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Mary M B Wakefield Charitable Trust

Keystone Trust Company Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.43M (2022)

Expenses
$898k (2022)

Total Assets
$25.6M (2022)

Total Liabilities
$37.8k (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,430,430
Expenses
$898,488
Net Income
$1,531,942
Net Assets
$25,546,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $52,269
2.2%
Interest Revenue $0
Dividends $763,726
31.4%
Sales of Assets $1,767,627
72.7%
Other Income -$153,192
Notable Expenses Percent of Total Expenses
Charitable Disbursements $538,132
59.9%
Compensation of Officers* $146,238
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $25,584,697
Total Liabilities $37,798
Net Assets $25,546,899
Compensation
Key Employees and Officers Compensation Other
Mark Smith (Executive Director) $146,238 $15,267
Deborah Merriam (Grounds Super) $74,199 $19,420
Erica Max (Educ Dir) $57,129 $3,428
Matthew Noiseux (Landscaping Dir) $50,308 $0
Gordon C Barrett (Trustee) $0 $0
Nathalie S Binney (Trustee) $0 $0
William R Hearty (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,279,523
Expenses
$722,521
Net Income
$2,557,002
Net Assets
$24,014,957
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $123,043
3.8%
Interest Revenue $0
Dividends $667,677
20.4%
Sales of Assets $2,481,263
75.7%
Other Income $7,540
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $518,945
71.8%
Compensation of Officers* $137,745
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $24,015,503
Total Liabilities $546
Net Assets $24,014,957
Compensation
Key Employees and Officers Compensation Other
Mark Smith (Executive Director) $134,003 $7,445
Erica Max (Educ Dir) $76,427 $4,246
Deborah Merriam (Grounds Super) $70,935 $3,074
Alexander Russell (Landscaping Dir) $21,150 $507
Gordon C Barrett (Trustee) $0 $0
Nathalie S Binney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$512,350
Expenses
$706,741
Net Income
-$194,391
Net Assets
$21,457,955
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $31,666
6.2%
Interest Revenue $0
Dividends $515,363
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $532,687
75.4%
Compensation of Officers* $131,657
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,526,155
Total Liabilities $68,200
Net Assets $21,457,955
Compensation
Key Employees and Officers Compensation Other
Mark Smith (Executive Director) $131,657 $7,875
Erica Max (Educ Dir) $75,261 $4,492
Deborah Merriam (Grounds Super) $69,881 $3,010
Jason Keegan (Landscaping Dir) $42,815 $2,569
Gordon C Barrett (Trustee) $0 $0
Nathalie S Binney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,870
Expenses
$762,491
Net Income
-$743,621
Net Assets
$21,652,346
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $55,352
> 100%
Interest Revenue $0
Dividends $429,944
> 100%
Sales of Assets $0
Other Income $12,571
66.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $582,516
76.4%
Compensation of Officers* $123,424
16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,652,354
Total Liabilities $8
Net Assets $21,652,346
Compensation
Key Employees and Officers Compensation Other
Mark Smith (Executive Director) $123,424 $45,795
Erica Max (Educ Dir) $70,794 $10,559
Deborah Merriam (Grounds Super) $65,735 $22,079
Jason Keegan (Landscaping Dir) $52,675 $28,898
Gordon C Barrett (Trustee) $0 $0
Nathalie S Binney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,182,342
Expenses
$880,385
Net Income
$301,957
Net Assets
$22,395,967
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $55,473
4.7%
Interest Revenue $0
Dividends $320,559
27.1%
Sales of Assets $806,310
68.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $650,790
73.9%
Compensation of Officers* $120,814
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,402,810
Total Liabilities $6,843
Net Assets $22,395,967
Compensation
Key Employees and Officers Compensation Other
Mark Smith (Executive Director) $120,814 $23,166
Mark Smith (Exec Dir) $120,814 $23,166
Erica Max (Educ Dir) $69,077 $4,121
Deborah Merriam (Grounds Super) $64,142 $15,069
Jason Keegan (Landscaping Dir) $51,400 $19,001
Gordon C Barrett (Trustee) $0 $0
Nathalie S Binney (Trustee) $0 $0
William E Flanagan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$183,524
Expenses
$754,831
Net Income
-$571,307
Net Assets
$20,854,963
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,087
22.4%
Interest Revenue $0
Dividends $221,564
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $534,897
70.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,953,558
Total Liabilities $98,595
Net Assets $20,854,963

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$22,746
Expenses
$712,033
Net Income
-$734,779
Net Assets
$23,336,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $26,596
Interest Revenue $0
Dividends $258,641
Sales of Assets $0
Other Income $10,496
Notable Expenses Percent of Total Expenses
Charitable Disbursements $591,436
83.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $23,338,606
Total Liabilities $2,337
Net Assets $23,336,269

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,623,790
Expenses
$687,532
Net Income
$1,936,258
Net Assets
$24,071,048
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $34,260
1.3%
Interest Revenue $0
Dividends $199,535
7.6%
Sales of Assets $2,383,448
90.8%
Other Income $2,282
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $597,676
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $24,072,242
Total Liabilities $1,194
Net Assets $24,071,048

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$889,233
Expenses
$585,855
Net Income
$303,378
Net Assets
$22,134,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,608
1.1%
Interest Revenue $0
Dividends $262,994
29.6%
Sales of Assets $613,345
69.0%
Other Income $3,286
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $470,268
80.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,136,090
Total Liabilities $1,300
Net Assets $22,134,790

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$235,706
Expenses
$561,140
Net Income
-$796,846
Net Assets
$21,831,412
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $13,420
Interest Revenue $0
Dividends $167,953
Sales of Assets $0
Other Income $2,668
Notable Expenses Percent of Total Expenses
Charitable Disbursements $464,530
82.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,831,412
Total Liabilities $0
Net Assets $21,831,412

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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