ABBIE M GRIFFIN EDUCATIONAL FUND TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ABBIE M GRIFFIN EDUCATIONAL FUND TRUST (EIN 02-6021466)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-08
- IRS object ID
- 202140089349100434
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-08T15:00:09-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 99 WOOD AVE SOUTH 7TH FLOOR | AddressLine1Txt |
| City | Islen | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 EDUCATIONAL 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 | PersonNm |
| Person Title | AVP Tax Officer | PersonTitleTxt |
| Phone | 6174441548 | PhoneNum |
| Signature | 2020-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EILEEN SZENTJOBI | PreparerPersonNm |
| PTIN | P00124964 | PTIN |
| Phone | 7325165151 | PhoneNum |
| Preparation | 2020-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $379,037 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,390 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,756 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,634 | 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 |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | 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 | $161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41 | CashBOYAmt |
| Cash EOY | $134 | CashEOYAmt |
| Cash EOYFMV | $134 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,049 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,049 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $183,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $175,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $271,633 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $76,193 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $96,435 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,221 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $294,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $280,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $379,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $294,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $280,381 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $280,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $280,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $281,030 | SubtotalAmt |
| Other Decreases | $649 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $280,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 17. ALASKA AIR GROUP | 2019-02-05 | 2020-02-27 | $927 | $1,100 | -$173 | -$173 | |
| 25. ALASKA AIR GROUP | 2020-02-27 | $1,364 | $1,517 | -$153 | -$153 | ||
| 7. AMERICAN TOWER CORP | 2018-10-26 | 2019-10-30 | $1,517 | $1,051 | $466 | $466 | |
| 2. BOOKING HLDGS INC | 2019-01-28 | 2020-03-18 | $2,491 | $3,597 | -$1,106 | -$1,106 | |
| 56. CISCO SYSTEMS | 2017-03-24 | 2019-12-09 | $2,473 | $1,916 | $557 | $557 | |
| 11. DANAHER CORP | 2015-12-04 | 2019-08-22 | $1,539 | $796 | $743 | $743 | |
| 124. DANONE SPONSORED ADR | 2019-12-16 | $2,037 | $1,944 | $93 | $93 | ||
| 40. EOG RESOURCES INC | 2015-12-04 | 2020-02-27 | $2,455 | $3,175 | -$720 | -$720 | |
| 31. EMERSON ELEC CO | 2017-12-08 | 2020-03-18 | $1,295 | $2,066 | -$771 | -$771 | |
| 62. HEALTHPEAK PROPERTIES INC | 2018-10-29 | 2020-03-27 | $1,566 | $1,674 | -$108 | -$108 | |
| 39. HEXCEL CORPORATION | 2015-12-04 | 2020-04-15 | $1,191 | $1,839 | -$648 | -$648 | |
| 132. ISHARES MSCI EMERGING MKT | 2019-07-12 | $5,641 | $5,252 | $389 | $389 | ||
| 30. ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | 2019-08-05 | $3,070 | $3,284 | -$214 | -$214 | ||
| 65. ISHARES CORE MSCI EUROPE ETF | 2019-12-09 | 2020-03-18 | $2,073 | $3,149 | -$1,076 | -$1,076 | |
| 40. LAMB WESTON HOLDINGS INC | 2019-07-12 | 2020-04-02 | $1,987 | $2,665 | -$678 | -$678 | |
| 201.84 MATTHEWS EMERGING ASIAN FUND INSTL CLASS | 2017-01-10 | 2019-08-05 | $2,432 | $2,711 | -$279 | -$279 | |
| 138.867 MATTHEWS ASIA DIVIDEND FUND INSTL CLASS | 2020-02-27 | $2,219 | $2,221 | -$2 | -$2 | ||
| 143.3 LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CL Y | 2019-11-05 | $1,315 | $1,365 | -$50 | -$50 | ||
| 455.79 LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CL Y | 2019-11-05 | $4,184 | $4,521 | -$337 | -$337 | ||
| 15. NEXTERA ENERGY INC | 2018-08-13 | 2019-10-30 | $3,546 | $2,577 | $969 | $969 | |
| 18. PIONEER NAT RES CO | 2015-12-04 | 2019-07-23 | $2,517 | $2,568 | -$51 | -$51 | |
| 81. ROYAL DUTCH SHELL-SPON ADR - B | 2020-03-18 | $1,738 | $4,384 | -$2,646 | -$2,646 | ||
| 34. ROYAL DUTCH SHELL-SPON ADR - B | 2019-12-16 | 2020-03-18 | $730 | $1,988 | -$1,258 | -$1,258 | |
| 14. SVB FINANCIAL GROUP | 2016-08-24 | 2020-03-27 | $2,228 | $1,484 | $744 | $744 | |
| 6. SALESFORCE COM INC | 2015-12-04 | 2020-06-05 | $1,041 | $486 | $555 | $555 | |
| 28. US BANCORP DEL | 2015-12-04 | 2019-08-22 | $1,458 | $1,235 | $223 | $223 | |
| 36. US BANCORP DEL | 2015-12-04 | 2020-02-27 | $1,738 | $1,588 | $150 | $150 | |
| 17. UNION PAC CORP | 2019-07-12 | $2,949 | $1,334 | $1,615 | $1,615 | ||
| 34. XILINX INC | 2017-06-13 | 2020-02-27 | $2,750 | $2,200 | $550 | $550 | |
| 6. ATLASSIAN CORPORATION PLC | 2018-03-22 | 2020-06-05 | $1,036 | $349 | $687 | $687 | |
| 10. LINDE PLC | 2008-09-12 | 2019-08-22 | $1,871 | $1,635 | $236 | $236 | |
| CAPITAL GAIN DIVIDENDS | $418 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,875 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $348,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051632 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,701 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $335,168 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,745 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $304,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02541 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,088 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $315,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $350,049 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03952 | DistributionYr5Rt |
| Total Distribution | 0.230518 | TotalDistributionRt |
| Average Distribution | 0.046104 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $363,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,800 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,693 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $183 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $183 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68 | OverpaymentAmt |
| Applied To ES Tax | $68 | 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 | $4,390 | 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 | $357,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $368,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $368,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $363,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115 | TotalTaxAmt |
| Distributable Before Adj | $18,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,375 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,417 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,693 | 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 | $16,693 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,583 | 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 | $16,693 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,583 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,110 | 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 | $16,307 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS COLLEGE | ||||||||
| 180 WEST RIVER ROAD | Waterville | ME | 04901 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| RIVIER UNIVERSITY | ||||||||
| 420 SOUTH MAIN STREET | Nashua | NH | 030605086 | NONE | PC | SCHOLARSHIPS | $1,000 | FBO JORDAN M |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||
| 2500 N RIVER RD | Manchester | NH | 03106 | NONE | PC | SCHOLARSHIPS | $1,974 | |
| Saint anselm college | ||||||||
| 100 SAINT ANSELM DRIVE | Manchester | NH | 03102 | NONE | PC | SCHOLARSHIP | $700 | FBO STUDENT MEGHAN A |
| Suffolk university | ||||||||
| 8 ASHBURTON PLACE | Boston | MA | 021082770 | NONE | NONE | SCHOLARSHIP | -$1,375 | |
| Syracuse university | ||||||||
| SKYTOP OFFICE BLDG SKYTOP ROA | Syracuse | NY | 132445300 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Maine College of Art | ||||||||
| 522 CONGRESS ST | Portland | ME | 04101 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Champlain university | ||||||||
| 163 S WILLARD ST | Burlington | VT | 05401 | NONE | NONE | SCHOLARSHIP | $2,600 | |
| PLYMOUTH STATE UNIVERSITY | ||||||||
| 17 HIGH STREET MSC 19 | Plymouth | NH | 03264 | NONE | PC | SCHOLARSHIP | $1,000 | SCHOLARSHIP RECIPIENT |
| NASHUA COMMUNITY COLLEGE | ||||||||
| 505 AMHERST ST | Nashua | NH | 03063 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF SOUTHERN MAINE | ||||||||
| 96 FALMOUTH ST | Portland | ME | 04103 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF MAINE | ||||||||
| 168 COLLEGE AVE | Orono | ME | 04469 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| New Hampshire SCHOOL OF MECHANICAL TRADE | ||||||||
| 7 PERIMETER RD | Manchester | NH | 03103 | NONE | PC | SCHOLARSHIP | $1,000 | FBO STUDENT DYLAN S |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,899 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,598 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,875 | 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 | $5,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,723 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK VS TAX COST ADJUSTMENT | $644 |
| ROUNDING | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $1 | $1 | $0 |
| STATE AG FEE | $75 | $0 | $75 |
| PROBATE FEES | $85 | $0 | $85 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $54 | $54 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $183 | $0 | $0 |