ELMINA B SEWALL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELMINA B SEWALL FOUNDATION (EIN 01-0387404)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349104188
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:19:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010387404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elmina B Sewall Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELMI | BusinessNameControlTxt |
| Phone | 2073739206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 Main Street 230 | AddressLine1Txt |
| City | Freeport | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Gabriela Alcalde | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2073739206 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dr | PersonFirstNm |
| Person Last | Gabriela Alcalde | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $166,615,697 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,100,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,150,321 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,181,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,076,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,941,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,178,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,702,317 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,947 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$134,011 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$3,635,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,794,915 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $324,170 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,209 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $307,961 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $748,143 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $37,407 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $710,736 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $228,992 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,450 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $217,542 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,729 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,109 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $68,620 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $318,244 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $319,350 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,753 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,382 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,382 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $172,303 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $172,303 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $496,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $524,032 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,461,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $396,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,030,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,661,812 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,759,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,123,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $396,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,789,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,758,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,398,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269,495 | CashBOYAmt |
| Cash EOY | $295,923 | CashEOYAmt |
| Cash EOYFMV | $295,923 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,448,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,546,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,546,741 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,072,650 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $282,675 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,072,650 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,072,650 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $19,547 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,895 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,817,380 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,052,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,052,935 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $97,290,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,346,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,346,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $63,691,153 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,028,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,028,109 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $948,921 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $948,921 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $35,545,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,843,275 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,843,275 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $98,880 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,450 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,128 | LandBOYAmt |
| Land EOY | $78,430 | LandEOYAmt |
| Land EOYFMV | $78,430 | LandEOYFMVAmt |
| Other Assets BOY | $362,203 | OtherAssetsBOYAmt |
| Other Assets EOY | $395,868 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $395,868 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $209,758,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,615,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,615,697 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $64,341 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,994 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,452,688 | GrantsPayableBOYAmt |
| Grants Payable EOY | $355,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $172,007 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,689,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $377,994 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $159,766,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $159,766,254 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,303,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,471,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,069,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $166,237,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $209,758,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $166,615,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,069,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,758,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96,417 | OtherIncreasesAmt |
| Subtotal | $190,407,063 | SubtotalAmt |
| Other Decreases | $24,169,360 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $166,237,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $46,448,475 | $43,476,002 | $2,972,473 | $2,972,473 |
| Pass-through Investments | P | $729,844 | $729,844 | $729,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,702,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,934 | 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 | $116,934 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,996 | OverpaymentAmt |
| Applied To ES Tax | $27,996 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | www.sewallfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Gabriela Alcalde | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2073739206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 Main Street 230 | AddressLine1Txt |
| City | Freeport | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Gabriela Alcalde | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Executive Director | 36.00 | $200,250 | $30,170 | $0 |
| Rotha Chan | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 2.00 | $15,000 | $0 | $0 |
| Gail Dana-Sacco PhD | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Vice Chair | 2.00 | $15,000 | $0 | $0 |
| Dale McCormick | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Treasurer | 2.00 | $15,000 | $0 | $0 |
| John Banks | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Secretary | 1.00 | $11,250 | $0 | $0 |
| Amara Ifeji | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $7,500 | $0 | $0 |
| Autumn Fitch | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $7,500 | $0 | $0 |
| Leslie Hill | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $7,500 | $0 | $0 |
| Vendean Vafiades | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 2.00 | $7,500 | $0 | $0 |
| Jono Anzalone | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $7,500 | $0 | $0 |
| Kent W Wommack | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director (part year) | 1.00 | $0 | $0 | $0 |
| Elisabeth Biemann | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Chair | 2.00 | $0 | $0 | $0 |
| Margaret Sewall Barbour | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Member Emeritus | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Megan D Shore | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Policy Director | 40.00 | $128,488 | $11,788 | $0 |
| Thomas Mitchell | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Investment Partner | 40.00 | $119,466 | $12,146 | $0 |
| Tom Boutureira | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Community Partner | 40.00 | $96,061 | $10,786 | $0 |
| Jonah Fertig-Burd | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Community Partner | 40.00 | $89,411 | $12,146 | $0 |
| Lauress W Lawrence | ||||||||
| 15 Main St Suite 230 | Freeport | ME | 04032 | Community Partner | 40.00 | $101,117 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Pathstone Family Office | |||||
| 24 Federal Street 8th Floor | Boston | MA | 02110 | Investment Advisory | $168,750 |
| Catchafire | |||||
| 31 East 32nd Street | New York | NY | 10016 | Nonprofit Services & Platforms | $160,000 |
| Fidelity Family Office Serivces | |||||
| 245 Summer Street | Boston | MA | 02205 | Investment Advisory | $141,995 |
| Providentia Group | |||||
| 110 Marginal Way | Portland | ME | 04101 | Consulting & Training | $55,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $172,366,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,241,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,072,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,680,505 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,680,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,710,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,970,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,898,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,898,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,938 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,849 | IncomeTaxAmt |
| Total Tax | $105,787 | TotalTaxAmt |
| Distributable Before Adj | $8,792,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,792,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,792,728 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,789,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,789,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,792,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $144,821 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $615,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,740,362 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,981,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,481,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,789,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,792,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,997,098 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,479,004 | 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 | $144,821 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,334,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $615,169 | ExcessFromYear4Amt |
| Excess From Year2 | $4,740,362 | ExcessFromYear2Amt |
| Excess From Year1 | $1,981,554 | ExcessFromYear1Amt |
| Excess From Current Year | $5,997,098 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| Laura Dover | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | 2073739206 | info@sewallfoundation.org | The Foundation will only accept applications submitted through the Foundation's online grant system, available at the following webpage: https://www.sewallfoundation.org/healthy-people-healthy-places-grants-1 Organizations may submit an application once per year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The HPHP Program prioritzes organizations led by BIPOC individuals, rural Mainers, and women; new approaches in the field; projects committed to social, environmental, and racial justice; and efforts that improve communities. Applicants should be aligned or connected to: food systems; Katahdin region; Keystone region; Nature-Based Education; Lewiston-Auburn region; Tribal Communities; and Washington County. | Applications for 2023 HPHP grants were due by February 15, 2023. | Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments. |
| Laura Dover | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | 2073739206 | info@sewallfoundation.org | The Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation supports shelters and social service agencies working in the State of Maine to provide humane solutions to animal welfare issues, prioritizing cat population work and rescue shelters. More information for the Animal Welfare Program can be found at: https://www.sewallfoundation.org/animal-welfare | 2023 Applications were due by June, 2023. Grant decisions will be announced by August, 2023. | Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments. |
| Laura Dover | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | 2073739206 | info@sewallfoundation.org | The Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. Only those organizations that have been identified by the Foundation as a Legacy Organization and continue to meet the Considerations for Legacy Grants are eligible to apply for these grants. Applicants must successfully defend in each application how they continue to meet Legacy eligibility. More information for the Legacy Grants Program can be found at: https://www.sewallfoundation.org/legacy-grants | 2023 Applications were due by June, 2023. Grant decisions will be announced by August, 2023. | Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments. |
| Laura Dover | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | 2073739206 | info@sewallfoundation.org | The Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Rapid Response Fund (RRF) is a grant opportunity that supports emergency and/or time-sensitive needs of organizations and communities whose work aligns with EBSF's mission: to support work in Maine to improve the well-being of people, animals and the environment while fostering relationships that strive for social equity and community resilience. More information for the Rapid Response Fund can be found at: https://www.sewallfoundation.org/rapid-response-fund | The Foundation is no longer accepting Rapid Response inquiries for 2023, but may in 2024. | Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments. |
| Laura Dover | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | 2073739206 | info@sewallfoundation.org | Interested entities meeting all eligibility criteria are encouraged to contact Foundation staff to discuss the project and the Impact Investment application process. The fundamental eligibility criteria for this program is project alignment with the grantmaking interests of the Elmina B. Sewall Foundation. Additional criteria for the program is available on the Foundation's website: https://www.sewallfoundation.org/investments | Relative to facts and circumstances of the applicant. | The Foundation has established its Impact Investments to repair harm to populations in Maine from unjust policies and systems and help build a future in which we all thrive, while acknowledging that the historical source of the Foundation's assets is rooted in fossil fuel extraction. Impact Investments primarily take the form of community or business partnerships or loans that are used to support the mission and values of the Foundation. Impact Investments may be flexible across a variety of types and terms. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (295 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4-H Clubs & Affiliated 4-H Organizations | ||||||||
| York Complex 1 | Orono | ME | 04469 | N/A | PC | General Operating Support | $50,000 | |
| A Climate to Thrive | ||||||||
| PO Box 75 | Mt Desert | ME | 04660 | N/A | PC | General Operating Support | $60,000 | |
| AK Health and Social Services | ||||||||
| 82 Wood Street Apartment 2 | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $15,000 | |
| Alliance for Global Justice | ||||||||
| 225 E 26th Street 1 | Tucson | AZ | 85713 | N/A | PC | General Operating Support | $20,000 | |
| American Friends Service Committee | ||||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | N/A | PC | General Operating Support | $10,000 | |
| Androscoggin Land Trust Inc | ||||||||
| PO Box 3145 | Auburn | ME | 042123145 | N/A | PC | General Operating Support | $17,500 | |
| Androscoggin Valley Council of Governments | ||||||||
| 125 Manley Road | Auburn | ME | 042103632 | N/A | PC | General Operating Support | $45,000 | |
| Animal Refuge League of Greater Portland | ||||||||
| PO Box 336 | Westbrook | ME | 040980336 | N/A | PC | General Operating Support | $50,000 | |
| Animal Welfare Society Inc | ||||||||
| PO Box 43 | W Kennebunk | ME | 040940043 | N/A | PC | General Operating Support | $120,000 | |
| Apex Youth Connection | ||||||||
| PO Box 783 | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $10,000 | |
| Appalachian Mountain Club | ||||||||
| 10 City Square | Boston | MA | 02129 | N/A | PC | General Operating Support | $15,000 | |
| Aroostook Band of Micmacs | ||||||||
| 7 Northern Road | Presque Isle | ME | 04769 | N/A | GOV | General Operating Support | $150,000 | |
| ArtVan | ||||||||
| 37 Mill Street 2 | Brunswick | ME | 04011 | N/A | PC | General Operating Support | $15,000 | |
| Atlantic Salmon Federation Inc | ||||||||
| PO Box 807 | Calais | ME | 046190807 | N/A | PC | General Operating Support | $30,000 | |
| Augusta Food Bank | ||||||||
| 161 Mount Vernon Avenue | Augusta | ME | 043304230 | N/A | PC | General Operating Support | $25,000 | |
| Avesta Housing Development Corp | ||||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | N/A | PC | General Operating Support | $10,000 | |
| Bangor Humane Society | ||||||||
| 693 Mount Hope Avenue | Bangor | ME | 044015606 | N/A | PC | General Operating Support | $150,000 | |
| Big Brothers Big Sisters of Mid-Maine | ||||||||
| 66 Elm Street Suite 100 | Camden | ME | 04843 | N/A | PC | General Operating Support | $15,000 | |
| Bigelow Laboratory for Ocean Sciences | ||||||||
| 60 Bigelow Drive | East Boothbay | ME | 045445700 | N/A | PC | General Operating Support | $20,000 | |
| Black Farmer Fund Inc | ||||||||
| 228 Park Avenue S | New York | NY | 10003 | N/A | PC | General Operating Support | $20,000 | |
| Blue Hill Heritage Trust Inc | ||||||||
| PO Box 222 | Blue Hill | ME | 04614 | N/A | PC | General Operating Support | $77,500 | |
| Bomazeen Land Trust | ||||||||
| 29 Massachusetts Avenue | Portland | ME | 04102 | N/A | PC | General Operating Support | $70,000 | |
| Boreal Theater | ||||||||
| 215 Penobscot Avenue | Millinocket | ME | 04462 | N/A | PC | General Operating Support | $25,000 | |
