CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN (EIN 45-4182909)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-20
- IRS object ID
- 201932329349100313
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-20T15:12:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-14 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.167.121.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-20 | IPDt |
| IP Tm | 10:10:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3035F85F9C36F92B25132AD5EF9C80758CB5F135 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,425,879 | 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 | $26,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,771 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,342 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,799 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,799 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,771 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,750 | CashBOYAmt |
| Cash EOY | $19,233 | CashEOYAmt |
| Cash EOYFMV | $19,233 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,628 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,819,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,393,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,393,018 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,852,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,425,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,425,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,852,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,425,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,852,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,425,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,852,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,425,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,852,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,789,727 | SubtotalAmt |
| Other Decreases | $363,848 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,425,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-02-13 | $8,843 | $8,843 | $8,843 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-02-22 | $14,343 | $14,343 | $14,343 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-02-22 | $14,325 | $14,325 | $14,325 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-02-26 | $29,042 | $29,042 | $29,042 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-01 | $834 | $834 | $834 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-01 | $11,868 | $11,868 | $11,868 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-02 | $22,362 | $22,362 | $22,362 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-02 | $28,489 | $28,489 | $28,489 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-09 | $9,790 | $9,790 | $9,790 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-09 | $9,751 | $9,751 | $9,751 |
| WELLESLEY BANCORP, INC | D | 2012-01-25 | 2018-05-09 | $45,466 | $45,466 | $45,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,113 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,589,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $156,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,931,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053249 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,232 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,783,105 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $143,241 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,891,902 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,746,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043794 | DistributionYr5Rt |
| Total Distribution | 0.262895 | TotalDistributionRt |
| Average Distribution | 0.052579 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,920,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,152 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $208,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $220,591 | 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 | $2,218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,356 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,856 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,638 | OverpaymentAmt |
| Applied To ES Tax | $2,638 | 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 (10 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 | $10,000 | $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/COMMUNITY MEMBER | 1.00 | $0 | $0 | $0 |
| GEORGE DONNELLY | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR/COMMUNITY MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES WILLAUER | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADELLE GREENBURG | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | CLERK | 1.00 | $0 | $0 | $0 |
| NANCY SNOW | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| MILTON MANOUSARIDIS | ||||||||
| 100 WORCESTER ST SUITE 300 | WELLESLEY | MA | 02482 | 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 | $3,941,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,980,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,980,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,920,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,218 | TotalTaxAmt |
| Distributable Before Adj | $193,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,822 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,822 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,218 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $218,373 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,489 | 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 | $34,489 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,720 | ExcessFromYear1Amt |
| Excess From Current Year | $26,769 | 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 (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 BOSTON | ||||||||
| 3035 WASHINGTON ST | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| AACA DRAGON BOAT FESTIVAL | ||||||||
| 87 TYLER ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| ALL DOG RESCUE | ||||||||
| PO BOX 2072 | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| ALL NEWTON MUSIC SCHOOL | ||||||||
| 321 CHESTNUT ST | WEST NEWTON | MA | 02465 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| ALRAYS SCHOLARS PROGRAM | ||||||||
| 1746 11 AVE DE LAFAYETTE | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| ASIAN COMMUNITY DEVELOPMENT | ||||||||
| 38 OAK ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| AUTISM SERVICES ASSOCIATION | ||||||||
| 47 WALNUT ST | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $100 | |
| BATES ELEMENTARY | ||||||||
| 116 ELMWOOD RD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BGCB | ||||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| BIG BROTHERS MA BAY | ||||||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| BOSTON CANCER SUPPORT | ||||||||
| 831 BEACON ST 107 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| BOSTON SIGHT | ||||||||
| 464 HILLSIDE AVE 205 | NEEDHAM HEIGHTS | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| BROOKLINE CENTER COMMUNITY MENTAL HEALTH | ||||||||
| 41 GARRISON RD | BROOKLINE | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| CHARLES RIVER CENTER | ||||||||
| 59 E MILITIA HEIGHTS DR | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CHARLES RIVER WATERSHED ASSOCIATION | ||||||||
| 190 PARK RD | WESTON | MA | 02493 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| CHARLES RIVER WATERSHED ASSOCIATION | ||||||||
| 190 PARK RD | WESTON | MA | 02493 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CIRCLE OF HOPE | ||||||||
| 65 ROSEMARY ST NEEDHAM MA 02494 | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| CITIZENS SCHOOLS | ||||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| COMMUNITY INVESTORS | ||||||||
| 25 EARLE ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | |
| DANA HALL SCHOOL | ||||||||
| 45 DANA RD | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| ELIZABETH SETON RESIDENCE | ||||||||
| 125 OAKLAND STREET WELLESLEY MA | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | 02481 |
| ESPLANADE ASSOCIATION | ||||||||
| 376 BOYLSTON ST 503 BOSTON MA 02116 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| FAMILY PROMISE METROWEST | ||||||||
| 6 MULLIGAN ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| FISKE ELEMENTARY | ||||||||
| 45 HASTINGS ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FOUNDATION FOR METROWEST | ||||||||
| 3 ELIOT ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| FOUNDATION FOR METROWEST | ||||||||
| 3 ELIOT ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| FRIENDS OF WELLESLEY METCO | ||||||||
| PO BOX 81163 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FUND FOR WELLESLEY | ||||||||
| C/O FOUNDATION FOR METROWEST 3 | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ELLOT STREET |
| GOOD SHEPARD COMMUNITY CARE | ||||||||
| 90 WELLS AVE | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| HEALTH CARE WITHOUT WALLS | ||||||||
| 148 LINDEN ST 208 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HOPE & COMFORT | ||||||||
| PO BOX 241 | NEWTON | MA | 02464 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| INNER CITY WEIGHT LIFTING | ||||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| INTITUTE OF CONTEMPORARY ART | ||||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| JCHE | ||||||||
| 677 WINCHESTER ST NEWTON MA 02459 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| JEREMIAH PROGRAM | ||||||||
| 130 WARREN ST | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| JM BARRY BOYS AND GIRLS CLUB | ||||||||
| 675 WATERTOWN ST | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $1,300 | |
| LIMMUND BOSTON | ||||||||
| 385 WARD ST | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $100 | |
| MARE- MA ADOPTION RESOURCE EXCHANGE | ||||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON HIGHLANDS | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| MASS INSIGHT | ||||||||
| 69 CANAL ST 3RD FL | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| MASSBAY FOUNDATION | ||||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| 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 | $500 | |
| NATICK SERVICE COUNCIL | ||||||||
| 2 WEBSTER ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| NE CENTER FOR HOMELESS VETS | ||||||||
| 17 COURT ST | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| 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 TV | ||||||||
| 1615 23 NEEDHAM ST | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CAN DO | ||||||||
| 79B CHAPEL STREET | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| NEWTON COMMUNITY PRIDE | ||||||||
| 1000 COMMONWEALTH AVENUE | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| NEWTON THEATRE COMPANY | ||||||||
| 17 CHATHAM ROAD | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| NWH CHARITABLE FOUNDATION | ||||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| ONE CAN HELP | ||||||||
| PO BOX 55 | NEWTON | MA | 02468 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| ONE HEALTH FOUNDATION | ||||||||
| 290 SOUTH ST | WALPOLE | MA | 02081 | NOT RELATED | PC | EXEMPT PURPOSE | $1,249 | |
| OUT METROWEST | ||||||||
| 929 WORCESTER RD | FRAMINGHAM | MA | 01701 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| PAN MASS CHALLENGE | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| PAWS- PRESCHOOLS OF WELLESLEY | ||||||||
| 63 HASTINGS ST | WALPOLE | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $100 | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| RELAY FOR LIFE | ||||||||
| 3 SPEEN ST FRAMINGHAM MA 01701 | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| RIVERBEND SCHOOL | ||||||||
| 33 ELIOT ST | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| ROTARY CLUB OF NEWTON (NEWTON HAS TALENT) | ||||||||
| PO BOX 600057 | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $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 | |
| SCHOFIELD ELEMENTARY SCHOOL PTO | ||||||||
| 27 CEDAR ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SPARK KINDNESS INC | ||||||||
| PO BOX 823 | NATICK | MA | 01760 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| SPECIAL OLYMPICS | ||||||||
| THE YAWKEY SPORTS TRAINING CENTER | MARLBOROUGH | MA | 01752 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | 512 FOREST STREET |
| SPRAGUE ELEMENTARY SCHOOL | ||||||||
| 401 SCHOOL ST | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SPRINGWELL | ||||||||
| 307 WAVERLEY OAKS RD 205 | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $4,500 | |
| THE HUMAN RELATIONS SERVICE INC | ||||||||
| 11 CHAPEL PLACE | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| THE NEW ARTS CENTER | ||||||||
| 61 WASHINGTON PARK | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| THE PRICE CENTER | ||||||||
| 27 CHRISTINA STREET | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THE SECOND STEP | ||||||||
| PO BOX 2868513 | NEWTONVILLE | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THE WOMEN'S LUNCH PLACE | ||||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THE WOMEN'S LUNCH PLACE | ||||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| THE WOMEN'S LUNCH PLACE | ||||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| THOMPSON ISLAND | ||||||||
| 12 DRYDOCK AVENUE | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| UNDERSTANDING OUR DIFFERENCES | ||||||||
| 100 WALNUT SREET | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| UPHAM PTO | ||||||||
| 35 WYNNEWOOD ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| VETERAN'S LEGAL SERVICE | ||||||||
| 885 CENTRE STREET F306 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WABAN COMMON | ||||||||
| 29 WAMESIT ROAD | NEWTON | MA | 02468 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WELLESLEY COMMUNITY CHILDREN'S CENTER | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WELLESLEY FREE LIBRARY | ||||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WELLESLEY FRIENDLY AID | ||||||||
| 219 WASHINGTON ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WELLESLEY HISTORICAL SOCIETY | ||||||||
| 229 WASHINGTON ST | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| 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 | |
| WELELSEY SYMPHONY | ||||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| WELLESLEY THEATRE PROJECT | ||||||||
| 219 WASHINGTON STREET | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WELLESLEY TURKEY TROT FOUNDATION | ||||||||
| 6 DENTON ROAD | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WEST SUBURBAN YMCA | ||||||||
| 276 CHURCH ST | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| YMCA TRAINING INC | ||||||||
| 18 TREMONT ST | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| JOHNNY STRONG | ||||||||
| 30 NORTH STREET | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE | ||||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| BIG SISTER | ||||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| CAREER COLLABORATIVE | ||||||||
| 77 SUMMER ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FACING CANCER TOGETHER | ||||||||
| PO BOX 600666 | NEWTONVILLE | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| SPRAGUE ELEMENTARY SCHOOL | ||||||||
| 401 SCHOOL STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WALKER | ||||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WELLESLEY EDUCATION FOUNDATION | ||||||||
| PO BOX 812321 | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| WILLIAM JAMES COLLEGE | ||||||||
| 1 WELLS AVE | NEWTON | MA | 02459 | 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 | $10,000 | |
| NEW ERA FUNDCOUNCIL OF AGING-FOUNDATION FOR METROWEST | ||||||||
| 500 WASHINGTON STREET | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HARRY DOW MEMORIAL FUND | ||||||||
| PO BOX 6204 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| ALLSTON BRIGHTON CDC | ||||||||
| 18R SHEPARD STREET SUITE 100 | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| GIVINGA (FUND EMPLOYEE ACCTS 71 200) | ||||||||
| 745 ATLANTIC AVE | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $14,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,799 | 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 |
|---|---|---|---|---|---|---|---|
| WELLESLEY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| TOLLES PARSONS CENTER NEW ERA FUND CO FOUNDATION FOR METROWEST | |||||||
| 525 WASHINGTON ST | WELLESLEY | MA | 02482 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $60,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,771 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLESLEY BANCORP, INC. | StockNm |
| EOY Book Value | $3,393,018 | EOYBookValueAmt |
| EOYFMV | $3,393,018 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS/LOSSES | Desc |
| Amt | $363,848 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $35 | $0 | $35 |
| PRINTING & COPYING | $1,257 | $0 | $1,257 |
| OTHER EXPENSES | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 ESTIMATED TAXES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments