GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION (EIN 56-2293792)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349104167
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:45:57-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043252952 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN AND FOLAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 WOOD RD STE 105 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021842413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562293792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GENEVIEVE MCMILLAN-REBA STEWART | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 7815515900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WALPOLE STREET | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN E FEDELE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7815515900 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | FEDELE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SULLIVAN CPA | PreparerPersonNm |
| PTIN | P00053329 | PTIN |
| Phone | 7818496060 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,765,693 | 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 | $95,805 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $251,706 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $251,706 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $327,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,610,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $327,906 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $864,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $768,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $19,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $72,804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,804 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,307 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,659 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $59,659 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,180 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,180 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,469 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $319,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,700,335 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,700,335 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,019,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,700,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,155,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,776,243 | CashBOYAmt |
| Cash EOY | $1,539,924 | CashEOYAmt |
| Cash EOYFMV | $1,539,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $382,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,296,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,296,144 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,322,768 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $384,656 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $387,543 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,652,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,727,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,618,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,558,053 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $694,725 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $689,778 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,920,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,814,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,233,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,613,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,457,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,765,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,699,147 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,699,147 | CapitalStockEOYAmt |
| Retained Earning BOY | $11,913,879 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,758,665 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,613,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,457,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,613,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,457,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,613,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,155,214 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,457,812 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,457,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM TRANSACTIONS | P | 2023-12-31 | $2,973,514 | $3,037,576 | -$64,062 | -$64,062 |
| LONG TERM TRANSACTIONS | P | 2023-12-31 | $2,633,992 | $2,244,978 | $389,014 | $389,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $327,906 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,245 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,245 | SubtotalAmt |
| Tax Based On Investment Income | $6,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,045 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,045 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,200 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN E FEDELE | IndividualWithBooksNm |
| Phone | 7815515900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WALPOLE STREET | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020623318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KIBEBE GIZAW | |||||||||||
| 7825 GAMBRILL WOODS WAY | SPRINGFIELD | VA | 22153 | TRUSTEE | 000.00 | $96,000 | $0 | $0 | |||
| NANCY MURRAY | |||||||||||
| 204 ERIE STREET | CAMBRIDGE | MA | 02139 | TRUSTEE | 000.00 | $6,000 | $0 | $0 | |||
| ANNE-MARIE STEIN | |||||||||||
