Cardinal Brook Trust
- Assets
- $0.0
- Revenue
- $3.6m
- Investments
- $39.3m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 12/1989
- Data as of
- 12/2020
- EIN
- 04-3050557
Organization Overview
Cardinal Brook Trust is located in Boston, MA. The organization was established in 1989. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cardinal Brook Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, Cardinal Brook Trust has awarded 349 individual grants totaling $16,305,367. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nathan Davis Trustee | 1 | $0 | |
Rebecca Aures Trustee | 1 | $0 | |
David Davis Trustee | 1 | $0 | |
Hannah Johnson Trustee | 1 | $0 | |
Karen Davis Trustee | 1 | $0 | |
Jacob Davis Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $27,617 |
| Dividends & Interest | $311,803 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,522 |
| Total Revenue | $3,583,411 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $679,085 |
| Contributions, gifts, grants paid | $5,465,313 |
| Total expenses and disbursements | $6,144,398 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $23,971,133 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Cardinal Brook Trust has awarded $2,943,541 in support to 48 organizations.
| Grant Recipient | Amount |
|---|---|
BANK OF AMERICA CHARITABLE GIFT FUND PURPOSE: FOR GENERAL SUPPORT | $2,150,000 |
MT GRACE LAND TRUST PURPOSE: FOR GENERAL SUPPORT | $150,000 |
Vineyard Haven, MA PURPOSE: FOR SUPPORT OF FARMING | $115,000 |
Hardwick, MA PURPOSE: FOR GENERAL SUPPORT | $100,000 |
Boston, MA PURPOSE: FOR GENERAL SUPPORT | $60,000 |
TAPESTRY HEALTH SYS PURPOSE: FOR GENERAL SUPPORT | $40,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Redhill Foundation-Sam And Jean Rothberg Family Charitable Trust New York, NY | $42,979,654 | $7,387,635 |
Robert W Wilson Charitable Tr New York, NY | $246,803,641 | $15,248,568 |
The Zegar Family Foundation New York, NY | $255,794,688 | $35,430,517 |
The Blackrock Charitable Foundation New York, NY | $304,949,202 | $10,722,340 |
High Meadows Foundation Boston, MA | $7,499,132 | $11,021,494 |
Zankel Fund New York, NY | $8,426,526 | $6,600,017 |
Synchrony Foundation Stamford, CT | $74,474,766 | $12,637,293 |
Gavin Foundation Inc South Boston, MA | $19,688,054 | $21,343,242 |
Jp Fletcher Foundation Inc Cambridge, MA | $29,829,221 | -$3,521,275 |
Estee Lauder Companies Charitable Foundation New York, NY | $35,974,866 | $21,957,506 |
Theodore J Forstmann Charitable Trust New York, NY | $79,816,371 | $674,210 |
The Carol A Ammon Foundation Albany, NY | $10,088,469 | $6,097,174 |