Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CAMBRIDGE TRUST CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)78 BLANCHARD ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BURLINGTON, MA01803
A Employer identification number

45-4182909
B Telephone number (see instructions)

(617) 520-5543
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,567,264J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 129 129  
4 Dividends and interest from securities... 129,227 129,227  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61,161
b Gross sales price for all assets on line 6a 800,911
7 Capital gain net income (from Part IV, line 2)... 86,161
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 190,517 215,517  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,129 0   1,129
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,750 0   11,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,215 20,215   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,715 0   0
19 Depreciation (attach schedule) and depletion... 30,073 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,954 0   2,954
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,836 20,215   15,833
25 Contributions, gifts, grants paid....... 529,915 553,815
26 Total expenses and disbursements. Add lines 24 and 25 598,751 20,215   569,648
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -408,234
b Net investment income (if negative, enter -0-) 195,302
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 31,965 32,263 32,263
2 Savings and temporary cash investments......... 491,579 245,597 245,597
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,518,757 Click to see attachment
List of Attached Documents:
// Content
4,274,951 		4,274,951
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow62,859
Less: accumulated depreciation (attach schedule) right arrow48,406 17,167 14,453 14,453
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,059,468 4,567,264 4,567,264
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 152,500 110,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,146 		Click to see attachment
List of Attached Documents:
// Content
-785
23 Total liabilities (add lines 17 through 22)......... 159,646 109,215
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,899,822 4,458,049
29 Total net assets or fund balances (see instructions)..... 4,899,822 4,458,049
30 Total liabilities and net assets/fund balances (see instructions). 5,059,468 4,567,264
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,899,822
2
Enter amount from Part I, line 27a .....................
2
-408,234
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,491,588
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
33,539
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,458,049
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WEST PHARMACEUTICAL P    
b UNION PACIFIC P    
c MERCK & CO P    
d VISA P    
e AMERICAN EXPRESS P    
APPLE P    
PNC P    
REGIONS FINANCIAL P    
BRISTOL MERS SQUIBB P    
BROADCOM P    
AGILENT P    
VISA P    
JPM P    
AMEX P    
CATC D    
SALESFORCE P    
VERISK P    
WASTE MANAGEMENT P    
UNILEVER P    
BECTON DICKINSON P    
CORPORATE ACTIONS P    
BECTON DICKINSON P    
BRISTOL MYERS SQUIBB P    
INTERCONTINENTAL P    
ADOBE P    
TJX P    
CVS P    
BRISTOL MYERS SQUIBB P    
SANDOZ P    
ESSENTIAL UTIL P    
REGIONS FINANCIAL P    
CORPORATE ACTIONS P    
VERALTO P    
VERISK P    
ADOBE P    
NOVARTIS P    
LINDE PLC P    
SALESFORCE P    
WASTE MANAGEMENT P    
ECOLAB P    
APPLE P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,969   21,519 -8,550
b 40,277   45,882 -5,605
c 12,708   10,140 2,568
d 50,663   45,727 4,936
e 52,503   52,931 -428
83,341   84,633 -1,292
21,389   37,355 -15,966
13,002   17,933 -4,931
5,677   6,022 -345
11,989   9,261 2,728
21,096   29,618 -8,522
9,114   8,058 1,056
6,280   6,653 -373
9,270   8,525 745
147,423     147,423
5,239   7,628 -2,389
14,137   14,531 -394
14,328   14,130 198
8,867   8,633 234
2,548   2,459 89
50,000   49,969 31
2,214   2,186 28
5,905   6,595 -690
7,061   8,478 -1,417
3,091   4,578 -1,487
4,635   4,035 600
8,100   12,141 -4,041
5,757   6,619 -862
2,215   1,711 504
7,236   10,882 -3,646
17,610   28,945 -11,335
73   92 -19
5,178   6,629 -1,451
17,491   15,411 2,080
21,829   23,818 -1,989
3,480   2,905 575
10,606   8,889 1,717
20,771   24,458 -3,687
11,608   10,717 891
29,172   33,733 -4,561
23,905   20,321 3,584
154     154
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -8,550
b       -5,605
c       2,568
d       4,936
e       -428
      -1,292
      -15,966
      -4,931
      -345
      2,728
      -8,522
      1,056
      -373
      745
      147,423
      -2,389
      -394
      198
      234
      89
      31
      28
      -690
      -1,417
      -1,487
      600
      -4,041
      -862
      504
      -3,646
      -11,335
      -19
      -1,451
      2,080
      -1,989
      575
      1,717
      -3,687
      891
      -4,561
      3,584
      154
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 86,161
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,715
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,715
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,715
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 785
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow785 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPETER HALBERSTADT Telephone no.right arrow (617) 520-5543

Located atright arrow78 BLANCHARD ROADBURLINGTIONMA ZIP+4right arrow01803
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DANIELLE REMIS PRESIDENT/DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
DINA SCIANNA VICE PRESIDENT/DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
JESSICA SUTTLE CORPORATE SECRETARY/CLERK
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
PETER HALBERSTADT TREASURER/DRIECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
ANA MOJICA DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
DANIEL MORRISON DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
DEBORAH MOORE DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
SUSAN MARTORE-BAKER DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
SHEILA ESTES DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
ADAM JOHNSTON DIRECTOR
1.00 		0 0 0
78 BLANCHARD ROAD
BURLINGTON,MA01803
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,130,316
b
Average of monthly cash balances.......................
1b
372,207
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,502,523
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,502,523
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,538
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,434,985
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
221,749
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
221,749
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,715
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,715
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
219,034
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
219,034
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
219,034
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
569,648
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
569,648
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 219,034
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 63,639
c From 2020......  
d From 2021...... 40,117
e From 2022...... 463,630
f Total of lines 3a through e ........ 567,386
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 569,648
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 219,034
e Remaining amount distributed out of corpus 350,614
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 918,000
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		918,000
10 Analysis of line 9:
a Excess from 2019.... 63,639
b Excess from 2020....  
c Excess from 2021.... 40,117
d Excess from 2022.... 463,630
e Excess from 2023.... 350,614
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DANIELLE REMIS
78 BLANCHARD ROAD
BURLINGTON,MA01803
(617) 441-1421
DANIELLE.REMIS@CAMBRIDGETRUST.COM
bThe form in which applications should be submitted and information and materials they should include:
CONTACT THE FOUNDATION
cAny submission deadlines:
CONTACT THE FOUNDATION
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTACT THE FOUNDATION
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

51 WALDEN INC

51 WALDEN ST
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 500

826 BOSTON INC

3035 WASHINGTON STREET ROXBURY MA
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSE 2,500

ADOLESCENT CONSULTATION SERVICES

189 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 500

ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION

18R SHEPARD ST
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 1,000

ANNIES ANGELS MEMORIAL FUND INC

8 JANA LANE
STRATHAM,NH03885 		NOT RELATED PC EXEMPT PURPOSE 1,000

ARCK BOSTON

36 BROMFIELD STREET SUITE 301
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 1,000

ARMI

400 COMMERCIAL ST
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 1,000

ART RESOURCE COLLABORATIVE FOR KIDS INC

36 BROMFIELD ST 301
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 1,500

ASIAN COMMUNITY DEVELOPMENT CORPORATION

38 OAK ST
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

BELMONT LIBRARY FOUNDATION

405 CONCORD AVE PO BOX 381
BELMONT,MA02478 		NOT RELATED PC EXEMPT PURPOSE 1,000

BIG SISTER ASSOCIATION OF GREATER BOSTON

20 PARK PLAZA SUITE 1420
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 2,500

BINA FARM CENTER

55 ALLEN STREET
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSE 2,500

BLACK HERITAGE TRAIL OF NEW HAMPSHIRE

222 COURT STREET
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOSTON ARTS ACADEMY FOUNDATION

126 BROOKLINE AVE 3RD FLOOR
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSE 10,000

BOYS & GIRLS CLUB OF BOSTON

115 WARREN STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 2,500

BRANCHFOOD

50 MILK STREET FLOOR 16
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 1,500

BREAD & ROSES

58 NEWBURY ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 1,000

BREAD & ROSES HOUSING

15 UNION ST SUITE 205
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 1,500

BREAKTHROUGH GREATER BOSTON

101 ROGERS ST
CAMBRIDGE,MA02142 		NOT RELATED PC EXEMPT PURPOSE 2,500

BREAKTIME UNITED INC

170 PORTLAND ST
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 1,000

BRIDGES HOMEWARD

60 GORE ST
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAMBRIDGE BRANCH NAACP

125 MT AUBURN ST PO BOX 380660
CAMBRIDGE,MA02238 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAMBRIDGE CENTER FOR ADULT EDUCATION (CCAE)

42 BRATTLE STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAMBRIDGE CHAMBER OF COMMERCE

1 KENDALL SQ
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,500

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02472 		NOT RELATED PC EXEMPT PURPOSE 25,000

CAMBRIDGE COMMUNITY TELEVISION

438 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

CAMBRIDGE LOCAL FIRST

988 MEMORIAL DRIVE APT 185
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,500

CAMBRIDGE NEIGHBORS

545 CONCORD STREET SUITE 104
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAMBRIDGE PUBLIC LIBRARY FOUNDATION

449 BROADWAY
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 7,500

CAMBRIDGE ROTARY EDUCATIONAL FUND

36 GRAY STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,500

CAMBRIDGE SCHOOL VOLUNTEERS

459 BROADWAY
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,000

CAMBRIDGE TRUST COMPANY

1336 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02318 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAMBRIDGE VOLUNTEER CLEARINGHOUSE

1257 WORCESTER ROAD SUITE 312
FRAMINGHAM,MA01710 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAMBRIDGE YMCA

820 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 2,500

CANTERBURY SHAKER VILLAGE

288 SHAKER ROAD
CANTERBURY,NH03224 		NOT RELATED PC EXEMPT PURPOSE 2,500

CANTERBURY SHAKER VILLAGE

288 SHAKER ROAD
CANTERBURY,NH03224 		NOT RELATED PC EXEMPT PURPOSE 2,000

CAPITOL CENTER FOR THE ARTS

44 SOUTH MAIN ST
CONCORD,NH03301 		NOT RELATED PC EXEMPT PURPOSE 5,000

CASA MYRNA VAZQUEZ INC

451 BLUE HILL AVE
BOSTON,MA02121 		NOT RELATED PC EXEMPT PURPOSE 10,743

CASPAR INC

66 CANAL STREET
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 5,000

CATHOLIC CHARITIES NEW HAMPSHIRE NEW HAMPSHIRE FOOD BANK

100 WILLIAM LOEB DRIVE UNIT 3
MANCHESTER,NH03109 		NOT RELATED PC EXEMPT PURPOSE 594

CENTRE STREET FOOD PANTRY

11 HOMER STREET
NEWTON CENTRE,MA02459 		NOT RELATED PC EXEMPT PURPOSE 3,832

CHARLES RIVER CONSERVANCY INC

43 THORNDIKE STREET S3-3
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 2,500

CHARLES RIVER WATERSHED ASSOCIATION

41 WEST ST FL 8
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 2,500

CHILDREN'S SCHOLARSHIP FUND NEW HAMPSHIRE

180 LOUDON ROAD
CONCORD,NH03301 		NOT RELATED PC EXEMPT PURPOSE 3,000

CHRISTOPHER'S HAVEN

1 EMERSON PLACE APT 2N
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 1,500

CITIZENS' HOUSING AND PLANNING ASSOCIATION

ONE BEACON STREET 5TH FLOOR
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 4,500

