2024-05-13T08:17:25-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 043563155 Donald E Garrant Foundation Inc DONA 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 Denise Carbone VP/Treasurer/Director 7812460400 2024-05-10 1 Denise Carbone 999009999 1 Joseph R Byrne P01289281 2077752387 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 552069 X 15975 15321 15321 41509 126167 41509 72805 56830 0 0 0 5625 0 5625 3649 3649 0 35 0 35 9309 3649 5660 86983 86983 96292 3649 92643 -23487 53181 39916 13688 13688 15399 25659 25659 10000 9778 9902 327526 314287 452540 43895 49837 50280 436736 413249 552069 0 0 X 0 0 0 0 436736 413249 436736 413249 436736 413249 436736 -23487 0 413249 0 413249 Publicly Traded Securities 126167 84658 41509 41509 41509 739 0 739 0 739 0 0 0 0 0 13 752 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Denise Carbone 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert J DiBella 357 Main Street Wakefield MA 01880 President/Director 1.00 0 0 0 Denise Carbone 357 Main Street Wakefield MA 01880 Treasurer/Director 1.00 0 0 0 Therese Jarmusik 357 Main Street Wakefield MA 01880 Director 1.00 0 0 0 Raichelle L Kallery 357 Main Street Wakefield MA 01880 Director 1.00 0 0 0 Suzanne M Lamoureux 357 Main Street Wakefield MA 01880 Director 1.00 0 0 0 Mark J Simeola 357 Main Street Wakefield MA 01880 Director 1.00 0 0 0 NONE 0 NONE 0 0 516885 33403 0 550288 0 0 550288 8254 542034 27102 27102 739 739 26363 0 26363 0 26363 92643 0 92643 26363 27346 2021 13121 0 92643 27346 13121 0 26363 25813 0 0 25813 0 0 0 0 0 0 0 25813 25813 Robert J DiBella 357 Main Street PO Box 30 Wakefield MA 01880 7812460400 No specific form No specific deadlines Awards to area public schools in areas of banking, borrowing, investing, and economics. Awards will go to school department for specific projects and not to offset salaries. Wakefield Public Schools 60 Farm Street Wakefield MA 01880 PC Credit For Life Fair 13003 Methuen High School 1 Ranger Road Methuen MA 01844 PC Financial Literacy 1480 Lawrence Community Works 168 Newbury Street Lawrence MA 04841 PC Credit For Life Fair 20000 United Way of Massachusetts 9 Channel Ctr Ste 500 Boston MA 02210 PC Financial Literacy 50000 FitMoney 1188 Centre Street Newton MA 024591556 PC Financial Literacy 2500 86983 0 14 15321 18 41509 0 56830 0 56830 0 0 0 0 0 0 0 0 0 0 X X 1 The Savings Bank 357 Main Street Wakefield MA 01880 11500 X Accounting Fees 5625 0 5625 Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), Donald E. Garrant Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending December 31, 2021 in the amount of $13,121. 10000 Shr CITIGROUP INC 5.50% 10071 10048 10000 Shr FEDERAL HOME LOAN BANKS 4.60% 10000 9949 10000 Shr FEDERAL NATL MTG ASSN 2.50% 9844 9973 10000 Shr JACOBS ENGR GROUP INC 6.35% 9948 10444 10000 Shr SCHWAB CHARLES CORP 5.375% 9974 9866 120 Shr AFLAC INC 2107 9900 305 Shr AT&T INC 7216 5118 70 Shr ABBOTT LABORATORIES 8115 7705 55 Shr ABBVIE INC 1420 8523 55 Shr ALPHABET INC CL C 7069 7751 30 Shr AMGEN INC 4618 8641 80 Shr APPLE INC 2000 15402 105 Shr BRISTOL-MYERS SQUIBB CO 4015 5388 60 Shr CHEVRON CORP 5482 8950 300 Shr CISCO SYSTEMS INC 10120 15156 12 Shr COSTCO WHOLESALE CORP 1856 7921 60 Shr CROWDSTRIKE HOLDINGS INC 7574 15319 75 Shr WALT DISNEY CO 7399 6772 215 Shr DOW INC 10669 11791 20 Shr META PLATFORMS INC CL A 2840 7079 80 Shr GENERAL MILLS INC 5010 5511 60 Shr GENUINE PARTS CO 5846 8310 320 Shr HEALTHPEAK PPTYS INC 8115 6336 28 Shr HOME DEPOT INC 3086 9703 30 Shr HONEYWELL INTERNATIONAL INC 6087 6291 105 Shr INTERNATIONAL BUSINESS MACHINES 13144 17173 130 Shr ISHARES CORE S&P SMALL CAP 10027 14073 45 Shr JP MORGAN CHASE & CO 2512 7655 40 Shr JOHNSON AND JOHNSON 6359 6270 30 Shr MCDONALDS CORP 2844 8895 150 Shr METLIFE INC 7097 9920 50 Shr MICROSOFT CORP 11632 18802 85 Shr MORGAN STANLEY 7090 7926 50 Shr NESTLE S A SPONSORED ADR 3876 5793 70 Shr NEXTERA ENERGY INC 5067 4252 30 Shr PIONEER NATURAL RESOURCES 6396 6746 35 Shr PROCTER & GAMBLE CO 5312 5129 135 Shr QUALCOMM INC 10613 19525 100 Shr RAYTHEON TECHNOLOGIES CORP 9786 8414 90 Shr SOUTHERN COMPANY 4103 6311 95 Shr TJX COMPANIES INC 7496 8912 30 Shr UNITED PARCEL SERVICE CL B 3264 4717 15 Shr UNITEDHEALTH GROUP INC 6710 7897 275 Shr VANGUARD FTSE DEVELOPED MKTS EX-US 11082 13173 185 Shr VANGUARD EMERGING MARKETS 7158 7604 60 Shr VANGUARD REAL ESTATE ETF 5548 5302 145 Shr VERIZON COMMUNICATIONS INC 7479 5467 20 Shr VISA INC CL A 3901 5207 35 Shr WASTE MANAGEMENT INC 1058 6269 530 Shr WISDOMTREE MIDCAP DIVIDEND 17951 24216 285 Shr WISDOMTREE INTERNATIONAL HIGH DIV 9765 11084 65 Shr ZIMMER BIOMET HLDGS INC 7563 7911 35 Shr ACCENTURE PLC A 2572 12282 33 Shr TRANE TECHNOLOGIES PLC 6238 8048 9778 9902 0 0 State Filing Fees 35 0 35 Investment Management Fees 3649 3649 0