2025-03-20T17:25:33-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2024-01-01 043563155 Donald E Garrant Foundation Inc DONA 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 Denise Carbone Director/Treasurer 7812460400 2025-03-17 1 1 Melissa Magoon CPA P01712842 2077752387 2025-03-17 2024 2025-03-06 01:10:19Z X 585332 X 0 X 16131 16131 36073 126761 36073 52204 52204 0 0 0 6580 0 6580 4306 4306 0 1797 0 35 12683 4306 6615 27859 27859 40542 4306 34474 11662 47898 13688 54453 54453 25659 29069 29069 9778 0 0 314287 266780 426507 49837 74609 75303 413249 424911 585332 0 0 X 0 0 0 0 413249 424911 413249 424911 413249 424911 413249 11662 0 424911 0 424911 Publicly Traded Securities 126761 90688 36073 36073 36073 666 0 666 0 666 760 0 0 0 760 0 94 94 0 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 Denise Carbone 357 Main Street Wakefield MA 01880 Treasurer/Director 1.00 0 0 0 Cam Garrant 357 Main Street Wakefield MA 01880 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 Mark J Simeola 357 Main Street Wakefield MA 01880 Director 1.00 0 0 0 Robert J DiBella 357 Main Street Wakefield MA 01880 Past President/Director 1.00 0 0 0 NONE 0 NONE 0 0 537543 45807 0 583350 0 0 583350 8750 574600 28730 28730 666 666 28064 0 28064 0 28064 34474 0 34474 28064 0 0 25813 25813 34474 0 0 0 28064 6410 0 0 32223 0 0 0 0 0 0 0 32223 25813 6410 Denise Carbone 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. Boston Debate League 1542 Tremont St Boston MA 02120 PC Financial Literacy 5000 Breaktime United Inc 170 Portland St Boston MA 02114 PC Financial Literacy 10000 Community Day Charter Public School 73 Prospect St Lawrence MA 01841 PC Financial Literacy 7000 Student Financial Education Initiatives Inc 107 Old Farm Road North Andover MA 01845 PC Financial Literacy 5000 Methuen High School 1 Ranger Rd Methuen MA 01844 PC Financial Literacy 859 27859 0 14 16131 18 36073 0 52204 0 52204 0 0 0 0 0 0 0 0 0 0 Accounting Fees 6580 0 6580 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 AMGEN INC 5.25% 3/02/2025 10004 10005 10000 Shr CITIGROUP INC 5.50% 10036 10040 10000 Shr JACOBS ENGR GROUP INC 6.35% 9957 10411 10000 Shr MARATHON OIL CORP 4.40% 9720 9896 15 Shr MARRIOTT INTL INC 5.75% 15032 15030 10000 Shr PNC FINL SVCS GROUP INC 6.0% 9869 9983 10000 Shr SCHWAB CHARLES CORP 5.375% 9991 9938 70 Shr AFLAC INC 1229 7241 235 Shr AT&T INC 5430 5351 55 Shr ABBOTT LABORATORIES 6376 6221 35 Shr ABBVIE INC 904 6220 35 Shr ACCENTURE PLC A 2572 12313 45 Shr ALPHABET INC CL C 5656 8570 20 Shr AMGEN INC 3078 5213 70 Shr APPLE INC 1750 17529 20 Shr BERKSHIRE HATHAWAY INC B 8297 9066 40 Shr CHEVRON CORP 2898 5794 300 Shr CISCO SYSTEMS INC 10120 17760 9 Shr COSTCO WHOLESALE CORP 1392 8246 50 Shr CROWDSTRIKE HOLDINGS INC 6312 17108 8 Shr ELI LILLY & CO 6326 6176 34 Shr EXXON MOBIL CORP 3120 3657 75 Shr WALT DISNEY CO 7399 8351 11 Shr META PLATFORMS INC CL A 1290 6441 65 Shr GENERAL MILLS INC 4070 4145 60 Shr GENUINE PARTS CO 5846 7006 320 Shr HEALTHPEAK PPTYS INC 8115 6486 23 Shr HOME DEPOT INC 2535 8947 30 Shr HONEYWELL INTERNATIONAL INC 6087 6777 70 Shr INTERNATIONAL BUSINESS MACHINES 8621 15388 130 Shr ISHARES CORE S&P SMALL CAP 10027 14979 45 Shr JP MORGAN CHASE & CO 2233 9588 13 Shr LINDE PLC 5661 5443 20 Shr MCDONALDS CORP 1896 5798 95 Shr METLIFE INC 4453 7779 50 Shr MICROSOFT CORP 9217 16860 85 Shr MORGAN STANLEY 5839 8800 50 Shr NESTLE S A SPONSORED ADR 3876 4131 70 Shr NEXTERA ENERGY INC 5067 5018 25 Shr PROCTER & GAMBLE CO 3794 4191 70 Shr QUALCOMM INC 4416 10753 70 Shr RAYTHEON TECHNOLOGIES CORP 6850 8100 90 Shr SOUTHERN COMPANY 4103 7409 10 Shr THERMO FISHER SCIENTIFIC INC 5276 5202 70 Shr TJX COMPANIES INC 5524 8457 15 Shr UNITEDHEALTH GROUP INC 6710 7588 275 Shr VANGUARD FTSE DEVELOPED MKTS EX-US 11082 13151 185 Shr VANGUARD EMERGING MARKETS 7158 8147 60 Shr VANGUARD REAL ESTATE ETF 5548 5345 110 Shr VERIZON COMMUNICATIONS INC 5554 4399 20 Shr VISA INC CL A 3901 6321 35 Shr WASTE MANAGEMENT INC 1058 7063 530 Shr WISDOMTREE MIDCAP DIVIDEND 17951 27014 285 Shr WISDOMTREE INTERNATIONAL HIGH DIV 9765 10767 35 Shr ZOETIS INC 6048 5703 23 Shr TRANE TECHNOLOGIES PLC 4350 8495 Investment Management Fees 4306 4306 0 Taxes Paid 1797 0 35