POND FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POND FAMILY FOUNDATION (EIN 20-1131673)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-25
- IRS object ID
- 202531159349102108
- Schema version
- 2024v5.1
- 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
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T10:43:36-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % ANN E POND | InCareOfNm |
| Business Name Control | POND | BusinessNameControlTxt |
| Phone | 2073296999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO Ann E Pond Pres 8 Atlantic Driv | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN E POND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077674421 | PhoneNum |
| Signature | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,738,041 | 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 | $148,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,651,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,553,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,651,229 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,799,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,873,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,333 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,600 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $157,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,665 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,174 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,308 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,390 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $339 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,051 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,645 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $197,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $498,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $620,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,103,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,797,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,755 | CashBOYAmt |
| Cash EOY | $28,374 | CashEOYAmt |
| Cash EOYFMV | $28,374 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $383,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $261,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $261,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,553,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,356,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,922,979 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $110,123 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,530,050 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,524,744 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,107,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,177,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,738,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,107,933 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,177,172 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,107,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,177,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,107,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,177,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,107,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,103,618 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,211,551 | SubtotalAmt |
| Other Decreases | $34,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,177,172 | 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 |
| Gross Sales Price | $7,553,232 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,902,003 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,651,229 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,651,229 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,651,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,680 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,680 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $54,640 | 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 | 2073296999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Atlantic Drive | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | 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 | ||||||||
| 8 Atlantic Drive | Scarborough | ME | 04074 | PRESIDENT AND DIRECTOR | 5.00 | $10,000 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA BETTS | BusinessNameLine1Txt |
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 | $78,260 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,222,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,470,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,470,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,343,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,680 | TotalTaxAmt |
| Distributable Before Adj | $350,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $350,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $350,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $620,142 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $620,142 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,484 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,240 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $33,750 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $291,870 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $435,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $620,142 | QualifyingDistributionsAmt |
| Applied To Current Year | $350,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $269,658 | RemainingDistriFromCorpusAmt |
| Total Corpus | $705,576 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,240 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $657,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,058 | ExcessFromYear4Amt |
| Excess From Year2 | $33,750 | ExcessFromYear2Amt |
| Excess From Year1 | $291,870 | ExcessFromYear1Amt |
| Excess From Current Year | $269,658 | 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 | 8 Atlantic Drive | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2073296999 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Maine Behavioral Healthcare | ||||||
| 78 Atlantic Place | South Portland | ME | 04106 | PC | Evening of Possibility 2024 | $25,000 |
| USM Foundation | ||||||
