SWEETSER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SWEETSER FOUNDATION INC (EIN 54-2062016)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-26
- IRS object ID
- 202321779349100652
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-26T09:51:04-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542062016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEETSER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 7036263847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 351 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLARD M SWEETSER JR | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 7036263847 | PhoneNum |
| Signature | 2023-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLARD | PersonFirstNm |
| Person Last | SWEETSER JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | ANATOLI PILCHTCHIKOV CPA | PreparerPersonNm |
| PTIN | P01350273 | PTIN |
| Phone | 3012316200 | PhoneNum |
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 | 2022 | 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 | $4,862,840 | 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 | $78,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,750 | 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 |
| Legal Fees Rev And Expnss | $4,749 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,749 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,060 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,836 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $423,555 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,060 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,370,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,587,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,858,780 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,794,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,591,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,862,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,794,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,591,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,794,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,591,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,794,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,591,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,794,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,591,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,591,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY #7446 | PropertyDesc |
| Acquired | 2021-12-30 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $24,865 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,676 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,189 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,189 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,189 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,563 | 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 | $1,563 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $247 | OverpaymentAmt |
| Applied To ES Tax | $247 | 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 | MD | 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 |
| Individual With Books | WILLARD M SWEETSER JR | IndividualWithBooksNm |
| Phone | 7036263847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SHIPWRIGHT HARBOR | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLARD M SWEETSER JR | ||||||||
| 5 SHIPWRIGHT HARBOR | ANNAPOLIS | MD | 21401 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON S HACKETT | ||||||||
| 87 RANDOLPH AVE | MILTON | MA | 02186 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSANNE M BLALOCK | ||||||||
| 3 PARKER FARM LANE | AMHERST | NH | 03031 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY L SWEETSER | ||||||||
| 1 THYME WAY | AMHERST | NH | 03031 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN S ALLEN | ||||||||
| 51 HILLSIDE ROAD | STONY BROOK | NY | 11790 | CHAIR/ADVISORY BOARD | 1.00 | $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 | $5,338,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,386,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,386,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,305,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,316 | TotalTaxAmt |
| Distributable Before Adj | $263,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $282,742 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $282,742 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $249,887 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLARD M SWEETSER JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELLEN S ALLEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 HILLSIDE ROAD | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6317516631 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AVAILABLE UPON REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURSUANT TO AN IRS-APPROVED SCHOLARSHIP PROGRAM, THE FOUNDATION PROVIDES COLLEGE SCHOLARSHIP GRANTS TO SELECTED QUALIFIED GRADUATES FROM GRAY NEW GLOUCESTER HIGH SCHOOL, GRAY, MAINE. THE FOUNDATION OTHERWISE MAKES GRANTS ONLY TO PRE-SELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED GRANT REQUESTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ANNAPOLIS SYMPHONY ORCHESTRA | |||||||
| 801 CHASE STREET | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ARCHBISHOP CARROLL HIGH SCHOOL | |||||||
| 4300 HAREWOOD RD NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| ARCHDIOCESE OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | ARCHBISHOP'S APPEAL | $2,000 | |
| ARCS FOUNDATION | |||||||
| 10221 RIVER ROAD | POTOMAC | MD | 20859 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CASA OF NEW HAMPSHIRE | |||||||
| 138 COOLIDGE AVE | MANCHESTER | NH | 03102 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CLARKSON UNIVERSITY | |||||||
| 8 CLARKSON AVENUE | POTSDAM | NY | 13699 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | PC | SHIPMATES' FUND | $2,000 | |
| CONSTRUCTION EDUCATION FOUNDATION | |||||||
| 42680 TRADE WEST DRIVE | DULLES | VA | 20166 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HUSSON UNIVERSITY | |||||||
| 1 COLLEGE CIRCLE | BANGOR | ME | 04401 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| MAINE MARITIME ACADEMY | |||||||
| 1 PLEASANT STREET | CASTINE | ME | 04420 | I | SWEETSER SCHOLARS | $10,000 | NONE |
| MILTON COMMUNITY FOOD PANTRY | |||||||
| 158 BUE HILLS PARKWAY | MILTON | MA | 02186 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||
| 110 8TH STREET | TROY | NY | 12180 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| RIVIER UNIVERSITY | |||||||
| 420 SOUTH MAIN STREET | NASHUA | NH | 03060 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SCHOOL OF THE CATHEDRAL | |||||||
| 111 AMBERLY WAY | BALTIMORE | MD | 21210 | PC | DARBY-JACOKES SCHOLARSHIP FUND | $5,500 | |
| SEEDS 4 SUCCESS | |||||||
| 1399 FOREST DRIVE | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SHARE OUTREACH | |||||||
| 1 COLUMBUS AVE | MILFORD | NH | 03055 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SPA CREEK CONSERVANCY | |||||||
| 101 SPA VIEW AVENUE | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST AGATHA SCHOOL | |||||||
| 440 ADAMS STREET | MILTON | MA | 02186 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST MARY OF THE HILLS SCHOOL | |||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST MARY'S CHURCH | |||||||
| 109 DUKE OF GLOUCESTER STREET | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| START THE ADVENTURE IN READING | |||||||
| 171 DUKE OF GLOUCESTER STREET | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THOMAS JEFFERSON FOUNDATION | |||||||
| 931 THOMAS JEFFERSON PKWY | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL OPERATING SUPPORT | $6,500 | |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 96 FALMOUTH STREET | PORTLAND | ME | 04103 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 96 FALMOUTH STREET | PORTLAND | ME | 04103 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| WILLIAM S BAER SCHOOL | |||||||
| 2001 N WARWICK AVE | BALTIMORE | MD | 21216 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| ELON UNIVERSITY | |||||||
| 100 CAMPUS DRIVE | ELON | NC | 27244 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ERIK'S RANCH | |||||||
| 3420 HERITAGE DRIVE | EDINA | MN | 55435 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4677 DEVITT DRIVE | CINCINNATI | OH | 45246 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MARY HITCHCOCK MEMORIAL HOSPITAL | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MILFORD LIONS CHARITIES | |||||||
| PO BOX 274 | MILFORD | NH | 03055 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SERVE THE CHILDREN | |||||||
| 6314 19TH STREET WEST | FIRCREST | WA | 98466 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF MAINE AT FORT KENT | |||||||
| 23 UNIVERSITY DRIVE | FORT KENT | ME | 04743 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,000 | 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 | $78,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,750 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,060 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,060 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY #7446 - STOCKS | StockNm |
| EOY Book Value | $1,587,048 | EOYBookValueAmt |
| EOYFMV | $4,858,780 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,749 | LegalFeesAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,749 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $7,027 | $0 | $7,027 |
| MARGIN INTEREST | $55 | $55 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |