CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-03
IRS object ID
202321239349100822
Schema version
2022v5.0
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)
Return2023-05-03T11:14:03-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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)
PersonMICHAEL F CAROTENUTOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6175205543PhoneNum
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastCAROTENUTOPersonLastNm
FieldValueIRS element (for citing)
SSN000003508SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2023-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,808,231FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$239,175ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$129,819DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,819DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,230,278NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,179,040GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,528,238CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,599,281TotalRevAndExpnssAmt
Total Net Invst Incm$2,658,057TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,150AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,869OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,869OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$5,793InterestRevAndExpnssAmt
Interest Net Invst Incm$5,793InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$36,646TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$18,333DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$4,239OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,239OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$92,030TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,662TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,389TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$666,712ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$643,562ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$758,742TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,662TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$658,951TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,840,539ExcessRevenueOverExpensesAmt
Net Investment Income$2,636,395NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,880CashBOYAmt
Cash EOY$31,965CashEOYAmt
Cash EOYFMV$31,965CashEOYFMVAmt
Sav And Temp Cash Invst BOY$93,722SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$491,579SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$491,579SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,034,742CorporateStockBOYAmt
Corporate Stock EOY$4,518,757CorporateStockEOYAmt
Corporate Stock EOYFMV$4,267,520CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$35,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,333LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$17,167LandEOYAmt
Land EOYFMV$17,167LandEOYFMVAmt
Total Assets BOY$6,185,344TotalAssetsBOYAmt
Total Assets EOY$5,059,468TotalAssetsEOYAmt
Total Assets EOYFMV$4,808,231TotalAssetsEOYFMVAmt
Accounts Payable BOY$199AccountsPayableBOYAmt
Grants Payable BOY$114,000GrantsPayableBOYAmt
Grants Payable EOY$152,500GrantsPayableEOYAmt
Mortgages And Notes Payable BOY$80,000MortgagesAndNotesPayableBOYAmt
Other Liabilities BOY$17,257OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,146OtherLiabilitiesEOYAmt
Total Liabilities BOY$211,456TotalLiabilitiesBOYAmt
Total Liabilities EOY$159,646TotalLiabilitiesEOYAmt
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$5,973,888RetainedEarningBOYAmt
Retained Earning EOY$4,899,822RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,973,888TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,899,822TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,185,344TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,059,468TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,973,888TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,840,539ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,814,427SubtotalAmt
Other Decreases$2,914,605OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,899,822TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CATCD$386,225$386,225$386,225
CATCD$35,580$35,580$35,580
CATCD$629,796$629,796$629,796
FIDELITY TREASURYP$51$0$0$51
CATCD$28,465$28,465$28,465
CATCD$17,790$17,790$17,790
CATCD$162,778$162,778$162,778
CATCD$32,661$32,661$32,661
AMERICAN EXPRESSP$13,902$1$1$13,901
TJXP$22,504-$3,209-$3,209$25,713
PROLOGIXP$8,817-$235-$235$9,052
EMBECTAP$1,190-$5-$5$1,195
STARBUCKSP$25,023-$8,919-$8,919$33,942
PAYPALP$16,243-$6,938-$6,938$23,181
CORPORATE ACTIONSP$19$2$2$17
FIDELITY TREASURYP$43,419$0$0$43,419
ACCENTUREP$24,021-$5,806-$5,806$29,827
MICROSOFTP$32,804-$9,018-$9,018$41,822
XYLEMP$23,546-$12,947-$12,947$36,493
VISAP$24,503-$2,060-$2,060$26,563
MERCKP$20,513$830$830$19,683
AMERICAN EXPRESSP$18,246-$3,609-$3,609$21,855
BAILLE GIFFORD POSITIVE CHANGESP$23,416-$12,004-$12,004$35,420
MATTHEWS ASIA ESGP$22,083-$6,763-$6,763$28,846
CALVERT INTERNATIONALP$23,587-$8,436-$8,436$32,023
MERCKP$49,955$2,579$2,579$47,376
HOME DEPOTP$8,104-$2,719-$2,719$10,823
UNION PACIFICP$26,296-$1,548-$1,548$27,844
CATCD$169,097$169,097$169,097
CATCD$88,619$88,619$88,619
CATCD$250,464$250,464$250,464
NVIDIAP$28,102-$22,282-$22,282$50,384
BOOKING HOLDINGSP$38,293-$6,905-$6,905$45,198
CATCD$150,130$150,130$150,130
CATCD$268,023$268,023$268,023
CATCD$139,127$139,127$139,127
CATCD$93,917$93,917$93,917
CATCD$116,948$116,948$116,948
CATCD$30,300$30,300$30,300
CATCD$34,633$34,633$34,633
CATCD$17,990$17,990$17,990
DIGITAL RELATY TRUSTP$15,530-$7,644-$7,644$23,174
VERIZONP$16,330-$6,670-$6,670$23,000
FieldValueIRS element (for citing)
Capital Gain Net Income$2,528,238CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36,646InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36,646SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$36,646TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$7,146TaxDueAmt

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 BooksMICHAEL F CAROTENUTOIndividualWithBooksNm
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 (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL CAROTENUTO
78 BLANCHARD ROADBURLINGTONMA01803TREASURER/DRIECTOR1.00$0$0$0
THOMAS J FONTAINE
78 BLANCHARD ROADBURLINGTONMA01803PRESIDENT/DIRECTOR1.00$0$0$0
SHEILA ESTES
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
ADAM JOHNSTON
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
DANIEL MORRISON
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
JENNIFER PLINE
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
DINA SCIANNA
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
ROMA MAYUR
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
MILTON MANOUSARIDIS
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
DEBORAH MOORE
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
ANA MOJICA
78 BLANCHARD ROADBURLINGTONMA01803DIRECTOR1.00$0$0$0
JESSICA SUTTLE
78 BLANCHARD ROADBURLINGTONMA01803CORPORATE SECRETARY/CLERK1.00$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$5,090,016AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$340,782AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,430,798TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,430,798AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,349,336NetVlNoncharitableAssetsAmt
Minimum Investment Return$267,467MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$267,467MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,646TaxBasedOnInvestmentIncomeAmt
Total Tax$36,646TotalTaxAmt
Distributable Before Adj$230,821DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$230,821DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$230,821DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$658,951ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$35,500CharitableAssetsAcquisPaidAmt
