CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202221329349101552
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Legal Fees 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 | 2022-05-12T09:07:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454182909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE TRUST CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMB | BusinessNameControlTxt |
| Phone | 6175205543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 BLANCHARD ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL F CAROTENUTO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6175205543 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | CAROTENUTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000003508 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,185,344 | 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 |
| Dividends Rev And Expnss | $160,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,149,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,312,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,285,201 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,310,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,445,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,533 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,533 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,312 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $735 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $735 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,549 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $455,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $854,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,442,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,202 | CashBOYAmt |
| Cash EOY | $56,880 | CashEOYAmt |
| Cash EOYFMV | $56,880 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $144,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,534,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,034,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,034,742 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,688,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,185,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,185,344 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $199 | AccountsPayableEOYAmt |
| Grants Payable EOY | $114,000 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $80,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,257 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $211,456 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,688,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,973,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,688,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,973,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,688,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,185,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,688,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $854,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $430,457 | OtherIncreasesAmt |
| Subtotal | $5,973,888 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,973,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CATC | D | 2021-11-03 | $47,400 | $47,400 | $47,400 | |
| CATC | D | 2021-11-05 | $76,315 | $76,315 | $76,315 | |
| CATC | D | 2021-11-08 | $355,952 | $355,952 | $355,952 | |
| CATC | D | 2021-11-09 | $544,275 | $544,275 | $544,275 | |
| CATC | D | 2021-11-10 | $69,099 | $69,099 | $69,099 | |
| CATC | D | 2021-11-11 | $18,960 | $18,960 | $18,960 | |
| CATC | D | 2021-11-18 | $43,892 | $43,892 | $43,892 | |
| CATC | D | 2021-11-23 | $18,115 | $18,115 | $18,115 | |
| CATC | D | 2021-11-23 | $1,156 | $1,156 | $1,156 | |
| CATC | D | 2021-11-24 | $28,939 | $28,939 | $28,939 | |
| CATC | D | 2021-12-09 | $36,942 | $36,942 | $36,942 | |
| CATC | D | 2021-12-10 | $22,991 | $22,991 | $22,991 | |
| CATC | D | 2021-12-13 | $21,148 | $21,148 | $21,148 | |
| PROLIGIS | P | 2021-12-03 | $3,988 | $42 | $42 | $3,946 |
| ADOBE | P | 2021-12-16 | $4,033 | $0 | $0 | $4,033 |
| DANAHER | P | 2021-12-16 | $5,709 | -$42 | -$42 | $5,751 |
| MICROSOFT | P | 2021-12-16 | $4,970 | $0 | $0 | $4,970 |
| UNION PACIFIC | P | 2021-12-16 | $6,677 | $17 | $17 | $6,660 |
| FIDELITY TREASURY | P | 2021-12-20 | $1,848 | $0 | $0 | $1,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,285,201 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,057 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,057 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,257 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL F CAROTENUTO | IndividualWithBooksNm |
| Phone | 6175205543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 BLANCHARD ROAD | AddressLine1Txt |
| City | BURLINGTION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL CAROTENUTO | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | TREASURER/DRIECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS J FONTAINE | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADELLE GREENBERG | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHEILA ESTES | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM JOHNSTON | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RALPH LETNER | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL MORRISON | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER PLINE | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DINA SCIANNA | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE LAFEVERS | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | CLERK | 1.00 | $0 | $0 | $0 |
| ROMA MAYUR | ||||||||
| 78 BLANCHARD ROAD | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,453,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,608,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,608,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,524,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,057 | TotalTaxAmt |
| Distributable Before Adj | $256,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,282 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $63,639 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $63,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,117 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $103,756 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $63,639 | ExcessFromYear2Amt |
| Excess From Current Year | $40,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADELLE GREENBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WORCESTER ST NO 300 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8442510099 | RecipientPhoneNum |
| Recipient Email Address | ADELLE.GREENBERG@CAMBRIDGETRUST.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2LIFE (L'CHAIM 2LIFE) | ||||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| 826 BOSTON INC | ||||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| ARLINGTON EATS | ||||||||
| 58 MEDFORD ST | ARLINGTON | MA | 02474 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | |
| ASIAN COMMUNITY DEVELOPMENT CORP | ||||||||
| 38 OAK ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||||
| 1803 DORCHESTER AVE | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BOSTON ARTS ACADEMY FOUNDATION | ||||||||
| 45 TEMPLE PLACE 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BOSTON BAROQUE | ||||||||
| 1411 TREMONT ST | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| BOSTON BOOK FESTIVAL INC | ||||||||
| 32 R ESSEX STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BOSTON CLUB THE | ||||||||
| PO BOX 1126 | MARBLEHEAD | MA | 02466 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| BOYS & GIRLS CLUB OF BOSTON | ||||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BRAZELTON TOUCHPOINTS PROJECT INC | ||||||||
| 276 CHURCH ST | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| BREAKTHROUGH GREATER BOSTON | ||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CAMBRIDGE AT HOME INC | ||||||||
| PO BOX 8457 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CARROLL CENTER FOR THE BLIND THE | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CASA MYRNA | ||||||||
| 451 BLUE HILL AVE | BOSTON | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| CENTER FOR ARTS AT THE ARMORY THE | ||||||||
| 191 HIGHLAND AVENUE STE 1C | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CHARLES RIVER CENTER | ||||||||
| 59 E MILITIA HEIGHTS DR | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CHARLES RIVER CENTER | ||||||||
| 59 E MILITIA HEIGHTS DR | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CHARLES RIVER CONSERVANCY INC | ||||||||
| 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CITIZENS HOUSING & PLANNING ASSOCIATION INC | ||||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| COMMUNITY INVESTORS | ||||||||
| 25 EARLE ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | |
| ELLIE FUND THE | ||||||||
| 200 RESERVOIR STREET STE 300 | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| EXETER AREA CHARITABLE FOUNDATION | ||||||||
| 120 WATER STREET | EXETER | NH | 03833 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| FAMILIES FIRST PARENTING | ||||||||
| ONE BEACON STREET 5TH FLOOR | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| FAMILY ACCESS OF NEWTON (FORMERLY NEWTON COMM SVC CENTERS) | ||||||||
| 492 WALTHAM ST | NEWTON | MA | 02456 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FAMILY EQUALITY | ||||||||
| 475 PARK AVENUE SOUTH STE 2100 | NEW YORK | NY | 10016 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| FILMMAKERS COLLABORATIVE | ||||||||
| 6 EASTMAN PLACE | MELROSE | MA | 02176 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FOUNDATION FOR METROWEST | ||||||||
| 3 ELIOT ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| FRIENDS OF BOSTON HOMELESS | ||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| GATHER | ||||||||
| 210 WEST ROAD | PORTSMOUTH | NH | 03801 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| GLAD | ||||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| GRANITE STATE INDEPENDENT LIVING | ||||||||
| 22 CHENELL DRIVE | CONCORD | NH | 03301 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HEADING HOME | ||||||||
| THE SCHRAFFT CENTER 529 MAIN STREET | CHARLESTOWN | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | SUITE 100 |
| HEALTH CARE FOR ALL | ||||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEALTH CARE WITHOUT WALLS INC | ||||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HIGHER POSSIBILITIES | ||||||||
| 50 HOUND PACK CIRCLE | EAST WALPOSE | MA | 02032 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| HOMEOWNERS REHAB INC | ||||||||
| 280 FRANKLIN STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HOUSEHOLD GOODS INC | ||||||||
| 530 MAIN STREET | WATERTOWN | MA | 01720 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HOUSING FAMILIES INC | ||||||||
| 919 EASTERN AVENUE | MALDEN | MA | 02418 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| INNERCITY WEIGHTLIFTING | ||||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| JACKSON WALNUT PARK SCHOOL | ||||||||
| 200 JACKSON ROAD | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $300 | |
| JEREMIAH PROGRAM BOSTON '21-'22 | ||||||||
| 130 WARREN ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| JUST A START | ||||||||
