CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN
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Cite this
Plain text CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN. furp.org, nonprofit organization profile, tax years 2018–2025. https://furp.org/org/cambridge-trust-charitable-found-fka-wellesley-bank-charitable-fdn-454182909. Retrieved 2026-11-15.
APA furp.org. (n.d.). CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN [Nonprofit organization profile; tax years 2018–2025]. Retrieved November 15, 2026, from https://furp.org/org/cambridge-trust-charitable-found-fka-wellesley-bank-charitable-fdn-454182909
MLA “CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN.” furp.org, tax years 2018–2025, https://furp.org/org/cambridge-trust-charitable-found-fka-wellesley-bank-charitable-fdn-454182909. Accessed 15 Nov. 2026.
Retrieved 2026-11-15; covers tax years 2018–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).
2025 · Form 990PF · revenue $134K · expenses $5.5M · assets $15K
- Also known as
- f/k/a Cambridge Trust Charitable Foundation
- EIN
- 45-4182909
- Address
- 601 EDGEWATER DR STE 150, WAKEFIELD, MA 01880-6238
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 2013 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Maureen Sullivan (former) | PRESIDENT (THRU 6/30/2020) | 2018-2020 | $2,500 | $25,000 | 1 |
Officers and directors, no compensation reported
30 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Danielle Remis | TREASURER/DRIECTOR | 2023-2025 | 1 | $0 reported | 1 |
| Sheila Estes | DIRECTOR | 2020-2025 | 1 | $0 reported | 1 |
| Nancy Huntington Stager | PRESIDENT/DIRECTOR (ENDED 7/7/2025) | 2024-2025 | 1 | $0 reported | 1 |
| Turahn Dorsey | PRESIDENT/DIRECTOR (AS OF 7/7/2025) | 2025 | 1 | $0 reported | 1 |
| Dina Scianna (former) | VP/DIRECTOR (Ended 07/05/2024) | 2020-2024 | 1 | $0 reported | 1 |
| Jessica Suttle (former) | Sec./Clerk (Ended 07/05/2024) | 2022-2024 | 1 | $0 reported | 1 |
| Peter Halberstadt (former) | Treasurer(Ended 07/05/2024) | 2023-2024 | 1 | $0 reported | 1 |
| Ana Mojica (former) | DIRECTOR (Ended 07/05/2024) | 2022-2024 | 1 | $0 reported | 1 |
| Daniel Morrison (former) | DIRECTOR (Ended 07/05/2024) | 2020-2024 | 1 | $0 reported | 1 |
| Deborah Moore (former) | DIRECTOR (Ended 07/05/2024) | 2022-2024 | 1 | $0 reported | 1 |
| Susan Martore-Baker (former) | DIRECTOR (Ended 07/05/2024) | 2023-2024 | 1 | $0 reported | 1 |
| Adam Johnston (former) | DIRECTOR (Ended 07/05/2024) | 2020-2024 | 1 | $0 reported | 1 |
| Michael Carotenuto (former) | TREASURER/DRIECTOR | 2020-2022 | 1 | $0 reported | 1 |
| Thomas J Fontaine (former) | PRESIDENT/DIRECTOR | 2018-2022 | 1 | $0 reported | 1 |
| Jennifer Pline (former) | DIRECTOR | 2020-2022 | 1 | $0 reported | 1 |
| Roma Mayur (former) | DIRECTOR | 2020-2022 | 1 | $0 reported | 1 |
| Milton Manousaridis (former) | DIRECTOR | 2018-2022 | 1 | $0 reported | 1 |
| Adelle Greenberg (former) | SECRETARY | 2020-2021 | 1 | $0 reported | 1 |
| Ralph Letner (former) | DIRECTOR | 2020-2021 | 1 | $0 reported | 1 |
| Katherine Lafevers (former) | CLERK | 2020-2021 | 1 | $0 reported | 1 |
| Michael Dvorak (former) | TREASURER | 2018-2019 | 1 | $0 reported | 1 |
| Tina Wang (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 1 |
| Sandra Joseph (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 1 |
| George Donnelly (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 1 |
| Adelle Greenburg (former) | ASSISTANT CLERK | 2018-2019 | 1 | $0 reported | 1 |
| Jim Malerba (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
| John Balder (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
| Denise Powers (former) | CLERK | 2019 | 1 | $0 reported | 1 |
| Charles Willauer (former) | DIRECTOR | 2018 | 1 | $0 reported | 1 |
| Nancy Snow (former) | ASSISTANT TREASURER | 2018 | 1 | $0 reported | 1 |
People by year
2025 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NANCY HUNTINGTON STAGER | PRESIDENT/DIRECTOR (ENDED 7/7/2025) | 1 | $0 | - | $0 | $0 | 1 |
| DANIELLE REMIS | TREASURER/DRIECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SHEILA ESTES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| TURAHN DORSEY | PRESIDENT/DIRECTOR (AS OF 7/7/2025) | 1 | $0 | - | $0 | $0 | 1 |
2024 · 11 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Danielle Remis | Treasurer/Director | 1 | $0 | - | $0 | $0 | 1 |
| DINA SCIANNA | VP/DIRECTOR (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA SUTTLE | Sec./Clerk (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| PETER HALBERSTADT | Treasurer(Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| ANA MOJICA | DIRECTOR (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL MORRISON | DIRECTOR (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| DEBORAH MOORE | DIRECTOR (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| SUSAN MARTORE-BAKER | DIRECTOR (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
| Sheila Estes | Clerk/Director | 1 | $0 | - | $0 | $0 | 1 |
| Nancy Huntington Stager | President/Director | 1 | $0 | - | $0 | $0 | 1 |
| ADAM JOHNSTON | DIRECTOR (Ended 07/05/2024) | 1 | $0 | - | $0 | $0 | 1 |
2023 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIELLE REMIS | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DINA SCIANNA | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA SUTTLE | CORPORATE SECRETARY/CLERK | 1 | $0 | - | $0 | $0 | 1 |
| PETER HALBERSTADT | TREASURER/DRIECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ANA MOJICA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL MORRISON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DEBORAH MOORE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SUSAN MARTORE-BAKER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SHEILA ESTES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADAM JOHNSTON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL CAROTENUTO | TREASURER/DRIECTOR | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS J FONTAINE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SHEILA ESTES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADAM JOHNSTON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL MORRISON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JENNIFER PLINE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DINA SCIANNA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROMA MAYUR | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MILTON MANOUSARIDIS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DEBORAH MOORE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ANA MOJICA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA SUTTLE | CORPORATE SECRETARY/CLERK | 1 | $0 | - | $0 | $0 | 1 |
2021 · 11 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL CAROTENUTO | TREASURER/DRIECTOR | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS J FONTAINE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADELLE GREENBERG | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| SHEILA ESTES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADAM JOHNSTON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RALPH LETNER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL MORRISON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JENNIFER PLINE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DINA SCIANNA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE LAFEVERS | CLERK | 1 | $0 | - | $0 | $0 | 1 |
| ROMA MAYUR | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 12 people listed · 1 paid, $2K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MAUREEN SULLIVAN | PRESIDENT (THRU 6/30/2020) | 6 | $2,500 | - | $0 | $2,500 | 1 |
| MICHAEL CAROTENUTO | TREASURER/DRIECTOR | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS J FONTAINE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADELLE GREENBERG | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| SHEILA ESTES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADAM JOHNSTON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RALPH LETNER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL MORRISON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JENNIFER PLINE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DINA SCIANNA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE LAFEVERS | CLERK | 1 | $0 | - | $0 | $0 | 1 |
| ROMA MAYUR | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 11 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MAUREEN SULLIVAN | PRESIDENT | 6 | $12,500 | - | $0 | $12,500 | 1 |
| THOMAS J FONTAINE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHAEL DVORAK | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| TINA WANG | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SANDRA JOSEPH | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| GEORGE DONNELLY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADELLE GREENBURG | ASSISTANT CLERK | 1 | $0 | - | $0 | $0 | 1 |
| MILTON MANOUSARIDIS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JIM MALERBA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN BALDER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DENISE POWERS | CLERK | 1 | $0 | - | $0 | $0 | 1 |
2018 · 10 people listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MAUREEN SULLIVAN | PRESIDENT | 6 | $10,000 | - | $0 | $10,000 | 1 |
| THOMAS J FONTAINE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHAEL DVORAK | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| TINA WANG | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SANDRA JOSEPH | DIRECTOR/COMMUNITY MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| GEORGE DONNELLY | DIRECTOR/COMMUNITY MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES WILLAUER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ADELLE GREENBURG | CLERK | 1 | $0 | - | $0 | $0 | 1 |
| NANCY SNOW | ASSISTANT TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| MILTON MANOUSARIDIS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 1 grant to organizations · $5.5M
2024 · 1 grant to organizations · $361K
Listed grants add up to $360,685; the return's “grants paid” expense line says $228,185. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 196 grants to organizations · $554K
Listed grants add up to $553,815; the return's “grants paid” expense line says $529,915. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 217 grants to organizations · $644K
Listed grants add up to $643,562; the return's “grants paid” expense line says $666,712. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 81 grants to organizations · $281K
Listed grants add up to $281,300; the return's “grants paid” expense line says $417,550. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 59 grants to organizations · $159K
Listed grants add up to $158,890; the return's “grants paid” expense line says $163,390. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 104 grants to organizations · $239K
2018 · 106 grants to organizations · $208K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2022 · 1 contributor · $239K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CAMBRIDGE TRUST COMPANY | Organization or other | CAMBRIDGE, MA | $239,175 | - | Form 990PF Sch. B, 2022 · filing |
2020 · 1 contributor · $100K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | WELLESLEY BANK | Organization or other | WELLESLEY, MA | $100,000 | - | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $134,413 | $5,529,668 | $14,807 | $14,807 | - | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $176,505 | $313,880 | $4,944,781 | $4,946,261 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $190,517 | $598,751 | $4,567,264 | $4,458,049 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,599,281 | $758,742 | $5,059,468 | $4,899,822 | $239,175 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,310,595 | $455,736 | $6,185,344 | $5,973,888 | $0 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $274,593 | $173,100 | $4,688,572 | $4,688,572 | $100,155 | - | $2,500 | - | - |
| 2019 · Form 990PF | ||||||||
| $174,505 | $257,484 | $5,229,529 | $5,229,529 | - | - | $12,500 | - | - |
| 2018 · Form 990PF | ||||||||
| $158,771 | $221,091 | $3,425,879 | $3,425,879 | - | - | $10,000 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CLOVELLY CHARITABLE TRUST | MA | T20 | $131,446 | $81,974 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| SIFF CHARITABLE FOUNDATION | MA | T20 | $135,746 | $106,868 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| GEORGE AND MARIE CHABOT CHARITABLE FOUNDATION | MA | T20 | $133,594 | $383,367 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| WOLF & COMPANY CHARITABLE FOUNDATION INC | MA | T20 | $131,234 | $120,778 | PRESIDENT/CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x, same state |
| ARNOLD GARRISON CHARITABLE FOUNDATION | MA | T20 | $135,511 | $168,436 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| LARSON CEDERBERG CHARITABLE FOUNDATION INC | MA | T20 | $137,727 | $602,677 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| DONALD & PRISCILLA FELT CHARITABLE FOUNDATION | MA | T20 | $134,945 | $210,813 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| ELQUI VALLEY FOUNDATION | MA | T20 | $134,338 | $415,074 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE CARRICK FOUNDATION KRISTIN W SHIRAHAMA ET | MA | T20 | $132,732 | $365,665 | TRUSTEE | $13,027 | Same NTEE code T20, revenue within 2x, same state |
| HENRY H DOWNING TRUST | MA | T20 | $129,931 | $60,935 | TRUSTEE | $4,049 | Same NTEE code T20, revenue within 2x, same state |
| JOHN E SOMERS TRUST NECT | MA | T20 | $130,157 | $119,574 | TRUSTEE | $2,528 | Same NTEE code T20, revenue within 2x, same state |
| FROM THE SOURCE FOUNDATION | MA | T20 | $132,578 | $97,644 | PRESIDENT,TREASURER, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE SCHELZI FAMILY FOUNDATION | MA | T20 | $132,835 | $3,223,051 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| RUACH FOUNDATION | MA | T20 | $136,923 | $72,905 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| DWYER FOUNDATION | MA | T20 | $137,241 | $157,235 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| CUNNINGHAM FAMILY FOUNDATION INC | MA | T20 | $130,345 | $164,294 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| D KIM FOUNDATION FOR THE HISTORY OF SCIENCE AND TECHNOLOGY IN EAST AS | MA | T20 | $138,470 | $325,609 | PRES/TREAS/DIR | $0 | Same NTEE code T20, revenue within 2x, same state |
| SHERMAN H STARR FOUNDATION | MA | T20 | $138,383 | $253,094 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HELEN G HAUBEN FOUNDATION INC | MA | T20 | $138,824 | $234,244 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| VICTORIA GLICKMAN HODGKINS FAMILY FOUNDATION | MA | T20 | $139,250 | $30,452 | DIRECTOR & PRESIDENT & TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| CO TUA WELSH CHARITABLE TRUST | TX | T20 | $139,487 | $85,699 | CO-TRUSTEE | $20,961 | Same NTEE code T20, revenue within 2x |
| MOONEY CHARITABLE TRUST | WA | T20 | $134,132 | $3,751,041 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| CLAY COUNTY FAIR CHARITABLE TRUST | IA | T20 | $138,955 | $89,600 | SECRETARY/CEO/MGR | $109,306 | Same NTEE code T20, revenue within 2x |
| Marta Michelle Heflin Charitable Trust | NY | T20 | $137,876 | $227,361 | Trustee | $23,160 | Same NTEE code T20, revenue within 2x |
| SILVER TROUT CHARITABLE TRUST | PA | T20 | $136,878 | $230,444 | TRUST OFFICE | $31,980 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $5,529,668 spent · pay $0 · grants $5,501,200 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,501,200 | 99.5% | |
| Fees: other professional | $28,398 | 0.5% | |
| Other expenses | $70 | 0.0% | |
| Total | $5,529,668 | 100% |
2024 · Form 990PF · $313,880 spent · pay $0 · grants $228,185 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $228,185 | 72.7% | |
| Fees: other professional | $40,062 | 12.8% | |
| Depreciation and depletion | $29,558 | 9.4% | |
| Fees: accounting | $13,900 | 4.4% | |
| Taxes | $2,105 | 0.7% | |
| Other expenses | $70 | 0.0% | |
| Total | $313,880 | 100% |
2023 · Form 990PF · $598,751 spent · pay $0 · grants $529,915 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $529,915 | 88.5% | |
| Depreciation and depletion | $30,073 | 5.0% | |
| Fees: other professional | $20,215 | 3.4% | |
| Fees: accounting | $11,750 | 2.0% | |
| Other expenses | $2,954 | 0.5% | |
| Taxes | $2,715 | 0.5% | |
| Fees: legal | $1,129 | 0.2% | |
| Total | $598,751 | 100% |
2022 · Form 990PF · $758,742 spent · pay $0 · grants $666,712 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $666,712 | 87.9% | |
| Taxes | $36,646 | 4.8% | |
| Depreciation and depletion | $18,333 | 2.4% | |
| Fees: other professional | $15,869 | 2.1% | |
| Fees: accounting | $11,150 | 1.5% | |
| Interest | $5,793 | 0.8% | |
| Other expenses | $4,239 | 0.6% | |
| Total | $758,742 | 100% |
2021 · Form 990PF · $455,736 spent · pay $0 · grants $417,550 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $417,550 | 91.6% | |
| Taxes | $20,157 | 4.4% | |
| Fees: accounting | $9,900 | 2.2% | |
| Other expenses | $2,549 | 0.6% | |
| Fees: legal | $2,533 | 0.6% | |
| Fees: other professional | $2,312 | 0.5% | |
| Interest | $735 | 0.2% | |
| Total | $455,736 | 100% |
2020 · Form 990PF · $173,100 spent · pay $2,500 · grants $163,390 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $163,390 | 94.4% | |
| Fees: legal | $3,125 | 1.8% | |
| Pay: officers, directors, trustees | $2,500 | 1.4% | |
| Taxes | $2,500 | 1.4% | |
| Fees: accounting | $1,550 | 0.9% | |
| Other expenses | $35 | 0.0% | |
| Total | $173,100 | 100% |
2019 · Form 990PF · $257,484 spent · pay $12,500 · grants $239,064 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $239,064 | 92.8% | |
| Pay: officers, directors, trustees | $12,500 | 4.9% | |
| Taxes | $3,500 | 1.4% | |
| Fees: accounting | $1,500 | 0.6% | |
| Other expenses | $920 | 0.4% | |
| Total | $257,484 | 100% |
2018 · Form 990PF · $221,091 spent · pay $10,000 · grants $207,799 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $207,799 | 94.0% | |
| Pay: officers, directors, trustees | $10,000 | 4.5% | |
| Fees: accounting | $1,450 | 0.7% | |
| Other expenses | $1,342 | 0.6% | |
| Taxes | $500 | 0.2% | |
| Total | $221,091 | 100% |
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Nonprofit | EASTERN BANK CHARITABLE FOUNDATION | MA | Nonprofits (IRS Form 990) | same street address and ZIP code, 601 EDGEWATER DR STE 150 01880 (FUZZY: a shared address, not proof of a shared organization) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
NTEE code Private Grantmaking Foundations, MA first:
- AVELINA CHARITABLE FOUNDATION INC MA
- COMMISSIONERS COUNCIL INC MA
- HENNESSEY FAMILY FOUNDATION 1045002985 MA
- KING SPRUCE COMPANY MA
- EDWARD PAYSON GEORGE CHARITABLE TRUST MA
- BRADFORD & DOROTHEA ENDICOTT FOUNDATION MA
- ANNE AND PAUL MARCUS FAMILY FOUNDATION MA
- MARSHALL FUND MA
- TANNE FOUNDATION MA
- THE ROXBURY FOUNDATION INC MA
Interests: Private Grantmaking Foundations · Philanthropy
The area Census
County outline, the place (blue), the tract (orange) and the ZIP center (dot).