Qualifying Distributions$694,451QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$230,821DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$63,639ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$40,117ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,756TotalExcessDistributionCyovAmt
Qualifying Distributions$694,451QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$230,821AppliedToCurrentYearAmt
Remaining Distri From Corpus$463,630RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$567,386TotalCorpusAmt
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$567,386ExcessDistriCyovToNextYrAmt
Excess From Year3$63,639ExcessFromYear3Amt
Excess From Year1$40,117ExcessFromYear1Amt
Excess From Current Year$463,630ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJESSICA SUTTLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line178 BLANCHARD ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174411464RecipientPhoneNum
Recipient Email AddressCTCF@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 (217 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
47 PALMER INC DBA PASSIM
26 CHURCH STREET 3RD FLOORCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$500
826 BOSTON INC
3035 WASHINGTON STROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$2,500
AGASSIZ BALDWIN COMMUNITY
20 SACRAMENTO STCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$2,500
ALRAY TAYLOR SECOND CHANCE SCHOLARSHIP FUND CORPORATION
PO BOX 960400BOSTONMA02196NOT RELATEDPCEXEMPT PURPOSE$2,500
ALSAC (AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES)
313 WASHINGTON STREET SUITE 310NEWTONMA02458NOT RELATEDPCEXEMPT PURPOSE$10,000
ARTISANS ASYLUM
96 HOLTON STREETBOSTONMA02135NOT RELATEDPCEXEMPT PURPOSE$1,500
ARTISTS FOR HUMANITY
100 WEST SECOND STREET - 2ND FLOORBOSTONMA021271112NOT RELATEDPCEXEMPT PURPOSE$4,000
ASCENTRIA COMMUNITY SERVICES
11 SHATTUCK STREETWORCESTERMA01605NOT RELATEDPCEXEMPT PURPOSE$5,000
BEACON HILL VILLAGE
74 JOY STREETBOSTONMA02474NOT RELATEDPCEXEMPT PURPOSE$1,500
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
BOSTON AREA RAPE CRISIS CENTER
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$3,000
BOSTON ARTS ACADEMY FOUNDATION
2 CHARLESGATE WEST 5TH FLOORBOSTONMA02215NOT RELATEDPCEXEMPT PURPOSE$10,000
BOSTON BOOK FESTIVAL
32 R ESSEX STREET SUITE 5CAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
BOSTON HARBOR NOW
PO BOX 961712BOSTONMA02196NOT RELATEDPCEXEMPT PURPOSE$5,000
BOSTON PARTNERS IN EDUCATION
192 SOUTH ST SUITE 600BOSTONMA02111NOT RELATEDPCEXEMPT PURPOSE$1,000
BOYS & GIRLS CLUB OF BOSTON
115 WARREN STREETROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$2,500
BOYS & GIRLS CLUBS OF DORCHESTER
1135 DORCHESTER AVENUEDORCHESTERMA02125NOT RELATEDPCEXEMPT PURPOSE$5,000
BRAZELTON TOUCHPOINTS CENTER
1295 BOYLSTON STREET SUITE 320BOSTONMA02215NOT RELATEDPCEXEMPT PURPOSE$5,000
BREAKTHROUGH GREATER BOSTON
459 BROADWAYCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$5,000
BREAKTHROUGH MANCHESTER
2108 RIVER ROADMANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$500
BREAKTIME UNITED INC
170 PORTLAND STBOSTONMA02114NOT RELATEDPCEXEMPT PURPOSE$1,500
BRIDGES HOMEWARD
60 GORE STCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$2,500
CAMBRIDGE CAMPING ASSOCIATION
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
CAMBRIDGE CENTER FOR ADULT EDUCATION (CCAE)
42 BRATTLE STREETCAMBRIDGEMA02180NOT RELATEDPCEXEMPT PURPOSE$5,000
CAMBRIDGE COMMUNITY TELEVISION
438 MASSACHUSETTS AVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
CAMBRIDGE LOCAL FIRST
988 MEMORIAL DRIVE APT 185CAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$5,000
CAMBRIDGE NEIGHBORS
545 CONCORD STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$2,200
CAMBRIDGE NONPROFIT COALITION
1257 WORCESTER RD 312 C/O MISSIONFRAMINGHAMMA01701NOT RELATEDPCEXEMPT PURPOSE$2,500EARTH
CAMBRIDGE PUBLIC LIBRARY FOUNDATION
449 BROADWAYCAMBRIDGEMA021384125NOT RELATEDPCEXEMPT PURPOSE$7,500
CAMBRIDGE SCHOOL VOLUNTEERS
459 BROADWAYCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,000
CAMBRIDGE YMCA
820 MASSACHUSETTS AVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
CAPITOL CENTER FOR THE ARTS
44 SOUTH MAIN STCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$5,000
CARY MEMORIAL LIBRARY FOUNDATION
1874 MASSACHUSETTS AVENUELEXINGTONMA02420NOT RELATEDPCEXEMPT PURPOSE$2,000
CASA MYRNA VAZQUEZ INC
451 BLUE HILL AVENUEBOSTONMA02121NOT RELATEDPCEXEMPT PURPOSE$10,000
CASPAR INC
PO BOX 45538SOMERVILLEMA02145NOT RELATEDPCEXEMPT PURPOSE$5,000
CATHOLIC MEDICAL CENTER
100 MCGREGOR STREETMANCHESTERNH03885NOT RELATEDPCEXEMPT PURPOSE$1,000
CENTRE STREET FOOD PANTRY
11 HOMER STREETNEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$3,000
CHARLES RIVER CONSERVANCY
43 THORNDIKE STREET S3-3CAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$5,000
CHILDREN'S MUSEUM OF NEW HAMPSHIRE
6 WASHINGTON STREETDOVERNH03820NOT RELATEDPCEXEMPT PURPOSE$2,500
CHRISTOPHER'S HAVEN
1 EMERSON PLACE APT 2NBOSTONMA02114NOT RELATEDPCEXEMPT PURPOSE$2,500
CITIZENS' HOUSING AND PLANNING ASSOCIATION
PO BOX 961329BOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$4,000
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 INVESTORS
25 EARLE ROADWELLESLEYMA02481NOT RELATEDPCEXEMPT PURPOSE$1,500
CONCORD CHAMBER MUSIC SOCIETY
PO BOX 69CONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$500
CONCORD-CARLISLE COMMUNITY CHEST
19 MAIN STREET SUITE 2CONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$3,500
COOLIDGE CORNER THEATRE FOUNDATION
290 HARVARD STBROOKLINEMA024462917NOT RELATEDPCEXEMPT PURPOSE$2,500
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 RD SUITE 302DORCHESTERMA02125NOT RELATEDPCEXEMPT PURPOSE$2,500
ECUMENICAL SOCIAL ACTION COMMITTEE
PO BOX 301749JAMAICA PLAINMA021300015NOT RELATEDPCEXEMPT PURPOSE$1,500
ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA02494NOT RELATEDPCEXEMPT PURPOSE$5,000
ENROOT INC
99 BISHOP ALLEN DRCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
EXETER HOSPITAL
4 ALUMNI DRIVEEXETERNH03833NOT RELATEDPCEXEMPT PURPOSE$2,500
FAMILIES FIRST PARENTING PROGRAMS INC
50 HUNT STREET SUITE 320WATERTOWNMA02472NOT RELATEDPCEXEMPT PURPOSE$3,000
FAMILY ACCESS OF NEWTON
492 WALTHAM STREETNEWTONMA02465NOT RELATEDPCEXEMPT PURPOSE$1,000
FAMILYAID BOSTON
3815 WASHINGTON STBOSTONMA02130NOT RELATEDPCEXEMPT PURPOSE$2,500
FARMSTEADS OF NEW ENGLAND INC
213 CENTER RDHILLSBOROUGHNH03244NOT RELATEDPCEXEMPT PURPOSE$1,250
FEMINIST HEALTH CENTER OF PORTSMOUTH (DBA JOAN G LOVERING HEALTH CENTER)
PO BOX 456GREENLANDNH03840NOT RELATEDPCEXEMPT PURPOSE$2,500
FILMMAKERS COLLABORATIVE
6 EASTMAN PLACE 202MELROSEMA02176NOT RELATEDPCEXEMPT PURPOSE$500
FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760NOT RELATEDPCEXEMPT PURPOSE$10,000
FRIENDS FOREVER INTERNATIONAL
1 MORGAN WAYDURHAMNH03824NOT RELATEDPCEXEMPT PURPOSE$2,500
FRIENDS OF AINE
226 COOLIDGE AVEMANCHESTERNH03102NOT RELATEDPCEXEMPT PURPOSE$832
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130NOT RELATEDPCEXEMPT PURPOSE$1,500
FRIENDS OF CAMBRIDGE RINDGE & LATIN
PO BOX 39-1541CAMBRIDGEMA021390016NOT RELATEDPCEXEMPT PURPOSE$3,250
FRIENDS OF THE BELMONT COUNCIL ON AGING INC
266 BEECH STREETBELMONTMA02478NOT RELATEDPCEXEMPT PURPOSE$1,000
FRIENDS OF THE CHILDREN-BOSTON
184 DUDLEY STREET SUITE 100ROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$2,500
FRIENDS OF THE MUSIC HALL
28 CHESTNUT STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,500
FUTURE IN SIGHT
25 WALKER STREETCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$2,500
GATHER
210 WEST ROAD SUITE 3PORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,500
GIRL SCOUTS OF EASTERN MASSACHUSETTS
265 BEAVER STREETWALTHAMMA02452NOT RELATEDPCEXEMPT PURPOSE$1,500
GRANITE VNA
30 PILLSBURY STREETCONCORDNH03301NOT RELATEDPCEXEMPT PURPOSE$10,000
GROW NATIVE MASSACHUSETTS
240 BEAVER STREETWALTHAMMA02452NOT RELATEDPCEXEMPT PURPOSE$500
GUNDALOW COMPANY
60 MARCY STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,500
HACKDIVERSITY FUND
50 MILK ST 16TH FLOORBOSTONMA02109NOT RELATEDPCEXEMPT PURPOSE$12,500
HANDEL AND HAYDN SOCIETY
9 HARCOURT ST STE 101BOSTONMA021166496NOT RELATEDPCEXEMPT PURPOSE$10,000
HEADING HOME
186 MASSACHUSETTS AVENUEBOSTONMA02115NOT RELATEDPCEXEMPT PURPOSE$5,000
HEALTH CARE FOR ALL
1 FEDERAL STREET 5H FLOORBOSTONMA02110NOT RELATEDPCEXEMPT PURPOSE$5,000
HEBREW SENIORLIFE
1200 CENTRE STREETBOSTONMA021311011NOT RELATEDPCEXEMPT PURPOSE$2,500
HIGHER POSSIBILITIES INC
50 HOUND PACK CIREAST WALPOLEMA02032NOT RELATEDPCEXEMPT PURPOSE$1,500
HILDEBRAND FAMILY SELF-HELP CENTER INC
614 MASSACHUSETTS AVENUE THIRDCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$5,000FLOOR
HOMESTART INC
105 CHAUNCY STREETBOSTONMA02111NOT RELATEDPCEXEMPT PURPOSE$10,000
HOPE ON HAVEN HILL
158 US ROUTE 108 SUITE DDOVERNH03820NOT RELATEDPCEXEMPT PURPOSE$2,500
HOPEWELL INC
3 ALLIED DRIVE SUITE 308DEDHAMMA02026NOT RELATEDPCEXEMPT PURPOSE$5,000
INNERCITY WEIGHTLIFTING INC
PO BOX 171313BOSTONMA02117NOT RELATEDPCEXEMPT PURPOSE$1,500
INSTITUTE FOR HEALTH AND RECOVERY INC
349 BROADWAYCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
INTEND HEALTH STRATEGIES
PO BOX 156PRIDES CROSSINGMA01965NOT RELATEDPCEXEMPT PURPOSE$3,000
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
JANE DOE INC (JDI)
PO BOX 960849BOSTONMA02196NOT RELATEDPCEXEMPT PURPOSE$2,500
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER
281 PLEASANT STREETFRAMINGHAMMA01701NOT RELATEDPCEXEMPT PURPOSE$2,500
JEREMIAH PROGRAM BOSTON
130 WARREN STREETROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$2,500
JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON
333 NAHANTON STREETNEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$2,500
JOHN M BARRY BOYS & GIRLS CLUB OF NEWTON
675 WATERTOWN STREETNEWTONVILLEMA02460NOT RELATEDPCEXEMPT PURPOSE$2,500
JUST A START CORPORATION
1035 CAMBRIDGE STREETCAMBRIDGEMA02141NOT RELATEDPCEXEMPT PURPOSE$20,000
KIWANIS CLUB OF WELLESLEY
PO BOX 812201WELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$2,500
KREMPELS CENTER
100 CAMPUS DRIVE SUITE 24PORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$4,000
LAMPREY HEALTH CARE
207 S MAIN STREETNEWMARKETNH03056NOT RELATEDPCEXEMPT PURPOSE$2,500
LAND'S SAKE INC
27 CRESCENT STWESTONMA02493NOT RELATEDPCEXEMPT PURPOSE$2,500
LATINX COMMUNITY CENTER FOR EMPOWERMENT
175 CABOT STREETLOWELLMA01854NOT RELATEDPCEXEMPT PURPOSE$500
LAWYERS CLEARINGHOUSE
7 WINTHROP SQUARE 2ND FLOORBOSTONMA02110NOT RELATEDPCEXEMPT PURPOSE$2,500
LIFE SCIENCE CARES
PO BOX 425486CAMBRIDGEMA02142NOT RELATEDPCEXEMPT PURPOSE$5,000
LONGY SCHOOL OF MUSIC OF BARD COLLEGE
27 GARDEN STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$10,000
MANCHESTER HISTORIC ASSOCIATION
129 AMHERST STMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$1,000
MANCHESTER POLICE ATHLETIC LEAGUE
409 BEECH STMANCHESTERNH03103NOT RELATEDPCEXEMPT PURPOSE$1,000
MASS INSIGHT
69 CANAL STREETBOSTONMA02214NOT RELATEDPCEXEMPT PURPOSE$5,000
MASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE)
19 NEEDHAM ST SUITE 206 UNIT 2NEWTONMA02461NOT RELATEDPCEXEMPT PURPOSE$5,000
MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE (MAHA)
PO BOX 240938DORCHESTERMA02124NOT RELATEDPCEXEMPT PURPOSE$5,000
MASSACHUSETTS COMMUNITY & BANKING COUNCIL
PO BOX 960305BOSTONMA02196NOT RELATEDPCEXEMPT PURPOSE$2,000
MASSEQUALITY EDUCATION FUND
100 GROVE STREET SUITE 313WORCESTERMA01518NOT RELATEDPCEXEMPT PURPOSE$2,500
MCDONOUGH SCHOLARSHIP FOUNDATION
61 NORTH STREETMANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$2,000
MERRIMACK VALLEY HOUSING PARTNERSHIP INC
67 MIDDLE STREET SUITE 501LOWELLMA01852NOT RELATEDPCEXEMPT PURPOSE$5,000
METROPOLITAN BOSTON HOUSING PARTNERSHIP INC (DBA METRO HOUSING BOSTON)
1411 TREMONT STBOSTONMA02120NOT RELATEDPCEXEMPT PURPOSE$2,500
MICHAEL JON & ERIC RYAN RUSH FOUNDATION FOR CHILDREN
PO BOX 1225 HAMPTON NH 03842HAMPTONNH03842NOT RELATEDPCEXEMPT PURPOSE$500
MINUTE MAN ARC FOR HUMAN SERVICES INC
35 FOREST RIDGE ROADCONCORDMA01742NOT RELATEDPCEXEMPT PURPOSE$1,000
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730NOT RELATEDPCEXEMPT PURPOSE$500
NEEDHAM COMMUNITY FARM
PO BOX 920877NEEDHAMMA02492NOT RELATEDPCEXEMPT PURPOSE$500
NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE
801 ELM STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$10,000
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STREETBOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$2,500
NEW ERA FUND
500 WASHINGTON STREETWELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$10,000
NEW HAMPSHIRE ART ASSOCIATION INC
136 STATE STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,000
NEW MUSEUM OF PORTSMOUTH (DBA MUSEUM OF NEW ART- PORTSMOUTH)
135 CONGRESS STPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$10,000
NEWTON COMMUNITY DEVELOPMENT FOUNDATION
425 WATERTOWN STREET SUITE 205NEWTONMA01752NOT RELATEDPCEXEMPT PURPOSE$1,500
NEWTON COMMUNITY FARM
303 NAHANTON STREETNEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$500
NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STNEWTONMA02464NOT RELATEDPCEXEMPT PURPOSE$1,000
NH JUMPSTART COALITION
51 JEFFERSON DRIVEHILLSBOROUGHNH03244NOT RELATEDPCEXEMPT PURPOSE$1,500
NICK KATSIROUBAS FOUNDATION
200 MEADOW RDBOSTONMA02136NOT RELATEDPCEXEMPT PURPOSE$500
NORTHEAST ARC INC
1 SOUTHSIDE RDDANVERSMA01923NOT RELATEDPCEXEMPT PURPOSE$2,500
ON THE RISE
341 BROADWAYCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,500
ONE FAMILY INC
423 WEST BROADWAY SUITE 402BOSTONMA02127NOT RELATEDPCEXEMPT PURPOSE$5,000
ONE SKY COMMUNITY SERVICES
755 BANFIELD ROADPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,500
PATHWAY TO POSSIBLE
1301 CENTRE STREETNEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$5,000
PHILLIPS BROOKS HOUSE ASSOCIATION
1 HARVARD YARD PHILLIPS BROOKSCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$5,000HOUSE ASSOCIATION
PISCATAQUA MARITIME COMMISSION (DBA SAIL PORTSMOUTH)
PO BOX 545PORTSMOUTHNH03802NOT RELATEDPCEXEMPT PURPOSE$1,000
PORTSMOUTH HISTORICAL SOCIETY
PO BOX 728PORTSMOUTHNH03802NOT RELATEDPCEXEMPT PURPOSE$500
PROJECT CITIZENSHIP INC
11 BEACON STREET SUITE 720BOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$3,000
PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION
50 ESSEX STCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$2,500
PROVISION MINISTRY INC
7 THOMAS NEWTON DRWESTBOROMA01581NOT RELATEDPCEXEMPT PURPOSE$5,000
RACIAL UNITY TEAM
P O BOX 101STRATHAMNH03885NOT RELATEDPCEXEMPT PURPOSE$5,000
RAISING A READER MASSACHUSETTS (RAR-MA)
3 SCHOOL ST 3RD FLOORBOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$1,000
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454NOT RELATEDPCEXEMPT PURPOSE$2,500
SALEM UNITED
62 FREDERICK STREET UNIT 33DRACUTMA01826NOT RELATEDPCEXEMPT PURPOSE$1,500
SCHECHTER BOSTON
125 WELLS AVENUENEWTONMA02459NOT RELATEDPCEXEMPT PURPOSE$3,000
SEACOAST EDUCATIONAL ENDOWMENT DOVER (SEED)
61 LOCUST STREET SUITE MB 236DOVERNH03820NOT RELATEDPCEXEMPT PURPOSE$1,000
SEACOAST FAMILY PROMISE
27 HAMPTON ROADEXETERNH03833NOT RELATEDPCEXEMPT PURPOSE$1,000
SEACOAST MENTAL HEALTH CENTER
1145 SAGAMORE AVEPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,500
SEACOAST OUTRIGHT
100 CAMPUS DRIVEPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$5,000
SECOND CHANCES INC
PO BOX 441328SOMERVILLEMA02144NOT RELATEDPCEXEMPT PURPOSE$2,500
SELF ESTEEM BOSTON
PO BOX 301155JAMAICA PLANMA02130NOT RELATEDPCEXEMPT PURPOSE$2,500
SOCIAL CAPITAL INC (SCI)
165M NEW BOSTON ST SUITE 233WOBURNMA01801NOT RELATEDPCEXEMPT PURPOSE$1,500
SOMERVILLE CAMBRIDGE ELDER SERVICES
61 MEDFORD STSOMERVILLEMA21433NOT RELATEDPCEXEMPT PURPOSE$5,000
SOUTH SUDANESE ENRICHMENT FOR FAMILIES
PO BOX 492LINCOLNMA01773NOT RELATEDPCEXEMPT PURPOSE$1,000
SOUTHEAST NH HABITAT FOR HUMANITY
1 MIDDLE STREET SUITE 200PORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$1,500
SOUTHEASTERN NEW HAMPSHIRE ALCOHOL AND DRUG ABUSE SERVICES
272 COUNTY FARM RDDOVERNH03820NOT RELATEDPCEXEMPT PURPOSE$1,000
SPECIAL NEEDS ARTS PROGRAMS INC
PO BOX 598LEXINGTONMA02420NOT RELATEDPCEXEMPT PURPOSE$2,500
SPELLMAN MUSEUM OF STAMPS AND POSTAL HISTORY
241 WELLESLEY STREETWESTONMA02493NOT RELATEDPCEXEMPT PURPOSE$1,000
SPRINGWELL INC
307 WAVERLEY OAKS RD SUITE 205WALTHAMMA02452NOT RELATEDPCEXEMPT PURPOSE$10,000
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVEBOSTONMA02118NOT RELATEDPCEXEMPT PURPOSE$1,000
STAR ISLAND CORPORATION
30 MIDDLE STREETPORTSMOUTHNH03801NOT RELATEDPCEXEMPT PURPOSE$2,500
STRAWBERY BANKE MUSEUM
PO BOX 300PORTSMOUTHNH03802NOT RELATEDPCEXEMPT PURPOSE$2,500
STRONG WOMEN STRONG GIRLS
555 AMORY ST 3R-3JAMAICA PLAINMA02130NOT RELATEDPCEXEMPT PURPOSE$1,000
THE ACADEMY AT PENGUIN HALL
36 ESSEX STREETWENHAMMA01984NOT RELATEDPCEXEMPT PURPOSE$2,500
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA02458NOT RELATEDPCEXEMPT PURPOSE$2,500
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NOT RELATEDPCEXEMPT PURPOSE$2,500
THE LOOP LAB
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
THE MOORE CENTER
195 MCGREGOR STREET UNIT 400MANCHESTERNH03102NOT RELATEDPCEXEMPT PURPOSE$1,150
THE PALACE THEATRES
80 HANOVER STREETMANCHESTERNH03101NOT RELATEDPCEXEMPT PURPOSE$3,000
THE PHILANTHROPY CONNECTION
1770 MASSACHUSETTS AVE SUITE 222CAMBRIDGEMA02140NOT RELATEDPCEXEMPT PURPOSE$2,500
THE SECOND STEP
PO BOX 600213NEWTONVILLEME02460NOT RELATEDPCEXEMPT PURPOSE$2,500
THE WANG CENTER FOR THE PERFORMING ARTS INC
270 TREMONT STREETBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$5,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
PO BOX 127BOSTONMA02127NOT RELATEDPCEXEMPT PURPOSE$2,500
TUTORING PLUS OF CAMBRIDGE INC
225 WINDSOR STREETCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
UNDERSTANDING OUR DIFFERENCES INC
100 WALNUT STNEWTONMA02460NOT RELATEDPCEXEMPT PURPOSE$2,500
UPREACH THERAPEUTIC EQUESTRIAN CENTER
153 PAIGE HILL RDGOFFSTOWNNH03045NOT RELATEDPCEXEMPT PURPOSE$1,000
URBAN EDGE
1542 COLUMBUS AVEROXBURYMA02119NOT RELATEDPCEXEMPT PURPOSE$5,000
VNA OF BOSTON
150 MOUNT VERNON STREETDORCHESTERMA02125NOT RELATEDPCEXEMPT PURPOSE$2,000
WALTHAM COMMITTEE INC (DBA WCI - WORK COMMUNITY INDEPENDENCE)
610N LINCOLN ST SUITE 120WALTHAMMA02451NOT RELATEDPCEXEMPT PURPOSE$5,000
WAYPOINT
464 CHESTNUT STREETMANCHESTERNH03105NOT RELATEDPCEXEMPT PURPOSE$2,500
WELLESLEY HISTORICAL SOCIETY INC
229 WASHINGTON STREETWELLESLEY HILLSMA02481NOT RELATEDPCEXEMPT PURPOSE$1,000
WELLESLEY NEIGHBORS INC
888 WORCESTER STREET SUITE 260WELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$1,000
WELLESLEY SAILING CLUB INC
5 JUNIPER ROADWELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$1,000
WELLESLEY SCHOLARSHIP FOUNDATION
PO BOX 81207WELLESLEYMA024810002NOT RELATEDPCEXEMPT PURPOSE$5,000
WELLESLEY SYMPHONY ORCHESTRA
PO BOX 81860WELLESLEYMA02481NOT RELATEDPCEXEMPT PURPOSE$550
WELLMET PROJECT INC
649 MASSACHUSETTS AVENUE SUITE 6CAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$1,000
WEST SUBURBAN YMCA
276 CHURCH STREETNEWTONMA02458NOT RELATEDPCEXEMPT PURPOSE$2,500
WESTON POLICE RELIEF ASSOCIATION INC
180 BOSTON POST RD BY-PASSWESTONMA02493NOT RELATEDPCEXEMPT PURPOSE$2,500
WOMEN'S BAR FOUNDATION OF MASSACHUSETTS (WBF)
105 CHAUNCY STREET 8TH FLOORBOSTONMA02111NOT RELATEDPCEXEMPT PURPOSE$2,500
WOMEN'S EDUCATIONAL CENTER INC (DBA CAMBRIDGE WOMEN'S CENTER)
25 MOUNT AUBURN STREETCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$1,000
WOMEN'S LUNCH PLACE
PO BOX 170900BOSTONMA02117NOT RELATEDPCEXEMPT PURPOSE$7,500
WORKFORCE HOUSING COALITION OF THE GREATER SEACOAST
57 MAIN STRAYMONDNH03077NOT RELATEDPCEXEMPT PURPOSE$5,000
YWCA CAMBRIDGE
7 TEMPLE STREETCAMBRIDGEMA02139NOT RELATEDPCEXEMPT PURPOSE$3,500
ENGLISH FOR NEW BOSTONIANS INC
105 CHAUNCY STREET 4TH FLOORBOSTONMA021111726NOT RELATEDPCEXEMPT PURPOSE$1,250
TAGV TEENS ADVOCATING A GLOBAL VISION INC
2 MOODY STBOSTONMA021243507NOT RELATEDPCEXEMPT PURPOSE$1,500
THE NEXT STEP FUND
99 BISHOP ALLEN DRCAMBRIDGEMA021393428NOT RELATEDPCEXEMPT PURPOSE$2,500
WELLESLEY EDUCATION FOUNDATION
PO BOX 812321WELLESLEYMA024820017NOT RELATEDPCEXEMPT PURPOSE$7,500
HOPE & COMFORT
659 HIGHLAND AVENUENEEDHAMMA02494NOT RELATEDPCEXEMPT PURPOSE$5,000
BOSTON CLUB
