CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-14
- IRS object ID
- 202531049349100618
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T12:24:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolf & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 State Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454182909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastern Cambridge Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | f/k/a Cambridge Trust Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIELLE REMIS | InCareOfNm |
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 6175205543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street Suite Suite 9 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Huntington Stager | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6175205543 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen Ng EA | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,944,781 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $108,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,929 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $648,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,569 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $13,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,558 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,263 | CashBOYAmt |
| Cash EOY | $207,780 | CashEOYAmt |
| Cash EOYFMV | $207,780 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $245,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,686 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,274,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,538,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,538,240 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $91,040 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,965 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,453 | LandBOYAmt |
| Land EOY | $13,075 | LandEOYAmt |
| Land EOYFMV | $13,075 | LandEOYFMVAmt |
| Total Assets BOY | $4,567,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,944,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,944,781 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $110,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$785 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$1,480 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $109,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$1,480 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,458,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,946,261 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,458,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,946,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,567,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,944,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,458,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,375 | ExcessRevenueOverExpensesAmt |
| Other Increases | $625,587 | OtherIncreasesAmt |
| Subtotal | $4,946,261 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,946,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALESFORCE | P | $12,787 | $11,718 | $1,069 | $1,069 |
| BECTON DICKINSON | P | $10,742 | $12,188 | -$1,446 | -$1,446 |
| INTERCONTINENTAL | P | $22,972 | $22,192 | $780 | $780 |
| AMERICAN EXPRESS | P | $2,714 | $1,861 | $853 | $853 |
| APPLE | P | $5,335 | $5,080 | $255 | $255 |
| JPMORGAN | P | $20,464 | $21,049 | -$585 | -$585 |
| DOMINI IMPACT | P | $11,351 | $12,597 | -$1,246 | -$1,246 |
| MATTHEWS EMERGING | P | $35,320 | $40,746 | -$5,426 | -$5,426 |
| BROADCOM | P | $22,019 | $10,079 | $11,940 | $11,940 |
| WASTE MANAGEMENT | P | $11,586 | $9,200 | $2,386 | $2,386 |
| BRISTOL MYERS SQUIBB | P | $20,948 | $24,713 | -$3,765 | -$3,765 |
| PAYPAL | P | $13,020 | $14,448 | -$1,428 | -$1,428 |
| FIDELITY TREASURY | P | $20,532 | $20,532 | ||
| LULULEMON | P | $19,943 | $24,629 | -$4,686 | -$4,686 |
| BROADCOM | P | $22,664 | $7,608 | $15,056 | $15,056 |
| MICROSOFT | P | $53,030 | $39,695 | $13,335 | $13,335 |
| HOME DEPOT | P | $2,765 | $3,330 | -$565 | -$565 |
| APPLE | P | $51,349 | $39,658 | $11,691 | $11,691 |
| NOVARTIS | P | $20,342 | $15,699 | $4,643 | $4,643 |
| CATC/EBC CORP ACTION | D | $14 | $3 | $11 | $11 |
| AMERICAN EXPRESS | P | $15,616 | $10,235 | $5,381 | $5,381 |
| VISA | P | $31,041 | $23,168 | $7,873 | $7,873 |
| ESSENTIAL UTILITIES | P | $7,745 | $10,277 | -$2,532 | -$2,532 |
| TJX | P | $7,206 | $5,381 | $1,825 | $1,825 |
| APPLE | P | $34,854 | $29,826 | $5,028 | $5,028 |
| XYLEM | P | $21,898 | $14,942 | $6,956 | $6,956 |
| CORP ACTION UST | P | $50,000 | $50,000 | ||
| CORP ACTION UST | P | $50,000 | $50,000 | ||
| CORP ACTION UST | P | $50,000 | $49,834 | $166 | $166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,569 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,105 | SubtotalAmt |
| Tax Based On Investment Income | $2,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,585 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,585 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,480 | OverpaymentAmt |
| Applied To ES Tax | $1,480 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELLE REMIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174411421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET SUITE 9 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Danielle Remis | ||||||||
| 125 High Street | Boston | MA | 02110 | Treasurer/Director | 1.0 | $0 | $0 | $0 |
| DINA SCIANNA | ||||||||
| 125 High Street | Boston | MA | 02110 | VP/DIRECTOR (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| JESSICA SUTTLE | ||||||||
| 125 High Street | Boston | MA | 02110 | Sec./Clerk (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| PETER HALBERSTADT | ||||||||
| 125 High Street | Boston | MA | 02110 | Treasurer(Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| ANA MOJICA | ||||||||
| 125 High Street | Boston | MA | 02110 | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| DANIEL MORRISON | ||||||||
| 125 High Street | Boston | MA | 02110 | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| DEBORAH MOORE | ||||||||
| 125 High Street | Boston | MA | 02110 | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| SUSAN MARTORE-BAKER | ||||||||
| 125 High Street | Boston | MA | 02110 | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| Sheila Estes | ||||||||
| 125 High Street | Boston | MA | 02110 | Clerk/Director | 1.0 | $0 | $0 | $0 |
| Nancy Huntington Stager | ||||||||
| 125 High Street | Boston | MA | 02110 | President/Director | 1.0 | $0 | $0 | $0 |
| ADAM JOHNSTON | ||||||||
| 125 High Street | Boston | MA | 02110 | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,423,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,704,073 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,704,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,633,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,105 | TotalTaxAmt |
| Distributable Before Adj | $229,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $229,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $229,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $389,655 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,571 | DistributableAsAdjustedAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $63,639 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $40,117 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $463,630 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $350,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $918,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,655 | QualifyingDistributionsAmt |
| Applied To Current Year | $229,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160,084 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,078,084 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,639 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,014,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,117 | ExcessFromYear3Amt |
| Excess From Year2 | $463,630 | ExcessFromYear2Amt |
| Excess From Year1 | $350,614 | ExcessFromYear1Amt |
| Excess From Current Year | $160,084 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Danielle Remis | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street Suite 9 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174411421 | RecipientPhoneNum |
| Recipient Email Address | Danielle.Remis@cambridgetrust.com | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants & Contributions Paid | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 BLANCHARD ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NOT RELATED | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $360,685 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,685 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $176,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,505 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, P.C. | CategoryTxt |
| Amt | $13,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $4,538,240 | EOYBookValueAmt |
| EOYFMV | $4,538,240 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS/LOSSES | Desc |
| Amt | $625,587 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax payable | Desc |
| BOY Book Value | -$785 | BOYBookValueAmt |
| EOY Book Value | -$1,480 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Advisory Fee | $25,062 | $25,062 | $0 | $0 |
| ADMINISTRATIVE SERVICES | $15,000 | $0 | $0 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $2,105 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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