In Census Tract 3353.02, Middlesex County, Massachusetts, place (city or town) Wakefield, MA, county Middlesex County, MA, state Massachusetts; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).
- Revenue of $134,413 is $5 per resident of Wakefield, MA (population 27,793).
- That revenue equals 0.01% of all household income in Wakefield, MA (11,270 households at the median $134,306, about $1,513,628,620).
| Measure | Census tract Census Tract 3353.02, Middlesex County, Massachusetts | Place (city or town) Wakefield, MA | County Middlesex County, MA | State Massachusetts |
|---|---|---|---|---|
| Population B01003 | 5,054 | 27,793 | 1,638,365 | 7,044,056 |
| Population, 2020 census P1 | 5,309 | 27,090 | 1,632,002 | 7,029,917 |
| Median age B01002 | 43.9 | 42.4 | 38.9 | 40.0 |
| Under 18 B01001 | 21.8% | 20.0% | 19.5% | 19.4% |
| 65 and over B01001 | 19.7% | 19.0% | 16.3% | 17.9% |
| Households B11001 | 2,014 | 11,270 | 634,215 | 2,785,042 |
| Foreign born B05002 | 10.6% | 10.7% | 23.1% | 18.0% |
| Median household income B19013 | $158,889 | $134,306 | $130,847 | $103,960 |
| Median family income B19113 | $208,796 | $167,022 | $166,449 | $131,675 |
| Per capita income B19301 | $73,992 | $67,454 | $69,556 | $57,897 |
| Poverty rate B17001 | 5.7% | 4.9% | 7.7% | 10.0% |
| Unemployment rate B23025 | 5.2% | 4.4% | 4.4% | 5.2% |
| Civilian labor force B23025 | 2,999 | 16,158 | 946,989 | 3,911,446 |
| Mean commute (minutes) B08013 | 28.6 | 33.2 | 29.9 | 29.1 |
| Bachelor's degree or higher B15003 | 63.1% | 59.7% | 59.5% | 47.3% |
| Housing units B25001 | 2,184 | 11,750 | 664,267 | 3,030,406 |
| Owner-occupied B25003 | 76.7% | 70.7% | 61.3% | 62.5% |
| Renters B25003 | 23.3% | 29.3% | 38.7% | 37.5% |
| Median home value B25077 | $805,400 | $723,500 | $727,800 | $562,100 |
| Median gross rent B25064 | $1,996 | $1,958 | $2,201 | $1,762 |
| White, not Hispanic B03002 | 85.5% | 85.5% | 65.1% | 66.6% |
| Black B03002 | 1.2% | 0.7% | 4.7% | 6.4% |
| Hispanic or Latino B03002 | 2.9% | 2.7% | 9.3% | 13.3% |
| Asian B03002 | 4.1% | 5.7% | 13.6% | 7.3% |
| American Indian and Alaska Native B03002 | 0.0% | 0.0% | 0.1% | 0.1% |
Economy now FRED unemployment 4.3% in Sep 2026 (4.6% a year earlier); per capita personal income $98,700 in 2025, up 27% in five years (+2.3% after inflation); the state; Source: FRED, Federal Reserve Bank of St. Louis.
Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 3353.02, Middlesex County, Massachusetts.
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