| 1035 CAMIBRDGE STREET NO 12 | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| LAWYERS CLEARING HOUSE | ||||||||
| 7 WINTHROP SQUARE 2ND FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| MASS INSIGHT | ||||||||
| 69 CANAL ST 3RD FLOOR | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE-MAHA | ||||||||
| 1803 DORCHESTER AVE | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| MASSCHALLENGE INC | ||||||||
| 21 DRYDOCK AVENUE | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC (DBA METRO HOUSING BOSTON) | ||||||||
| 1411 TREMONT ST | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| NATICK SERVICE COUNCIL | ||||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| NEEDHAM COMMUNITY FARM | ||||||||
| 145 PINE ST MAIL CHECKS TO PO BOX | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | 920877 |
| NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE | ||||||||
| 801 ELM STREET | MANCHESTER | NH | 03101 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| NEW HAMPSHIRE MIME COMPANY DBA PONTINE THEATRE | ||||||||
| 1 PLAINS AVENUE | PORTSMOUTH | NH | 03801 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| NEWTON COMMUNITY FARM | ||||||||
| 303 NAHANTON STREET | NEWTON | MA | 02456 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| NEWTON PRIDE CORPORATION DBA NEWTON COMMUNITY PRIDE | ||||||||
| 1294 CENTRE STREET | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| NH CENTER FOR NONPROFITS | ||||||||
| 194 PLEASANT STREET SUITE 14 | CONCORD | NH | 03301 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| ONE FOR HEALTH FOUNDATION INC | ||||||||
| 290 SOUTH STREET | WALPOLE | MA | 02081 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| PROJECT CITIZENSHIP INC | ||||||||
| 4 FANEUIL SOUTH MARKET BUILDING 3RD | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | FLOOR |
| PROSPECT HILL ACADEMY | ||||||||
| 50 ESSEX ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| PROVISION MINISTRY | ||||||||
| 7 THOMAS NEWTON DRIVE | WESTBOROUGH | MA | 01581 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | |
| SAMARITANS HOPE | ||||||||
| 41 WEST STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| SECOND STEP THE | ||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||||
| PO BOX 301155 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| SILKROAD | ||||||||
| 175 NORTH HARVARD STREET | BOSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| SOMERVILLE CAMBRIDGE ELDER SERVICES | ||||||||
| 61 MEDFORD STREET STE 2 | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SPRINGWELL INC | ||||||||
| 307 WAVERLY OAKS ROAD NO 205 | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THINKGIVE INC | ||||||||
| 26 ELM STREET | CONCORD | NH | 01742 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | ||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| UNDERSTANDING OUR DIFFERENCES INC | ||||||||
| 100 WALNUT STREET | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| VETERANS LEGAL SERVICES | ||||||||
| PO BOX 8457 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| VICTORY PROGRAMS | ||||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| VNA CARE | ||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| WAYPOINT ADVENTURE | ||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WCI - WORK COMMUNITY INDEPENDENCE | ||||||||
| 135 BEAVER ST | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WELLESLEY A BETTER CHANCE (ABC) | ||||||||
| 19 BEVERLY ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| WELLESLEY HISTORICAL SOCIETY | ||||||||
| 229 WASHINGTON ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WELLESLEY NEIGHBORS INC | ||||||||
| 888 WORCESTER STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WELLESLEY POPS (PARENTS OF PERFORMING STUDENTS) | ||||||||
| PO BOX 812136 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,750 | |
| WELLESLEY SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WEST SUBURBAN YMCA | ||||||||
| 276 CHURCH ST | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WORLD OF WELLESLEY | ||||||||
| PO BOX 812381 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| HANDEL & HAYDEN SOCIETY | ||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE | ||||||||
| 145 PINE ST MAIL CHECKS TO PO BOX | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | 920877 |
| NEW ERA FUND | ||||||||
| 500 WASHINGTON STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| THE BOSTON CLUB | ||||||||
| 100 CUMMINGS CENTER SUITE 421-G | BEVERLY | MA | 01915 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| WAYPOINT ADVENTURE | ||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WELLESLEY SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $114,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,149,828 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,310,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,310,595 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, P.C. | CategoryTxt |
| Amt | $9,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $6,034,742 | EOYBookValueAmt |
| EOYFMV | $6,034,742 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HURWIT & ASSOCIATES | CategoryTxt |
| Legal Fees | $2,533 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,533 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $125 | $0 | $125 |
| GINVINGA SOFTWARE | $2,400 | $0 | $2,400 |
| SERVICE CHARGE | $24 | $0 | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS/LOSSES | Desc |
| Amt | $430,457 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17,257 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $2,312 | Amt |
| Net Investment Income | $2,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $20,157 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments