2026-07-29T10:56:34-04:00 2025-12-31 043147371 BRUCE D NORLING CPA PC 410 BOSTON POST RD STE 24 SUDBURY MA 01776 990 2025-01-01 042444195 THE SCHOLARSHIP FOUNDATION OF WAKEFIELD INC SCHO 7812454890 PO BOX 321 WAKEFIELD MA 01880 JOHN J LANDERS JR TREASURER 7812454890 2026-07-29 true BRUCE D NORLING CPA PC P01012704 9784439114 2026-07-29 2025 2025-03-06 01:10:19Z JOHN J LANDERS JR 28 THORNDIKE STREET SOMERVILLE MA 02144 8832630 false X WWW.TSFOFWAKEFIELD.ORG X 1960 MA IT IS THE MISSION OF THE SCHOLARSHIP FOUNDATION OF WAKEFIELD (TSFW) TO RAISE AND ADMINISTER FUNDS FOR SCHOLARSHIPS TO INSTITUTIONS OF HIGHER LEARNING FOR RESIDENTS OF THE TOWN OF WAKEFIELD ATTENDING POST SECONDARY INSTITUTES FULL TIME. 32 32 2 40 0 644055 950193 0 1319670 1944883 0 1963725 2895076 782275 820200 0 126454 135684 0 0 99126 193798 1007855 1149682 955870 1745394 23812386 26227788 15600 10400 23796786 26217388 X IT IS THE MISSION OF THE SCHOLARSHIP FOUNDATION OF WAKEFIELD (TSFW) TO RAISE AND ADMINISTER FUNDS FOR SCHOLARSHIPS TO INSTITUTIONS OF HIGHER LEARNING FOR RESIDENTS OF THE TOWN OF WAKEFIELD ATTENDING POST SECONDARY INSTITUTES FULL TIME. false false 820200 820200 THE FUND ASSISTED 273 STUDENTS FROM THE TOWN OF WAKEFIELD IN ACHIEVING A POST SECONDARY EDUCATION BY PROVIDING SCHOLARSHIPS TOTALING 820,200. 820200 true true false false false false false false false true false false false false false false true false false false false false false false true false false false true false false false false false true false true false true false false false false false false false false true 0 0 2 true false false false false false false false false X 32 32 false true false false false false false true true false false true true true true true true false true false MA X JOHN J LANDERS JR 7812454890 PO BOX 321 WAKEFIELD MA 01880 X RICHARD BONDI DIRECTOR 1.00 X 0 0 0 JO-ANNE BOURQUE DIRECTOR 1.00 X 0 0 0 KELLEY CHAPMAN DIRECTOR 1.00 X 0 0 0 MARGARET DELORY DIRECTOR 1.00 X 0 0 0 PATRICIA DESROCHER DIRECTOR 1.00 X 0 0 0 EILEEN DOHERTY DIRECTOR 1.00 X 0 0 0 CATHERINE M DONOVAN DIRECTOR 1.00 X 0 0 0 LISA A ERBAN DIRECTOR 1.00 X 0 0 0 CATHERINE R FALLON FINANCIAL SE 2.00 X X 0 0 0 JAMES A FITZGERALD VICE PRESIDE 1.00 X X 0 0 0 CHRISTINA GAGNE DIRECTOR 1.00 X 0 0 0 MARA GOULD DIRECTOR 1.00 X 0 0 0 JAMES H GUARINO FINANCIAL VP 2.00 X X 0 0 0 FAITH G HODGKINS DIRECTOR 1.00 X 0 0 0 JOHN J LANDERS JR TREASURER 3.00 X X 0 0 0 JOHN J MCCARTHY JR DIRECTOR 1.00 X 0 0 0 MICHAEL KILKELLY DIRECTOR 1.00 X 0 0 0 REBECCA LAMARRE DIRECTOR 1.00 X 0 0 0 WILLIAM J LEE DIRECTOR 1.00 X 0 0 0 JEAN MAIO DIRECTOR 1.00 X 0 0 0 FRANK A MCLEAN AUDITOR 1.00 X X 0 0 0 FRANK A MCLEAN DIRECTOR 1.00 X 0 0 0 LINDA M MCMANAMA DIRECTOR 1.00 X 0 0 0 KIM PENNEY DIRECTOR 1.00 X 0 0 0 KRISTINA SAMPSON DIRECTOR 1.00 X 0 0 0 KATHLEEN SCANLON DIRECTOR 1.00 X 0 0 0 LUCY SKELDON DIRECTOR 1.00 X 0 0 0 BETH SULLIVAN DIRECTOR 1.00 X 0 0 0 ROSE TRAMONTOZZI DIRECTOR 1.00 X 0 0 0 CATHY WENSLEY DIRECTOR 1.00 X 0 0 0 GAYLE M WETTACH DIRECTOR X 0 0 0 THOMAS J WHITE PRESIDENT 2.00 X X 0 0 0 false false false WILLIAM BLAIR & COMPANY 125 HIGH STREET 19TH FLOOR BOSTON MA 02110 INVESTMENT MGMT 153862 1 8793 941400 40205 950193 680582 680582 7040254 146745 5922698 1117556 146745 1264301 1264301 14856 8793 14856 2895076 1264301 680582 820200 820200 126095 126095 9589 9589 15200 15200 153862 153862 2811 2811 10366 10366 8623 8623 1073 1073 BANK CHARGES 1032 1032 OTHER EXPENSES 550 550 TELEPHONE 281 281 1149682 820200 329482 0 380207 417516 641752 334141 66466 131284 22723961 25344847 23812386 26227788 15600 10400 15600 10400 X 10058921 11712183 13737865 14505205 23796786 26217388 23812386 26227788 X 1745394 675208 X false true X true false X 576922 387863 364493 644055 950193 2923526 576922 387863 364493 644055 950193 2923526 2923526 489256 499090 487125 612279 680582 2768332 5691858 0.51360 0.47730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23796786 767340 2466229 812967 26217388 22090652 658659 2004833 957358 23796786 20431972 377651 2257427 976398 22090652 23579088 402581 -2604277 945420 20431972 21292851 587520 2580465 881748 23579088 0.44670 0.55330 false false 3431278 675208 675208 2756070 153862 -14856 139006 2895076 1010676 14856 14856 995820 153862 153862 1149682 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION RAISES AND ADMINISTERS FUNDS FOR SCHOLARSHIPS TO INSTITUTIONS OF HIGHER LEARNING FOR RESIDENTS FROM THE TOWN OF WAKEFIELD ATTENDING POST SECONDARY INSTITUTES FULL TIME. SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES -14,856 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 14,856 FUNDRAISING ACT 23649 8793 14856 14856 23649 8793 14856 14856 14856 true SCHOLARSHIPS AWARDED 273 820200 SCHEDULE I, PAGE 1, PART I, LINE 2 SCHOLARSHIPS ARE PAID DIRECTLY TO THE INSTITUTIONS OF HIGHER LEARNING, RATHER THAN TO THE STUDENTS TO WHOM THEY ARE AWARDED. CHARLES GAGNE FAMILY 4600 SCHOLARSHIP EDUCATION MARC GAGNE FAMILY 5950 SCHOLARSHIP EDUCATION BENJAMIN LAMARRE FAMILY 5300 SCHOLARSHIP EDUCATION GEORGIA LAMARRE FAMILY 5300 SCHOLARSHIP EDUCATION AVA TRAMONTOZZI FAMILY 2650 SCHOLARSHIP EDUCATION WAKEFIELD CO-OPERATIVE BANK BOARD MEMBER CASH ACCOUNT false THE SAVINGS BANK BOARD MEMBER CASH ACCOUNT false SCHEDULE L, PART V SCHOLARSHIPS WERE AWARDED BY THE SCHOLARSHIP FOUNDATION OF WAKEFIELD IN 2025 TO THE CHILDREN OF SEVERAL BOARD MEMBERS. JOHN J. MCCARTHY JR., ANN HADLEY, AND KELLEY CHAPMAN SERVE ON THE BOARD OF DIRECTORS OF BOTH THE SCHOLARSHIP FOUNDATION OF WAKEFIELD AND BANKS WITH WHICH THE FOUNDATION DOES BUSINESS. X 2 40205 false false false FORM 990 - ORGANIZATION'S MISSION IT IS THE MISSION OF THE SCHOLARSHIP FOUNDATION OF WAKEFIELD (TSFW) TO RAISE AND ADMINISTER FUNDS FOR SCHOLARSHIPS TO INSTITUTIONS OF HIGHER LEARNING FOR RESIDENTS OF THE TOWN OF WAKEFIELD ATTENDING POST SECONDARY INSTITUTES FULL TIME. FORM 990, PAGE 6, PART VI, LINE 3 MANAGEMENT OF IT SERVICES HAS BEEN DELEGATED TO BOSTON MANAGED IT. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS INITIALLY REVIEWED BY THE TSF FINANCE COMMITTEE MEMBERS. ONCE APPROVED BY THIS COMMITTEE, IT IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO THE NEXT FULL BOARD MEETING. A VOTE FOR APPROVAL IS TAKEN AT THE BOARD MEETING AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED BY TSF STAFF THE NOVEMBER ANNUAL MEETING, AND ALL BOARD MEMBERS REVIEW AND SIGN. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT AND MEMBERS OF THE EXECUTIVE COMMITTEE CONDUCT AN ANNUAL REVIEW WITH ITS EMPLOYEES AND, AFTER DISCUSSION WITH THE TREASURER, AN ANNUAL INCREASE IS DETERMINED BASED ON PRIOR YEAR PERFORMANCE. FORM 990, PAGE 6, PART VI, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE AND ARE ALSO AVAILABLE ON THE AGO AND IRS WEBSITES. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 14,856 FUNDRAISING EXPENSES -14,856