Private foundation
CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN
WAKEFIELD, MAEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
WAKEFIELD, MAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $176,505 | $313,880 | $389,655 | $4,944,781 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 32% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF BOSTONBOSTON, MA | EXEMPT PURPOSE | $10,000 | 2018 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danielle Remis | Treasurer/Director | 1.0 | $0 |
| Dina Scianna | VP/DIRECTOR (Ended 07/05/2024) | 1.0 | $0 |
| Jessica Suttle | Sec./Clerk (Ended 07/05/2024) | 1.0 | $0 |
| Peter Halberstadt | Treasurer(Ended 07/05/2024) |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,946,261 |
| FY2023 | 990-PF | $190,517 | $598,751 | $569,648 | $4,567,264 | $4,458,049 |
| FY2022 | 990-PF | $2,599,281 | $758,742 | $694,451 | $5,059,468 | $4,899,822 |
| FY2021 | 990-PF | $1,310,595 | $455,736 | $296,282 | $6,185,344 | $5,973,888 |
| FY2020 | 990-PF | $274,593 | $173,100 | $163,600 | $4,688,572 | $4,688,572 |
| FY2019 | 990-PF | $174,505 | $257,484 | $253,984 | $5,229,529 | $5,229,529 |
| FY2018 | 990-PF | $158,771 | $221,091 | $220,591 | $3,425,879 | $3,425,879 |
| EXEMPT PURPOSE |
| $10,000 |
| 2023 |
| JUST A STARTCAMBRIDGE, MA | EXEMPT PURPOSE | $10,000 | 2021 |
| NEW ERA FUNDWELLESLEY, MA | EXEMPT PURPOSE | $10,000 | 2022 |
| FOUNDATION FOR METROWESTNATICK, MA | EXEMPT PURPOSE | $10,000 | 2022 |
| SPRINGWELL INCWALTHAM, MA | EXEMPT PURPOSE | $10,000 | 2021 |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGECAMBRIDGE, MA | EXEMPT PURPOSE | $10,000 | 2023 |
| NEW MUSEUM OF PORTSMOUTH (DBA MUSEUM OF NEW ART- PORTSMOUTH)PORTSMOUTH, NH | EXEMPT PURPOSE | $10,000 | 2022 |
| CASA MYRNA VAZQUEZ INCMatched to this organization because 11 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.BOSTON, MA | EXEMPT PURPOSE | $10,000 | 2022 |
| EASTER SEALS NEW HAMPSHIRE INCMANCHESTER, NH | EXEMPT PURPOSE | $10,000 | 2023 |
| GRANITE VNACONCORD, NH | EXEMPT PURPOSE | $10,000 | 2022 |
| NEIGHBORWORKS SOUTHERN NEW HAMPSHIREMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.MANCHESTER, NH | EXEMPT PURPOSE | $10,000 | 2021 |
| BOSTON ARTS ACADEMY FOUNDATIONBOSTON, MA | EXEMPT PURPOSE | $10,000 | 2021 |
| FOUNDATION FOR METROWESTNATICK, MA | EXEMPT PURPOSE | $7,500 | 2021 |
| HISTORIC NEWTONNEWTON, MA | EXEMPT PURPOSE | $7,500 | 2019 |
| WELLESLEY HISTORICAL SOCIETYWELLESLEY, MA | EXEMPT PURPOSE | $7,500 | 2018 |
| WELLESLEY EDUCATION FOUNDATIONWELLESLEY, MA | EXEMPT PURPOSE | $7,500 | 2022 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATIONCAMBRIDGE, MA | EXEMPT PURPOSE | $7,500 | 2022 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATIONCAMBRIDGE, MA | EXEMPT PURPOSE | $7,500 | 2023 |
| WELLESLEY EDUCATION FOUNDATIONWELLESLEY, MA | EXEMPT PURPOSE | $7,500 | 2019 |
| WELLESLEY EDUCATION FOUNDATIONWELLESLEY, MA | EXEMPT PURPOSE | $7,500 | 2018 |
| WELLESLEY COMMUNITY CENTERWELLESLEY, MA | EXEMPT PURPOSE | $7,500 | 2019 |
| WOMEN'S LUNCH PLACEMatched to this organization because 19 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.BOSTON, MA | EXEMPT PURPOSE | $7,500 | 2022 |
| ELLIE FUNDMatched to this organization because 15 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.NEEDHAM, MA | EXEMPT PURPOSE | $5,743 | 2023 |
| MOUNT AUBURN HOSPITALCAMBRIDGE, MA | EXEMPT PURPOSE | $5,500 | 2023 |
| 1.0 |
| $0 |
| Ana Mojica | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 |
| Daniel Morrison | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 |
| Deborah Moore | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 |
| Susan Martore-Baker | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 |
| Sheila Estes | Clerk/Director | 1.0 | $0 |
| Nancy Huntington Stager | President/Director | 1.0 | $0 |
| Adam Johnston | DIRECTOR (Ended 07/05/2024) | 1.0 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202531049349100618
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202421159349100702
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202321239349100822
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202221329349101552
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202111109349100316
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202031329349100208
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201932329349100313
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.