY-$785OtherLiabilitiesEOYAmt
Total Liabilities BOY$159,646TotalLiabilitiesBOYAmt
Total Liabilities EOY$109,215TotalLiabilitiesEOYAmt
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$4,899,822RetainedEarningBOYAmt
Retained Earning EOY$4,458,049RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,899,822TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,458,049TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,059,468TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,567,264TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,899,822TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$408,234ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,491,588SubtotalAmt
Other Decreases$33,539OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,458,049TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WEST PHARMACEUTICALP$12,969$21,519-$8,550-$8,550
UNION PACIFICP$40,277$45,882-$5,605-$5,605
MERCK & COP$12,708$10,140$2,568$2,568
VISAP$50,663$45,727$4,936$4,936
AMERICAN EXPRESSP$52,503$52,931-$428-$428
APPLEP$83,341$84,633-$1,292-$1,292
PNCP$21,389$37,355-$15,966-$15,966
REGIONS FINANCIALP$13,002$17,933-$4,931-$4,931
BRISTOL MERS SQUIBBP$5,677$6,022-$345-$345
BROADCOMP$11,989$9,261$2,728$2,728
AGILENTP$21,096$29,618-$8,522-$8,522
VISAP$9,114$8,058$1,056$1,056
JPMP$6,280$6,653-$373-$373
AMEXP$9,270$8,525$745$745
CATCD$147,423$147,423$147,423
SALESFORCEP$5,239$7,628-$2,389-$2,389
VERISKP$14,137$14,531-$394-$394
WASTE MANAGEMENTP$14,328$14,130$198$198
UNILEVERP$8,867$8,633$234$234
BECTON DICKINSONP$2,548$2,459$89$89
CORPORATE ACTIONSP$50,000$49,969$31$31
BECTON DICKINSONP$2,214$2,186$28$28
BRISTOL MYERS SQUIBBP$5,905$6,595-$690-$690
INTERCONTINENTALP$7,061$8,478-$1,417-$1,417
ADOBEP$3,091$4,578-$1,487-$1,487
TJXP$4,635$4,035$600$600
CVSP$8,100$12,141-$4,041-$4,041
BRISTOL MYERS SQUIBBP$5,757$6,619-$862-$862
SANDOZP$2,215$1,711$504$504
ESSENTIAL UTILP$7,236$10,882-$3,646-$3,646
REGIONS FINANCIALP$17,610$28,945-$11,335-$11,335
CORPORATE ACTIONSP$73$92-$19-$19
VERALTOP$5,178$6,629-$1,451-$1,451
VERISKP$17,491$15,411$2,080$2,080
ADOBEP$21,829$23,818-$1,989-$1,989
NOVARTISP$3,480$2,905$575$575
LINDE PLCP$10,606$8,889$1,717$1,717
SALESFORCEP$20,771$24,458-$3,687-$3,687
WASTE MANAGEMENTP$11,608$10,717$891$891
ECOLABP$29,172$33,733-$4,561-$4,561
APPLEP$23,905$20,321$3,584$3,584
CAPITAL GAINS DIVIDENDSP$154$154$154
FieldValueIRS element (for citing)
Capital Gain Net Income$86,161CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,715InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,715SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,715TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$785OverpaymentAmt
Applied To ES Tax$785AppliedToESTaxAmt
Refund$0RefundAmt

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 Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
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 BooksPETER HALBERSTADTIndividualWithBooksNm
Phone6175205543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line178 BLANCHARD ROADAddressLine1Txt
CityBURLINGTIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIELLE REMIS
78 BLANCHARD ROADBURLINGTONMA01803PRESIDENT/DIRECTOR1.00$0$0$0
DINA SCIANNA
78 BLANCHARD ROADBURLINGTONMA01803VICE PRESIDENT/DIRECTOR1.00$0$0$0
JESSICA SUTTLE
78 BLANCHARD ROADBURLINGTONMA01803CORPORATE SECRETARY/CLERK1.00$0$0$0
PETER HALBERSTADT
78 BLANCHARD ROADBURLINGTONMA01803TREASURER/DRIECTOR1.00$0$0$0
ANA MOJICA
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
DANIEL MORRISON
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
DEBORAH MOORE
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
SUSAN MARTORE-BAKER
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
SHEILA ESTES
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
ADAM JOHNSTON
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$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$4,130,316AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$372,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,502,523TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,502,523AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,538CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,434,985NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,749MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,749MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,715TaxBasedOnInvestmentIncomeAmt
Total Tax$2,715TotalTaxAmt
Distributable Before Adj$219,034DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$219,034DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$219,034DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$569,648ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$569,648QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$219,034DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$63,639ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$40,117ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$463,630ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$567,386TotalExcessDistributionCyovAmt
Qualifying Distributions$569,648QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$219,034AppliedToCurrentYearAmt
Remaining Distri From Corpus$350,614RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$918,000TotalCorpusAmt
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$918,000ExcessDistriCyovToNextYrAmt
Excess From Year4$63,639ExcessFromYear4Amt
Excess From Year2$40,117ExcessFromYear2Amt
Excess From Year1$463,630ExcessFromYear1Amt
Excess From Current Year$350,614ExcessFromCurrentYearAmt

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 (196 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
51 WALDEN INC
51 WALDEN STCONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$500
826 BOSTON INC
3035 WASHINGTON STREET ROXBURY MABOSTONMA02119NOT RELATEDPCEXEMPT PURPOSE$2,500
ADOLESCENT CONSULTATION SERVICES
189 CAMBRIDGE STREETCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$500
ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION
18R SHEPARD STBRIGHTONMA02135NOT RELATEDPCEXEMPT PURPOSE$1,000
ANNIES ANGELS MEMORIAL FUND INC
8 JANA LANESTRATHAMNH03885NOT RELATEDPCEXEMPT PURPOSE$1,000
ARCK BOSTON
36 BROMFIELD STREET SUITE 301BOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$1,000
ARMI
400 COMMERCIAL STMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$1,000
ART RESOURCE COLLABORATIVE FOR KIDS INC
36 BROMFIELD ST 301BOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$1,500
ASIAN COMMUNITY DEVELOPMENT CORPORATION
38 OAK STBOSTONMA02111NOT RELATEDPCEXEMPT PURPOSE$5,000
BELMONT LIBRARY FOUNDATION
405 CONCORD AVE PO BOX 381BELMONTMA02478NOT RELATEDPCEXEMPT PURPOSE$1,000
BIG SISTER ASSOCIATION OF GREATER BOSTON
20 PARK PLAZA SUITE 1420BOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$2,500
BINA FARM CENTER
55 ALLEN STREETLEXINGTONMA02421NOT RELATEDPCEXEMPT PURPOSE$2,500
BLACK HERITAGE TRAIL OF NEW HAMPSHIRE
222 COURT STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$5,000
BOSTON ARTS ACADEMY FOUNDATION
126 BROOKLINE AVE 3RD FLOORBOSTONMA02215NOT RELATEDPCEXEMPT PURPOSE$10,000
BOYS & GIRLS CLUB OF BOSTON
115 WARREN STREETROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$2,500
BRANCHFOOD
50 MILK STREET FLOOR 16BOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$1,500
BREAD & ROSES
58 NEWBURY STLAWRENCEMA01840NOT RELATEDPCEXEMPT PURPOSE$1,000
BREAD & ROSES HOUSING
15 UNION ST SUITE 205LAWRENCEMA01840NOT RELATEDPCEXEMPT PURPOSE$1,500
BREAKTHROUGH GREATER BOSTON
101 ROGERS STCAMBRIDGEMA02142NOT RELATEDPCEXEMPT PURPOSE$2,500
BREAKTIME UNITED INC
170 PORTLAND STBOSTONMA02114NOT RELATEDPCEXEMPT PURPOSE$1,000
BRIDGES HOMEWARD
60 GORE STCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$2,500
CAMBRIDGE BRANCH NAACP
125 MT AUBURN ST PO BOX 380660CAMBRIDGEMA02238NOT RELATEDPCEXEMPT PURPOSE$5,000
CAMBRIDGE CENTER FOR ADULT EDUCATION (CCAE)
42 BRATTLE STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$5,000
CAMBRIDGE CHAMBER OF COMMERCE
1 KENDALL SQCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,500
CAMBRIDGE COMMUNITY FOUNDATION
99 BISHOP ALLEN DRIVECAMBRIDGEMA02472NOT RELATEDPCEXEMPT PURPOSE$25,000
CAMBRIDGE COMMUNITY TELEVISION
438 MASSACHUSETTS AVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
CAMBRIDGE LOCAL FIRST
988 MEMORIAL DRIVE APT 185CAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,500
CAMBRIDGE NEIGHBORS
545 CONCORD STREET SUITE 104CAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$2,500
CAMBRIDGE PUBLIC LIBRARY FOUNDATION
449 BROADWAYCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$7,500
CAMBRIDGE ROTARY EDUCATIONAL FUND
36 GRAY STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,500
CAMBRIDGE SCHOOL VOLUNTEERS
459 BROADWAYCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,000
CAMBRIDGE TRUST COMPANY
1336 MASSACHUSETTS AVENUECAMBRIDGEMA02318NOT RELATEDPCEXEMPT PURPOSE$5,000
CAMBRIDGE VOLUNTEER CLEARINGHOUSE
1257 WORCESTER ROAD SUITE 312FRAMINGHAMMA01710NOT RELATEDPCEXEMPT PURPOSE$2,500
CAMBRIDGE YMCA
820 MASSACHUSETTS AVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
CANTERBURY SHAKER VILLAGE
288 SHAKER ROADCANTERBURYNH03224NOT RELATEDPCEXEMPT PURPOSE$2,500
CANTERBURY SHAKER VILLAGE
288 SHAKER ROADCANTERBURYNH03224NOT RELATEDPCEXEMPT PURPOSE$2,000
CAPITOL CENTER FOR THE ARTS
44 SOUTH MAIN STCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$5,000
CASA MYRNA VAZQUEZ INC
451 BLUE HILL AVEBOSTONMA02121NOT RELATEDPCEXEMPT PURPOSE$10,743
CASPAR INC
66 CANAL STREETBOSTONMA02114NOT RELATEDPCEXEMPT PURPOSE$5,000
CATHOLIC CHARITIES NEW HAMPSHIRE NEW HAMPSHIRE FOOD BANK
100 WILLIAM LOEB DRIVE UNIT 3MANCHESTERNH03109NOT RELATEDPCEXEMPT PURPOSE$594
CENTRE STREET FOOD PANTRY
11 HOMER STREETNEWTON CENTREMA02459NOT RELATEDPCEXEMPT PURPOSE$3,832
CHARLES RIVER CONSERVANCY INC
43 THORNDIKE STREET S3-3CAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$2,500
CHARLES RIVER WATERSHED ASSOCIATION
41 WEST ST FL 8BOSTONMA02111NOT RELATEDPCEXEMPT PURPOSE$2,500
CHILDREN'S SCHOLARSHIP FUND NEW HAMPSHIRE
180 LOUDON ROADCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$3,000
CHRISTOPHER'S HAVEN
1 EMERSON PLACE APT 2NBOSTONMA02114NOT RELATEDPCEXEMPT PURPOSE$1,500
CITIZENS' HOUSING AND PLANNING ASSOCIATION
ONE BEACON STREET 5TH FLOORBOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$4,500
CITYSPROUTS
1035 CAMBRIDGE STREET SUITE 6CAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$2,500
COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY
577 CENTRAL AVESUITE DOVERNH03820NOT RELATEDPCEXEMPT PURPOSE$2,000
COMMUNITY DISPUTE SETTLEMENT CENTER
60 GORE STREETCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$1,500
COMMUNITY INVESTORS
25 EARLE ROADWELLESLEYMA02481NOT RELATEDPCEXEMPT PURPOSE$1,500
COMMUNITY SERVINGS INC
179 AMORY STREETJAMAICA PLAINMA02130NOT RELATEDPCEXEMPT PURPOSE$2,500
CONCORD-CARLISLE COMMUNITY CHEST
19 MAIN STREET SUITE 2CONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$1,500
COOLIDGE CORNER THEATRE FOUNDATION
290 HARVARD AVENUEBROOKLINEMA02446NOT RELATEDPCEXEMPT PURPOSE$2,500
COOPERATIVE PRODUCTION INC
455 SOMERSET AVENUENORTH DIGHTONMA02764NOT RELATEDPCEXEMPT PURPOSE$5,000
COURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE INC
PO BOX 1327MANCHESTERNH03105NOT RELATEDPCEXEMPT PURPOSE$2,500
DISMAS HOME OF NH INC
102 FOURTH STREETMANCHESTERNH03102NOT RELATEDPCEXEMPT PURPOSE$1,500
DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION
594 COLUMBIA RDDORCHESTERMA02125NOT RELATEDPCEXEMPT PURPOSE$2,500
EASTER SEALS NEW HAMPSHIRE INC
555 AUBURN STREETMANCHESTERNH03103NOT RELATEDPCEXEMPT PURPOSE$10,000
ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA02494NOT RELATEDPCEXEMPT PURPOSE$5,743
EMERSON HEALTH CARE FOUNDATION
133 OLD ROAD TO NINE ACRE CORNERCONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$2,500
ENROOT INC
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
ETHOS (SOUTHWEST BOSTON SENIOR SERVICES DBA ETHOS)
555 AMORY STJAMAICA PLAINMA02132NOT RELATEDPCEXEMPT PURPOSE$2,500
EVERGREEN DAY SCHOOL INC
795 CONCORD AVENUECAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,000
FAMILIES IN TRANSITION
122 MARKET STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$2,500
FAMILY ACCESS OF NEWTON
492 WALTHAM STREETNEWTONMA02465NOT RELATEDPCEXEMPT PURPOSE$1,000
FAMILYAID
3815 WASHINGTON STREETBOSTONMA02130NOT RELATEDPCEXEMPT PURPOSE$3,000
FEMINIST HEALTH CENTER OF PORTSMOUTH (DBA JOAN G LOVERING HEALTH CENTER)
PO BOX 456GREENLANDNH03840NOT RELATEDPCEXEMPT PURPOSE$2,500
FILMMAKERS COLLABORATIVE
6 EASTMAN PLACE SUITE 202MELROSEMA21763NOT RELATEDPCEXEMPT PURPOSE$1,000
FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760NOT RELATEDPCEXEMPT PURPOSE$2,500
FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760NOT RELATEDPCEXEMPT PURPOSE$1,000
FRIDAY NIGHT SUPPER PROGRAM
351 BOYLSTON STREET C/O ARLINGTONBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$1,000STREET CHURCH
FRIENDS OF 2LIFE COMMUNITIES INC
30 WALLINGFORD ROADBRIGHTONMA02135NOT RELATEDPCEXEMPT PURPOSE$2,500
FRIENDS OF CAMBRIDGE RINDGE & LATIN
PO BOX 39-1541CAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,500
FRIENDS OF THE BELMONT COUNCIL ON AGING INC
266 BEECH STBELMONTMA02478NOT RELATEDPCEXEMPT PURPOSE$500
FRIENDS OF THE CHILDREN-BOSTON
184 DUDLEY STREET SUITE 100ROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$1,000
FRIENDS OF THE MUSIC HALL
28 CHESTNUT STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$3,000
FRIENDS OF WELLESLEY COUNCIL ON AGING
PO BOX 812422WELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$5,000
FRIENDS OF WELLINGTON PARK
144 CHERRY STREETWEST NEWTONMA02465NOT RELATEDPCEXEMPT PURPOSE$1,000
GATHER
210 WEST ROAD UNIT 7PORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$3,243
GIRL SCOUTS OF EASTERN MASSACHUSETTS
265 BEAVER STREETWALTHAMMA02452NOT RELATEDPCEXEMPT PURPOSE$2,500
GRANITE YMCA
117 MARKET STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$743
HACKDIVERSITY FUND
50 MILK ST 16TH FLOORBOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$5,000
HANDEL AND HAYDN SOCIETY
9 HARCOURT STREETBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$10,000
HAVEN
20 INTERNATIONAL DRIVEPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,000
HAVEN
20 INTERNATIONAL DRIVEPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,000
HEADING HOME
186 MASSACHUSETTS AVENUEBOSTONMA02115NOT RELATEDPCEXEMPT PURPOSE$5,000
HEALTH CARE FOR ALL
ONE FEDERAL STREET 5TH FLOORBOSTONMA02110NOT RELATEDPCEXEMPT PURPOSE$5,000
HIGHER POSSIBILITIES INC
50 HOUND PACK CIREAST WALPOLEMA02032NOT RELATEDPCEXEMPT PURPOSE$1,500
HILDEBRAND FAMILY SELF-HELP CENTER INC
614 MASSACHUSETTS AVENUECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$5,297
HISTORY CAMBRIDGE
159 BRATTLE STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,500
HOMESTART INC
105 CHAUNCY STREETBOSTONMA02111NOT RELATEDPCEXEMPT PURPOSE$5,000
HOPE AND COMFORT
659 HIGHLAND AVENUENEEDHAMMA02494NOT RELATEDPCEXEMPT PURPOSE$1,000
HOPEWELL INC
3 ALLIED DR STE 308DEDHAMMA02026NOT RELATEDPCEXEMPT PURPOSE$1,000
HOUSING FAMILIES INC
919 EASTERN AVENUEMALDENMA02148NOT RELATEDPCEXEMPT PURPOSE$1,000
INNERCITY WEIGHTLIFTING INC
PO BOX 171313BOSTONMA02117NOT RELATEDPCEXEMPT PURPOSE$2,500
INSTITUTE FOR NONPROFIT PRACTICE
980 WASHINGTON STREETDEDHAMMA02026NOT RELATEDPCEXEMPT PURPOSE$5,000
INTEND HEALTH STRATEGIES
231 BUSSEY STREETDEDHAMMA02026NOT RELATEDPCEXEMPT PURPOSE$1,500
INTERNATIONAL INSTITUTE OF NEW ENGLAND
2 BOYLSTON STREET 3RD FLOORBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$1,500
INTERNATIONAL SCHOOL OF BOSTONECOLE BILINGUE INC
45 MATIGNON ROADCAMBRIDGEMA02140NOT RELATEDPCEXEMPT PURPOSE$5,000
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER
281 PLEASANT STREETFRAMINGHAMMA01701NOT RELATEDPCEXEMPT PURPOSE$2,500
JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON
1430 MAIN STREETWALTHAMMA02451NOT RELATEDPCEXEMPT PURPOSE$2,500
JEWISH FAMILY AND CHILDREN'S SERVICES
1430 MAIN STREETWALTHAMMA02451NOT RELATEDPCEXEMPT PURPOSE$297
JUST A START CORPORATION
1035 CAMBRIDGE STREETCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$20,000
KREMPELS CENTER
100 CAMPUS DRIVEPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,500
LAMPREY HEALTH CARE
207 S MAIN STREETNEWMARKETNH03056NOT RELATEDPCEXEMPT PURPOSE$400
LAMPREY HEALTH CARE
207 SO MAIN STREETNEWMARKETNH03857NOT RELATEDPCEXEMPT PURPOSE$2,500
LAND'S SAKE INC
27 CRESCENT STWESTONMA02493NOT RELATEDPCEXEMPT PURPOSE$2,500
LAWRENCE BOYS & GIRLS CLUB
136 WATER STREETLAWRENCEMA01841NOT RELATEDPCEXEMPT PURPOSE$743
LAWRENCE CATHOLIC ACADEMY
101 PARKER STREETPARKER STREETMA01843NOT RELATEDPCEXEMPT PURPOSE$5,000
LAWRENCE COMMUNITYWORKS
168 NEWBURY STREETLAWRENCEMA01841NOT RELATEDPCEXEMPT PURPOSE$3,243
LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC
7 WINTHROP SQUARE 2ND FLOORBOSTONMA02110NOT RELATEDPCEXEMPT PURPOSE$2,500
LIFE SCIENCE CARES INC
PO BOX 425486CAMBRIDGEMA02142NOT RELATEDPCEXEMPT PURPOSE$5,000
LONGY SCHOOL OF MUSIC OF BARD COLLEGE
27 GARDEN STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$10,000
LUPUS FOUNDATION NEW ENGLAND
290 W BOYLSTON ST SUITE 60676WORCESTERMA01606NOT RELATEDPCEXEMPT PURPOSE$500
MAB COMMUNITY SERVICES
200 IVY STREETBROOKLINEMA02446NOT RELATEDPCEXEMPT PURPOSE$1,000
MANCHESTER BOYS & GIRLS CLUB
555 UNION STREETMANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$297
MARIAN AND EDWARD MACDOWELL INC
100 HIGH STREETPETERBOROUGHNH03458NOT RELATEDPCEXEMPT PURPOSE$2,500
MASS INSIGHT
6 LIBERTY SQAURE SUITE 6050BOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$5,000
MASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE)
19 NEEDHAM STREET SUITE 206NEWTONMA02461NOT RELATEDPCEXEMPT PURPOSE$2,500
MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE (MAHA)
1803 DORCHESTER AVEDORCHESTERMA02124NOT RELATEDPCEXEMPT PURPOSE$5,000
MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH (MAMH)
MAMH 50 FEDERAL STREET 6TH FLOORBOSTONMA02110NOT RELATEDPCEXEMPT PURPOSE$1,000
MEALS ON WHEELS OF HILLSBOROUGH COUNTY
BOX 910MERRIMACKNH03054NOT RELATEDPCEXEMPT PURPOSE$500
MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER
439 SOUTH UNION STREET BUILDING 2LAWRENCEMA01843NOT RELATEDPCEXEMPT PURPOSE$1,000BASEMENT
MERRIMACK VALLEY YMCA INC
360 MERRIMACK ST SUITE 270LAWRENCEMA01843NOT RELATEDPCEXEMPT PURPOSE$1,000
MINUTE MAN ARC FOR HUMAN SERVICES
35 FOREST RIDGE ROADCONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$1,000
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730NOT RELATEDPCEXEMPT PURPOSE$1,000
MOUNT AUBURN HOSPITAL
300 MOUNT AUBURN STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$5,500
MULTICULTURAL AIDS COALITION DBA BOSTON PRIDE FOR THE PEOPLE
9 PALMER STREETROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$3,000
MYTURN
340 GRANITE STREET SUITE 100MANCHESTERNH03102NOT RELATEDPCEXEMPT PURPOSE$297
NASHUA ASSOCIATION FOR THE ELDERLY (DBA NASHUA SENIOR ACTIVITY CENTER)
70 TEMPLE STNASHUANH03060NOT RELATEDPCEXEMPT PURPOSE$500
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760NOT RELATEDPCEXEMPT PURPOSE$1,500
NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE
801 ELM STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$10,000
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STREETBOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$1,000
NEW HAMPSHIRE ASSOCIATION FOR THE BLIND DBA FUTURE IN SIGHT
25 WALKER STREETCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$2,500
NEW HAMPSHIRE HUMANITIES
117 PLEASANT STREETCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$5,000
NEWTON FOOD PANTRY
1000 COMMONWEALTH AVENEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$1,000
NH CENTER FOR NONPROFITS
194 PLEASANT STREET SUITE 14CONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$5,000
ON BELAY
PO BOX 391NEWMARKETNH03857NOT RELATEDPCEXEMPT PURPOSE$1,000
ON THE RISE
341 BROADWAYCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,500
ONE FAMILY INC
423 WEST BROADWAYSOUTH BOSTONMA02127NOT RELATEDPCEXEMPT PURPOSE$5,000
PATHWAY TO POSSIBLE INC
1301 CENTRE STREETNEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$1,000
PHILLIPS BROOKS HOUSE ASSOCIATION
1 HARVARD YARDCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$5,000
PROJECT CITIZENSHIP INC
11 BEACON STREET SUITE 720BOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$3,000
PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION
50 ESSEX STREETCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$3,243
PROVISION MINISTRY INC
7 THOMAS NEWTON DRIVEWESTBOROUGHMA01581NOT RELATEDPCEXEMPT PURPOSE$2,000
RACIAL UNITY TEAM
5 KINLOCH DRIVE PO BOX 101STRATHAMNH03885NOT RELATEDPCEXEMPT PURPOSE$2,500
RIAN IMMIGRANT CENTER
1 STATE STREET 8TH FLOORBOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$5,000
RIVERBEND SCHOOL
39 ELIOT STREETNATICKMA01760NOT RELATEDPCEXEMPT PURPOSE$1,000
SCHECHTER BOSTON
125 WELLS AVENUENEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$4,000
SEACOAST MENTAL HEALTH CENTER
1145 SAGAMORE AVEPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,500
SEACOAST OUTRIGHT
PO BOX 842PORTSMOUTHNH03802NOT RELATEDPCEXEMPT PURPOSE$3,000
SECOND CHANCES INC
PO BOX 441328SOMERVILLEMA02144NOT RELATEDPCEXEMPT PURPOSE$1,000
SECOND STEP
PO BOX 600213NEWTONVILLEMA02460NOT RELATEDPCEXEMPT PURPOSE$654
SEE SCIENCE CENTER INC
200 BEDFORD STREET 4TH FLOORMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$5,000
SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC
8 LAKEVILLE ROAD SUITE 3 JAMAICAJAMAICA PLAINMA02130NOT RELATEDPCEXEMPT PURPOSE$2,500PLAIN
SILKROAD
PO BOX 35460BRIGHTONMA02135NOT RELATEDPCEXEMPT PURPOSE$2,500
SOCIETY OF ST VINCENT DE PAUL LINCOLN WESTON
PO BOX 324LINCOLNMA01773NOT RELATEDPCEXEMPT PURPOSE$500
SOLUTIONS AT WORK
1151 MASSACHUSETTS AVENUECAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,500
SOMERVILLE-CAMBRIDGE ELDER SERVICES
61 MEDFORD STREET 3RD FLOORSOMERVILLEMA02143NOT RELATEDPCEXEMPT PURPOSE$5,000
SOUTHEAST NH HABITAT FOR HUMANITY
1 MIDDLE ST SUITE 200PORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,500
SOUTHERN DISTRICT YMCA CAMP LINCOLN
56 LINDEN STEXETERNH03833NOT RELATEDPCEXEMPT PURPOSE$2,500
SPRINGWELL
307 WAVERLEY OAKS ROAD SUITE 205WALTHAMMA02452NOT RELATEDPCEXEMPT PURPOSE$10,000
ST FRANCIS HOUSE
PO BOX 120499 ESSEX STATIONBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$2,500
STAR ISLAND CORPORATION
30 MIDDLE STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,500
SUMMER SEARCH
3840 WASHINGTON STJAMAICA PLAINMA02130NOT RELATEDPCEXEMPT PURPOSE$5,000
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA02458NOT RELATEDPCEXEMPT PURPOSE$1,000
THE CHARLES RIVER CENTER
59 EAST MILITIA HEIGHTS DRIVENEEDHAMMA02492NOT RELATEDPCEXEMPT PURPOSE$5,000
THE COMMUNITY ART CENTER
119 WINDSOR STREETCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$446
THE DANCE COMPLEX
536 MASSACHUSETTS AVENUECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
THE HOUSING PARTNERSHIP
PO BOX 127PORTSMOUTHNH03802NOT RELATEDPCEXEMPT PURPOSE$1,000
THE LOOP LAB
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
THE MOORE CENTER
195 MCGREGOR STREET UNIT 400MANCHESTERNH03102NOT RELATEDPCEXEMPT PURPOSE$1,000
THE PALACE THEATRES
80 HANOVER STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$3,000
THE SECOND STEP
PO BOX 600213NEWTONVILLEMA02460NOT RELATEDPCEXEMPT PURPOSE$2,500
THE WANG CENTER FOR THE PERFORMING ARTS INC
270 TREMONT STREETBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$2,500
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
PO BOX 127BOSTONMA02127NOT RELATEDPCEXEMPT PURPOSE$1,500
UNDERSTANDING OUR DIFFERENCES
100 WALNUT STNEWTONMA02460NOT RELATEDPCEXEMPT PURPOSE$1,000
UNITED NATIONS ASSOCIATION OF GREATER BOSTON
200 PORTLAND ST SUITE 500BOSTONMA02114NOT RELATEDPCEXEMPT PURPOSE$500
URBAN EDGE
1542 COLUMBUS AVEROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$5,000
WAYPOINT
464 CHESTNUT STREETMANCHESTERNH03105NOT RELATEDPCEXEMPT PURPOSE$2,500
WEBSTER HOUSE
135 WEBSTER STMANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$1,500
WEBSTER HOUSE
135 WEBSTER STMANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$3,500
WELLESLEY A BETTER CHANCE (ABC)
396 WASHINGTON STREET - BOX 221WELLESLEYMA02481NOT RELATEDPCEXEMPT PURPOSE$2,500
WELLESLEY EDUCATION FOUNDATION
PO BOX 812321WELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$1,500
WELLESLEY EDUCATION FOUNDATION
PO BOX 812321WELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$1,500
WELLESLEY FRIENDLY AID ASSOCIATION
219 WASHINGTON STWELLESLEYMA02481NOT RELATEDPCEXEMPT PURPOSE$500
WELLESLEY SYMPHONY ORCHESTRA
PO BOX 81860WELLESLEYMA02481NOT RELATEDPCEXEMPT PURPOSE$1,000
WEST SUBURBAN YMCA
276 CHURCH STREETNEWTONMA02458NOT RELATEDPCEXEMPT PURPOSE$2,500
WOMEN'S FOUNDATION OF BOSTON
423 BROOKLINE AVE SUITE 223BOSTONMA02215NOT RELATEDPCEXEMPT PURPOSE$1,000
WOMEN'S LUNCH PLACE
PO BOX 170900BOSTONMA02117NOT RELATEDPCEXEMPT PURPOSE$3,000
WOMEN'S LUNCH PLACE
PO BOX 170900BOSTONMA02117NOT RELATEDPCEXEMPT PURPOSE$2,500
WOMEN'S MONEY MATTERS INC
6 LIBERTY SQUARE 2697BOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$2,500
WORKFORCE HOUSING COALITION OF THE GREATER SEACOAST
57 MAIN STRAYMONDNH03077NOT RELATEDPCEXEMPT PURPOSE$2,500
YWCA CAMBRIDGE
7 TEMPLE STREETCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
YWCA NEW HAMPSHIRE
72 CONCORD STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$1,500
YWCA NORTHEASTERN MASSACHUSETTS
38 LAWRENCE STLAWRENCEMA01840NOT RELATEDPCEXEMPT PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$553,815TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON ARTS ACADEMY FOUNDATION
126 BROOKLINE AVE 3RD FLOORBOSTONMA02215NOT RELATEDPCEXEMPT PURPOSE$10,000
FRIENDS OF WELLESLEY COUNCIL ON AGING
PO BOX 812422WELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$20,000
HANDEL AND HAYDN SOCIETY
9 HARCOURT STREETBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$10,000
JUST A START CORPORATION
1035 CAMBRIDGE STREETCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$60,000
NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE
801 ELM STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$110,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,227ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,161ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$190,517ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$190,517TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, P.C.CategoryTxt
Amt$11,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$4,274,951EOYBookValueAmt
EOYFMV$4,274,951EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,129LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,129DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INVESTMENT GAINS/LOSSESDesc
Amt$33,539Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$144$0$144
GUIDESTAR ANNUAL SUBSCIPTION$2,199$0$2,199
OFFICE SUPPLIES$611$0$611

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$7,146BOYBookValueAmt
EOY Book Value-$785EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEECategoryTxt
Amt$20,215Amt
Net Investment Income$20,215NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$2,715Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.