JOEL FRANTZMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOEL FRANTZMAN FAMILY FOUNDATION (EIN 46-6489367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349106923
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:36:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 466489367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOEL FRANTZMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2074223735 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 59 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL FRANTZMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2074223735 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN CUMMINGS | PreparerPersonNm |
| PTIN | P01510495 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $599,251 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,819 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $61,511 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $61,511 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $47,565 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,330 | 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 |
| Taxes Rev And Expnss | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,941 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,941 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,894 | CashBOYAmt |
| Cash EOY | $44,667 | CashEOYAmt |
| Cash EOYFMV | $44,667 | CashEOYFMVAmt |
| Other Investments BOY | $518,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $554,584 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $554,584 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $554,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $599,251 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $80,127 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $80,127 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $80,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,127 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $474,026 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $519,124 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $474,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $519,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $474,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,941 | OtherIncreasesAmt |
| Subtotal | $519,124 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $519,124 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $728 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2074223735 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 59 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04640 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL FRANTZMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FOUNDATION PO BOX 59 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $554,584 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $595,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $595,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $586,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $28,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,388 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $15,442 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,578 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,465 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $36,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,198 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,198 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,287 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,244 | ExcessFromYear4Amt |
| Excess From Year3 | $14,578 | ExcessFromYear3Amt |
| Excess From Year2 | $6,465 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL FRANTZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | N/A | PC | GENERAL SUPPORT | $500 | |
| COLUMBIA UNIVERSITY | ||||||||
| 722 WEST 168TH ST | NEW YORK | NY | 10032 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DOWNEAST YMCA | ||||||||
| 238 STATE STREET | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| EMMAUS HOMELESS SHELTER | ||||||||
| PO BOX 811 | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FRENCHMAN BAY CONSERVATORY | ||||||||
| PO BOX 150 | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $500 | |
| FRENCHMANS BAY LIBRARY | ||||||||
| PO BOX 215 | SULLIVAN | ME | 04664 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS IN ACTION | ||||||||
| PO BOX 1446 | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $1,810 | |
| GALAPAGOS CONSERVANCY INC | ||||||||
| 11150 FAIRFAX BOULEVARD NO 408 | FAIRFAX | VA | 22030 | N/A | PC | GENERAL SUPPORT | $500 | |
| GOOD SHEPARD FOOD BANK | ||||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MAINE APPALACHIAN TRAIL CLUB | ||||||||
| PO BOX 283 | AUGUSTA | ME | 04332 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | N/A | PC | GENERAL SUPPORT | $500 | |
| MAINE PUBLIC RADIO | ||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | N/A | PC | GENERAL SUPPORT | $500 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVENUE | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NORTHERN FOREST CANOE TRAIL | ||||||||
| PO BOX 565 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL SUPPORT | $500 | |
| ORION SOCIETY | ||||||||
| 190 ROTE HILL RD | SHEFFIELD | MA | 01257 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE DOWNEAST CHAPTER OF MAINE AUDUBON | ||||||||
| PO BOX 1212 | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE NATURAL RESOURCES COUNCIL OF MAINE INC | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $500 | |
| NATURAL RESOURCES TRUST FOR WILDFIRE | ||||||||
| 318 CHASE ROAD | DARTMOUTH | MA | 02747 | N/A | PC | GENERAL SUPPORT | $500 | |
| PENOBSCOT YMCA | ||||||||
| 116 UNION STREET | ROCKPORT | ME | 04856 | N/A | PC | GENERAL SUPPORT | $315 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1120 20TH STREET NW 520 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MONTREAUX SCHOOL & MUSIC FESTIVAL | ||||||||
| 42 MELODY LANE | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $100 | |
| GIVE 2 ASIA | ||||||||
| 2201 BROADWAY 4TH FL | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| RIVERLAND COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1900 8TH AVENUE PARTNERSHIP CENTER | AUSTIN | MN | 55912 | N/A | PC | GENERAL SUPPORT | $1,000 | A115 WEST BLDG |
| UNIVERSITY OF WYOMING | ||||||||
| 1000 E UNIVERSITY AVE KNIGHT HALL | LARAMIE | WY | 820713335 | N/A | PC | GENERAL SUPPORT | $1,500 | RM 174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,225 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,819 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $47,565 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,384 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INTEREST IN LEVCO PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $554,584 | BookValueAmt |
| EOYFMV | $554,584 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNET | $163 | $0 | $163 |
| OTHER | $5 | $5 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC 743 (B) ADJUSTMENT | Desc |
| Amt | $13,941 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $339 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |