Mary Mb Wakefield Charitable Trust
Mary Mb Wakefield Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $26.6M in total assets. In 2024, it made $763K in qualifying distributions. Net investment income was $2.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$26.6M
+5.5% YoY
Revenue
$2.2M
+382.4% YoY
Qualifying Distributions
$763K
-17.6% YoY
Expenses
$815K
-1.1% YoY
About Mary Mb Wakefield Charitable Trust
Based on IRS filings
Mary Mb Wakefield Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $26.6M in total assets. In 2024, it made $763K in qualifying distributions. Net investment income was $2.0M.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $26,592,197 | $25,212,540 | $25,584,697 |
| Revenue | $2,196,103 | $455,264 | $2,430,430 |
| Expenses | $815,073 | $824,532 | $898,488 |
| Qualifying Distributions | $763,483 | $926,809 | $661,327 |
| Net Investment Income | $1,994,369 | $436,198 | $2,156,329 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GORDON C BARRETT | TRUSTEE | 4 | — |
| NATHALIE S BINNEY | TRUSTEE | 1 | — |
| WILLIAM R HEARTY | TRUSTEE | 1 | — |
| DEB MERRIAM | EXECUTIVE DIRECTOR | 40 | $127,529 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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