GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION (EIN 56-2293792)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202521359349103572
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:02:17-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-14 | SignatureDt |
| 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 | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $12,013,203 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $194,473 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $194,473 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,121,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $357,743 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $730,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,186 | 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 | $24,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $73,740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,740 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,146 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $48,030 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $48,030 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,620 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,620 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,577 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $296,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,691,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,395,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$961,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $433,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,539,924 | CashBOYAmt |
| Cash EOY | $1,716,619 | CashEOYAmt |
| Cash EOYFMV | $1,716,619 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,296,144 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $356,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $356,787 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $384,656 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $937,758 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $946,694 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,727,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,291,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,222,278 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $694,725 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $670,598 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $652,909 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,814,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,519,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,117,916 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,457,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,492,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,013,203 | 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 | $9,758,665 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,793,738 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,457,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,492,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,457,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,492,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,457,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$961,727 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,496,085 | SubtotalAmt |
| Other Decreases | $3,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,492,885 | 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 | 2024-12-31 | $495,847 | $482,198 | $13,649 | $13,649 |
| LONG TERM TRANSACTIONS | P | 2024-12-31 | $3,616,613 | $3,281,452 | $335,161 | $335,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,743 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,649 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,022 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,022 | SubtotalAmt |
| Tax Based On Investment Income | $6,022 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $338 | EsPenaltyAmt |
| Tax Due | $6,360 | 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 | $60,175 | 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 | $10,899,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,454,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,354,185 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,354,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,153,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,022 | TotalTaxAmt |
| Distributable Before Adj | $651,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $651,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $651,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,395,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,395,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $651,672 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $725,388 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $904,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $477,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,018,353 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,050,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,176,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,395,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $651,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $743,328 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,919,854 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $725,388 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,194,466 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $904,577 | ExcessFromYear4Amt |
| Excess From Year3 | $477,795 | ExcessFromYear3Amt |
| Excess From Year2 | $4,018,353 | ExcessFromYear2Amt |
| Excess From Year1 | $2,050,413 | ExcessFromYear1Amt |
| Excess From Current Year | $743,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1FOR3ORG | ||||||
| 40 CLIFFE AVE | LEXINGTON | MA | 02420 | NONE | CHARITABLE | $100,000 |
| ACCESS INC | ||||||
| 1101 30TH ST NW STE 500 | WASHINGTON | DC | 20007 | NONE | CHARITABLE | $20,000 |
| ACLU OF MASSACHUSETTS | ||||||
| ONE CENTER PLAZA SUITE 8 | BOSTON | MA | 02108 | NONE | CHARITABLE | $10,000 |
| AFRICAN COMMUNITY EDUCATION | ||||||
| 51 GAGE STREET | WORCESTER | MA | 01605 | NONE | CHARITABLE | $12,500 |
| ALLIANCE OF FAMILIES FOR JUSTICE | ||||||
| 8W 126TH STREET 3RD FLO | NEW YORK | NY | 10027 | NONE | CHARITABLE | $30,000 |
| ALLUVIAL COLLECTIVE (THE) | ||||||
| PO BOX 99 | JACKSON | MS | 39205 | NONE | CHARITABLE | $25,000 |
| ALTERNATIVES FOR COMMUNITY & ENVIRO | ||||||
| 2201 WASHINGTON STREET S | ROXBURY | MA | 02119 | NONE | CHARITABLE | $15,000 |
| ART CONNECTION RI | ||||||
| 36 PARK PLACE 2 | PAWTUCKET | RI | 02860 | NONE | CHARITABLE | $5,000 |
| ARTEEAST INC | ||||||
| 320 7TH AVE 182 | BROOKLYN | NY | 11215 | NONE | CHARITABLE | $10,000 |
| ASLAN PROJECT (THE) | ||||||
| 1140 THIRD STREET NE SUI | WASHINGTON | DC | 20002 | NONE | CHARITABLE | $35,000 |
| BALTIMORE DESIGN SCHOOL | ||||||
| 1500 BARCLAY STREET | BALTIMORE | MD | 21202 | NONE | CHARITABLE | $50,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | CHARITABLE | $30,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||
| PO BOX 95216 | NEWTON | MA | 02495 | NONE | CHARITABLE | $20,000 |
| CONSERVATORY LAB FOUNDATION | ||||||
| 395 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NONE | CHARITABLE | $15,000 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | CHARITABLE | $40,000 |
| ETHIO GLOBAL ARTS INC | ||||||
| 6829 BONNIE RIDGE DR APT | BALTIMORE | MD | 21209 | NONE | CHARITABLE | $10,000 |
| ETHIOPIA EDUCATION INITIATIVES INC | ||||||
| 461 FIFTH AVENUE 17TH FL | NEW YORK | NY | 10017 | NONE | CHARITABLE | $40,000 |
| ETHIOPIAN ERITREAN SPECIAL NEEDS CO | ||||||
| 4600 WINDING STONE CIRCLE | OLNEY | MD | 20832 | NONE | CHARITABLE | $10,000 |
| FILM INDEPENDENT INC | ||||||
| 5670 WILSHIRE BLVD 9TH F | LOS ANGELES | CA | 90036 | NONE | CHARITABLE | $20,000 |
| FILMMAKERS COLABORATIVE INC | ||||||
| 6 EASTMAN PLACE 202 | MELROSE | MA | 02176 | NONE | CHARITABLE | $20,000 |
| FOUNDATION FOR MISSISSIPPI HISTORY | ||||||
| PO BOX 571 | JACKSON | MS | 39205 | NONE | CHARITABLE | $30,000 |
| FRACTURED ATLAS - DONKEY SADDLE PRO | ||||||
| PO BOX 55 | HARTSDALE | NY | 105300055 | NONE | CHARITABLE | $30,000 |
| FRIENDS OF FONDATION DE FRANCE | ||||||
| 31 WEST 34TH STREET 7TH | NEW YORK | NY | 10001 | NONE | CHARITABLE | $50,000 |
| FRIENDS OF MATENWA | ||||||
| 91 ABERDEEN AVENUE | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $30,000 |
| GREENROOTS | ||||||
| 90 EVERETT AVE SUITE 10 | CHELSEA | MA | 02150 | NONE | CHARITABLE | $15,000 |
| HIGHLANDER RESEARCH AND EDUCATION C | ||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | CHARITABLE | $30,000 |
| INDEPENDENT ARTS & MEDIA | ||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 941420442 | NONE | CHARITABLE | $15,000 |
| INTERFAITH PEACE-BUILDERS (IFPB) | ||||||
| PO BOX 73798 | WASHINGTON | DC | 20056 | NONE | CHARITABLE | $25,000 |
| INSTITUTE FOR PEACEABLE COMMUNITIES | ||||||
| 67 PLEASANT STREET 5 | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE | $25,000 |
| JUST VISION | ||||||
| 1835 7TH STREET NW 110 | WASHINGTON | DC | 20001 | NONE | CHARITABLE | $25,000 |
| L'ARCHE USA | ||||||
| 2475 SE LADD AVE SUITE 4 | PORTLAND | OR | 97214 | NONE | CHARITABLE | $20,000 |
| MAGNUM FOUNDATION | ||||||
| 59 EAST 4TH STREET 7W | NEW YORK | NY | 10003 | NONE | CHARITABLE | $45,000 |
| MARION INSTITUTE (THE) | ||||||
| 202 SPRING STREET | MARION | MA | 02738 | NONE | CHARITABLE | $15,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||
| 1300 W MOUNT ROYAL AVE | BALTIMORE | MD | 21217 | NONE | CHARITABLE | $30,000 |
| MESSERT ETHIOPIA | ||||||
| P O BOX 39541 | BALTIMORE | MD | 21212 | NONE | CHARITABLE | $10,000 |
| MIDDLE EAST CHILDRENS INST INC | ||||||
| 63 FOREST AVENUE SUITE 5 | LOCUST VALLEY | NY | 11560 | NONE | CHARITABLE | $20,000 |
| MYRIAD USA | ||||||
| 551 FIFTH AVENUE SUITE 2 | NEW YORK | NY | 10176 | NONE | CHARITABLE | $45,000 |
| NATIONAL ALLIANCE OF ARTISTS FROM H | ||||||
| 918 PENN WALLER ROAD | WILMINGTON ISLAND | GA | 31410 | NONE | CHARITABLE | $10,000 |
| PROJECT STEP INC | ||||||
| SYMPHONY HALL 301 MASSAC | BOSTON | MA | 02115 | NONE | CHARITABLE | $10,000 |
| RAW ART WORKS | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | CHARITABLE | $30,000 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | NONE | CHARITABLE | $25,000 |
| ROXBURY COMMUNITY COLLEGE FOUNDATIO | ||||||
| 1234 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | CHARITABLE | $40,000 |
| SERAJ LIBRARY PROJECT | ||||||
| 636 N HARVEY | OAK PARK | IL | 60302 | NONE | CHARITABLE | $15,000 |
| SIDA FAMILY FOUNDATION | ||||||
| 916 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | CHARITABLE | $52,500 |
| TEACHING FOR CHANGE | ||||||
| PO BOX 73038 | WASHINGTON | DC | 20056 | NONE | CHARITABLE | $20,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDAT | ||||||
| 100 MORRISSEY BLVD THIRD | BOSTON | MA | 02125 | NONE | CHARITABLE | $15,000 |
| URBAN REVIVAL INC | ||||||
| PO BOX 300107 | JAMAICA PLAIN | MA | 02130 | NONE | CHARITABLE | $30,000 |
| WAX AND GOLD | ||||||
| PO BOX 31374 | AMARILLO | TX | 79120 | NONE | CHARITABLE | $20,000 |
| WEGENE EITHIOPIAN FOUNDATION | ||||||
| PO BOX 11293 | MCLAREN | VA | 221029293 | NONE | CHARITABLE | $20,000 |
| WEST NEWTON CINEMA FOUNDATION INC | ||||||
| 1296 WASHINGTON STREET | WEST NEWTON | MA | 02465 | NONE | CHARITABLE | $35,000 |
| WOMEN ENCOURAGING EMPOWERMENT | ||||||
| 50 WALNUT AVE | REVERE | MA | 02151 | NONE | CHARITABLE | $30,000 |
| WORKERS DEFENSE PROJECT | ||||||
| 5604 MANOR RD | AUSTIN | TX | 78723 | NONE | CHARITABLE | $20,000 |
| XCEPTIONAL COMMUNICATIONS | ||||||
| 16 LOWER SAHLER MILL ROAD | OLIVEBRIDGE | NY | 12461 | NONE | CHARITABLE | $20,000 |
| YOUNG PEOPLES PROJECT | ||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,395,000 | 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 | $194,473 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $177,970 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $357,743 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $730,186 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,186 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,800 | Amt |
| Net Investment Income | $24,800 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $670,598 | EOYBookValueAmt |
| EOYFMV | $652,909 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $4,291,671 | EOYBookValueAmt |
| EOYFMV | $4,222,278 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $937,758 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $946,694 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,519,452 | $4,117,916 |
| ALTERNATIVES | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAID | Desc |
| Amt | $3,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| AMORTIZED PREMIUMS | $12,263 | $12,263 |
| BANK FEES | $30 | $30 |
| OFFICE EXPENSES | $8,968 | $8,968 |
| UTILITIES | $3,316 | $3,316 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $60,175 | $60,175 |
| OTHER PROFESSIONAL FEES | $10,010 | $10,010 |
| TAX PREPARATION FEES | $3,555 | $3,555 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $2,896 | $2,896 |
| MA FILING FEES | $250 | $250 |
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