MCCLELLAND EDUCATIONAL PRIVATE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCCLELLAND EDUCATIONAL PRIVATE FOUNDATION (EIN 84-5167674)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-01
- IRS object ID
- 202641529349100304
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-01T05:21:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NORTHEAST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COMMERCIAL STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 845167674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCLELLAND EDUCATIONAL PRIVATE FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCL | BusinessNameControlTxt |
| Phone | 6033914384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 RESERVOIR DRIVE | AddressLine1Txt |
| City | SOUTHBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01772 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MCCLELLAND | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 6033914384 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE C MCKAY | PreparerPersonNm |
| PTIN | P00294931 | PTIN |
| Phone | 6036277659 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $415,834 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $213,504 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,882 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,882 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,149 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,031 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,882 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,882 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,661 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $268,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $290,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $387,173 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $277,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $415,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $277,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $319,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $319,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,226 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $319,567 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $319,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY | PropertyDesc |
| Gross Sales Price | $243,185 | GrossSalesPriceAmt |
| Cost Or Other Basis | $191,036 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,149 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $52,149 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,149 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $52,149 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $941 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $941 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $190 | OverpaymentAmt |
| Applied To ES Tax | $190 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE MCCLELLAND | IndividualWithBooksNm |
| Phone | 6033914384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 RESERVOIR DR | AddressLine1Txt |
| City | SOUTHBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01772 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE MCCLELLAND | ||||||||
| 12 RESERVOIR DR | SOUTHBOROUGH | MA | 01772 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBERT SALTMARSH | ||||||||
| 1072 OCEAN BLVD | HAMPTON | NH | 03842 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| GEORDIE MCCLELLAND | ||||||||
| 601 FRANKLIN ST | CAMBRIDGE | MA | 02139 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $407,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $407,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $401,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $751 | TotalTaxAmt |
| Distributable Before Adj | $19,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,330 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,852 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $102,409 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $119,081 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $463,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $205,670 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $669,086 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,852 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $647,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,409 | ExcessFromYear4Amt |
| Excess From Year3 | $70,036 | ExcessFromYear3Amt |
| Excess From Year2 | $119,081 | ExcessFromYear2Amt |
| Excess From Year1 | $150,038 | ExcessFromYear1Amt |
| Excess From Current Year | $205,670 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE MCCLELLAND | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE MCCLELLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 RESERVOIR DR | AddressLine1Txt |
| City | SOUTHBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01772 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6033914384 | RecipientPhoneNum |
| Recipient Email Address | GEORGEMCCLELLAND@MSN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PERSONAL LETTER FROM THE STUDENT DESCRIBING WHY THE STUDENT SHOULD BE SELECTED AND AGREEING TO THE TERMS OF THE SCHOLARSHIP. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANTS COME FROM DISADVANTAGED NEIGHBORHOODS WHERE THEY HAVE BEEN IDENTIFIED AS "MOST AT RISK". SELECTED SCHOLAR MUST MAINTAIN A C AVERAGE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARON VIOLA | ||||||
| 10 NORWELL STREET 2 | BOSTON | MA | 02121 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ADAM KELLY | ||||||
| 24 HAMPSHIRE DRIVE | DERRY | NH | 03038 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| ALEX DARRAH | ||||||
| 435 BOYNTON STREET | BEDFORD | NH | 03110 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| ARIANA MILLS | ||||||
| 6 LEDGEBROOK ROAD | MATTAPAN | MA | 02126 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ARIANNA KELLY | ||||||
| 434 NOTRE DAME AVE APT 1 | MANCHESTER | NH | 03102 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| BRAINLEY MENDEZ-GUZMAN | ||||||
| 17 CUNNINGHAM STREET APT 1 | DORCHESTER | MA | 02125 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| DANIELLE BARNES | ||||||
| 83 PEMBERTON ST | WALPOLE | MA | 02081 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| DARIN GRANT | ||||||
| 222 NEPONSET VALLEY PARKWAY | HYDE PARK | MA | 02136 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ELIANNY LOPEZ | ||||||
| 71 FANUEIL ST APT 207 | BRIGHTON | MA | 02135 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ERICK PERKINS JR | ||||||
| 587 BRIDGE ST APT 32 | N WEYMOUTH | MA | 02191 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ERIKA WORTHEN | ||||||
| 10 FRENCH ST | MATTAPAN | MA | 02126 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| HOPE WILLIAMS | ||||||
| 225 KENNEBEC STREET | HYDE PARK | MA | 02136 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JAKAI DISOLA | ||||||
| 217 COLUMBIA ROAD APT 3 | DORCHESTER | MA | 02121 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JAMARI MATHIS | ||||||
| 28 BALLOU AVE | DORCHESTER | MA | 02124 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JAMARI RIVERA | ||||||
| 56 BOWDION AVE 12 | DORCHESTER | MA | 02121 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| JAMES REDDING | ||||||
| 1 KEENAN RD | BRIGHTON | MA | 021352127 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JASMAR PATTERSON | ||||||
| 18 SPAULDING STREET | DORCHESTER | MA | 02125 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JASMIN MORA DIAZ | ||||||
| 431 MELNEA CASS BLVD 305 | BOSTON | MA | 02119 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JAYAH MORRIS | ||||||
| 266 MELNO STREET | BROCKTON | MA | 02301 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JENIH JEAN-MICHEL | ||||||
| 72 HOLLINGSWORTH STREET | MATTAPAN | MA | 02126 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JOMAR SUPREME | ||||||
| 486 BLUE HILL AVE APT 4 | DORCHESTER | MA | 02121 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| JULIANA KANE | ||||||
| 42 ARBOR CIRCLE UNIT A | GOFFSTOWN | NH | 03045 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| KAMARRI L JONES | ||||||
| 41 WEST ST APT 4 | HYDE PARK | MA | 02136 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| KAMAU WHITSEY | ||||||
| 40 MATTAKEESET ST | MATTAPAN | MA | 02126 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| KHALEAL GAMBLE | ||||||
| 23 JOHNSON STREET | TAUNTON | MA | 02780 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| KYRIEH SIMMONS | ||||||
| 529 ADAMS STREET APT 3 | DORCHESTER | MA | 02122 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| MARYAM BUHARI | ||||||
| 426 SOMERVILLE ST APT 209 | MANCHESTER | NH | 03103 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| MEEYA DRIVERS | ||||||
| 58 THOMPSON STREET | HYDE PARK | MA | 02136 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| MEKHI SMITH | ||||||
| 183 FOREST HILLS STREET APT 7 | BOSTON | MA | 02130 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| MICHAEL CUTTEN | ||||||
| PO BOX 16660 | HOOKSETT | NH | 03106 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| MOISELLE MORALES | ||||||
| 50 WILLIS STREET | DORCHESTER | MA | 02125 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| MONETSIS FIELDS-SANDERS | ||||||
| 64 GLENDALE STREET | DORCHESTER | MA | 02125 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| MORGAN GRACE | ||||||
| 16 MOUNT IDA ROAD | BOSTON | MA | 02122 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| NATHAN DECARVALHO | ||||||
| 72 FULLER STREET | DORCHESTER | MA | 02124 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| NEGIDECHUKWUANYA AGBA | ||||||
| 26 EASTWOOD CIRCLE | WEST ROXBURY | MA | 02132 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| RAMON PEREZ | ||||||
| 86 DUMMER ST | BROOKLINE | MA | 02446 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| REGGIE BRADLEY | ||||||
| 12 UNIVERSAL ROAD | ROXBURY | MA | 02119 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ROSAURY MORA GONZALEZ | ||||||
| 43 EDWIN STREET | BOSTON | MA | 02124 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| SAID CARDOSO | ||||||
| 26 SENATOR BOLLING CIRCLE | DORCHESTER | MA | 02124 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| SAMANTHA MCCARTHY | ||||||
| 31 HALL ROAD | LONDONDERRY | NH | 03053 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| SANIYAH WATSON | ||||||
| 1235 VFW PARKWAY APT 115 | WEST ROXBURY | MA | 02132 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| SARSWATI RAI | ||||||
| 632 SAND PIT ROAD | MASON | NH | 03048 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| SHAYLA MASSIAH | ||||||
| 9 BOW STREET APT 2 | TAUNTON | MA | 02780 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| SKYE PETRIE CAMERON | ||||||
| 45 BURNETT ST | JAMAICA PLAIN | MA | 02130 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| SOLE JENKINS | ||||||
| 88 BEECHLAND CIRCLE | ROSLINDALE | MA | 02131 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| TARENE CUNNINGHAM | ||||||
| 119 ALABAMA STREET | MATTAPAN | MA | 02126 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| TOREN ROBERSON | ||||||
| 24 ONEIDA AVE | BROCKTON | MA | 02301 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| TYLER HAYNES | ||||||
| 111 MT IDA RD | DORCHESTER | MA | 02122 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| WILDIE LAMONTHE | ||||||
| 103 MONUMENT ST | MEDFORD | MA | 02155 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| WILLIAM FINKLEA | ||||||
| 132 ROSSETER ST | BOSTON | MA | 02121 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| WILLIAM OMOREGIE | ||||||
| 72 WOODROW AVENUE | DORCHESTER | MA | 02124 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $5,000 |
| ZACHARIAH LIBERT | ||||||
| 227 RIVER STREET 205 | BOSTON | MA | 02126 | I | TO PROVIDE ACCESS TO HIGHER EDUCATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,031 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE MCCLELLAND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 RESERVOIR DR | AddressLine1Txt |
| City | SOUTHBOROUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01772 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $213,504 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $213,504 | FairMarketValueAmt |
| Received | 2025-02-14 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $290,906 | EOYBookValueAmt |
| EOYFMV | $387,173 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRANSACTION FEES | $3 | $0 | $0 | $0 |
| MISCELLANEOUS | $20 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 BALANCES DUE | CategoryTxt |
| Amt | $286 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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