CITYSPROUTS

1035 CAMBRIDGE STREET SUITE 6
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 2,500

COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY

577 CENTRAL AVE
SUITE DOVER,NH03820 		NOT RELATED PC EXEMPT PURPOSE 2,000

COMMUNITY DISPUTE SETTLEMENT CENTER

60 GORE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 1,500

COMMUNITY INVESTORS

25 EARLE ROAD
WELLESLEY,MA02481 		NOT RELATED PC EXEMPT PURPOSE 1,500

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 2,500

CONCORD-CARLISLE COMMUNITY CHEST

19 MAIN STREET SUITE 2
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 1,500

COOLIDGE CORNER THEATRE FOUNDATION

290 HARVARD AVENUE
BROOKLINE,MA02446 		NOT RELATED PC EXEMPT PURPOSE 2,500

COOPERATIVE PRODUCTION INC

455 SOMERSET AVENUE
NORTH DIGHTON,MA02764 		NOT RELATED PC EXEMPT PURPOSE 5,000

COURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE INC

PO BOX 1327
MANCHESTER,NH03105 		NOT RELATED PC EXEMPT PURPOSE 2,500

DISMAS HOME OF NH INC

102 FOURTH STREET
MANCHESTER,NH03102 		NOT RELATED PC EXEMPT PURPOSE 1,500

DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION

594 COLUMBIA RD
DORCHESTER,MA02125 		NOT RELATED PC EXEMPT PURPOSE 2,500

EASTER SEALS NEW HAMPSHIRE INC

555 AUBURN STREET
MANCHESTER,NH03103 		NOT RELATED PC EXEMPT PURPOSE 10,000

ELLIE FUND

200 RESERVOIR STREET SUITE 300
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 5,743

EMERSON HEALTH CARE FOUNDATION

133 OLD ROAD TO NINE ACRE CORNER
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 2,500

ENROOT INC

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

ETHOS (SOUTHWEST BOSTON SENIOR SERVICES DBA ETHOS)

555 AMORY ST
JAMAICA PLAIN,MA02132 		NOT RELATED PC EXEMPT PURPOSE 2,500

EVERGREEN DAY SCHOOL INC

795 CONCORD AVENUE
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,000

FAMILIES IN TRANSITION

122 MARKET STREET
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 2,500

FAMILY ACCESS OF NEWTON

492 WALTHAM STREET
NEWTON,MA02465 		NOT RELATED PC EXEMPT PURPOSE 1,000

FAMILYAID

3815 WASHINGTON STREET
BOSTON,MA02130 		NOT RELATED PC EXEMPT PURPOSE 3,000

FEMINIST HEALTH CENTER OF PORTSMOUTH (DBA JOAN G LOVERING HEALTH CENTER)

PO BOX 456
GREENLAND,NH03840 		NOT RELATED PC EXEMPT PURPOSE 2,500

FILMMAKERS COLLABORATIVE

6 EASTMAN PLACE SUITE 202
MELROSE,MA21763 		NOT RELATED PC EXEMPT PURPOSE 1,000

FOUNDATION FOR METROWEST

3 ELIOT STREET
NATICK,MA01760 		NOT RELATED PC EXEMPT PURPOSE 2,500

FOUNDATION FOR METROWEST

3 ELIOT STREET
NATICK,MA01760 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIDAY NIGHT SUPPER PROGRAM

351 BOYLSTON STREET C/O ARLINGTON
STREET CHURCH
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIENDS OF 2LIFE COMMUNITIES INC

30 WALLINGFORD ROAD
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 2,500

FRIENDS OF CAMBRIDGE RINDGE & LATIN

PO BOX 39-1541
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,500

FRIENDS OF THE BELMONT COUNCIL ON AGING INC

266 BEECH ST
BELMONT,MA02478 		NOT RELATED PC EXEMPT PURPOSE 500

FRIENDS OF THE CHILDREN-BOSTON

184 DUDLEY STREET SUITE 100
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIENDS OF THE MUSIC HALL

28 CHESTNUT STREET
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 3,000

FRIENDS OF WELLESLEY COUNCIL ON AGING

PO BOX 812422
WELLESLEY,MA02482 		NOT RELATED PC EXEMPT PURPOSE 5,000

FRIENDS OF WELLINGTON PARK

144 CHERRY STREET
WEST NEWTON,MA02465 		NOT RELATED PC EXEMPT PURPOSE 1,000

GATHER

210 WEST ROAD UNIT 7
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 3,243

GIRL SCOUTS OF EASTERN MASSACHUSETTS

265 BEAVER STREET
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 2,500

GRANITE YMCA

117 MARKET STREET
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 743

HACKDIVERSITY FUND

50 MILK ST 16TH FLOOR
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 5,000

HANDEL AND HAYDN SOCIETY

9 HARCOURT STREET
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 10,000

HAVEN

20 INTERNATIONAL DRIVE
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 1,000

HAVEN

20 INTERNATIONAL DRIVE
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 1,000

HEADING HOME

186 MASSACHUSETTS AVENUE
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 5,000

HEALTH CARE FOR ALL

ONE FEDERAL STREET 5TH FLOOR
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 5,000

HIGHER POSSIBILITIES INC

50 HOUND PACK CIR
EAST WALPOLE,MA02032 		NOT RELATED PC EXEMPT PURPOSE 1,500

HILDEBRAND FAMILY SELF-HELP CENTER INC

614 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 5,297

HISTORY CAMBRIDGE

159 BRATTLE STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,500

HOMESTART INC

105 CHAUNCY STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

HOPE AND COMFORT

659 HIGHLAND AVENUE
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 1,000

HOPEWELL INC

3 ALLIED DR STE 308
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSE 1,000

HOUSING FAMILIES INC

919 EASTERN AVENUE
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 1,000

INNERCITY WEIGHTLIFTING INC

PO BOX 171313
BOSTON,MA02117 		NOT RELATED PC EXEMPT PURPOSE 2,500

INSTITUTE FOR NONPROFIT PRACTICE

980 WASHINGTON STREET
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSE 5,000

INTEND HEALTH STRATEGIES

231 BUSSEY STREET
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSE 1,500

INTERNATIONAL INSTITUTE OF NEW ENGLAND

2 BOYLSTON STREET 3RD FLOOR
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 1,500

INTERNATIONAL SCHOOL OF BOSTONECOLE BILINGUE INC

45 MATIGNON ROAD
CAMBRIDGE,MA02140 		NOT RELATED PC EXEMPT PURPOSE 5,000

JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER

281 PLEASANT STREET
FRAMINGHAM,MA01701 		NOT RELATED PC EXEMPT PURPOSE 2,500

JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON

1430 MAIN STREET
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 2,500

JEWISH FAMILY AND CHILDREN'S SERVICES

1430 MAIN STREET
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 297

JUST A START CORPORATION

1035 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 20,000

KREMPELS CENTER

100 CAMPUS DRIVE
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 2,500

LAMPREY HEALTH CARE

207 S MAIN STREET
NEWMARKET,NH03056 		NOT RELATED PC EXEMPT PURPOSE 400

LAMPREY HEALTH CARE

207 SO MAIN STREET
NEWMARKET,NH03857 		NOT RELATED PC EXEMPT PURPOSE 2,500

LAND'S SAKE INC

27 CRESCENT ST
WESTON,MA02493 		NOT RELATED PC EXEMPT PURPOSE 2,500

LAWRENCE BOYS & GIRLS CLUB

136 WATER STREET
LAWRENCE,MA01841 		NOT RELATED PC EXEMPT PURPOSE 743

LAWRENCE CATHOLIC ACADEMY

101 PARKER STREET
PARKER STREET,MA01843 		NOT RELATED PC EXEMPT PURPOSE 5,000

LAWRENCE COMMUNITYWORKS

168 NEWBURY STREET
LAWRENCE,MA01841 		NOT RELATED PC EXEMPT PURPOSE 3,243

LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC

7 WINTHROP SQUARE 2ND FLOOR
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 2,500

LIFE SCIENCE CARES INC

PO BOX 425486
CAMBRIDGE,MA02142 		NOT RELATED PC EXEMPT PURPOSE 5,000

LONGY SCHOOL OF MUSIC OF BARD COLLEGE

27 GARDEN STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 10,000

LUPUS FOUNDATION NEW ENGLAND

290 W BOYLSTON ST SUITE 60676
WORCESTER,MA01606 		NOT RELATED PC EXEMPT PURPOSE 500

MAB COMMUNITY SERVICES

200 IVY STREET
BROOKLINE,MA02446 		NOT RELATED PC EXEMPT PURPOSE 1,000

MANCHESTER BOYS & GIRLS CLUB

555 UNION STREET
MANCHESTER,NH03104 		NOT RELATED PC EXEMPT PURPOSE 297

MARIAN AND EDWARD MACDOWELL INC

100 HIGH STREET
PETERBOROUGH,NH03458 		NOT RELATED PC EXEMPT PURPOSE 2,500

MASS INSIGHT

6 LIBERTY SQAURE SUITE 6050
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 5,000

MASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE)

19 NEEDHAM STREET SUITE 206
NEWTON,MA02461 		NOT RELATED PC EXEMPT PURPOSE 2,500

MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE (MAHA)

1803 DORCHESTER AVE
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSE 5,000

MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH (MAMH)

MAMH 50 FEDERAL STREET 6TH FLOOR
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 1,000

MEALS ON WHEELS OF HILLSBOROUGH COUNTY

BOX 910
MERRIMACK,NH03054 		NOT RELATED PC EXEMPT PURPOSE 500

MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER

439 SOUTH UNION STREET BUILDING 2
BASEMENT
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSE 1,000

MERRIMACK VALLEY YMCA INC

360 MERRIMACK ST SUITE 270
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSE 1,000

MINUTE MAN ARC FOR HUMAN SERVICES

35 FOREST RIDGE ROAD
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 1,000

MINUTEMAN SENIOR SERVICES

26 CROSBY DRIVE
BEDFORD,MA01730 		NOT RELATED PC EXEMPT PURPOSE 1,000

MOUNT AUBURN HOSPITAL

300 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 5,500

MULTICULTURAL AIDS COALITION DBA BOSTON PRIDE FOR THE PEOPLE

9 PALMER STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 3,000

MYTURN

340 GRANITE STREET SUITE 100
MANCHESTER,NH03102 		NOT RELATED PC EXEMPT PURPOSE 297

NASHUA ASSOCIATION FOR THE ELDERLY (DBA NASHUA SENIOR ACTIVITY CENTER)

70 TEMPLE ST
NASHUA,NH03060 		NOT RELATED PC EXEMPT PURPOSE 500

NATICK SERVICE COUNCIL INC

2 WEBSTER STREET
NATICK,MA01760 		NOT RELATED PC EXEMPT PURPOSE 1,500

NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE

801 ELM STREET
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 10,000

NEW ENGLAND CENTER AND HOME FOR VETERANS

17 COURT STREET
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 1,000

NEW HAMPSHIRE ASSOCIATION FOR THE BLIND DBA FUTURE IN SIGHT

25 WALKER STREET
CONCORD,NH03301 		NOT RELATED PC EXEMPT PURPOSE 2,500

NEW HAMPSHIRE HUMANITIES

117 PLEASANT STREET
CONCORD,NH03301 		NOT RELATED PC EXEMPT PURPOSE 5,000

NEWTON FOOD PANTRY

1000 COMMONWEALTH AVE
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 1,000

NH CENTER FOR NONPROFITS

194 PLEASANT STREET SUITE 14
CONCORD,NH03301 		NOT RELATED PC EXEMPT PURPOSE 5,000

ON BELAY

PO BOX 391
NEWMARKET,NH03857 		NOT RELATED PC EXEMPT PURPOSE 1,000

ON THE RISE

341 BROADWAY
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,500

ONE FAMILY INC

423 WEST BROADWAY
SOUTH BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 5,000

PATHWAY TO POSSIBLE INC

1301 CENTRE STREET
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 1,000

PHILLIPS BROOKS HOUSE ASSOCIATION

1 HARVARD YARD
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 5,000

PROJECT CITIZENSHIP INC

11 BEACON STREET SUITE 720
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 3,000

PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION

50 ESSEX STREET
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 3,243

PROVISION MINISTRY INC

7 THOMAS NEWTON DRIVE
WESTBOROUGH,MA01581 		NOT RELATED PC EXEMPT PURPOSE 2,000

RACIAL UNITY TEAM

5 KINLOCH DRIVE PO BOX 101
STRATHAM,NH03885 		NOT RELATED PC EXEMPT PURPOSE 2,500

RIAN IMMIGRANT CENTER

1 STATE STREET 8TH FLOOR
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 5,000

RIVERBEND SCHOOL

39 ELIOT STREET
NATICK,MA01760 		NOT RELATED PC EXEMPT PURPOSE 1,000

SCHECHTER BOSTON

125 WELLS AVENUE
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 4,000

SEACOAST MENTAL HEALTH CENTER

1145 SAGAMORE AVE
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 1,500

SEACOAST OUTRIGHT

PO BOX 842
PORTSMOUTH,NH03802 		NOT RELATED PC EXEMPT PURPOSE 3,000

SECOND CHANCES INC

PO BOX 441328
SOMERVILLE,MA02144 		NOT RELATED PC EXEMPT PURPOSE 1,000

SECOND STEP

PO BOX 600213
NEWTONVILLE,MA02460 		NOT RELATED PC EXEMPT PURPOSE 654

SEE SCIENCE CENTER INC

200 BEDFORD STREET 4TH FLOOR
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 5,000

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

8 LAKEVILLE ROAD SUITE 3 JAMAICA
PLAIN
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 2,500

SILKROAD

PO BOX 35460
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 2,500

SOCIETY OF ST VINCENT DE PAUL LINCOLN WESTON

PO BOX 324
LINCOLN,MA01773 		NOT RELATED PC EXEMPT PURPOSE 500

SOLUTIONS AT WORK

1151 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,500

SOMERVILLE-CAMBRIDGE ELDER SERVICES

61 MEDFORD STREET 3RD FLOOR
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 5,000

SOUTHEAST NH HABITAT FOR HUMANITY

1 MIDDLE ST SUITE 200
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 1,500

SOUTHERN DISTRICT YMCA CAMP LINCOLN

56 LINDEN ST
EXETER,NH03833 		NOT RELATED PC EXEMPT PURPOSE 2,500

SPRINGWELL

307 WAVERLEY OAKS ROAD SUITE 205
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 10,000

ST FRANCIS HOUSE

PO BOX 120499 ESSEX STATION
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 2,500

STAR ISLAND CORPORATION

30 MIDDLE STREET
PORTSMOUTH,NH03801 		NOT RELATED PC EXEMPT PURPOSE 2,500

SUMMER SEARCH

3840 WASHINGTON ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE CARROLL CENTER FOR THE BLIND

770 CENTRE STREET
NEWTON,MA02458 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE CHARLES RIVER CENTER

59 EAST MILITIA HEIGHTS DRIVE
NEEDHAM,MA02492 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE COMMUNITY ART CENTER

119 WINDSOR STREET
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 446

THE DANCE COMPLEX

536 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE HOUSING PARTNERSHIP

PO BOX 127
PORTSMOUTH,NH03802 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE LOOP LAB

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE MOORE CENTER

195 MCGREGOR STREET UNIT 400
MANCHESTER,NH03102 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE PALACE THEATRES

80 HANOVER STREET
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 3,000

THE SECOND STEP

PO BOX 600213
NEWTONVILLE,MA02460 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE WANG CENTER FOR THE PERFORMING ARTS INC

270 TREMONT STREET
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 2,500

THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER

PO BOX 127
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 1,500

UNDERSTANDING OUR DIFFERENCES

100 WALNUT ST
NEWTON,MA02460 		NOT RELATED PC EXEMPT PURPOSE 1,000

UNITED NATIONS ASSOCIATION OF GREATER BOSTON

200 PORTLAND ST SUITE 500
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 500

URBAN EDGE

1542 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 5,000

WAYPOINT

464 CHESTNUT STREET
MANCHESTER,NH03105 		NOT RELATED PC EXEMPT PURPOSE 2,500

WEBSTER HOUSE

135 WEBSTER ST
MANCHESTER,NH03104 		NOT RELATED PC EXEMPT PURPOSE 1,500

WEBSTER HOUSE

135 WEBSTER ST
MANCHESTER,NH03104 		NOT RELATED PC EXEMPT PURPOSE 3,500

WELLESLEY A BETTER CHANCE (ABC)

396 WASHINGTON STREET - BOX 221
WELLESLEY,MA02481 		NOT RELATED PC EXEMPT PURPOSE 2,500

WELLESLEY EDUCATION FOUNDATION

PO BOX 812321
WELLESLEY,MA02482 		NOT RELATED PC EXEMPT PURPOSE 1,500

WELLESLEY EDUCATION FOUNDATION

PO BOX 812321
WELLESLEY,MA02482 		NOT RELATED PC EXEMPT PURPOSE 1,500

WELLESLEY FRIENDLY AID ASSOCIATION

219 WASHINGTON ST
WELLESLEY,MA02481 		NOT RELATED PC EXEMPT PURPOSE 500

WELLESLEY SYMPHONY ORCHESTRA

PO BOX 81860
WELLESLEY,MA02481 		NOT RELATED PC EXEMPT PURPOSE 1,000

WEST SUBURBAN YMCA

276 CHURCH STREET
NEWTON,MA02458 		NOT RELATED PC EXEMPT PURPOSE 2,500

WOMEN'S FOUNDATION OF BOSTON

423 BROOKLINE AVE SUITE 223
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSE 1,000

WOMEN'S LUNCH PLACE

PO BOX 170900
BOSTON,MA02117 		NOT RELATED PC EXEMPT PURPOSE 3,000

WOMEN'S LUNCH PLACE

PO BOX 170900
BOSTON,MA02117 		NOT RELATED PC EXEMPT PURPOSE 2,500

WOMEN'S MONEY MATTERS INC

6 LIBERTY SQUARE 2697
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 2,500

WORKFORCE HOUSING COALITION OF THE GREATER SEACOAST

57 MAIN ST
RAYMOND,NH03077 		NOT RELATED PC EXEMPT PURPOSE 2,500

YWCA CAMBRIDGE

7 TEMPLE STREET
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

YWCA NEW HAMPSHIRE

72 CONCORD STREET
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 1,500

YWCA NORTHEASTERN MASSACHUSETTS

38 LAWRENCE ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 2,500
Total .................................right arrow 3a 553,815
bApproved for future payment

BOSTON ARTS ACADEMY FOUNDATION
126 BROOKLINE AVE 3RD FLOOR
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSE 10,000

FRIENDS OF WELLESLEY COUNCIL ON AGING
PO BOX 812422
WELLESLEY,MA02482 		NOT RELATED PC EXEMPT PURPOSE 20,000

HANDEL AND HAYDN SOCIETY
9 HARCOURT STREET
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 10,000

JUST A START CORPORATION
1035 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 60,000

NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE
801 ELM STREET
MANCHESTER,NH03101 		NOT RELATED PC EXEMPT PURPOSE 10,000
Total ................................. right arrow 3b 110,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 129  
4 Dividends and interest from securities ....     14 129,227  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 61,161  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 190,517 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
190,517
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, P.C. 11,750 0   11,750

TY 2023 InvestmentsCorpStockSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 4,274,951 4,274,951

TY 2023 LegalFeesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,129 0   1,129


TY 2023 OtherDecreasesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Description Amount
UNREALIZED INVESTMENT GAINS/LOSSES 33,539


TY 2023 OtherExpensesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 144 0   144
GUIDESTAR ANNUAL SUBSCIPTION 2,199 0   2,199
OFFICE SUPPLIES 611 0   611


TY 2023 OtherLiabilitiesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 7,146 -785


TY 2023 OtherProfessionalFeesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 20,215 20,215   0


TY 2023 TaxesSchedule
Name:
CAMBRIDGE TRUST CHARITABLE FOUNDATION
EIN:
45-4182909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 2,715 0   0