| 31 MADOC STREET | NEWTON | MA | 02459 | TRUSTEE | 000.00 | $6,000 | $0 | $0 | |||
| JOHN E FEDELE | |||||||||||
| 17 WALPOLE STREET | NORWOOD | MA | 020623318 | TRUSTEE | 000.00 | $6,000 | $0 | $0 | |||
| CATHERINE LALANNE GOBET | |||||||||||
| TRUSTEE | 000.00 | $6,000 | $0 | $0 | 2 RUE DE BUENOS-AIRES | PARIS | FR | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMBRIDGE TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 494 BOSTON POST ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT. | ServiceTypeTxt |
| Compensation | $65,274 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,483,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $839,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,323,192 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,323,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,123,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $656,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $656,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,245 | TotalTaxAmt |
| Distributable Before Adj | $649,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $649,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $649,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,700,335 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,700,335 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $649,922 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,504,147 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $725,388 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $904,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $477,795 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,018,353 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,630,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,700,335 | QualifyingDistributionsAmt |
| Applied To Current Year | $649,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,050,413 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,680,673 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,504,147 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,176,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $725,388 | ExcessFromYear4Amt |
| Excess From Year3 | $904,577 | ExcessFromYear3Amt |
| Excess From Year2 | $477,795 | ExcessFromYear2Amt |
| Excess From Year1 | $4,018,353 | ExcessFromYear1Amt |
| Excess From Current Year | $2,050,413 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1 FOR 3ORG | ||||||||
| 58 NORTH BORDER RD | WINCHESTER | MA | 01890 | NONE | CHARITABLE | $100,000 | ||
| A NEW WAY OF LIFE RE-ENTRY PROJECT | ||||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | CHARITABLE | $10,000 | ||
| ACLU OF MASSACHUSETTS | ||||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | NONE | CHARITABLE | $30,000 | ||
| AFRICAN COMMUNITY EDUCATION | ||||||||
| 484 MAIN ST 355 | WORCESTER | MA | 01608 | NONE | CHARITABLE | $10,000 | ||
| ALLIANCE OF FAMILIES FOR JUSTICE - | ||||||||
| 8W 126TH STREET 3RD FLO | NEW YORK | NY | 10027 | NONE | CHARITABLE | $30,000 | ||
| ALLUVIAL COLLECTIVE -YOUTH ENGAGEME | ||||||||
| PO BOX 99 | JACKSON | MS | 39205 | NONE | CHARITABLE | $25,000 | ||
| ARTE EAST | ||||||||
| 35-37 36TH ST 2ND FL | ASTORIA | NY | 11106 | NONE | CHARITABLE | $10,000 | ||
| CENTER FOR CONSTITUTIONAL RIGHTS - | ||||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | CHARITABLE | $25,000 | ||
| CENTER FOR DOCUMENTARY FILM - JMAL | ||||||||
| PO BOX 95216 | NEWTON CENTRE | MA | 02495 | NONE | CHARITABLE | $20,000 | ||
| CITY LIFEVIDA URBANA - OPERATING E | ||||||||
| PO BOX 300107 284 AMORY | JAMACIA PLAIN | MA | 02130 | NONE | CHARITABLE | $30,000 | ||
| FRACTURED ATLAS | ||||||||
| 5932 42ND AVE SW | SEATTLE | WA | 98136 | NONE | CHARITABLE | $27,000 | ||
| FRIENDS OF FONDATION DE FRANCE | ||||||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | NONE | CHARITABLE | $86,550 | 6TH FLOOR | |
| FRIENDS OF MATENWA | ||||||||
| 91 ABERDEEN AVENUE | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $30,000 | ||
| GREENROOTS INC | ||||||||
| 227 MARGINAL ST STE 1 | CHELSEA | MA | 02150 | NONE | CHARITABLE | $25,000 | ||
| HIGHLANDER RESEARCH AND EDUCATION | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | CHARITABLE | $30,000 | ||
| INSTITUTE FOR PEACEABLE COMMUNITIES | ||||||||
| 120 PULPIT HILL RD | AMHERST | MA | 01002 | NONE | CHARITABLE | $25,000 | UNIT 8 | |
| JACKSON STATE UNIVERSITY - MARGARET | ||||||||
| 1400 JOHN R LYNCH STREET | JACKSON | MS | 39217 | NONE | CHARITABLE | $30,000 | ||
| JUST VISION | ||||||||
| 1616 P ST NW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | $25,000 | STE 340 | |
| KING BAUDOUIN FOUNDATION | ||||||||
| 10 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | NONE | CHARITABLE | $15,000 | UNITED STATES | |
| L'ARCHE USA - IVORY COAST | ||||||||
| 2475 SE LADD AVE SUITE 4 | PORTLAND | OR | 97214 | NONE | CHARITABLE | $15,000 | ||
| MAGNUM FOUNDATION | ||||||||
| 547 W 27TH ST | NEW YORK | NY | 10001 | NONE | CHARITABLE | $20,000 | 4TH FLOOR | |
| MARION INSTITUTE | ||||||||
| 202 SPRING STREET | MARION | MA | 02738 | NONE | CHARITABLE | $20,000 | ||
| MASSACHUSETTS INSTITUTE OF TECHNOLO | ||||||||
| PO BOX 412926 | BOSTON | MA | 02241 | NONE | CHARITABLE | $30,000 | ||
| MEDHAM ORPHAN RELIEF FUND | ||||||||
| 1249 W MELROSE ST | CHICAGO | IL | 60657 | NONE | CHARITABLE | $20,000 | ||
| NEWARK MUSEUM OF ART - AFRICAN ART | ||||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | NONE | CHARITABLE | $20,000 | ||
| RAW ART WORKS | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | CHARITABLE | $30,000 | ||
| SOC OF ETHIOPIANS EST IN DIASPORA | ||||||||
| 1629 K STREET NW SUITE 3 | WASHINGTON | DC | 20006 | NONE | CHARITABLE | $10,000 | ||
| TEACHING FOR CHANGE - ZINN EDUCATIO | ||||||||
| PO BOX 73038 | WASHINGTON | DC | 20056 | NONE | CHARITABLE | $20,000 | ||
| THE ASLAN PROJECT | ||||||||
| 2000 MASSACHUSETTS AVENW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | $35,000 | SUITE 100 | |
| U OF MASSACHUSETTS FOUNDATION INC | ||||||||
| 100 MORRISSEY BLVD THIRD | BOSTON | MA | 02125 | NONE | CHARITABLE | $15,000 | ||
| AFRICAN COMMUNITIES PUBLIC HEALTH | ||||||||
| 5757 WEST CENTURY BLVD | LOS ANGELES | CA | 90045 | NONE | CHARITABLE | $5,000 | SUITE 600 | COALITION |
| ALTERNATIVES FOR CUMMUNITY | ||||||||
| 2201 WASHINGTON ST | ROXBURY | MA | 02119 | NONE | CHARITABLE | $15,000 | SUITE 302 | & ENVIRONMENT |
| AMERICAN FRIEDS OF LE KORSA INC | ||||||||
| 88 BEACON ROAD | BETHANY | CT | 06524 | NONE | CHARITABLE | $25,000 | ||
| BOWIE STATE UNIVERSITY | ||||||||
| 14000 JERICHO PARK ROAD | BOWIE | MD | 20715 | NONE | CHARITABLE | $300,000 | ||
| COOPERATION JACKSON OF MS INC | ||||||||
| PO BOX 1932 | JACKSON | MS | 39215 | NONE | CHARITABLE | $10,000 | ||
| DOCUMENTARY EDUCATIONAL RESOURCES | ||||||||
| 108 WATER STREET | WATERTOWN | MA | 02472 | NONE | CHARITABLE | $20,000 | UNIT 5A | |
| EDUCATION FOR ETHIOPIA | ||||||||
| 670 5TH AVENUE | SANFRANCISCO | CA | 94118 | NONE | CHARITABLE | $230,000 | ||
| ETHIOPIA EDUCATION INITIATIVES INC | ||||||||
| 461 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | CHARITABLE | $40,000 | 17TH FLOOR | |
| FOUNDATION FOR MISSISSIPPT HISTORY | ||||||||
| PO BOX 571 | JACKSON | MS | 39205 | NONE | CHARITABLE | $30,000 | ||
| FREEDOM READS | ||||||||
| 2666 STATE STREET | HAMDEN | CT | 06517 | NONE | CHARITABLE | $30,000 | ||
| FRESHGRASS PUBLIC FOUNDATION | ||||||||
| 130 JANE STREET | NEW YORK | NY | 10014 | NONE | CHARITABLE | $10,000 | SUITE 5J | |
| INTERFAITH PEACE-BUILDERS | ||||||||
| PO BOX 73798 | WASHINGTON | DC | 20056 | NONE | CHARITABLE | $25,000 | ||
| INDEPENDENT ARTS & MEDIA | ||||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 94142 | NONE | CHARITABLE | $10,000 | ||
| MASSACHUSETTS COLLEGE OF ARTS | ||||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | CHARITABLE | $250,000 | AND DESIGN | |
| POSITIVE PRODUCTION INC | ||||||||
| 2714 GEORGIA AVE NW | WASHINGTON | DC | 20001 | NONE | CHARITABLE | $50,000 | ||
| PROJECT STEP INC | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | CHARITABLE | $7,500 | SYMPHONY HALL | |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | NONE | CHARITABLE | $20,000 | ||
| SHAW UNIVERSITY | ||||||||
| 118 E SOUTH STREET | RALEIGH | NC | 27601 | NONE | CHARITABLE | $300,000 | ||
| SIDA FAMILY FOUNDATION | ||||||||
| 916 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | CHARITABLE | $132,600 | ||
| SOLUTIONS AT WORK | ||||||||
| 1151 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $25,000 | ||
| WORKERS DEFENSE PROJECT | ||||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | NONE | CHARITABLE | $20,000 | ||
| XAVIER UNIVERSITY OF LOUISIANA | ||||||||
| 1 DREXEL DRIVE | NEW ORLEANS | LA | 70125 | NONE | CHARITABLE | $300,000 | BOX 66 | |
| YOUNG PEOPLE'S PROJECT | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE | $25,000 | ||
| FITCHBURG ART MUSEUM | ||||||||
| 185 ELM STREET | FITCHBURG | MA | 01420 | NONE | CHARITABLE | $1,350 | ||
| MOTOR HOUSE GALLERY AND | ||||||||
| 120 WEST NORTH AVE | BALTIMORE | MD | 21201 | NONE | CHARITABLE | $335 | ARTIST RESIDENCE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,700,335 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $251,706 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $188,923 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $327,906 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $768,535 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $768,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | GENEVIEVE MCMILLAN LIVING TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O K GIZAW | AddressLine1Txt |
| Address Line2 | 7825 GAMBRILL WOODS WAY | AddressLine2Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $95,805 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AFRICAN OBJECTS PHOTOGRAPHY | $1,350 | 2023-06-15 |
| 1 | ACRYLIC | $335 | 2023-10-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,800 | Amt |
| Net Investment Income | $19,800 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $694,725 | EOYBookValueAmt |
| EOYFMV | $689,778 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $4,727,825 | EOYBookValueAmt |
| EOYFMV | $4,618,571 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $384,656 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $387,543 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,682,449 | $4,107,114 |
| MORTGAGE BACKED SECURITIES | AT COST | ||
| ALTERNATIVES | AT COST | $132,089 | $126,619 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL ESTIMATED TAXES | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| AMORTIZED PREMIUMS | $20,409 | $20,409 |
| BANK FEES | $242 | $242 |
| OFFICE EXPENSES | $9,875 | $9,875 |
| WC INSURANCE | $76 | $76 |
| UTILITIES | $3,811 | $3,811 |
| BUSINESS OWNERS INS | $1,056 | $1,056 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $65,274 | $65,274 |
| OTHER PROFESSIONAL FEES | $4,000 | $4,000 |
| TAX PREPARATION FEES | $3,530 | $3,530 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $4,307 | Amt |
| Net Investment Income | $4,307 | NetInvestmentIncomeAmt |
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