Civic Intelligence

Mary M B Wakefield Charitable Trust

990PF • Fiscal year 2018 • EIN 04-6076048

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2020

Organization Profile

View Organization Page

125 High Street No 1802Boston, MA 02110

(857) 263-8101

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$22,402,810

Up $1,449,252 (+6.9%) from 2015

Net Assets

$22,395,967

No earlier filing loaded for comparison.

Liabilities

Down

$6,843

Down $91,752 (-93%) from 2015

Revenue And Expenses

Revenue

Up

$1,182,342

Up $998,818 (+544%) from 2015

Expenses

Up

$880,385

Up $125,554 (+17%) from 2015

Net Income

Up

$301,957

Up $873,264 (+153%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $21,831,412Liabilities 2011: $02011Assets 2012: $22,136,090Liabilities 2012: $1,3002012Assets 2013: $24,072,242Liabilities 2013: $1,1942013Assets 2014: $23,338,606Liabilities 2014: $2,3372014Assets 2015: $20,953,558Liabilities 2015: $98,5952015Assets 2018: $23,040,909Liabilities 2018: $6,843Net Assets 2018: $23,034,0662018Assets 2018: $22,402,810Liabilities 2018: $6,843Net Assets 2018: $22,395,9672018Assets 2019: $21,652,354Liabilities 2019: $8Net Assets 2019: $21,652,3462019Assets 2020: $21,526,155Liabilities 2020: $68,200Net Assets 2020: $21,457,9552020Assets 2021: $24,015,503Liabilities 2021: $546Net Assets 2021: $24,014,9572021Assets 2022: $25,584,697Liabilities 2022: $37,798Net Assets 2022: $25,546,8992022Assets 2023: $25,212,540Liabilities 2023: $34,909Net Assets 2023: $25,177,6312023Assets 2024: $26,592,197Liabilities 2024: $33,536Net Assets 2024: $26,558,6612024

Highlighted filing

2018

Assets$22,402,810
Liabilities$6,843
Net Assets$22,395,967
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: -$235,706Expenses 2011: $561,140Net Income 2011: -$796,8462011Revenue 2012: $889,233Expenses 2012: $585,855Net Income 2012: $303,3782012Revenue 2013: $2,623,790Expenses 2013: $687,532Net Income 2013: $1,936,2582013Revenue 2014: -$22,746Expenses 2014: $712,033Net Income 2014: -$734,7792014Revenue 2015: $183,524Expenses 2015: $754,831Net Income 2015: -$571,3072015Revenue 2018: $1,820,441Expenses 2018: $880,385Net Income 2018: $940,0562018Revenue 2018: $1,182,342Expenses 2018: $880,385Net Income 2018: $301,9572018Revenue 2019: $18,870Expenses 2019: $762,491Net Income 2019: -$743,6212019Revenue 2020: $512,350Expenses 2020: $706,741Net Income 2020: -$194,3912020Revenue 2021: $3,279,523Expenses 2021: $722,521Net Income 2021: $2,557,0022021Revenue 2022: $2,430,430Expenses 2022: $898,488Net Income 2022: $1,531,9422022Revenue 2023: $455,264Expenses 2023: $824,532Net Income 2023: -$369,2682023Revenue 2024: $2,196,103Expenses 2024: $815,073Net Income 2024: $1,381,0302024

Highlighted filing

2018

Revenue$1,182,342
Expenses$880,385
Net Income$301,957
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK SMITHExecutive DirectorFT$120,814$23,166$143,980
GORDON C BARRETTTrustee-$0--
NATHALIE S BINNEYTrustee-$0--
WILLIAM E FLANAGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary Mb Wakefield Charitable Trust
EIN
04-6076048
Phone
8572638101
Address
125 HIGH STREET NO 1802, BOSTON, MA 02110

Signing Officer

Name
Gordon Barrett
Title
Trustee
Phone
8572638101
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Jayme F Moore CPA
Phone
6176968900
Raw XML AppendixShowing 400 of 591 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11465 BRUSH HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21465 BRUSH HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31465 BRUSH HILL RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt28000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NATHALIE S BINNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM E FLANAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0125 HIGH STREET STE 1802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 CHESTNUT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2TEN POST OFFICE SQUARE 6TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31465 BRUSH HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0226334
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt01102889
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0161679
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0643820
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt071056
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0192384
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0937456
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0137427
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0547247
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt060398
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02005-06-17
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0692175
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt02790827
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0582426
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0711336
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0804890
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0692175
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt02790827
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0582426
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0711336
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0804890
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt058151258
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt030379207
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt027772051
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt020304675
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt010115414
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt010189261
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0701021
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt02755303
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0764905
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0647766
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0641611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0738028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0748354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0582426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0699184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0804141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0954881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0572776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.025381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.029625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt021030637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt022947130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019432983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt019248316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt022361118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt019334109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0692175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.175465
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0692175
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt041385
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0650790
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0692175
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GORDON A BARRETT

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,402,810
Liabilities
$6,843
Net assets
$22,395,967
Revenue
$1,182,342
Expenses
$880,385
Net income
$301,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$0.03$26.6$2.20$0.82$1.38
2023Detailed filing. Detailed filing data is available for this year.$25.2$0.03$25.2$0.46$0.82$0.37
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.04$25.5$2.43$0.90$1.53
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$3.28$0.72$2.56
2020Detailed filing. Detailed filing data is available for this year.$21.5$0.07$21.5$0.51$0.71$0.19
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.02$0.76$0.74
2018Detailed filing. Detailed filing data is available for this year.$23.0$0.01$23.0$1.82$0.88$0.94
2018Detailed filing. Detailed filing data is available for this year.$22.4$0.01$22.4$1.18$0.88$0.30
2015Summary only. Only limited summary data is available for this year.$21.0$0.10$0.18$0.75$0.57
2014Summary only. Only limited summary data is available for this year.$23.3$0.00$0.02$0.71$0.73
2013Summary only. Only limited summary data is available for this year.$24.1$0.00$2.62$0.69$1.94
2012Summary only. Only limited summary data is available for this year.$22.1$0.00$0.89$0.59$0.30
2011Summary only. Only limited summary data is available for this year.$21.8$0.00$0.24$0.56$0.80