HANNAFORD CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HANNAFORD CHARITABLE FOUNDATION (EIN 01-0483892)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-02
- IRS object ID
- 202400939349100615
- Schema version
- 2023v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-02T10:56:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 010483892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hannaford Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANN | BusinessNameControlTxt |
| Phone | 2078852223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1000 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041045005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Forester | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2078852223 | PhoneNum |
| Signature | 2024-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | Forester | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2024-03-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,041,952 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,190,377 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,335 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,293,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,178 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,178 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $947,432 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,342,432 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $968,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,361,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $325,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $143,262 | CashBOYAmt |
| Cash EOY | $88,427 | CashEOYAmt |
| Cash EOYFMV | $88,427 | CashEOYFMVAmt |
| Corporate Stock BOY | $814,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $900,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $900,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,061 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,915 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,008,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,041,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,041,952 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $620,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $225,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $620,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $225,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $388,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $816,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $388,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $816,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,008,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,041,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $388,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $325,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $103,411 | OtherIncreasesAmt |
| Subtotal | $816,952 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $816,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $118,422 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,087 | CostOrOtherBasisAmt |
| Gain Or Loss | $88,335 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $88,335 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,335 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $177 | OverpaymentAmt |
| Applied To ES Tax | $177 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | hannaford.com/about-us/hannaford-helps/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tammy Hansen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078852223 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1000 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041045005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Julie Libby | ||||||||
| PO Box 1000 | Portland | ME | 04104 | Director | 0.50 | $0 | $0 | $0 |
| Andrea Nickerson | ||||||||
| PO Box 1000 | Portland | ME | 04104 | Director | 0.50 | $0 | $0 | $0 |
| Peter Forester | ||||||||
| PO Box 1000 | Portland | ME | 04104 | President | 0.50 | $0 | $0 | $0 |
| Nicole Lewis | ||||||||
| PO Box 1000 | Portland | ME | 04104 | Vice President | 0.50 | $0 | $0 | $0 |
| Todd Bullen | ||||||||
| PO Box 1000 | Portland | ME | 04104 | Treasurer | 0.50 | $0 | $0 | $0 |
| Chip Leighton | ||||||||
| PO Box 1000 | Portland | ME | 04104 | Treasurer (end 3/2023) | 0.50 | $0 | $0 | $0 |
| Tammy Hansen | ||||||||
| PO Box 1000 | Portland | ME | 04104 | Secretary | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $924,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,078,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,078,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,061,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,423 | TotalTaxAmt |
| Distributable Before Adj | $51,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,361,022 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,361,022 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,053,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,196,998 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,214,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,227,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,159,927 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,851,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,361,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,309,348 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,161,092 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,053,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,107,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,196,998 | ExcessFromYear4Amt |
| Excess From Year3 | $1,214,275 | ExcessFromYear3Amt |
| Excess From Year2 | $1,227,383 | ExcessFromYear2Amt |
| Excess From Year1 | $1,159,927 | ExcessFromYear1Amt |
| Excess From Current Year | $1,309,348 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Tammy Hansen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1000 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2078852223 | RecipientPhoneNum |
| Recipient Email Address | hannafordcharitablefoundation@hannaford.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Organizations interest in applying for funding may access the application at the following web address: www.hannaford.com/about-us/hannaford-helps/charitable-foundation Completed applications should be submitted to the address and contact listed above. Applicants should be prepared to provide the following materials with their proposals: a narrative of the proposal, including its goals, social impact, need, budget, and sustainability; a description of the organization seeking funding, including a brief history of its operations and funding; copies of the applicant's operating budget, 501(c)(3) IRS Determination Letter, and the most recent Form 990; verification of the application's current exempt status; and a letter of agreement between the applicant and any collaborating organization on the proposal (if applicable). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | The Foundation considers applications as they are received. | SubmissionDeadlinesTxt |
| Restrictions On Awards | To apply to the Hannaford Charitable Foundation, your program or organization must: have an active and responsible board of trustees; exhibit ethical publicity methods and solicitation of funds; provide for an appropriate audit to reveal income and disbursements in reasonable detail; demonstrate long-term financial viability; and be a qualified tax-exempt organization. The Foundation will prioritize proposals that focus on food, education, and/or health related causes. The Foundation generally does not support individuals, political organizations, fraternal or religious institutions, or private foundations. Grants are not intended to fund operating budgets, scholarships, or public schools. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIO Food and Energy Assistance | |||||||
| PO Box 113 | Rockland | ME | 04841 | N/A | PC | General Operating Support | $20,000 |
| Bangor Region YMCA | |||||||
| 17 Second Street | Bangor | ME | 04401 | N/A | PC | General Operating Support | $200,000 |
| Betty C Ketchum Foundation (aka MWV Adult Day Center) | |||||||
| 987 East Main Street | Center Conway | NH | 03813 | N/A | POF | General Operating Support | $10,000 |
| Boys and Girls Club of Augusta Maine (fbo Augusta Teen Center) | |||||||
| 22 Armory Street | Augusta | ME | 04330 | N/A | PC | General Operating Support | $50,000 |
| Capital District YMCA | |||||||
| 465 New Karner Road 2nd Floor | Albany | NY | 12205 | N/A | PC | General Operating Support | $100,000 |
| Food Connects | |||||||
| 8 University Way Suite 1 | Brattleboro | VT | 05301 | N/A | PC | General Operating Support | $25,000 |
| Footprints Inc (aka Footprints Food Pantry) | |||||||
| PO Box 246 | Kittery | ME | 03904 | N/A | PC | General Operating Support | $50,000 |
| In Our Own Voices | |||||||
| 245 Lark Street | Albany | NY | 12210 | N/A | PC | General Operating Support | $50,000 |
| MaineGeneral | |||||||
| 21 Enterprise Drive | Augusta | ME | 04330 | N/A | PC | General Operating Support | $25,000 |
| ReGenerative Roots Association | |||||||
| 191 West Hollis Street | Nashua | NH | 03060 | N/A | PC | General Operating Support | $10,000 |
| Regional Food Bank of NE NY (aka Food Bank of the Hudson Valley) | |||||||
| 965 Albany-Shaker Road | Latham | NY | 12110 | N/A | PC | General Operating Support | $50,000 |
| Scholarship America Inc | |||||||
| 7900 International Drive Suite 500 | Minneapolis | MN | 55425 | N/A | PC | General Operating Support | $112,432 |
| Tamworth Community Nurse Association | |||||||
| PO Box 352 | Tamworth | NH | 03886 | N/A | PC | General Operating Support | $50,000 |
| The Center for Grieving Children | |||||||
| 555 Forest Avenue | Portland | ME | 04101 | N/A | PC | General Operating Support | $5,000 |
| The Ecology School | |||||||
| 184 Simpson Road | Saco | ME | 04072 | N/A | PC | General Operating Support | $100,000 |
| The Sylvia Center | |||||||
| 2417 3rd Avenue Suite 301 | Bronx | NY | 10451 | N/A | PC | General Operating Support | $25,000 |
| United Way of Southern Maine (AKA United Way of Greater Portland) | |||||||
| 550 Forest Avenue Suite 100 | Portland | ME | 04101 | N/A | PC | General Operating Support | $350,000 |
| Wentworth Douglass Hospital | |||||||
| 399 Revolution Drive | Somerville | MA | 02145 | N/A | PC | General Operating Support | $60,000 |
| YMCA Community Center of Rome New York | |||||||
| 301 West Bloomfield Street | Rome | NY | 13440 | N/A | PC | General Operating Support | $25,000 |
| YWCA Northeastern New York | |||||||
| 44 Washington Avenue | Schenectady | NY | 12305 | N/A | PC | General Operating Support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,342,432 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,595 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hannaford Brothers Co | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1000 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,190,377 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty C Ketchum Foundation (aka MWV Adult Day Center) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 E Main Street | AddressLine1Txt |
| City | Center Conway | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-07-25 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | The Betty C. Ketchum Foundation (a/k/a Mount Washington Valley Adult Day Center) is a 501(c)(3) tax-exempt private operating foundation. The Center's mission is to provide care and companionship to older adults with degenerative conditions. The Foundation provided the Center a grant of $10,000 to contribute to the Center's purchase of improved transit vehicles and equipment. Reliable transportation to and from the Center makes it easier for caregivers and guests to access adult day health services. With the Center's new E-Van, more older adults with cognitive and physical illnesses will be able to take advantage of services at the Center. Accordingly, this grant allows the Center to further its exempt mission and to broaden its range of services to more individuals in need. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Final reports provided by March, 2024. | DatesOfReportsByGranteeTxt |
| Verification | 2024-03-14 | VerificationDt |
| Results Of Verification | All reports accounting for the use of the granted funds were provided to the Foundation by the Center by March 2024. To the best of the Foundation's knowledge and based on the information received, all grant-funds were used for their designated purposes and there were no unauthorized diversions. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 5449.571 shs VBTLX | BondNm |
| EOY Book Value | $52,915 | EOYBookValueAmt |
| EOYFMV | $52,915 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 7798.164 shs VTSAX | StockNm |
| EOY Book Value | $900,610 | EOYBookValueAmt |
| EOYFMV | $900,610 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Banking Fees | Desc |
| Revenue And Expenses Per Books | $1,162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,162 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Investments | Desc |
| Amt | $103,411 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Communications and Marketing | CategoryTxt |
| Amt | $16,178 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,178 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $1,364 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |