2025-05-15T08:21:30-05:00 2024-12-31 043191789 MP PC ONE MONARCH PLACE SPRINGFIELD MA 01144 990PF 2024-01-01 026129666 MARGARET ANN GRINNELL CHARITABLE FOUNDATION MARG 6172269999 18 GRAY FARM ROAD MOUNT DESERT ME 04660 MARGARET ANN GRINNELL MANAGER 6172269999 2025-05-12 1 0 JOSE OLIVEIRA P00547597 4137391800 2024 2025-03-06 01:10:19Z X 398484 X X 10063 10063 2285 2285 2285 12348 12348 0 0 0 2800 1400 0 2248 2248 0 1332 0 0 6380 3648 0 55000 55000 61380 3648 55000 -49032 8700 128893 45805 45805 49945 65380 63920 131265 149886 247591 41168 41168 41168 351271 302239 398484 0 0 X 251935 251935 0 0 99336 50304 351271 302239 351271 302239 351271 -49032 0 302239 0 302239 CAPITAL GAINS DIVIDENDS P 2285 2285 2285 2285 121 0 121 0 121 0 0 0 0 0 0 121 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A MARGARET ANN GRINNELL CHARITABLE FO 6172269999 18 GRAY FARM ROAD MOUNT DESERT ME 04660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET ANN GRINNELL 18 GRAY FARM ROAD MOUNT DESERT ME 04660 TRUSTEE 2.00 0 0 0 JULIE MCVEIGH 410 CONCORD ROAD WESTON MA 02493 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 341699 116449 0 458148 0 0 458148 6872 451276 22564 22564 121 121 22443 0 22443 0 22443 55000 0 55000 22443 50140 2022 3423 0 55000 50140 3423 0 1437 0 0 0 0 0 0 0 0 21006 0 0 0 MARGARET ANN GRINNELL X A CLIMATE TO THRIVE PO BOX 726 MT DESERT ME 04660 GENERAL PURPOSE 500 ABBE MUSEUM 26 MOUNT DESERT ST BAR HARBOR ME 04609 GENERAL PURPOSE 2000 EQUITY MAINE FOUNDATION 511 CONGRESS STREET STE 107 PORTLAND ME 04101 GENERAL PURPOSE 1000 HEALTHY ACADIA 75 STATE STREET ELLSWORTH ME 04605 GENERAL PURPOSE 2000 IN HER PRESENCE 179 MECHANIC STREET WESTBROOK ME 04092 GENERAL PURPOSE 1500 INDIGO ARTS ALLIANCE 60 COVE STREET 101 PORTLAND ME 04101 GENERAL PURPOSE 1500 ISLAND READERS & WRITERS 264 MAIN STREET SOUTHWEST HARBOR ME 04679 GENERAL PURPOSE 500 MAINE ENVIRONMENTAL EDUCATION JUSTME FOR JUSTUS 31 WOODSIDE DRIVE BRUNSWICK ME 04011 GENERAL PURPOSE 2000 MAINE PEOPLE'S RESOURCE CENTER 565 CONGRESS ST 200 PORTLAND ME 04101 GENERAL PURPOSE 1000 NAACP 4805 MT HOPE DRIVE BALTIMORE MD 21215 GENERAL PURPOSE 500 OPEN TABLE MDI 116 COTTAGE STREET BAR HARBOR ME 04609 GENERAL PURPOSE 2000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 GENERAL PURPOSE 500 THE LAND & GARDEN PRESERVE MT DESERT ST SORRENTO ME 04677 GENERAL PURPOSE 1000 TIDES FOUNDATIONMOVEMENT 1012 TORNEY AVENUE SAN FRANCISCO CA 941291755 GENERAL PURPOSE 2000 LITMUS PRESS 925 BERGEN STREET SUITE 405 BROOKLYN NY 11238 GENERAL PURPOSE 5000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 GENERAL PURPOSE 1000 BOSTON UJIMA PROJECT INC PO BOX 300127 BOSTON MA 02130 GENERAL PURPOSE 1000 GREY FARM GIVING DAF 18 GRAY FARM ROAD MOUNT DESERT ME 04660 GENERAL PURPOSE 30000 55000 0 14 10063 14 2285 0 12348 0 12348 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2800 1400 0 PURSUANT TO SECTION 4942(A) OF THE INTERNAL REVENUE CODE, MARGARET ANN GRINNELL CHARITABLE FOUNDATION ELECTS TO APPLY EXCESS QUALIFYING DISTRIBUTIONS MADE DURING THE CURRENT TAX YEAR TO REDUCE THE UNDISTRIBUTED INCOME FROM THE PRIOR TAX YEAR. THIS ELECTION IS MADE IN ACCORDANCE WITH THE ADJUSTMENT PERIOD RULES AND THE CARRYOVER PROVISIONS AS OUTLINED IN THE IRS REGULATIONS. CORPORATE BONDS 65380 63920 MUTUAL FUNDS AT COST 149886 247591 PRI - RSF SOCIAL FINANCE 21168 21168 21168 PRI - CEI INVESTMENT NOTES, INC. 10000 10000 10000 PRI - HOMEWISE 10000 10000 10000 INVESTMENT ADVISOR FEES 2248 2248 0 DOMESTIC TAXES 1332 0 0