CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202031329349100208
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T08:02:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454182909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLESLEY BANK CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 7812352550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WORCESTER ST NO 300 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02181 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DVORAK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7812352550 | PhoneNum |
| Signature | 2020-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2020-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,229,529 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $174,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,064 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,233 | CashBOYAmt |
| Cash EOY | $8,309 | CashEOYAmt |
| Cash EOYFMV | $8,309 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,393,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,206,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,206,883 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,425,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,229,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,229,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,425,879 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,229,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,425,879 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,229,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,425,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,229,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,425,879 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,886,629 | OtherIncreasesAmt |
| Subtotal | $5,229,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,229,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLESLEY BANCORP, INC. | D | 2012-01-25 | 2019-01-30 | $29,111 | $29,111 | $29,111 |
| WELLESLEY BANCORP, INC. | D | 2012-01-25 | 2019-01-31 | $119,991 | $119,991 | $119,991 |
| WELLESLEY BANCORP, INC. | D | 2012-01-25 | 2019-08-07 | $70,496 | $70,496 | $70,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,598 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $218,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,920,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055696 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,711 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,589,441 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057310 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $156,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,931,521 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,783,105 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059010 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,241 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,891,902 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049532 | DistributionYr5Rt |
| Total Distribution | 0.274797 | TotalDistributionRt |
| Average Distribution | 0.054959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,805,894 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $253,984 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,638 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,638 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $167 | OverpaymentAmt |
| Applied To ES Tax | $167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | NANCY A SNOW | IndividualWithBooksNm |
| Phone | 7812352550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WORCESTER ST SUITE 300 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02181 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MAUREEN SULLIVAN | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | PRESIDENT | 6.00 | $12,500 | $0 | $0 |
| THOMAS J FONTAINE | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL DVORAK | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | TREASURER | 1.00 | $0 | $0 | $0 |
| TINA WANG | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SANDRA JOSEPH | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE DONNELLY | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADELLE GREENBURG | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | ASSISTANT CLERK | 1.00 | $0 | $0 | $0 |
| MILTON MANOUSARIDIS | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM MALERBA | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN BALDER | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENISE POWERS | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | CLERK | 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 | $3,818,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,863,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,863,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,805,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,471 | TotalTaxAmt |
| Distributable Before Adj | $187,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,824 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,984 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $253,984 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,471 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $251,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,489 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,160 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,649 | 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 | $100,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,720 | ExcessFromYear2Amt |
| Excess From Year1 | $26,769 | ExcessFromYear1Amt |
| Excess From Current Year | $66,160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAUREEN SULLIVAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WORCESTER ST SUITE 300 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7814894531 | RecipientPhoneNum |
| 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 (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2LIFE (FORMERLY JCHE) | |||||||
| 677 WINCHESTER STREET | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| 826 BOSTON | |||||||
| 3035 WASHINGTON STREET | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| ALLSTON BRIGHTON CDC | |||||||
| 18R SHEPARD ST SUITE | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| ASIAN AMERICAN CIVIC ASSOCIATION | |||||||
| 87 TYLER STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| ASIAN COMMUNITY DEVELOPMENT | |||||||
| 38 OAK ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| ASIAN TASK FORCE | |||||||
| PO BOX 120108 | BOSTON | MA | 02112 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 |
| AUTISM SERVICES ASSOCIATION | |||||||
| 47 WALNUT STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| BATES ELEMENTARY | |||||||
| 116 ELMWOOD RD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| BIG BROTHERS MA BAY | |||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| BIG SISTER | |||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| BOB PARSONS MEMORIAL | |||||||
| C/O OLENA PANTYUKHIN 10 LANGLEY RD | NEWTON CENTRE | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| BOSTON CANCER SUPPORT | |||||||
| 831 BEACON ST 107 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 |
| BOSTON SIGHT | |||||||
| 464 HILLSIDE AVE 205 | NEEDHAM HEIGHTS | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| BROOKLINE TEEN CENTER | |||||||
| 40 ASPINWALL AVE | BROOKLINE | MA | 02446 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| CENTER FOR WOMEN AND ENTERPRISE | |||||||
| 44 SCHOOL ST SUITE 200 | BOSTON | MA | 02108 | 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 CENTER | |||||||
| 59 E MILITIA HEIGHTS DR | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| CIRCLE OF HOPE | |||||||
| 65 ROSEMARY STREET | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| COMMUNITY INVESTORS | |||||||
| 25 EARLE ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| ELIZABETH SETON RESIDENCE | |||||||
| 125 OAKLAND STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| ELLIE FUND | |||||||
| 200 RESERVOIR ST | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| FISKE ELEMENTARY PTO | |||||||
| 45 HASTINGS STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| FISKE ELEMENTARY PTO | |||||||
| 45 HASTINGS STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| FOUNDATION FOR METROWEST | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| FOUNDATION FOR METROWEST | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| FOUNDATION FOR METROWEST | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| FRIENDS OF BOSTON'S HOMELESS | |||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| GOOD SHEPARD COMMUNITY CARE | |||||||
| 90 WELLS AVE | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| HARDY PTO | |||||||
| 293 WESTON ROAD | WELLESELY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| HARRY DOW MEMORIAL FUND | |||||||
| PO BOX 6204 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $375 |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| HEALTH CARE WITHOUT WALLS | |||||||
| 148 LINDEN ST 208 | BOSTON | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| HISTORIC NEWTON | |||||||
| 527 WASHINTON STREET | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 |
| HOPE AND COMFORT | |||||||
| PO BOX 241 | NEWTON | MA | 02464 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| HOPE AND COMFORT | |||||||
| PO BOX 241 | NEWTON | MA | 02464 | NOT RELATED | PC | EXEMPT PURPOSE | $1,079 |
| HUMAN RELATIONS SERVICE INC | |||||||
| LINDEMANN HOUSE 11 CHAPEL PL | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| INNERCITY WEIGHT LIFTING | |||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| JEREMIAH PROGRAM | |||||||
| 130 WARREN ST | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| JM BARRY BOYS AND GIRLS CLUB | |||||||
| 675 WATERTOWN ST | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $1,300 |
| LAWYERS CLEARINGHOUSE | |||||||
| 7 WINTHROP SQUARE | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| MARE | |||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| MASS ASSOC OF COMMUNITY DEV CORPORATIONS MACDC | |||||||
| 15 COURT SQUARE SUITE 600 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| MASS INSIGHT | |||||||
| 69 CANAL ST 3RD FL | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| MASSBAY FOUNDATION | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| MORE THAN WORDS | |||||||
| 242 EAST BERKELEY STREET | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| NATICK ARTIST OPEN STUDIO | |||||||
| 55 S MAIN STREET | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $200 |
| NATICK SERVICE COUNCIL | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| NE HISTORIC GENEALOGICAL SOCIETY | |||||||
| 99-101 NEWBURY ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| NEEDHAM COMMUNITY FARM | |||||||
| 1155 CENTRAL AVE | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $260 |
| NEW ERA FUND | |||||||
| 500 WASHINGTON STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| NEW TV | |||||||
| 1615 23 NEEDHAM ST | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| NEWTON SCHOOL FOUNDATION | |||||||
| 100 WALNUT STREET | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| OUT METROWEST | |||||||
| 929 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| PAWS- PRESCHOOL AT WELLESLEY SCHOOLS | |||||||
| 63 HASTINGS STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| PRO ARTE CHAMBER ORCHESTRA OF BOSTON | |||||||
| 35 WEBSTER STREET | WEST NEWTON | MA | 02465 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| PROJECT CITIZENSHIP | |||||||
| 4 S MARKET ST BUILDING 3RD FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| RAISING A READER | |||||||
| 3 SCHOOL STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| REACH BEYOND DOMESTIC VIOLENCE | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 |
| READ TO A CHILD | |||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| RIVERBEND SCHOOL | |||||||
| 33 ELIOT ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| ROTARY CLUB OF WELLESLEY | |||||||
| PO BOX 81206 | WELLESLEY HILLS | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| SAMARITANS INC | |||||||
| 41 WEST ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| SAVE THE HABORSAVE THE BAY | |||||||
| 212 NORTHERN AVE 304 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| SCHOFIELD ELEMENTARY SCHOOL PTO | |||||||
| 27 CEDAR ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| SECOND STEP | |||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| SPARK KINDNESS INC | |||||||
| PO BOX 823 | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| SPIN | |||||||
| PO BOX 823 | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| SPRINGWELL | |||||||
| 401 SCHOOL ST | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $4,500 |
| TENACITY | |||||||
| 38 EVERETT STREET | BOSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| THE ARC SOUTH NORFOLK | |||||||
| 789 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | NOT RELATED | PC | EXEMPT PURPOSE | $250 |
| THE MIDAS COLLABORATIVE | |||||||
| 2 OLIVER STREET | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| THOMPSON ISLAND | |||||||
| 12 DRYDOCK AVENUE | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| WALKER | |||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| WAYPOINT ADVENTURE | |||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| WELLESLEY A BETTER CHANCE | |||||||
| 396 WASHINGTON STREET BOX 221 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| WELLESLEY CHORAL SOCIETY | |||||||
| 396 WASHINGTON STREET BOX 221 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $300 |
| WELLESLEY COMMUNITY CENTER | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 |
| WELLESLEY EDUCATION FOUNDATION | |||||||
| PO BOX 812321 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 |
| WELLESLEY HIGH (THROUGH COMMUNITY INVESTORS) | |||||||
| 50 RICE STREET | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WELLESLEY HISTORICAL SOCIETY | |||||||
| 229 WASHINGTON ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| WELLESLEY KIWANIS MEMORIAL FUND | |||||||
| PO BOX 812201 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| WELLESLEY POPS | |||||||
| PO BOX 812136 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,750 |
| WELLESLEY SAILING CLUB | |||||||
| 23 WALL STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WELLESLEY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| WELLESLEY SOCIETY OF ARTISTS | |||||||
| PO BOX 812148 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $300 |
| WELLESLEY SOFTBALL FIELD | |||||||
| CALVIN RD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| WELLESLEY SYMPHONY | |||||||
| 50 OAKLAND STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| WELLESLEY THEATRE PROJECT | |||||||
| 219 WASHINGTON STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WELLESLEY TURKEY TROT FOUNDATION | |||||||
| 6 DENTON ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WILDFLOWER CAMP FOUNDATION | |||||||
| 271 LINCOLN STREET SUITE 12 | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| WILLIAM JAMES COLLEGE | |||||||
| 1 WELLS AVE | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| WOMEN THRIVING INC- FORMERLY BROOKLINE HEALTH | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WELLESLEY CHORAL SOCIETY | |||||||
| 396 WASHINGTON STREET BOX 221 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $250 |
| WELLESLEY A BETTER CHANCE | |||||||
| 396 WASHINGTON STREET BOX 221 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,064 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW ERA FUND | |||||||
| 500 WASHINGTON STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 |
| WELLESLEY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,998 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,505 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
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 | TAX PREP FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLESLEY BANCORP, INC. | StockNm |
| EOY Book Value | $5,206,883 | EOYBookValueAmt |
| EOYFMV | $5,206,883 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $35 | $0 | $35 |
| PRINTING & COPYING | $885 | $0 | $885 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS/LOSSES | Desc |
| Amt | $1,886,629 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments