POND FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: POND FAMILY FOUNDATION (EIN 20-1131673)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-15
IRS object ID: 202411069349100316
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
Compensation Explanation
Contractor Compensation Expln
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-15T10:57:53-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010378938	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Jensen Baird Gardner & Henry	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	Ten Free Street	AddressLine1Txt
City	Portland	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04101	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	201131673	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	POND FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	POND	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO Ann E Pond Pres 3 CANTER LANE	AddressLine1Txt
City	CAPE ELIZABETH	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Ann E Pond	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2077674421	PhoneNum
Signature	2024-04-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Ann	PersonFirstNm
Person Last	Pond	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Michael J Quinlan	PreparerPersonNm
PTIN	P01356119	PTIN
Phone	2077757271	PhoneNum
Preparation	2024-04-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
OOB Security Verification	00	OOBSecurityVerificationCd
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	$8,188,905	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
Dividends Rev And Expnss	$85,169	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$85,169	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$855,519	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,030,707	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$855,519	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$940,688	TotalRevAndExpnssAmt
Total Net Invst Incm	$940,688	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$70,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$23,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$47,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$2,400	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,400	LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$96,100	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$44,068	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$52,032	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,000	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$4,239	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$424	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,815	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,283	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,283	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$179,022	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$76,175	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$102,847	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$561,336	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$561,336	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$740,358	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$76,175	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$664,183	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$200,330	ExcessRevenueOverExpensesAmt
Net Investment Income	$864,513	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$141,224	CashBOYAmt
Cash EOY	$61,755	CashEOYAmt
Cash EOYFMV	$61,755	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$120,908	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$383,026	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$383,026	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,728,218	CorporateStockBOYAmt
Corporate Stock EOY	$1,553,029	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,633,274	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$110,123	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$110,850	CorporateBondsEOYFMVAmt
Total Assets BOY	$1,990,350	TotalAssetsBOYAmt
Total Assets EOY	$2,107,933	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,188,905	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,990,350	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,107,933	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,990,350	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,107,933	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,990,350	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,107,933	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,990,350	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$200,330	ExcessRevenueOverExpensesAmt
Other Increases	$34,653	OtherIncreasesAmt
Subtotal	$2,225,333	SubtotalAmt
Other Decreases	$117,400	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,107,933	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
Depreciation	$1,030,707	DepreciationAmt
Cost Or Other Basis	$175,189	CostOrOtherBasisAmt
Gain Or Loss	$855,518	GainOrLossAmt
Gains Minus Excess Or Losses	$855,518	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$855,519	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$12,017	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$12,017	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$12,017	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,817	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,817	TotalPaymentsAndCreditsAmt
Tax Due	$8,200	TaxDueAmt

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	ME	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	NA	WebsiteAddressTxt
Individual With Books	ANN E POND	IndividualWithBooksNm
Phone	2077674421	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 CANTER LANE	AddressLine1Txt
City	CAPE ELIZ	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04107	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	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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 (4 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
ANN E POND
3 CANTER LANE	CAPE ELIZ	ME	04107	PRESIDENT AND DIRECTOR	14.00	$70,000	$0	$0
KYLE POND
62 UPLAND ROAD	Waban	MA	02468	DIRECTOR	0.20	$0	$0	$0
JOEL POND
20 ARBORSIDE DR	FALMOUTH	ME	04105	DIRECTOR	0.20	$0	$0	$0
ERIN POND FRIEDLAND
1125 PARK AVE APT 11B	NY	NY	10128	DIRECTOR	0.20	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	DONNA BETTS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	37 HEARN ROAD	AddressLine1Txt
City	SCARBOROUGH	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04074	ZIPCd

Field	Value	IRS element (for citing)
Service Type	CONSULTING AND ADM	ServiceTypeTxt
Compensation	$78,048	CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NA	Description1Txt
Expenses1	$0	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$7,414,381	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$389,266	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,803,647	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,803,647	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$117,055	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,686,592	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$384,330	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$384,330	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$12,017	TaxBasedOnInvestmentIncomeAmt
Total Tax	$12,017	TotalTaxAmt
Distributable Before Adj	$372,313	DistributableBeforeAdjAmt
Distributable Before Ded	$372,313	DistributableBeforeDedAmt
Distributable As Adjusted	$372,313	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$664,183	ExpensesAndContributionsAmt
Qualifying Distributions	$664,183	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$372,313	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$48,240	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$62,058	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$33,750	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$144,048	TotalExcessDistributionCyovAmt
Qualifying Distributions	$664,183	QualifyingDistributionsAmt
Applied To Current Year	$372,313	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$291,870	RemainingDistriFromCorpusAmt
Total Corpus	$435,918	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$435,918	ExcessDistriCyovToNextYrAmt
Excess From Year4	$48,240	ExcessFromYear4Amt
Excess From Year3	$62,058	ExcessFromYear3Amt
Excess From Year1	$33,750	ExcessFromYear1Amt
Excess From Current Year	$291,870	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KIRK POND deceased 10-26-2022	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ANN ST JOHN POND	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 CANTER LANE	AddressLine1Txt
City	CAPE ELIZABETH	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04107	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2077674421	RecipientPhoneNum
Recipient Email Address	NSTJOHN46@HOTMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	THERE IS NO PRESCRIBED FORM IN WHICH THE APPLICATIONS SHOULD BE SUBMITTED. THE APPLICANT MUST SUBMIT MATERIALS REGARDING ITS IRS TAX EXEMPT STATUS AND EXPLAIN THE PURPOSE FOR THE REQUESTED GRANT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO SUBMISSION DEADLINE	SubmissionDeadlinesTxt
Restrictions On Awards	THE FOUNDATION HAS LIMITED RESOURCES AND LIMITS GRANTS TO TAX EXEMPT ORGANIZATIONS WHICH QUALIFY AS PUBLIC CHARITIES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Mass General Hospital
125 Nashua Street Suite 540	Boston	MA	02114	PC	James J DineenMD Maine-MGH Health Education Fund	$500
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Evening of Possibility 2023	$10,000
USM Foundation
PO Box 9300	Portland	ME	041049300	PC	Portland Campus Transformation Fund	$50,000
State Street Church
159 State Street	Portland	ME	04101	PC	Clothes Closet	$1,000
Six Rivers Youth Sports
PO Box 254	Topsham	ME	04086	PC	Ice Arena and Sports Facility	$2,500
USM Foundation
PO Box 9300	Portland	ME	04104	PC	School of Social Work	$5,000
Table of Plenty
37 School Street	Berwick	ME	03901	PC	Community meal service for those in need	$1,000
Maine Behavioral Health
78 Atlantic Place	South Portland	ME	04106	PC	Recognition Flowers	$369
Boys and Girls Clubs
277 Cumberland Ave	Portland	ME	04101	PC	Spring for the Kids	$2,500
Mt Ararat High School
66 Eagles Way	Topsham	ME	04086	PC	To support Boys & Girls Lacrosse programs	$16,500
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Balance of capital campaign pledge for GLCOE	$176,000
First Congregational Church
301 Cottage Road	South Portland	ME	04106	PC	Community Crisis Ministries	$25,000
First Congregational Church
301 Cottage Road	South Portland	ME	04106	PC	General support	$25,000
Wayfinder Schools
PO Box 555	Camden	ME	04843	PC	General support	$5,000
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Signs of Hope	$10,000
Boys and Girls Clubs
277 Cumberland Ave	Portland	ME	04101	PC	In Memory of David Sherman	$1,000
Cape Elizabeth Methodist Church
280 Ocean House Road	Cape Elizabeth	ME	04107	PC	General support	$500
American Lung Association
55 West Wacker Drive Suite 1150	Chicago	IL	60601	PC	Phil Rowe sponsor	$500
Childrens Museum Theatre of ME
250 Thompsons Point	Portland	ME	04102	PC	Centennial Celebration	$1,000
Maine Medical Center
22 Bramhall Street	Portland	ME	04102	PC	Oncology Mental Health Fund	$25,000
Northern Light Mercy Hospital
PO Box 679	Portland	ME	041040679	PC	Garys House	$1,000
Falmouth Congregational Church
267 Falmouth Road	Falmouth	ME	04105	PC	Kirk P Pond Scholarship Fund	$50,000
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Signs of HopeIn honor of Cheryl Rust	$500
Gulf of Maine Reserach Institute
390 Commercial Street	Portland	ME	04101	PC	Lab Venture program	$5,000
Cromwell Center
97A Exchange Street	Portland	ME	04101	PC	General support	$5,000
Jewish Community Alliance
1342 Congress Street	Portland	ME	04102	PC	2023 Annual Campaign	$5,000
St Albans Episcopal Church
885 Shore Road	Cape Elizabeth	ME	04107	PC	In memory of Patricia Townsend	$1,000
Carroll School
45 Waltham Road	Wayland	MA	01778	PC	Grade 6 English Language Arts Classes	$10,000
Buckingham Browne Nichols School
80 Gerrys Landing Road	Cambridge	MA	02138	PC	The BB&N Fund	$5,000
Trinity School
139 West 91st Street	New York	NY	10024	PC	Trinity Fund	$5,000
Maine Medical Center
22 Bramhall Street	Portland	ME	041023175	PC	Dr Karl C Sze Fund	$1,000
Services for the Underserved
463 7th Avenue 17th Floor	New York	NY	10018	PC	In honor of Peter Friedland	$1,000
Newton Turkey Trot
638 Commonwealth Avenue	Newton Center	MA	02459	PC	Fundraising race	$2,000
Immigrant Legal Advocacy Project
489 Congress Street	Portland	ME	04101	PC	General support	$5,000
Thomas Memorial Library Foundation
6 Scott Dyer Road	Cape Elizabeth	ME	04107	PC	In honor of Kristen Homicz	$1,500
USM Foundation
PO Box 9300	Portland	ME	041049300	PC	Promise Scholarship	$50,000
Boys and Girls Clubs
277 Cumberland Avenue	Portland	ME	04101	PC	In honor of Tom Manning	$5,000
Maine Behavioral Health
78 Atlantic Place	South Portland	ME	04106	PC	Dr Siegel Event	$1,967
Understanding Our Differences
100 Walnut Street	Newtonville	MA	02460	PC	General support	$5,000
Simple Gifts
PO Box 2684	South Portland	ME	04106	PC	Financial support for in-need medical patients	$1,000
SouthernMaine Boxing Club
140 Maine Street	Biddeford	ME	04005	PC	Youth Program	$5,000
Milestone Recovery
65 India Street	Portland	ME	04101	PC	General support	$2,000
Maine Cancer Foundation
170 US Route One Suite 250	Falmouth	ME	04105	PC	General support	$5,000
STRIVE
28 Foden Road	South Portland	ME	04106	PC	General support	$2,000
Preble Street
55 Portland Street	Portland	ME	04101	PC	General support	$10,000
Shalom House
106 Gilman Street	Portland	ME	04102	PC	General support	$5,000
Good Shepherd Food Bank
3121 Hotel Road	Auburn	ME	04211	PC	General support	$5,000
Grtr Portland Immigrant Welcome Cen
24 Preble Street 4th Fl	Portland	ME	04101	PC	General support	$5,000
Partners for World Health
40 Walch Drive	Portland	ME	04103	PC	General support	$2,000
Making Community Happen
46 Summer Street	Rockland	ME	04841	PC	Meals on wheels	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$561,336	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	$85,169	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$855,519	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$940,688	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$940,688	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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	ANN E POND	PersonNm
Short Explanation	FOR SERVICES RENDERED AS PRESIDENT OF CORPORATION AND OVERSEEING GRANT MAKING.	ShortExplanationTxt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Field	Value	IRS element (for citing)
Contractor Person	DONNA BETTS	ContractorPersonNm
Explanation	GRANT AND FOUNDATION ADMINISTRATION AND CONSULTING	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	HM PAYSON MANAGED ACT	BondNm
EOY Book Value	$110,123	EOYBookValueAmt
EOYFMV	$110,850	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	HMPAYSON MANAGED ACCT	StockNm
EOY Book Value	$1,553,029	EOYBookValueAmt
EOYFMV	$7,633,274	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	JENSEN BAIRD	CategoryTxt
Legal Fees	$2,400	LegalFeesAmt
Net Investment Income	$2,400	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Uncleared checks at end of 2022	Desc
Amt	$117,400	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE ANNUAL REPORT FEE	$35	$35	$0	$0
MISC OFFICE EXPENSES Comptrs	$4,206	$4,206	$0	$0
MISC	$42	$42	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Uncleared checks at 12-31-23	$28,000
Miscellaneous	$6,653

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
HM PAYSON	$18,052	$18,052	$0	$0
DONNA BETTS	$78,048	$26,016	$0	$52,032

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS EXCISE TAX	$0	$0	$0	$0
FOREIGN TAXES	$0	$0	$0	$0
IRS ESTIMATED TAX PAYMENTS	$2,000	$2,000	$0	$0