| PO Box 9300 | Portland | ME | 041049300 | PC | Promise Scholarship | $25,000 |
| USM Foundation | ||||||
| PO Box 9300 | Portland | ME | 04104 | PC | Charity event flowers | $129 |
| Maine Behavioral Health | ||||||
| 78 Atlantic Place | South Portland | ME | 04106 | PC | Charity event flowers | $122 |
| Boys and Girls Clubs | ||||||
| 277 Cumberland Ave | Portland | ME | 04101 | PC | A Place for Growth Campaign | $125,000 |
| First Congregational Church | ||||||
| 301 Cottage Road | South Portland | ME | 04106 | PC | General support | $20,000 |
| First Congregational Church | ||||||
| 301 Cottage Road | South Portland | ME | 04106 | PC | Community Crisis Ministries | $20,000 |
| Maine Behavioral Healthcare | ||||||
| 78 Atlantic Place | South Portland | ME | 04106 | PC | Signs of Hope | $10,000 |
| 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 | Play Your Way | $10,000 |
| Falmouth Congregational Church | ||||||
| 267 Falmouth Road | Falmouth | ME | 04105 | PC | Kirk P Pond Scholarship Fund | $10,000 |
| Gulf of Maine Reserach Institute | ||||||
| 390 Commercial Street | Portland | ME | 04101 | PC | Lab Venture program | $5,000 |
| Jewish Community Alliance | ||||||
| 1342 Congress Street | Portland | ME | 04102 | PC | Diaper Bank | $500 |
| Carroll School | ||||||
| 45 Waltham Road | Wayland | MA | 01778 | PC | Grade 6 English Language Arts Classes | $5,000 |
| 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 | $2,000 |
| 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 | General support | $1,500 |
| USM Foundation | ||||||
| PO Box 9300 | Portland | ME | 041049300 | PC | Promise Scholarship | $5,000 |
| Maine Behavioral Health | ||||||
| 78 Atlantic Place | South Portland | ME | 04106 | PC | Dr Siegel Event Glickman Center | $3,824 |
| Understanding Our Differences | ||||||
| 100 Walnut Street | Newtonville | MA | 02460 | PC | General support | $5,000 |
| Simple Gifts | ||||||
| PO Box 2684 | South Portland | ME | 04106 | PC | General support | $1,000 |
| Southern Maine Boxing Club | ||||||
| 140 Maine Street | Biddeford | ME | 04005 | PC | Youth Program | $7,500 |
| 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 | $10,000 |
| 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 |
| Sebago School Department | ||||||
| 283 Sebago Road | Sebago | ME | 04029 | GOV | Outdoor education classroom Literacy Texts | $20,000 |
| Old Town-Orono YMCA | ||||||
| 472 Stillwater Ave | Old Town | ME | 04468 | PC | River Runners Program | $1,000 |
| Yarmouth School Department | ||||||
| 101 McCarthy Street | Yarmouth | ME | 04096 | GOV | High School Social Studies | $10,000 |
| Spurwink | ||||||
| 901 Washington Ave | Portland | ME | 04103 | PC | General support | $25,000 |
| Maine Needs | ||||||
| PO Box 4174 | Portland | ME | 04101 | PC | General support | $25,000 |
| Friends of Casco Bay | ||||||
| 75 West Commercial St Suite 301 | Portland | ME | 04101 | PC | General support | $1,000 |
| Make-A-Wish | ||||||
| 66 Mussey Road | Scarborough | ME | 04074 | PC | General support | $500 |
| North Yarmouth Academy | ||||||
| 148 Main Street | Yarmouth | ME | 04096 | PC | Academy Fund | $5,000 |
| Children First Fund | ||||||
| 200 West Madison St 2nd Floor | Chicago | IL | 60606 | GOV | Curie Metropolitan HS Robotics | $5,000 |
| Cape Elizabeth Music Boosters | ||||||
| co Todd KetchumTres37 Stone Drive | Cape Elizabeth | ME | 04107 | General support | $2,000 | |
| Cape Elizabeth Hockey Boosters | ||||||
| 40 Cross Hill Road | Cape Elizabeth | ME | 04107 | PC | General Support | $2,000 |
| The 92nd Street Y | ||||||
| 1395 Lexington Ave | New York | NY | 10128 | PC | Extraordinary Women Awards | $15,000 |
| Piper Shores Endowment Fund | ||||||
| 15 Piper Road | Scarborough | ME | 04074 | PC | General support | $5,000 |
| New York City Police Foundation | ||||||
| 555 Fifth Ave 15th Floor | New York | NY | 10017 | PC | General support | $5,000 |
| Ryan Home Project | ||||||
| PO Box 193 | North Berwick | ME | 03906 | PC | General Support | $5,000 |
| USM Foundation | ||||||
| PO Box 9300 | Portland | ME | 04104 | PC | Charity event flowers | $175 |
| Zeta Tau Alpha | ||||||
| 1036 S Rangeline Road | Carmel | IN | 46032 | PC | General support | $2,500 |
| St John Paul II Parish | ||||||
| 150 Black Point Road | Scarborough | ME | 04074 | PC | General support | $5,000 |
| Caties Closet | ||||||
| 28 Loon Hill Road | Dracut | MA | 01826 | PC | General support | $5,000 |
| Newton Neighbors Inc | ||||||
| PO Box 590141 | Newton Center | MA | 02459 | PC | School Supplies Drive | $5,000 |
| Cradles to Crayons | ||||||
| 281 Newtonville Ave | Newtonville | MA | 02460 | PC | Gear Up For Winter | $5,000 |
| Riverside Community Care | ||||||
| 270 Bridge St Suite 301 | Dedham | MA | 02026 | PC | General support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $498,250 | 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 | $148,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,651,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,799,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,799,651 | 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 | HMPAYSON MANAGED ACCT. | BondNm |
| EOY Book Value | $1,530,050 | EOYBookValueAmt |
| EOYFMV | $1,524,744 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HM PAYSON MANAGED ACT | StockNm |
| EOY Book Value | $4,356,804 | EOYBookValueAmt |
| EOYFMV | $6,922,979 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JENSEN BAIRD | CategoryTxt |
| Legal Fees | $2,600 | LegalFeesAmt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Uncleared checks at end of 2023 | $28,000 |
| Cost basis and other mis adjustmen | $6,379 |
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 | $2,610 | $2,610 | $0 | $0 |
| MISC | $0 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HM PAYSON | $19,579 | $19,579 | $0 | $0 |
| DONNA BETTS | $78,260 | $26,086 | $0 | $52,174 |
| ERIKA POND | $15,000 | $0 | $0 | $15,000 |
| JOANNA POND | $15,000 | $0 | $0 | $15,000 |
| MARK ST JOHN | $15,000 | $0 | $0 | $15,000 |
| ANN ST JOHN GRAY | $15,000 | $0 | $0 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS EXCISE TAX | $8,200 | $8,200 | $0 | $0 |
| FOREIGN TAXES | $534 | $534 | $0 | $0 |
| IRS ESTIMATED TAX PAYMENTS | $12,040 | $12,040 | $0 | $0 |
| Foreign taxes | $534 | $534 | $0 | $0 |