GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION (EIN 56-2293792)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349102326
- Schema version
- 2021v4.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:20:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-06-28 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SULLIVAN CPA | PreparerPersonNm |
| PTIN | P00053329 | PTIN |
| Phone | 7818496060 | PhoneNum |
| Preparation | 2022-06-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,715,965 | 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 | $151,412 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $90,139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90,139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $564,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,875,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $564,401 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,246 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $937,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $782,411 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $26,957 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,957 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $55,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,138 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,246 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,798 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $133,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $953,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $953,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,086,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $953,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $649,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,171,711 | CashBOYAmt |
| Cash EOY | $1,324,872 | CashEOYAmt |
| Cash EOYFMV | $1,324,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $327,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,785 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $793,451 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $791,751 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $848,452 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,635,452 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,345,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,459,370 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,142,369 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,117,182 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,140,521 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $583,911 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $655,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $672,966 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $306 | OtherAssetsBOYAmt |
| Total Assets BOY | $7,654,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,504,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,715,965 | 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 | $5,955,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,805,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,654,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,504,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,654,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,504,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,654,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,505,087 | SubtotalAmt |
| Other Decreases | $306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,504,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST COVERED | P | $285,494 | $283,530 | $1,964 | $1,964 |
| ST NONCOVERED | P | $27 | $24 | $3 | $3 |
| LT COVERED | P | $1,247,127 | $717,730 | $529,397 | $529,397 |
| LT 28% COVERED | P | $19,849 | $18,663 | $1,186 | $1,186 |
| LT NONCOVERED | P | $303,529 | $290,751 | $12,778 | $12,778 |
| LT 28% NONCOVERED | P | $120 | $110 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $564,401 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,163 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,025 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,025 | SubtotalAmt |
| Tax Based On Investment Income | $9,025 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $11,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $169 | EsPenaltyAmt |
| Overpayment | $2,106 | OverpaymentAmt |
| Applied To ES Tax | $2,106 | AppliedToESTaxAmt |
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 | 1.00 | $4,000 | $0 | $0 | |||
| NANCY MURRAY | |||||||||||
| 204 ERIE STREET | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | $4,000 | $0 | $0 | |||
| ANNE-MARIE STEIN | |||||||||||
| 31 MADOC STREET | NEWTON | MA | 02459 | TRUSTEE | 1.00 | $4,000 | $0 | $0 | |||
| JOHN E FEDELE | |||||||||||
| 17 WALPOLE STREET | NORWOOD | MA | 020623318 | TRUSTEE | 1.00 | $4,000 | $0 | $0 | |||
| CATHERINE LALANNE GOBET | |||||||||||
| TRUSTEE | 1.00 | $4,000 | $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 | $55,138 | 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 | $8,297,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,546,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,844,512 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,844,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,696,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $484,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $484,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,025 | TotalTaxAmt |
| Distributable Before Adj | $475,817 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $475,817 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $475,817 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $953,612 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $953,612 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $475,817 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $525,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $577,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,504,147 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $725,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $904,577 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,236,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $953,612 | QualifyingDistributionsAmt |
| Applied To Current Year | $475,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $477,795 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,714,503 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $525,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,189,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $577,125 | ExcessFromYear4Amt |
| Excess From Year3 | $1,504,147 | ExcessFromYear3Amt |
| Excess From Year2 | $725,388 | ExcessFromYear2Amt |
| Excess From Year1 | $904,577 | ExcessFromYear1Amt |
| Excess From Current Year | $477,795 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 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 | $70,000 | ||
| 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 | $25,000 | ||
| ART CONNECTION RI | ||||||||
| 36 PARK PL | PAWTUCKET | RI | 02860 | NONE | CHARITABLE | $15,000 | NO 2 | |
| ART CONNECTION RI | ||||||||
| 36 PARK PL | PAWTUCKET | RI | 02860 | NONE | CHARITABLE | $15,810 | NO 2 | |
| ARTE EAST | ||||||||
| 35-37 36TH ST 2ND FL | ASTORIA | NY | 11106 | NONE | CHARITABLE | $10,000 | ||
| BALTIMORE DESIGN SCHOOL | ||||||||
| 1500 BARCLAY ST | BALTIMORE | MD | 21202 | NONE | CHARITABLE | $50,000 | ||
| BI-NATIONAL ARTS INSTITUTE | ||||||||
| POBOX 107 | DOUGLAS | AZ | 85608 | NONE | CHARITABLE | $10,000 | ||
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||
| 1300 SOLDIERS FIELD RD | BOSTON | MA | 02135 | NONE | CHARITABLE | $20,000 | SUITE 4 | |
| CHARLES DREW UNIVERSITY | ||||||||
| 1731 E120TH ST | LOS ANGELES | CA | 90059 | NONE | CHARITABLE | $30,000 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | CHARITABLE | $15,000 | 16TH FLOOR | |
| EDUCATION FOR ETHIOPIA | ||||||||
| 870 MARKET ST | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE | $30,000 | SUITE 645 | |
| EYEWITNESS PALESTINE | ||||||||
| PO BOX 73798 | WASHINGTON | DC | 20056 | NONE | CHARITABLE | $25,000 | ||
| FITCHBURG ART MUSEUM | ||||||||
| 185 ELM STREET | FITCHBURG | MA | 01420 | NONE | CHARITABLE | $50,000 | ||
| FITCHBURG ART MUSEUM | ||||||||
| 185 ELM STREET | FITCHBURG | MA | 01420 | NONE | CHARITABLE | $3,150 | ||
| FRACTURED ATLAS | ||||||||
| 5932 42ND AVE SW | SEATTLE | WA | 98136 | NONE | CHARITABLE | $25,000 | ||
| FRIENDS OF FONDATION DE FRANCE | ||||||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | NONE | CHARITABLE | $56,782 | 6TH FLOOR | |
| FRIENDS OF MATENWA | ||||||||
| 91 ABERDEEN AVENUE | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $20,000 | ||
| GREENROOTS INC | ||||||||
| 227 MARGINAL ST STE 1 | CHELSEA | MA | 02150 | NONE | CHARITABLE | $20,000 | ||
| 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 | |
| INTERNATIONAL MEDICAL ALLIANCE | ||||||||
| 547 S DAVID LANE | KNOXVILLE | TN | 37922 | 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 | $54,820 | UNITED STATES | |
| 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 | ||
| MEDHEN ORPHAN RELIEF FUND | ||||||||
| 1249 W MELROSE ST | CHICAGO | IL | 60657 | NONE | CHARITABLE | $30,000 | ||
| RAW ART WORKS | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | CHARITABLE | $25,000 | ||
| SERVE GLOBAL INC | ||||||||
| 914 SILVER SPRING AVE | SILVER SPRING | MD | 20910 | NONE | CHARITABLE | $20,000 | ||
| SOLUTIONS AT WORK INC | ||||||||
| 1151 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $24,050 | ||
| THE ASLAN PROJECT | ||||||||
| 2000 MASSACHUSETTS AVENW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | $30,000 | SUITE 100 | |
| THE ASLAN PROJECT | ||||||||
| 2000 MASSACHUSETTS AVENW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | $4,000 | SUITE 100 | |
| THE CITY SCHOOL | ||||||||
| 614 COLUMBIA RD R | DORCHESTER | MA | 02125 | NONE | CHARITABLE | $20,000 | ||
| UNION DOCS | ||||||||
| 322 UNION AVE | BROOKLYN | NY | 11211 | NONE | CHARITABLE | $10,000 | ||
| UNIVERSITY OF MASSACHUSETTS BOSTON | ||||||||
| 100 WILLIAM T MORRISEY | BOSTON | MA | 02125 | NONE | CHARITABLE | $10,000 | ||
| UNRWA USA | ||||||||
| 1875 CONNETICUT AVE NW | WASHINGTON | DC | 20009 | NONE | CHARITABLE | $30,000 | 10TH FLOOR | |
| YOUNG PEOPLE'S 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 | $953,612 | 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 | $90,139 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $127,871 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $564,401 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $3,246 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $785,657 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $785,657 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| GENEVIEVE MCMILLAN LIVING TRUST | ||||||||
| 1 | C/O K GIZWA | 7825 GAMBRILL WOODS WAY | SPRINGFIELD | VA | 22153 | $22,960 | Yes (X) | |
| GENEVIEVE MCMILLAN LIVING TRUST | ||||||||
| 2 | C/O K GIZWA | 7825 GAMBRILL WOODS WAY | SPRINGFIELD | VA | 22153 | $128,452 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ZACHRISSION/YRIZARRY WORKS | $3,150 | 2021-04-01 |
| 1 | ART BY ARTISTS | $15,810 | 2021-07-01 |
| 1 | ACRYLIC ON CANVAS, RS 157 | $4,000 | 2021-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PREPARATION FEE | $3,557 | $3,557 |
| ACCOUNTING FEES | $23,400 | $23,400 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,117,182 | EOYBookValueAmt |
| EOYFMV | $2,140,521 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $2,345,230 | EOYBookValueAmt |
| EOYFMV | $4,459,370 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $791,751 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $848,452 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $263,779 | $269,168 |
| MORTGAGE BACKED SECURITIES | AT COST | $200,000 | $198,240 |
| ALTERNATIVES | AT COST | $192,181 | $205,557 |
| ROUNDING | AT COST | $1 | $1 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL ESTIMATED TAXES | Desc |
| BOY Book Value | $306 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN OTHER ASSETS | Desc |
| Amt | $306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| AMORTIZED PREMIUMS | $26,887 | $26,887 |
| BANK FEES | $54 | $54 |
| OFFICE EXPENSES | $281 | $281 |
| DUE & SUBSCRIPTIONS | $159 | $159 |
| WEBSITE COSTS | $417 | $417 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,246 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $55,138 | Amt |
| Net Investment Income | $55,138 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $3,246 | $3,246 |
| MA FILING FEE |
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