ABBIE M GRIFFIN EDUCATIONAL FUND TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ABBIE M GRIFFIN EDUCATIONAL FUND TRUST (EIN 02-6021466)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202213189349103781
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:00:27-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | Grandview Heights | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026021466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBIE M GRIFFIN EDUCATION FUND 5123278 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 6174441548 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CAMBRIDGE TR CO 75 STATE ST 18 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMBRIDGE TRUST COMPANY TRUSTEE | PersonNm |
| Person Title | VP Tax Manager | PersonTitleTxt |
| Phone | 6174441548 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YVONNE Y DONALDSON | PreparerPersonNm |
| PTIN | P00043705 | PTIN |
| Phone | 6142327013 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $401,519 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,235 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,694 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $54,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,099 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $439 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $659 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,296 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $16,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,734 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $177,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $271,758 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $112,318 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,453 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,593 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,574 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $305,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $322,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $401,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $305,183 | CapitalStockBOYAmt |
| Capital Stock EOY | $322,266 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $322,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $305,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $322,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,398 | OtherIncreasesAmt |
| Subtotal | $322,487 | SubtotalAmt |
| Other Decreases | $221 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $322,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. ACTIVISION BLIZZARD INC | 2018-10-26 | 2021-08-13 | $1,089 | $900 | $189 | $189 | |
| 21. ACTIVISION BLIZZARD INC | 2018-10-26 | 2021-09-10 | $1,664 | $1,453 | $211 | $211 | |
| 28. ALIBABA GROUP HOLDING-SP ADR | 2021-08-03 | $5,492 | $4,648 | $844 | $844 | ||
| 7. AMAZON.COM INC | 2015-12-04 | 2022-06-24 | $802 | $233 | $569 | $569 | |
| 7. APPLE COMPUTER INC | 2020-03-02 | 2021-08-24 | $1,047 | $510 | $537 | $537 | |
| 38. APPLE COMPUTER INC | 2022-06-24 | $5,319 | $2,551 | $2,768 | $2,768 | ||
| 10. DANAHER CORP | 2015-12-04 | 2022-06-24 | $2,554 | $724 | $1,830 | $1,830 | |
| 539.636 PARAM COMM STRAT FD CLASS I | 2022-02-23 | 2022-05-19 | $4,269 | $3,858 | $411 | $411 | |
| 385.211 PARAM COMM STRAT FD CLASS I | 2021-04-05 | 2022-05-19 | $3,047 | $2,296 | $751 | $751 | |
| 2. EMBECTA CORP | 2022-04-07 | $58 | $34 | $24 | $24 | ||
| .4 EMBECTA CORP | 2015-12-04 | 2022-04-18 | $13 | $7 | $6 | $6 | |
| 65. ESSENTIAL UTILITIES INC | 2021-10-12 | $3,005 | $2,732 | $273 | $273 | ||
| 3. META PLATFORMS INC-CLASS A | 2016-08-04 | 2021-08-24 | $1,098 | $374 | $724 | $724 | |
| 14. META PLATFORMS INC-CLASS A | 2016-11-04 | 2022-06-24 | $2,358 | $1,695 | $663 | $663 | |
| 4. HONEYWELL INTL INC | 2016-07-28 | 2021-08-13 | $927 | $442 | $485 | $485 | |
| 107. ISHARES GOLD TRUST | 2020-03-27 | 2022-02-22 | $3,861 | $3,335 | $526 | $526 | |
| 121. ISHARES CORE MSCI EMERGING | 2022-05-23 | $6,185 | $6,144 | $41 | $41 | ||
| 7. JOHNSON & JOHNSON | 2015-12-04 | 2021-08-13 | $1,232 | $717 | $515 | $515 | |
| 11. JOHNSON & JOHNSON | 2015-12-04 | 2021-08-24 | $1,930 | $1,126 | $804 | $804 | |
| 5. LOWES COS INC | 2015-12-04 | 2021-08-24 | $1,019 | $380 | $639 | $639 | |
| 14. LOWES COS INC | 2015-12-04 | 2021-12-03 | $3,480 | $1,064 | $2,416 | $2,416 | |
| 6. LOWES COS INC | 2015-12-04 | 2022-02-14 | $1,352 | $456 | $896 | $896 | |
| 317.105 MATTHEWS JAPAN FUND-INST | 2022-05-24 | $5,495 | $7,260 | -$1,765 | -$1,765 | ||
| 5. MC DONALDS CORP | 2019-01-07 | 2021-08-24 | $1,193 | $904 | $289 | $289 | |
| 16. MICROSOFT CORP | 2015-12-04 | 2022-06-24 | $4,222 | $876 | $3,346 | $3,346 | |
| 6. PNC BANK CORP | 2015-12-04 | 2021-08-24 | $1,128 | $571 | $557 | $557 | |
| 4. PALO ALTO NETWORKS INC | 2021-08-13 | $1,496 | $557 | $939 | $939 | ||
| 1. PALO ALTO NETWORKS INC | 2017-07-10 | 2022-02-04 | $515 | $138 | $377 | $377 | |
| 11. PROGRESSIVE CORP | 2019-07-23 | 2021-08-13 | $1,058 | $886 | $172 | $172 | |
| 39. PROGRESSIVE CORP | 2021-11-23 | $3,634 | $3,087 | $547 | $547 | ||
| 5. SALESFORCE INC | 2015-12-04 | 2021-08-24 | $1,297 | $405 | $892 | $892 | |
| 5. SALESFORCE INC | 2015-12-04 | 2022-02-04 | $1,098 | $405 | $693 | $693 | |
| 16. STARBUCKS CORP | 2020-04-29 | 2022-02-14 | $1,495 | $1,235 | $260 | $260 | |
| 47. TJX COS INC NEW | 2019-01-07 | 2022-03-23 | $2,803 | $2,204 | $599 | $599 | |
| 15. UNILEVER PLC-SPONSORED ADR | 2017-12-06 | 2021-08-13 | $865 | $842 | $23 | $23 | |
| 50. UNILEVER PLC-SPONSORED ADR | 2017-12-06 | 2022-03-23 | $2,239 | $2,808 | -$569 | -$569 | |
| 5. VISA INC-CLASS A SHARES | 2015-12-04 | 2021-08-13 | $1,162 | $398 | $764 | $764 | |
| 10. XYLEM INC | 2020-03-02 | 2021-08-24 | $1,337 | $810 | $527 | $527 | |
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P | |||||
| CAPITAL GAIN DIVIDENDS | $921 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $548 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $155 | OverpaymentAmt |
| Applied To ES Tax | $155 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174411548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET 18TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Trust Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,099 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $426,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $439,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $439,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $432,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $393 | TotalTaxAmt |
| Distributable Before Adj | $21,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $32,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,531 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,531 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,945 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDITH K NOEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMBRIDGE TRUST CO OF NH 1000 ELM | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6033695107 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATING HIGH SCHOOL SENIORS OF MERRIMACK, NEW HAMPSHIRE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 11 HILSS BEACH RD | BIDDEFORD | ME | 04004 | NONE | PC | TUITION | $5,000 | |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||
| 2500 N RIVER RD | Manchester | NH | 03106 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| MIDDLESEX COMMUNITY COLLEGE | ||||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | NONE | PC | TUTION | $3,000 | |
| MUHLENBERG COLLEGE | ||||||||
| 2400 W CHEW ST | ALLENTOWN | PA | 18104 | NONE | PC | TUITION | $3,000 | |
| FLORIDA ATLANTIC UNIVERSITY | ||||||||
| 777 GLADES ROAD ADM 295 | BOCA RATON | FL | 33431 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF MASSACHUSETTS BOSTON | ||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | NONE | PC | SCHOLARSHIPS | $3,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NONE | PC | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF NEW HAMPSHIRE | ||||||||
| 11 GARRISON AVENUE | Durham | NH | 03824 | NONE | PC | SCHOLARSHIP | $5,000 | SCHOLARSHIP RECIPIENT Business Services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,836 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Abbie M Griffin Hospital Fund | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Cambridge Trust Company | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,235 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTION POSTED IN 2021 | $161 |
| ROUNDING | $7 |
| ADDITIONAL FEDERAL TAX DUE | $53 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN & MANAGEMENT FEES (A | $1 | $1 | $1 |
| ATTORNEY GENERAL FEES | $75 | $0 | $75 |
| PROBATE FEES | $85 | $0 | $85 |
| ADR FEES | $2 | $2 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS TAX COST ADJUSTMENT | Desc |
| Amt | $1,398 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $108 | $108 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $257 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $548 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $28 | $28 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |