2025-04-23T08:42:55-05:00 2024-12-31 Wolf & Company PC 255 State Street Boston MA 02109 990PF 2024-01-01 223317340 Eastern Bank Foundation % EASTERN BANK FOUNDATION EAST 8003278376 195 Market Street EP 5-01 Lynn MA 01901 Nancy Huntington Stager President & CEO 8003278376 2025-05-15 true true Karen Ng EA P01067482 6174399700 2025-04-17 2024 2025-03-06 01:10:19Z X 249698317 X 21475 5634533 5634533 0 6987451 38836064 6987451 90000 0 0 12733459 12621984 0 0 15345 0 0 15345 56480 0 0 56480 3892607 593393 0 3299214 135000 0 0 0 781184 0 0 781184 4880616 593393 0 4152223 14699750 14699750 19580366 593393 0 18851973 -6846907 12028591 0 2675362 1758632 1758632 198928886 225792497 225792497 22635171 21397188 21397188 625000 750000 750000 224864419 249698317 249698317 0 0 X 224864419 249676842 0 21475 224864419 249698317 224864419 249698317 224864419 -6846907 31680805 249698317 249698317 SALES OF INVESTMENTS P 38836064 31848613 6987451 6987451 6987451 167197 167197 167197 151319 0 151319 X 0 15878 false false false false false false false true true MA true false false false false true www.easternbank.com/foundation EASTERN BANK FOUNDATION 8003278376 195 MARKET ST EP 5-01 Lynn MA 01901 false false false true true false false false false false true false false false false false false false false false false false false Bari A Harlam 195 Market Street EP 5-01 Lynn MA 01901 Trustee 1.0 0 0 0 Carol N Fulp 195 Market Street EP 5-01 Lynn MA 01901 Trustee 1.0 0 0 0 Deborah C Jackson 195 Market Street EP 5-01 Lynn MA 01901 Trustee 1.0 0 0 0 Robert F Rivers 195 Market Street EP 5-01 Lynn MA 01901 trustee 1.0 0 0 0 James Rudolph 195 Market Street EP 5-01 Lynn MA 01901 Trustee 1.0 0 0 0 James Canales 195 Market Street EP 5-01 Lynn MA 01901 trustee 1.0 0 0 0 Denis Sheahan 195 Market Street EP 5-01 Lynn MA 01901 0 1.0 0 0 0 Cathy Schmidt 195 Market Street EP 5-01 Lynn MA 01901 0 1.0 0 0 0 EASTERN BANK 125 High Street BOSTON MA 02110 ADMIN FEES/ADVISORY 3864771 MICHAEL P WASSERMAN INC 800 Boylston Street PO Box 990246 BOSTON MA 02199 SPECIAL EVENT 343749 LEVY PREMIUM FOOD SERVICES 980 NORTH MICHIGAN AVE CHICAGO IL 606114501 FOOD AND BEVERAGE 130235 SUTHERLAND VIDEO PRODUCTIONS 15 BAYVIEW RD EAST SANDWICH MA 02537 SPECIAL EVENT 96172 INVESTMENT IN ONE PERCENT FOR AMERICA INC., TO BE USED SOLELY FOR LOW AND MODERATE INCOME IMMIGRANTS IN MASSACHUSETTS, NEW HAMPSHIRE, AND RHODE ISLAND. 125000 125000 235664395 2026205 0 237690600 0 237690600 3565359 234125241 11706262 11706262 167197 167197 11539065 11539065 11539065 18851973 125000 0 0 0 18976973 11539065 2022 2021 2020 2786079 15479590 4180925 5710057 5329985 33486636 18976973 11539065 7437908 40924544 0 2786079 38138465 15479590 4180925 5710057 5329985 7437908 NONE NONE Nancy Huntington Stager 195 MARKET ST EP 5-01 LYNN MA 01901 7815988908 COMPLETE ON-LINE APPLICATION ONLY NO SPECIFIC SUBMISSION DEADLINES. PLEASE SEE THE APPLICATION FOR GUIDANCE. GENERALLY LIMITED TO 501(C)(3) ORGANIZATIONS WITHIN THE EASTERN MASSACHUSETTS AREA, SOUTHERN NEW HAMPSHIRE, AND RHODE ISLAND. Total Grants & Contributions Paid 195 MARKET STREET EP 5-01 LYNN MA 01901 NOT RELATED PC EXEMPT PURPOSE 14699750 14699750 FUTURE GRANTS APPROVED 195 MARKET STREET EP 5-01 Lynn MA 01901 Not Related PC Exempt Purpose 0 5038000 14 5634533 18 6987451 CITC Refund 90000 12621984 90000 12711984 11A COMMUNITY INVESTMENT TAX CREDIT REFUND false false false false false false false false false false X X 1 Robert Rivers 125 High Street Boston MA 02110 10000 X 2 David Rosato 125 High Street Boston MA 02110 10000 X JULIE A AHLQUIST CPA 25250 0 0 25250 WOLF & COMPANY, P.C. 31230 0 0 31230 corporate bonds 21397188 21397188 common stock 192718107 192718107 exchange traded funds 3304115 3304115 mutual funds 29770275 29770275 INV IN EBNT HOLDINGS LLC AT COST 500000 500000 INV IN ONE PERCENT FOR AMERICA AT COST 250000 250000 NUTTER MCCLENNEN 15345 0 0 15345 MEMBERSHIPS/subscription 19330 0 0 19330 MASSACHUSETTS FILING FEE 500 0 0 500 Special Events 636848 0 0 636848 EVENT EXPENSES 64425 0 0 64425 Katie S Marr 16498 0 0 16498 Miscellaneous Expense 19284 0 0 19284 Jazzy Sportswear 6660 0 0 6660 EVERFI 15139 0 0 15139 JESSICA SUTTLE 2500 0 0 2500 CITC Refund 90000 0 0 UNREALIZED GAINS ON INVESTMENTS 31680805 EASTERN BANK ADMIN FEES 3271379 0 0 3271379 EASTERN WEALTH MANAGEMENT 593393 593393 0 0 Foundant Technologies 16000 0 0 16000 P2 Advisory 11835 0 0 11835 2024 ESTIMATED PAYMENTS 135000 0 0 0