Nonprofit · EIN 45-4182909
CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN
Tax-exempt · WAKEFIELD, MA 01880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $134,413 | $5,529,668 | -$5,395,255 | $14,807 | $0 | $14,807 |
| December 31, 2024 | 990-PF | $176,505 | $313,880 | -$137,375 | $4,944,781 | -$1,480 | $4,946,261 |
| December 31, 2023 | 990-PF | $190,517 | $598,751 | -$408,234 | $4,567,264 | $109,215 | $4,458,049 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $106,712
- Net gain from sales of assets
- $12,894
- Other income
- $14,807
Expenses
- Grants and similar amounts paid
- $5,501,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,501,270
- Excise tax on investment income
- $1,268
Balance sheet and other
- Total assets, start of year
- $4,944,781
- Total assets, end of year
- $14,807
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,807
- Fair market value of assets
- $14,807
- Qualifying distributions
- $5,501,270
- Net investment income
- $119,606
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY HUNTINGTON STAGER 601 EDGEWATER DRIVE SUITE 150, WAKEFIELD, MA 01880 | PRESIDENT/DIRECTOR (ENDED 7/7/2025) | 1 | $0 |
| DANIELLE REMIS 601 EDGEWATER DRIVE SUITE 150, WAKEFIELD, MA 01880 | TREASURER/DRIECTOR | 1 | $0 |
| SHEILA ESTES 601 EDGEWATER DRIVE SUITE 150, WAKEFIELD, MA 01880 | DIRECTOR | 1 | $0 |
| TURAHN DORSEY 601 EDGEWATER DRIVE SUITE 150, WAKEFIELD, MA 01880 | PRESIDENT/DIRECTOR (AS OF 7/7/2025) | 1 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danielle Remis 125 High Street, Boston, MA 02110 | Treasurer/Director | 1 | $0 |
| DINA SCIANNA 125 High Street, Boston, MA 02110 | VP/DIRECTOR (Ended 07/05/2024) | 1 | $0 |
| JESSICA SUTTLE 125 High Street, Boston, MA 02110 | Sec./Clerk (Ended 07/05/2024) | 1 | $0 |
| PETER HALBERSTADT 125 High Street, Boston, MA 02110 | Treasurer(Ended 07/05/2024) | 1 | $0 |
| ANA MOJICA 125 High Street, Boston, MA 02110 | DIRECTOR (Ended 07/05/2024) | 1 | $0 |
| DANIEL MORRISON 125 High Street, Boston, MA 02110 | DIRECTOR (Ended 07/05/2024) | 1 | $0 |
| DEBORAH MOORE 125 High Street, Boston, MA 02110 | DIRECTOR (Ended 07/05/2024) | 1 | $0 |
| SUSAN MARTORE-BAKER 125 High Street, Boston, MA 02110 | DIRECTOR (Ended 07/05/2024) | 1 | $0 |
| Sheila Estes 125 High Street, Boston, MA 02110 | Clerk/Director | 1 | $0 |
| Nancy Huntington Stager 125 High Street, Boston, MA 02110 | President/Director | 1 | $0 |
| ADAM JOHNSTON 125 High Street, Boston, MA 02110 | DIRECTOR (Ended 07/05/2024) | 1 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIELLE REMIS 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | PRESIDENT/DIRECTOR | 1 | $0 |
| DINA SCIANNA 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| JESSICA SUTTLE 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | CORPORATE SECRETARY/CLERK | 1 | $0 |
| PETER HALBERSTADT 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | TREASURER/DRIECTOR | 1 | $0 |
| ANA MOJICA 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | DIRECTOR | 1 | $0 |
| DANIEL MORRISON 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | DIRECTOR | 1 | $0 |
| DEBORAH MOORE 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | DIRECTOR | 1 | $0 |
| SUSAN MARTORE-BAKER 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | DIRECTOR | 1 | $0 |
| SHEILA ESTES 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | DIRECTOR | 1 | $0 |
| ADAM JOHNSTON 78 BLANCHARD ROAD, BURLINGTON, MA 01803 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 601 EDGEWATER DR STE 150, WAKEFIELD, MA 01880-6238
- In care of
- % DANIELLE REMIS
- Signed the 990-PF
- TURAHN DORSEY, PRESIDENT/CEO
- Phone
- (781) 598-7595
- Return prepared by
- WOLF & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-4182909
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,807
- Income (IRS master file)
- $1,007,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $134,413 | $5,529,668 | $14,807 | IRS |
| 990-PF | December 2024 | $176,505 | $313,880 | $4,944,781 | XML |
| 990-PF | December 2023 | $190,517 | $598,751 | $4,567,264 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4182909).
Questions about CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN
- What is the EIN of CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN?
- The employer identification number (EIN) of CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN is 45-4182909.
- Is CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $134,413, expenses of $5,529,668 and total assets of $14,807 at year end.
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