100 CUMMINGS CENTER SUITE 421-GBEVERLYMA01915NOT RELATEDPCEXEMPT PURPOSE$3,000
WAYPOINT ADVENTURE
453 CONCORD AVELEXINGTONMA02421NOT RELATEDPCEXEMPT PURPOSE$1,000
CASA MYRNA
451 BLUE HILL AVEBOSTONMA021214323NOT RELATEDPCEXEMPT PURPOSE$1,280
CATHOLIC CHARITIES NEW HAMPSHIRE NEW HAMPSHIRE FOOD BANK
700 EAST INDUSTRIAL PARK DRIVEMANCHESTERNH03109NOT RELATEDPCEXEMPT PURPOSE$1,067
CENTRE STREET FOOD PANTRY
11 HOMER STNEWTONMA024591510NOT RELATEDPCEXEMPT PURPOSE$1,195
CROSSROADS HOUSE
11 LIBERTY STBATAVIANY140203226NOT RELATEDPCEXEMPT PURPOSE$427
ELLIE FUND
200 RESERVOIR ST STE 300NEEDHAMMA024943146NOT RELATEDPCEXEMPT PURPOSE$1,067
GATHER
210 WEST ROADPORTSMOUTHNH038015639NOT RELATEDPCEXEMPT PURPOSE$853
HEADING HOME
PO BOX 27636ALBUQUERQUENM871257636NOT RELATEDPCEXEMPT PURPOSE$1,067
HILDEBRAND
1111 TRAVIS STHOUSTONTX770025924NOT RELATEDPCEXEMPT PURPOSE$1,067
HOPE ON HAVEN HILL
158 ROUTE 108 SUITE DROCHESTERNH038208810NOT RELATEDPCEXEMPT PURPOSE$213
IINH MANCHESTER
470 PINE STREETLOWER LEVEL MANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$597
JEWISH FAMILY & CHILDRENS SERVICES
1485 TEANECK ROADTEANECKNJ076663626NOT RELATEDPCEXEMPT PURPOSE$213
LAWRENCE BOYS & GIRLS CLUB
136 WATER STREETLAWRENCEMA01841NOT RELATEDPCEXEMPT PURPOSE$1,067
LAWRENCE COMMUNITY WORKS
168 NEWBURY STLAWRENCEMA018413910NOT RELATEDPCEXEMPT PURPOSE$1,067
MANCHESTER BOYS & GIRLS CLUB
555 UNION STREETMANCHESTERNH03104NOT RELATEDPCEXEMPT PURPOSE$426
SECOND STEP
PO BOX 600213NEWTONVILLEMA024600002NOT RELATEDPCEXEMPT PURPOSE$426
SHARED FUND (GERRYS PANTRY)
150 WAKEFIELD ST SUITE 5ROCHESTERNH03867NOT RELATEDPCEXEMPT PURPOSE$853
ST FRANCIS HOUSE
2701 S ELM STLITTLE ROCKAR722046339NOT RELATEDPCEXEMPT PURPOSE$939
WEBSTER HOUSE
135 WEBSTER STMANCHESTERNH031042511NOT RELATEDPCEXEMPT PURPOSE$256
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$643,562TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CAMBRIDGE PUBLIC LIBRARY FOUNDATION
449 BROADWAYCAMBRIDGEMA02138NOT RELATEDPCEXEMPT PURPOSE$7,500
HANDEL & HAYDEN SOCIETY
9 HARCOURT STREETBOSTONMA02116NOT RELATEDPCEXEMPT PURPOSE$20,000
JUST-A-START
1035 CAMBRIDGE ST STE 12CAMBRIDGEMA021411154NOT RELATEDPCEXEMPT PURPOSE$80,000
NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE
145 PINE ST MAIL CHECKS TO PO BOXNEEDHAMMA02492NOT RELATEDPCEXEMPT PURPOSE$20,000920877
NEW ERA FUND
500 WASHINGTON STREETWELLESLEYMA02482NOT RELATEDPCEXEMPT PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$152,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,819ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,230,278ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREBATE WIRE FEEDesc
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,360,097ExclusionAmt
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,360,106TotalIncomeProducingActyAmt

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 StatementREBATE WIRE FEERelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE TRUST COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11336 MASSACHUSETTS AVENUEAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Total Contributions$239,175TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, P.C.CategoryTxt
Amt$11,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,150DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$4,518,757EOYBookValueAmt
EOYFMV$4,267,520EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INVESTMENT GAINS/LOSSESDesc
Amt$2,914,605Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$89$0$89
GINVINGA SOFTWARE$4,150$0$4,150

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREBATE WIRE FEEDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Adjusted Net Income$9AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$17,257BOYBookValueAmt
EOY Book Value$7,146EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEECategoryTxt
Amt$15,869Amt
Net Investment Income$15,869NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$36,646Amt
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.