BECTON FAMILY FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BECTON FAMILY FOUNDATION TR (EIN 04-6834092)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-24
- IRS object ID
- 202410559349100101
- Schema version
- 2023v4.0
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-24T10:10:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853764752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAPPAS & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 GLADE RD | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046834092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JUSTIN W HEATTER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECT | BusinessNameControlTxt |
| Phone | 2397754466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 | AddressLine1Txt |
| City | HOMOSASSA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN W HEATTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2397754466 | PhoneNum |
| Signature | 2024-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUSTIN | PersonFirstNm |
| Person Last | HEATTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK PAPPAS CPA | PreparerPersonNm |
| PTIN | P01493325 | PTIN |
| Phone | 8172999999 | PhoneNum |
| Preparation | 2024-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,531,565 | 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 | $5,721 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,721 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,721 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $133,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,766 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $133,766 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $406,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $406,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $545,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $139,487 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,098 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,098 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,972 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,972 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,389 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $500,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $139,487 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,165,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,164,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,491,788 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,209,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,204,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,531,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,209,304 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,204,770 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,209,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,204,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,209,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,204,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,209,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,534 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,204,770 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,204,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BECTON DICKINSON AND COMPANY | P | 1997-04-10 | 2023-03-24 | $71,656 | $5 | $71,651 | $71,651 |
| BECTON DICKINSON AND COMPANY | P | 1997-04-10 | 2023-04-21 | $78,768 | $5 | $78,763 | $78,763 |
| BECTON DICKINSON AND COMPANY | P | 1997-04-10 | 2023-07-28 | $56,336 | $4 | $56,332 | $56,332 |
| BECTON DICKINSON AND COMPANY | P | 1997-04-10 | 2023-08-04 | $81,494 | $5 | $81,489 | $81,489 |
| BECTON DICKINSON AND COMPANY | P | 1997-04-10 | 2023-11-22 | $47,250 | $3 | $47,247 | $47,247 |
| BECTON DICKINSON AND COMPANY | P | 1997-04-10 | 2023-11-29 | $70,961 | $5 | $70,956 | $70,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $406,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,956 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,956 | SubtotalAmt |
| Tax Based On Investment Income | $6,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,544 | OverpaymentAmt |
| Applied To ES Tax | $1,544 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | JUSTIN W HEATTER | IndividualWithBooksNm |
| Phone | 2397754466 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6685 SOUTH BASSETT DRIVE | AddressLine1Txt |
| City | HOMOSASSA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34487 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN W HEATTER | ||||||||
| 6685 SOUTH BASSETT DRIVE | HOMOSASSA | FL | 34487 | TRUSTEE | 000.00 | $24,000 | $0 | $0 |
| HENRY P BECTON JR | ||||||||
| 9 MUSKETAQUID ROAD | CONCORD | MA | 01742 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LIZ BECTON-READ | ||||||||
| 76 13TH AVENUE SOUTH | NAPLES | FL | 34102 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JEAN BECTON BACON | ||||||||
| 1733 LAS CANOAS ROAD | SANTA BARBARA | CA | 93105 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CYNTHIA BECTON | ||||||||
| 20 JERSEY LANE | MANCHESTER | MA | 01944 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JEFFREY BECTON | ||||||||
| 94 FRENCH CAMP DRIVE | DEER ISLE | ME | 04627 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $9,097,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,321,625 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,321,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,181,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $459,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $459,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,956 | TotalTaxAmt |
| Distributable Before Adj | $452,134 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $452,134 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $452,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $505,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,134 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $102,633 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $452,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,866 | RemainingDistriFromCorpusAmt |
| Total Corpus | $155,499 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $155,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $102,633 | ExcessFromYear1Amt |
| Excess From Current Year | $52,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAGADUCE MUSIC | ||||||
| 49 SOUTH ST | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| BANK STREET GRADUATE SCHOOL OF EDUC | ||||||
| PO BOX 250865 | NEW YORK | NY | 10025 | PC | CONTRIBUTION TO ANNUAL FUND | $1,000 |
| BATES COLLEGE MUSEUM OF ART | ||||||
| 75 RUSSELL STREET | LEWISTON | ME | 04240 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| BERGEN COUNTY ANIMAL SHELTER | ||||||
| 100 UNITED LANE | TETERBORO | NJ | 07608 | PC | CONTRIBUTION TO GENERAL FUND | $8,000 |
| BIG BROTHERS BIG SISTERS OF NEW YOR | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | CONTRIBUTION TO GENERAL FUND | $750 |
| BLUE HILL FIRE COMPANY | ||||||
| PO BOX 1167 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| BLUE HILL HERITAGE TRUST | ||||||
| BOX 222 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR A SUMMER INTERN | $7,500 |
| BLUE HILL HERITAGE TRUST | ||||||
| BOX 222 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| BLUE HILL HERITAGE TRUST | ||||||
| BOX 222 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO INTERNSHIP FUND | $500 |
| BLUE HILL HERITAGE TRUST | ||||||
| BOX 222 | BLUE HILL | ME | 04614 | PC | TO ANNUAL FUND AND MT WALLAMATOGUS | $21,000 |
| BLUE HILL HISTORICAL SOCIETY | ||||||
| PO BOX 710 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $250 |
| BLUE HILL HISTORICAL SOCIETY | ||||||
| PO BOX 710 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| BLUE HILL PUBLIC LIBRARY | ||||||
| 5 PARKER POINT ROAD | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $6,000 |
| BLUE HILL PUBLIC LIBRARY | ||||||
| 5 PARKER POINT ROAD | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO SHELVING PROJECT | $5,000 |
| BOCA GRANDE HEALTH CLINIC FOUNDATIO | ||||||
| PO BOX 2340 | BOCA GRANDE | FL | 33921 | PC | CONTRIBUTION TO THE ANNUAL FUND | $2,500 |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | CONTRIBUTION TO GEMS PROGRAM | $10,000 |
| BRIDGES TO INDEPENDENCE | ||||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| CHASE EMERSON DEER ISLE LIBRARY | ||||||
| 17 MAIN STREET | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| COMMUNITY ARTS MUSIC ASSOCIATION | ||||||
| 2060 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 931011713 | PC | CONTRIBUTION FOR CONCERT SPONSORSHIP | $25,000 |
| COMPASSION AND CHOICES | ||||||
| PO BOX 485 | ETNA | NH | 03750 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| CONCORD ACADEMY | ||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | POF | CONTRIBUTION TO THE ANNUAL FUND | $5,000 |
| CONCORD ACADEMY | ||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | POF | CONTRIBUTION TO ANNUAL FUND | $500 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | POF | CONTRIBUTION TO THE ANNUAL FUND | $1,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| PO BOX 849168 | BOSTON | MA | 02284 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| DEERFIELD ACADEMY | ||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | PC | CONTRIBUTION TO THE ANNUAL FUND | $10,000 |
| DOWNEAST COMMUNITY PARTNERS | ||||||
| PO BOX 1107 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO ANNUAL FUND | $2,500 |
| DOWNEAST FAMILY YMCA | ||||||
| 32 MINES ROAD | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR 6TH & 7TH GR MEM | $5,000 |
| DRUG POLICY ALLIANCE | ||||||
| 131 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| EAST BLUE HILL PUBLIC LIBRARY | ||||||
| 9 CURTIS COVE ROAD | EAST BLUE HILL | ME | 04629 | PC | CONTRIBUTION TO THE CAPITAL CAMPAIGN | $5,000 |
| ENGINEERS WITHOUT BORDERS (MAINE) | ||||||
| PO BOX 66823 | FALMOUTH | ME | 04105 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| FAY SCHOOL | ||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| FENN SCHOOL | ||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | PC | CONTRIBUTION TO K. P. WHITE FUND | $250 |
| FIRST CONGREGATIONAL CHURCH OF BLUE | ||||||
| PO BOX 444 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO THE DOLLY FISHER FUN | $5,000 |
| FRIENDS IN ACTION | ||||||
| PO BOX 1446 | ELLSWORTH | ME | 04605 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| FRIENDS OF BLUE HILL BAY | ||||||
| PO BOX 1633 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| FRIENDS OF THE WELLESLEY FREE LIBRA | ||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | PC | CONTRIBUTION TO THE GENERAL FUND | $500 |
| GASPARILLA ISLAND CONSERVATION IMPR | ||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $2,500 |
| GEORGE STEVENS ACADEMY | ||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GSA FUND | $500 |
| GEORGE STEVENS ACADEMY | ||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO THE CAPITAL/ANNUAL | $35,000 |
| GEORGE STEVENS ACADEMY | ||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | CONTRIBUTION TO RUSTY DUYM FUND | $5,000 | |
| GFWC NAPLES WOMAN'S CLUB | ||||||
| PO BOX 662 | NAPLES | FL | 34105 | PC | CONTRIBUTION TO GENERAL FUND | $40,000 |
| GOOD SHEPHERD FOOD BANK | ||||||
| PO BOX 1807 | AUBURN | ME | 04211 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| GROTON SCHOOL | ||||||
| PO BOX 991 | GROTON | MA | 01450 | POF | CONTRIBUTION TO ANNUAL FUND | $500 |
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | ||||||
| PO BOX 518 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| HEALTHY ISLAND PROJECT | ||||||
| PO BOX 55 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ISLAND COMMUNITY CENTER | ||||||
| PO BOX 617 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ISLAND COMMUNITY CENTER | ||||||
| PO BOX 617 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ISLAND FOOD PANTRY | ||||||
| PO BOX 12 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ISLAND FOOD PANTRY | ||||||
| PO BOX 12 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ISLAND FOOD PANTRY | ||||||
| PO BOX 12 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| ISLAND HEALTH AND WELLNESS FOUNDATI | ||||||
| PO BOX 654 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| ISLAND INSTITUTE | ||||||
| PO BOX 654 | ROCKLAND | ME | 04841 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| JACKSON LABORATORY | ||||||
| PO BOX 254 | BAR HARBOR | ME | 04609 | PC | CONTRIBUTION TO GENERAL FUND | $17,000 |
| JOHANN FUST COMMUNITY LIBRARY FOUND | ||||||
| PO BOX 309 | BOCA GRANDE | FL | 33921 | PC | CONTRIBUTION TO GENERAL FUND | $2,500 |
| JONATHAN FISHER HOUSE | ||||||
| PO BOX 537 | BLUE HILL | ME | 04614 | PC | ANNUAL SUPPORT AND GRANT MATCH | $2,000 |
| KNEISEL HALL | ||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | PC | ANNUAL FUND AND VIDEOGRAPHER | $15,000 |
| KNEISEL HALL | ||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO VIOLA SCHOLARSHIP | $10,000 |
| KNEISEL HALL | ||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $7,000 |
| KSEA (KOLLEGEWIDGWOK SAILING EDUCA | ||||||
| PO BOX 368 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| KSEA (KOLLEGEWIDGWOK SAILING EDUCA | ||||||
| PO BOX 368 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $500 |
| KSEA (KOLLEGEWIDGWOK SAILING EDUCAT | ||||||
| PO BOX 368 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| KSEA (KOLLEGEWIDGWOK SAILING EDUCAT | ||||||
| PO BOX 368 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $2,000 |
| KSEA (KOLLEGEWIDGWOK SAILING EDUCAT | ||||||
| PO BOX 368 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR BEGINNING SAILORS | $5,000 |
| KSEA (KOLLEGEWIDGWOK SAILING EDUCAT | ||||||
| PO BOX 368 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| LIFEFLIGHT OF MAINE FOUNDATION | ||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | CONTRIBUTION TO GENERAL FUND | $15,000 |
| LIFEFLIGHT OF MAINE FOUNDATION | ||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| LIVE IT LEARN IT | ||||||
| 735 8TH STREET SE | WASHINGTON | DC | 20003 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| LOBERO THEATER FOUNDATION | ||||||
| 33 EAST CANNON PERDIDO ST | SANTA BARBARA | CA | 93101 | PC | CONTRIBUTION TO GHOSTLIGHT SOCIETY | $10,000 |
| MAINE CENTER FOR COASTAL FISHERIES | ||||||
| PO BOX 27 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| MAINE COAST HERITAGE TRUST | ||||||
| 1 BOWDOIN MILL ISLAND | TOPSHAM | ME | 04086 | PC | CONTRIBUTION FOR SUMMER INTERN | $5,000 |
| MAINE COAST HERITAGE TRUST | ||||||
| 1 BOWDOIN MILL ISLAND | TOPSHAM | ME | 04086 | PC | CONTRIBUTION FOR CAPITAL CAMPAIGN | $25,000 |
| MAINE COMMUNITY FOUNDATION | ||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||
| 100 KENSINGTON STREET | PORTLAND | ME | 04103 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE MUSEUM OF PHOTOGRAPHIC ARTS | ||||||
| 240 CONCORD STREET WEST | PORTLAND | ME | 04103 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| MAINE ORGANIC FARMERS AND GARDENERS | ||||||
| PO BOX 170 | UNITY | ME | 04988 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE PUBLIC BROADCASTING | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MEMORIAL AMBULANCE CORPS | ||||||
| PO BOX 387 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| MORY'S PRESERVATION INC | ||||||
| 306 YORK STREET | NEW HAVEN | CT | 06511 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $1,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||
| 3 WADE STREET | AUGUSTA | ME | 04430 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PC | CONTRIBUTION TO GENERAL FUND | $10,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $5,000 |
| NEW YORK WRITERS COALITION | ||||||
| 80 HANSON PLACE 604 | BROOKLYN | NY | 11217 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| NORTHERN LIGHT BLUE HILL | ||||||
| PO BOX 931 | BANGOR | ME | 04402 | PC | CONTRIBUTION FOR ANNUAL SUPPORT | $1,000 |
| NORTHERN LIGHT BLUE HILL | ||||||
| PO BOX 931 | BANGOR | ME | 04402 | PC | CONTRIBUTION TO GENERAL FUND | $15,000 |
| OCEANA | ||||||
| 1025 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | PC | CONTRIBUTION FOR SAILORS FOR THE SEA | $2,000 |
| OPERA HOUSE ARTS | ||||||
| PO BOX 56 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| OPIATE FREE ISLAND PARTNERSHIP | ||||||
| PO BOX 295 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| PAN MASS CHALLENGE (PMC) | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | CONTRIBUTION FOR THE 2023 PMC | $1,000 |
| PENINSULA AMBULANCE CORPS | ||||||
| PO BOX 834 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| PENINSULA AMBULANCE CORPS | ||||||
| PO BOX 834 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| PRATT INSTITUTE | ||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | PC | CONTRIBUTION TO GENERAL FUND | $250 |
| PRX | ||||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| REEL WORKS TEEN FILMMAKING | ||||||
| 540 PRESIDENT STREET SUIT | BROOKLYN | NY | 11215 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| TWO COLLEGE STREET | PROVIDENCE | RI | 02903 | EOF | CONTRIBUTION TO THE IND DESIGN DEPT | $500 |
| SANTA BARBARA CENTER FOR THE PERFOR | ||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | PC | TO SUPPORT PREMIER PATRONS SOCIETY | $10,000 |
| SHAW INSTITUTE | ||||||
| PO BOX 1652 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| SHAW INSTITUTE | ||||||
| PO BOX 1652 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $250 |
| SHAW INSTITUTE | ||||||
| PO BOX 1652 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| TILTON FUND INC | ||||||
| 75 NORHT MAIN STREET | DEERFIELD | MA | 01373 | PC | CONTRIBUTION TO CAPITAL CAMPAIGN | $500 |
| TOWN OF BLUE HILL | ||||||
| 18 UNION STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR PARK PLAYGROUND | $4,000 |
| TREE OF LIFE FOOD PANTRY | ||||||
| PO BOX 1329 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION FOR BACKPACKS/ANNUAL FU | $9,000 |
| UNIVERITY OF MAINE AT FARMINGTON | ||||||
| 111 SOUTH STREET | FARMINGTON | ME | 04938 | PC | CONTRIBUTION TO UMF FUND | $5,000 |
| WARING SCHOOL | ||||||
| 35 STANDLEY ST | BEVERLY | MA | 01915 | PC | CONTRIBUTION TO ANNUAL FUND | $10,000 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | POF | CONTRIBUTION TO BEACON CIRCLE SOCIET | $3,000 |
| YALE SAILING ASSOCIATION | ||||||
| 29 TOWER PARKWAY | NEW HAVEN | CT | 06511 | PC | CONTRIBUTION TO YALE SAILING | $500 |
| YALE SCHOOL OF ART | ||||||
| PO BOX 803 | NEW HAVEN | CT | 06511 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | CONTRIBUTION TO CLASS OF 1965 | $3,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | CONTRIBUTION TO GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,721 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $545,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $545,925 | 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 | $4,098 | Amt |
| Net Investment Income | $4,098 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,164,993 | EOYBookValueAmt |
| EOYFMV | $8,491,788 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| AGENCY FEES | $9,389 | $9,389 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & FEES | CategoryTxt |
| Amt | $7,972 | Amt |
| Net Investment Income | $7,972 | NetInvestmentIncomeAmt |