| Boys and Girls Club of Southern Maine | ||||||||
| 277 Cumberland Avenue | Portland | ME | 04101 | N/A | PC | General Operating Support | $15,000 | |
| Brunswick-Topsham Land Trust Inc | ||||||||
| 179 Neptune Drive | Brunswick | ME | 040113080 | N/A | PC | General Operating Support | $62,000 | |
| Catholic Charities Maine | ||||||||
| PO Box 10660 | Portland | ME | 041046060 | N/A | PC | General Operating Support | $5,000 | |
| Center for a Green Future (dba Growing to Give) | ||||||||
| 30 E Coxon Road | Brunswick | ME | 04011 | N/A | PC | General Operating Support | $5,000 | |
| Center for An Ecology-Based Economy | ||||||||
| 447 Main Street | Norway | ME | 042685920 | N/A | PC | General Operating Support | $35,000 | |
| Center for Urban Renewal and Education | ||||||||
| 1317 F Street NW Floor 8 | Washington | DC | 20004 | N/A | PC | General Operating Support | $5,000 | |
| Center for Wildlife Inc | ||||||||
| PO Box 620 | Cape Neddick | ME | 039020620 | N/A | PC | General Operating Support | $20,000 | |
| Center for Wisdom's Women | ||||||||
| PO Box 1016 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $10,000 | |
| Central Maine Community Health Corporation | ||||||||
| PO Box 4500 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $10,000 | |
| Chewonki Foundation Inc | ||||||||
| 485 Chewonki Neck Road | Wiscasset | ME | 045784822 | N/A | PC | General Operating Support | $150,000 | |
| City of Auburn | ||||||||
| 60 Court Street | Auburn | ME | 04210 | N/A | GOV | General Operating Support | $10,000 | |
| City of Lewiston | ||||||||
| 27 Pine Street | Lewiston | ME | 04240 | N/A | GOV | General Operating Support | $10,000 | |
| Climate Initiative | ||||||||
| PO Box 7004 | Cape Porpoise | ME | 04014 | N/A | PC | General Operating Support | $15,000 | |
| Coastal Enterprises Inc | ||||||||
| 30 Federal Street | Brunswick | ME | 040111510 | N/A | PC | General Operating Support | $40,000 | |
| Cobscook Institute (aka Cobscook Community Learning Center) | ||||||||
| 10 Commissary Point Road | Trescott Township | ME | 046525041 | N/A | PC | General Operating Support | $50,000 | |
| Common Good Soup Kitchen Community | ||||||||
| PO Box 265 | Southwest Harbor | ME | 04679 | N/A | PC | General Operating Support | $7,500 | |
| Conservation Law Foundation Inc | ||||||||
| 62 Summer Street | Boston | MA | 02110 | N/A | PC | General Operating Support | $45,000 | |
| Cooperative Development Institute | ||||||||
| PO Box 1051 | Northampton | MA | 01061 | N/A | PC | General Operating Support | $276,200 | |
| Cultivating Community | ||||||||
| PO Box 3792 | Portland | ME | 041043792 | N/A | PC | General Operating Support | $40,000 | |
| Cumberland County Food Security Council (CCFSC) | ||||||||
| PO Box 1399 | Portland | ME | 041041399 | N/A | PC | General Operating Support | $30,000 | |
| DAWG (Dedicated Animal Welfare Group) | ||||||||
| 27472 Capricho | Mission Viejo | CA | 92692 | N/A | PC | General Operating Support | $5,000 | |
| Defend our Health | ||||||||
| 565 Congress Street Suite 204 | Portland | ME | 04101 | N/A | PC | General Operating Support | $45,000 | |
| Downeast Coastal Conservancy | ||||||||
| PO Box 760 6 Colonial Way Suite 3 | Machias | ME | 04654 | N/A | PC | General Operating Support | $25,000 | |
| Downeast Community Partners Inc | ||||||||
| 248 Bucksport Road | Ellsworth | ME | 046052715 | N/A | PC | General Operating Support | $95,000 | |
| Downeast Lakes Land Trust | ||||||||
| 4 Water Street | Grand Lake Stream | ME | 046684003 | N/A | PC | General Operating Support | $40,000 | |
| Downeast Salmon Federation | ||||||||
| PO Box 201 | Columbia Falls | ME | 04623 | N/A | PC | General Operating Support | $7,500 | |
| East Coast Greenway Alliance Inc | ||||||||
| 5826 Fayetteville Road Suite 210 | Durham | NC | 27713 | N/A | PC | General Operating Support | $25,000 | |
| Eastern Area Agency on Aging | ||||||||
| 240 State Street | Brewer | ME | 044121519 | N/A | PC | General Operating Support | $28,000 | |
| Ecology Education Inc (aka The Ecology School) | ||||||||
| 184 Simpson Road | Saco | ME | 04072 | N/A | PC | General Operating Support | $15,000 | |
| Entrepreneurship for All Inc | ||||||||
| 175 Cabot Street Suite 310 | Lowell | MA | 01854 | N/A | PC | General Operating Support | $50,000 | |
| Environmental Grantmakers Association | ||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 10115 | N/A | PC | General Operating Support | $20,000 | |
| Fair Food Network | ||||||||
| 1250 North Main Street NO North | Ann Arbor | MI | 48104 | N/A | PC | General Operating Support | $20,000 | |
| Family Planning Association of Maine Inc | ||||||||
| PO Box 587 | Augusta | ME | 04332 | N/A | PC | General Operating Support | $3,500 | |
| FIDELCO Guide Dog Foundation Inc | ||||||||
| 103 Vision Way | Bloomfield | CT | 06002 | N/A | PC | General Operating Support | $5,000 | |
| Finding our Voices | ||||||||
| PO Box 943 | Camden | ME | 04843 | N/A | PC | General Operating Support | $10,000 | |
| First Universalist Church of Auburn | ||||||||
| 169 Pleasant Street | Auburn | ME | 04210 | N/A | PC | General Operating Support | $10,000 | |
| Forest Society of Maine | ||||||||
| 115 Franklin Street | Bangor | ME | 044014936 | N/A | PC | General Operating Support | $25,000 | |
| Foundation for a Strong Maine Economy | ||||||||
| 128 State Street Suite 101 | Augusta | ME | 043305630 | N/A | PC | General Operating Support | $25,000 | |
| Foundation for Portland Public Schools | ||||||||
| 353 Cumberland Avenue | Portland | ME | 041012957 | N/A | PC | General Operating Support | $48,000 | |
| Four Directions Development Corporation | ||||||||
| 20 Godfrey Drive | Orono | ME | 044733610 | N/A | PC | General Operating Support | $175,000 | |
| Freeport Community Services Inc | ||||||||
| PO Box 119 | Freeport | ME | 04032 | N/A | PC | General Operating Support | $10,000 | |
| Freeport Conservation Trust | ||||||||
| PO Box 433 | Freeport | ME | 04032 | N/A | PC | General Operating Support | $250 | |
| Friends of Baxter State Park | ||||||||
| PO Box 322 | Belfast | ME | 049150322 | N/A | PC | General Operating Support | $30,000 | |
| Friends of Casco Bay | ||||||||
| 43 Slocum Drive | South Portland | ME | 041061641 | N/A | PC | General Operating Support | $10,000 | |
| Friends of Feral Felines | ||||||||
| PO Box 8137 | Portland | ME | 041048137 | N/A | PC | General Operating Support | $25,000 | |
| Friends of Katahdin Woods and Waters | ||||||||
| PO Box 18177 | Portland | ME | 04112 | N/A | PC | General Operating Support | $50,000 | |
| Friends of Long Island Wellness Council | ||||||||
| PO Box 263 | Long Island | ME | 04050 | N/A | PC | General Operating Support | $10,000 | |
| Friends of the Presumpscot River | ||||||||
| PO Box 1474 | Westbrook | ME | 040981474 | N/A | PC | General Operating Support | $10,000 | |
| Friends of the Sea Lion Inc (aka Pacific Marine Mammal Center) | ||||||||
| 20612 Laguna Canyon Road | Laguna Beach | CA | 92651 | N/A | PC | General Operating Support | $15,000 | |
| Full Plates Full Potential | ||||||||
| 14 Maine Street Box 3 | Brunswick | ME | 04011 | N/A | PC | General Operating Support | $40,000 | |
| Gateway Community Services Maine | ||||||||
| 501 Forest Avenue | Portland | ME | 041011503 | N/A | PC | General Operating Support | $20,000 | |
| Gedakina Inc | ||||||||
| PO Box 9061 | Essex | VT | 05451 | N/A | PC | General Operating Support | $50,000 | |
| Good Shepherd Food Bank | ||||||||
| PO Box 1807 | Auburn | ME | 04211 | N/A | PC | General Operating Support | $40,000 | |
| Goodwill Industries of Northern New England | ||||||||
| 34 Hutcherson Drive | Gorham | ME | 040382743 | N/A | PC | General Operating Support | $30,000 | |
| Greater Androscoggin Humane Society | ||||||||
| 55 Strawberry Avenue | Lewiston | ME | 042405962 | N/A | PC | General Operating Support | $120,000 | |
| Greater Franklin Development Council | ||||||||
| PO Box 107 | Farmington | ME | 04938 | N/A | PC | General Operating Support | $85,000 | |
| Greater Portland Immigrant Welcome Center | ||||||||
| 24 Preble Street Floor 3 | Portland | ME | 04101 | N/A | PC | General Operating Support | $40,000 | |
| GrowSmart Maine | ||||||||
| 227 Water Street Suite 215 | Augusta | ME | 043304653 | N/A | PC | General Operating Support | $20,000 | |
| Gulf of Maine Research Institute | ||||||||
| 350 Commercial Street | Portland | ME | 041014618 | N/A | PC | General Operating Support | $20,000 | |
| Habitat for Humanity of Greater Portland | ||||||||
| 659 Warren Avenue | Portland | ME | 04103 | N/A | PC | General Operating Support | $15,000 | |
| Habitat for Humanity York County | ||||||||
| PO Box 267 | Kennebunk | ME | 040430267 | N/A | PC | General Operating Support | $10,000 | |
| Halfway Home Pet Rescue Inc | ||||||||
| PO Box 488 | Caribou | ME | 047360488 | N/A | PC | General Operating Support | $57,500 | |
| Hand in Hand Mano en Mano | ||||||||
| PO Box 573 | Milbridge | ME | 046580573 | N/A | PC | General Operating Support | $50,000 | |
| Harvest Hills Animal Shelter Inc | ||||||||
| 1389 Bridgton Road | Fryeburg | ME | 040374018 | N/A | PC | General Operating Support | $30,000 | |
| Health Care Without Harm | ||||||||
| 12355 Sunrise Valley Drive Suite | Reston | VA | 20191 | N/A | PC | General Operating Support | $30,000 | 680 |
| Healthy Acadia | ||||||||
| PO Box 1710 | Ellsworth | ME | 04605 | N/A | PC | General Operating Support | $50,000 | |
| Healthy Communities of the Capital Area | ||||||||
| 11 Mechanic Street Suite 101 | Gardiner | ME | 043452100 | N/A | PC | General Operating Support | $60,000 | |
| Healthy Homeworks | ||||||||
| 17 Kellogg Street | Portland | ME | 04101 | N/A | PC | General Operating Support | $30,000 | |
| Healthy Island Project | ||||||||
| PO Box 55 | Stonington | ME | 04681 | N/A | PC | General Operating Support | $10,000 | |
| Healthy Neighborhoods | ||||||||
| PO Box 383 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $20,000 | |
| Healthy Peninsula | ||||||||
| PO Box 945 | Blue Hill | ME | 04614 | N/A | PC | General Operating Support | $18,000 | |
| Heart of Biddeford | ||||||||
| 205 Main Street Suite 103 | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $10,000 | |
| Her Safety Net | ||||||||
| 174 Blake Street Apartment 3 | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $15,000 | |
| Hospice of Southern Maine | ||||||||
| 390 US Route 1 | Scarborough | ME | 040746713 | N/A | PC | General Operating Support | $30,000 | |
| Houlton Band of Maliseet Indians | ||||||||
| 88 Bell Road | Littleton | ME | 04730 | N/A | GOV | General Operating Support | $50,000 | |
| Houlton Humane Society | ||||||||
| 263 Callaghan Road | Houlton | ME | 04730 | N/A | PC | General Operating Support | $40,000 | |
| Humane Society Waterville Area | ||||||||
| 100 Webb Road | Waterville | ME | 049014203 | N/A | PC | General Operating Support | $40,000 | |
| Immigrant Legal Advocacy Project | ||||||||
| PO Box 17917 | Portland | ME | 04112 | N/A | PC | General Operating Support | $10,000 | |
| Impact Justice | ||||||||
| 2930 Lakeshore Avenue Suite 300 | Oakland | ME | 94610 | N/A | PC | General Operating Support | $15,000 | |
| In Her Presence | ||||||||
| 179 Mechanic Street | Westbrook | ME | 040922730 | N/A | PC | General Operating Support | $55,000 | |
| Island Institute | ||||||||
| PO Box 648 | Rockland | ME | 04841 | N/A | PC | General Operating Support | $35,000 | |
| Jmedecins Sans Frontiers USA Inc (Doctors without Borders) | ||||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | N/A | PC | General Operating Support | $5,000 | |
| Jobs with Justice Education Fund | ||||||||
| 1150 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | PC | General Operating Support | $35,000 | 200 |
| Katahdin Tourism Partnership | ||||||||
| 36 School Street Suite 4 | Sherman | ME | 04776 | N/A | PC | General Operating Support | $50,000 | |
| Kennebec Valley Humane Society | ||||||||
| 10 Pethaven Lane | Augusta | ME | 043306119 | N/A | PC | General Operating Support | $63,000 | |
| Kennebunk Free Library Association | ||||||||
| 112 Main Street | Kennebunk | ME | 040437036 | N/A | PC | General Operating Support | $15,500 | |
| Kennebunk Land Trust | ||||||||
| 6 Brown Street Suite 2 | Kennebunk | ME | 04043 | N/A | PC | General Operating Support | $15,000 | |
| Kids Free to Grow | ||||||||
| 57 Portland Road Suite 4 | Kennebunk | ME | 040436662 | N/A | PC | General Operating Support | $5,000 | |
| Kindness Collective of Maine | ||||||||
| 344 Webber Avenue | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Kittery Land Trust (KLT) | ||||||||
| PO Box 467 | Kittery | ME | 039040467 | N/A | PC | General Operating Support | $10,000 | |
| Knox County Homeless Coalition | ||||||||
| PO Box 1696 | Rockland | ME | 048411696 | N/A | PC | General Operating Support | $10,000 | |
| Ktaadn Arts | ||||||||
| 135 Penebscot Avenue | Millinocket | ME | 04462 | N/A | PC | General Operating Support | $25,000 | |
| LA Youth and Family Enrichment Services | ||||||||
| 79 Chestnut Street | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $35,000 | |
| Ladder to the Moon Network | ||||||||
| PO Box 10379 | Portland | ME | 04104 | N/A | PC | General Operating Support | $40,000 | |
| Lake Stewards of Maine | ||||||||
| 24 Maple Hill Road | Auburn | ME | 042108774 | N/A | PC | General Operating Support | $5,000 | |
| Land in Common Inc | ||||||||
| 217 S Mountain Road | Greene | ME | 042363942 | N/A | PC | General Operating Support | $28,500 | |
| LandCAN | ||||||||
| 74 Lunt Road Suite 300-302 | Falmouth | ME | 04105 | N/A | PC | General Operating Support | $10,000 | |
| Laudholm Trust | ||||||||
| PO Box 1007 | Wells | ME | 04090 | N/A | PC | General Operating Support | $15,000 | |
| League of Women Voters of Maine Education Fund Inc | ||||||||
| PO Box 18187 | Portland | ME | 04112 | N/A | PC | General Operating Support | $30,000 | |
| Lewiston Auburn Metropolitan Chamber of Commerce Foundation | ||||||||
| 415 Lisbon Street Suite 100 | Lewiston | ME | 042407663 | N/A | PC | General Operating Support | $60,000 | |
| Lewiston Auburn Youth Network | ||||||||
| 210 Blake Street | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $20,000 | |
| Lewiston Public Schools | ||||||||
| 36 Oak Street | Lewiston | ME | 04240 | N/A | GOV | General Operating Support | $10,000 | |
| Lewiston-Auburn Area Housing Development Corporation | ||||||||
| 86 Lisbon Street | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Living with Peace | ||||||||
| 95 Park Street Suite 516 | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Lubec Community Outreach Center | ||||||||
| PO Box 41 | Lubec | ME | 046520041 | N/A | PC | General Operating Support | $20,000 | |
| Mahoosuc Land Trust Inc | ||||||||
| PO Box 981 | Bethel | ME | 042170981 | N/A | PC | General Operating Support | $5,000 | |
| Mailseet Community Development Authority | ||||||||
| 88 Bell Road | Littleton | ME | 04730 | N/A | PC | General Operating Support | $100,000 | |
| Maine Access Points | ||||||||
| 51 Harpswell Road | Brunswick | ME | 04011 | N/A | PC | General Operating Support | $20,000 | |
| Maine Association of Nonprofits | ||||||||
| 565 Congress Street Suite 301 | Portland | ME | 041018300 | N/A | PC | General Operating Support | $20,000 | |
| Maine Association of the Education of Young Children | ||||||||
| 295 Water Street Suite 10 | Augusta | ME | 04330 | N/A | PC | General Operating Support | $85,000 | |
| Maine Audubon | ||||||||
| 20 Gilsland Farm Road | Falmouth | ME | 04105 | N/A | PC | General Operating Support | $235,000 | |
| Maine Boys to Men | ||||||||
| PO Box 8325 | Portland | ME | 04104 | N/A | PC | General Operating Support | $10,000 | |
| Maine Center for Economic Policy | ||||||||
| PO Box 437 | Augusta | ME | 043320437 | N/A | PC | General Operating Support | $40,000 | |
| Maine Center for Public Interest Reporting (aka The Maine Monitor) | ||||||||
| PO Box 284 | Hallowell | ME | 043470284 | N/A | PC | General Operating Support | $20,000 | |
| Maine Civil Liberties Union Foundation | ||||||||
| PO Box 7860 | Portland | ME | 04112 | N/A | PC | General Operating Support | $30,000 | |
| Maine Coast Fishermen's Association | ||||||||
| 93 Pleasant Street | Brunswick | ME | 040112264 | N/A | PC | General Operating Support | $70,000 | |
| Maine Coast Heritage Trust (aka Coast Rivers Conservation Trust) | ||||||||
| 1 Bowdoin Mill Island Street Suite | Topsham | ME | 04086 | N/A | PC | General Operating Support | $25,000 | 201 |
| Maine Coast Heritage Trust | ||||||||
| 1 Bowdoin Mill Island Street | Topsham | ME | 040861265 | N/A | PC | General Operating Support | $55,000 | |
| Maine Community Foundation | ||||||||
| 245 Main Street | Ellsworth | ME | 046051613 | N/A | PC | General Operating Support | $20,000 | |
| Maine Community Integration | ||||||||
| 11 Lisbon Street | Lewiston | ME | 042407198 | N/A | PC | General Operating Support | $60,125 | |
| Maine Conservation Alliance | ||||||||
| 295 Water Street Suite 9 | Augusta | ME | 043304643 | N/A | PC | General Operating Support | $60,000 | |
| Maine Council on Aging | ||||||||
| PO Box 988 | Brunswick | ME | 040110988 | N/A | PC | General Operating Support | $5,000 | |
| Maine Development Foundation | ||||||||
| 2 Beech Street Unit 203 | Hallowell | ME | 043471521 | N/A | PC | General Operating Support | $245,000 | |
| Maine Environmental Education Association | ||||||||
| 31 Woodside Road | Brunswick | ME | 040117430 | N/A | PC | General Operating Support | $130,000 | |
| Maine Equal Justice Partners Inc | ||||||||
| 126 Sewall Street | Augusta | ME | 043306822 | N/A | PC | General Operating Support | $45,000 | |
| Maine Farmland Trust Inc | ||||||||
| 97 Main Street | Belfast | ME | 049156536 | N/A | PC | General Operating Support | $75,000 | |
| Maine Federation of Farmers Markets | ||||||||
| PO Box 313 | Freeport | ME | 04032 | N/A | PC | General Operating Support | $90,000 | |
| Maine Federation of Humane Societies | ||||||||
| PO Box 43 | West Kennebunk | ME | 040940043 | N/A | PC | General Operating Support | $75,000 | |
| Maine Grain Alliance | ||||||||
| PO Box 1140 | Skowhegan | ME | 04976 | N/A | PC | General Operating Support | $7,500 | |
| Maine Historical Society | ||||||||
| 489 Congress Street Suite 2 | Portland | ME | 041013415 | N/A | PC | General Operating Support | $25,000 | |
| Maine Housing and Building Materials Exchange | ||||||||
| PO Box 913 | Sabattus | ME | 04280 | N/A | PC | General Operating Support | $10,000 | |
| Maine Huts & Trails | ||||||||
| 496 Main Street Apartment C | Kingfield | ME | 04947 | N/A | PC | General Operating Support | $20,000 | |
| Maine Immigrant & Refugee Services | ||||||||
| PO Box 7149 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $10,000 | |
| Maine Immigrant Rights Coalition | ||||||||
| 1 Marginal Way Floor 2 | Portland | ME | 04101 | N/A | PC | General Operating Support | $120,000 | |
| Maine Initiatives Inc | ||||||||
| 56 North Street Suite 100 | Portland | ME | 041012756 | N/A | PC | General Operating Support | $220,000 | |
| Maine Lakes Society (aka Maine Lakes) | ||||||||
| PO Box 447 | Belgrade Lakes | ME | 04918 | N/A | PC | General Operating Support | $5,000 | |
| Maine Mathematics and Science Alliance (MMSA) | ||||||||
| PO Box 2246 | Augusta | ME | 04338 | N/A | PC | General Operating Support | $100,000 | |
| Maine Mountain Collaborative | ||||||||
| 45 Exchange Street | Portland | ME | 04101 | N/A | PC | General Operating Support | $25,000 | |
| Maine Needs | ||||||||
| PO Box 4174 | Portland | ME | 04101 | N/A | PC | General Operating Support | $10,000 | |
| Maine Organic Farmers and Gardeners Association | ||||||||
| PO Box 170 | Unity | ME | 049880170 | N/A | PC | General Operating Support | $120,000 | |
| Maine People's Resource Center | ||||||||
| 565 Congress Street Suite 200 | Portland | ME | 041013315 | N/A | PC | General Operating Support | $83,000 | |
| Maine Philanthropy Center | ||||||||
| PO Box 9301 | Portland | ME | 041049301 | N/A | PC | General Operating Support | $40,000 | |
| Maine Prisoner Re-Entry Network | ||||||||
| 2 Bangor Street Suite 2 | Augusta | ME | 04330 | N/A | PC | General Operating Support | $10,000 | |
| Maine Seacoast Mission | ||||||||
| PO Box 600 | Northeast Harbor | ME | 04662 | N/A | PC | General Operating Support | $40,000 | |
| Maine State Society for the Protection of Animals | ||||||||
| PO Box 10 | South Windham | ME | 040820010 | N/A | PC | General Operating Support | $15,000 | |
| Maine Women's Lobby Education Fund | ||||||||
| 295 Water Street Suite 10 | Augusta | ME | 043304659 | N/A | PC | General Operating Support | $30,000 | |
| Maine-Wabanaki Reach | ||||||||
| 13 Loop Road | Indian Island | ME | 044681212 | N/A | PC | General Operating Support | $15,000 | |
| Mainehealth (fbo Southern Maine Health Care) | ||||||||
| 1 Medical Center Drive PO Box 626 | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $25,000 | |
| Mainehealth Care at Home | ||||||||
| 15 Industrial Park Road | Saco | ME | 040721804 | N/A | PC | General Operating Support | $30,000 | |
| MaineHealth | ||||||||
| 22 Bramhall Street | Portland | ME | 041023134 | N/A | PC | General Operating Support | $50,000 | |
| Marians Dream Philanthropy for Animal Advocates Inc | ||||||||
| PO Box 365 | Brunswick | ME | 040110365 | N/A | PC | General Operating Support | $71,000 | |
| Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA) | ||||||||
| 350 South Huntington Avenue | Boston | ME | 02130 | N/A | PC | General Operating Support | $30,000 | |
| Medical Care Development (aka MCD Global Health) | ||||||||
| 105 Second Street Suite 2A | Hallowell | ME | 04347 | N/A | PC | General Operating Support | $80,000 | |
| Mid Coast Hunger Prevention Program Inc | ||||||||
| 179 Neptune Drive | Brunswick | ME | 04011 | N/A | PC | General Operating Support | $50,000 | |
| Midcoast Conservancy | ||||||||
| PO Box 439 | Edgecomb | ME | 04556 | N/A | PC | General Operating Support | $10,000 | |
| Millinocket Memorial Library | ||||||||
| 5 Maine Avenue | Millinocket | ME | 044621416 | N/A | PC | General Operating Support | $100,000 | |
| Millinocket Regional Hospital | ||||||||
| 200 Somerset Street | Millinocket | ME | 044621258 | N/A | PC | General Operating Support | $120,000 | |
| Mission Working Dogs | ||||||||
| 49 Ash Street 1343 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $100,000 | |
| MSAD # 20 RSU 89 | ||||||||
| 28 High School Drive | Fort Fairfield | ME | 04742 | N/A | GOV | General Operating Support | $40,000 | |
| Multicultural Community and Family Support Services | ||||||||
| PO Box 324 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $10,000 | |
| My Place Teen Center Inc | ||||||||
| 755 Main Street | Westbrook | ME | 040923416 | N/A | PC | General Operating Support | $22,000 | |
| National Audubon Society | ||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | N/A | PC | General Operating Support | $10,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | General Operating Support | $30,000 | |
| Nature Conservancy | ||||||||
| 4245 Fairfax Drive | Arlington | VA | 222031606 | N/A | PC | General Operating Support | $50,000 | |
| New Beginnings for Animals | ||||||||
| PO Box 2444 | Mission Viejo | CA | 92690 | N/A | PC | General Operating Support | $10,000 | |
| New Beginnings Inc | ||||||||
| 134 College Street | Lewiston | ME | 042406810 | N/A | PC | General Operating Support | $20,000 | |
| New England Arab American Organization | ||||||||
| PO Box 1812 | Portland | ME | 041041812 | N/A | PC | General Operating Support | $10,000 | |
| New England Grassroots Environment Fund | ||||||||
| PO Box 611 | Newmarket | NH | 03857 | N/A | PC | General Operating Support | $40,500 | |
| New Learning Journey | ||||||||
| 700 Bragg Hill Road | Fayston | VT | 05673 | N/A | PC | General Operating Support | $100,000 | |
| New Mainers Public Health Initiative | ||||||||
| 276 Lisbon Street | Lewiston | ME | 042407304 | N/A | PC | General Operating Support | $50,000 | |
| Nomadic And Pastoralist Development East Africa | ||||||||
| 145 Lisbon Street Suite 505 | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Northern Forest Canoe Trail Inc | ||||||||
| PO Box 565 | Waitsfield | VT | 05673 | N/A | PC | General Operating Support | $10,000 | |
| Northern Forest Center | ||||||||
| 18 North Main Street No 204 | Concord | NH | 03301 | N/A | PC | General Operating Support | $55,000 | |
| Northern Lighthouse Inc (aka Healing Hearts Ranch) | ||||||||
| PO Box 04758 | Mars Hill | ME | 04758 | N/A | PC | General Operating Support | $5,000 | |
| Northwest Atlantic Marine Alliance Inc (aka North American Marine Allia | ||||||||
| 222 Main Street Store Front | Gloucester | MA | 01930 | N/A | PC | General Operating Support | $25,000 | |
| Office of the Maine State Treasurer | ||||||||
| 39 State House Station | Augusta | ME | 04333 | N/A | GOV | General Operating Support | $25,000 | |
| Open Table MDI | ||||||||
| PO Box 451 | Bar Harbor | ME | 04609 | N/A | PC | General Operating Support | $10,000 | |
| Our Katahdin | ||||||||
| 111 Canyon Drive | Millinocket | ME | 044622328 | N/A | PC | General Operating Support | $242,000 | |
| Outdoor Sports Institute Inc | ||||||||
| PO Box 112 | Caribou | ME | 04736 | N/A | PC | General Operating Support | $200,000 | |
| Oxford Hills Community Gardens | ||||||||
| 26 Whitman Street | Norway | ME | 042686025 | N/A | PC | General Operating Support | $40,000 | |
| Passamaquoddy Tribe at Indian Township | ||||||||
| Indian Township Reservation | Indian Township | ME | 04668 | N/A | GOV | General Operating Support | $50,000 | |
| Passamaquoddy Tribe at Pleasant Point | ||||||||
| Pleasant Point Reservation | Pleasant Point | ME | 04667 | N/A | GOV | General Operating Support | $170,000 | |
| Passivhausmaine | ||||||||
| 139 S Freeport Road | Freeport | ME | 04032 | N/A | PC | General Operating Support | $25,000 | |
| PAWS - Protection of Animals Wandering the Streets | ||||||||
| 368 South Street | Calais | ME | 046191123 | N/A | PC | General Operating Support | $197,500 | |
| Penobscot Nation | ||||||||
| 12 Down Street | Indian Island | ME | 04468 | N/A | GOV | General Operating Support | $50,000 | |
| Pine Tree Society | ||||||||
| 149 Front Street | Bath | ME | 045302672 | N/A | PC | General Operating Support | $10,000 | |
| Pinetree Institute | ||||||||
| 206 Old Road | Eliot | ME | 03903 | N/A | PC | General Operating Support | $10,000 | |
| Pope Memorial Humane Society of Knox County | ||||||||
| PO Box 1294 | Rockland | ME | 048411294 | N/A | PC | General Operating Support | $120,000 | |
| Portland Maine Symphony Orchestra (aka PSO) | ||||||||
| 85 Exchange Street 4th Floor | Portland | ME | 04101 | N/A | PC | General Operating Support | $25,000 | |
| Portland Museum of Art | ||||||||
| 7 Congress Square | Portland | ME | 041013802 | N/A | PC | General Operating Support | $30,000 | |
| Preble Street | ||||||||
| 55 Portland Street | Portland | ME | 04101 | N/A | PC | General Operating Support | $130,000 | |
| Presente Maine | ||||||||
| 622 Congress Street PO Box 4202 | Portland | ME | 04101 | N/A | PC | General Operating Support | $60,125 | |
| President and Trustees of Bates College | ||||||||
| 2 Andrews Road 216 Lane Hall | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Prevent Euthanasia Through Sterilization Pets | ||||||||
| 305 Lane Road | Ripley | ME | 04930 | N/A | PC | General Operating Support | $35,000 | |
| ProsperityME | ||||||||
| PO Box 8013 | Portland | ME | 041048013 | N/A | PC | General Operating Support | $10,000 | |
| Quebec Labrador Foundation Inc | ||||||||
| 5 South Main Street | Ipswich | MA | 01938 | N/A | PC | General Operating Support | $55,000 | |
| Quoddy Tides Foundation | ||||||||
| 43 Water Street | Eastport | ME | 04631 | N/A | PC | General Operating Support | $50,000 | |
| Raise-OP Housing Cooperative | ||||||||
| 145 Pierce Street Office 102 | Lewiston | ME | 042407343 | N/A | PC | General Operating Support | $20,000 | |
| Renew New England Alliance | ||||||||
| 91 Williams Street | Providence | RI | 02906 | N/A | PC | General Operating Support | $20,000 | |
| Resist | ||||||||
| PO Box 301240 | Boston | MA | 02130 | N/A | PC | General Operating Support | $50,000 | |
| Resources for Organizing and Social Change | ||||||||
| PO Box 2444 | Augusta | ME | 043382444 | N/A | PC | General Operating Support | $200,000 | |
| Responsible Pet Care of Oxford Hills | ||||||||
| PO Box 821 | Norway | ME | 04268 | N/A | PC | General Operating Support | $20,000 | |
| Rest Center - Recovery Employment Support Training | ||||||||
| 205 Main Street | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Restorative Justice Institute of Maine | ||||||||
| 615 Congress Street Suite 315 | Portland | ME | 04101 | N/A | PC | General Operating Support | $10,000 | |
| Restorative Justice Project Maine | ||||||||
| PO Box 141 | Belfast | ME | 04915 | N/A | PC | General Operating Support | $25,000 | |
| Riding To The Top | ||||||||
| 14 Lilac Drive | Windham | ME | 040624063 | N/A | PC | General Operating Support | $15,000 | |
| River Valley Healthy Communities Coalition | ||||||||
| PO Box 86 | Rumford | ME | 04276 | N/A | PC | General Operating Support | $10,000 | |
| ROIL (dba Maine Inside Out) | ||||||||
| PO Box 15168 | Portland | ME | 041125168 | N/A | PC | General Operating Support | $37,500 | |
| Rosati Leadership Academy | ||||||||
| 3 Abenaki Drive | Topsham | ME | 04086 | N/A | PC | General Operating Support | $17,500 | |
| Rural Aspirations Project | ||||||||
| 197 Nickerson Road | Swanville | ME | 04915 | N/A | PC | General Operating Support | $125,000 | |
| Safe Voices | ||||||||
| PO Box 713 | Auburn | ME | 042120713 | N/A | PC | General Operating Support | $10,000 | |
| Sea Meadow Marine Foundation | ||||||||
| 385 Penney Road | New Gloucester | ME | 04260 | N/A | PC | General Operating Support | $50,000 | |
| SeedMoney | ||||||||
| 3 Powderhorn Drive | Scarborough | ME | 040748701 | N/A | PC | General Operating Support | $30,000 | |
| SeniorsPlus | ||||||||
| 8 Falcon Road | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $10,000 | |
| Side X Side Inc | ||||||||
| 636 Congress Street | Portland | ME | 04101 | N/A | PC | General Operating Support | $10,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | N/A | PC | General Operating Support | $40,000 | |
| Skowhegan Economic Development Corporation | ||||||||
| 225 Water Street | Skowhegan | ME | 04976 | N/A | PC | General Operating Support | $40,000 | |
| Society for the Prevention of Cruelty to Animals of Hancock County | ||||||||
| 141 Bar Harbor Road | Trenton | ME | 04605 | N/A | PC | General Operating Support | $20,000 | |
| Somali Bantu Community Lewiston of Maine | ||||||||
| 222 Pine Street | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $45,000 | |
| Somerset Humane Society | ||||||||
| PO Box 453 | Skowhegan | ME | 049760453 | N/A | PC | General Operating Support | $35,000 | |
| Spirits Place | ||||||||
| PO Box 471 | Newport | ME | 049530471 | N/A | PC | General Operating Support | $34,000 | |
| St Andre Home Inc | ||||||||
| 1066 Kenduskeag Avenue | Bangor | ME | 04401 | N/A | PC | General Operating Support | $7,500 | |
| St Mary's Health System | ||||||||
| PO Box 7291 | Lewiston | ME | 042437291 | N/A | PC | General Operating Support | $40,000 | |
| St Mary's Regional Medical Center | ||||||||
| PO Box 291 | Lewiston | ME | 042430291 | N/A | PC | General Operating Support | $180,000 | |
| Student Conservation Association | ||||||||
| 1310 N Courthouse Road Suite 110 | Arlington | VA | 22203 | N/A | PC | General Operating Support | $30,000 | |
| Sunrise County Economic Council | ||||||||
| 7 Ames Way | Machias | ME | 046541424 | N/A | PC | General Operating Support | $375,000 | |
| Sunrise Opportunities | ||||||||
| PO Box 88 | Machias | ME | 046540088 | N/A | PC | General Operating Support | $200,000 | |
| Susan L Curtis Charitable Foundation | ||||||||
| 1321 Washington Avenue Suite 104 | Portland | ME | 041033636 | N/A | PC | General Operating Support | $10,000 | |
| Sustainable Livelihoods Relief Organization | ||||||||
| 256 Bartlett Street Suite 101 | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $15,000 | |
| Sweetser | ||||||||
| 50 Moody Street | Saco | ME | 040721536 | N/A | PC | General Operating Support | $20,000 | |
| The Ark Animal Shelter | ||||||||
| PO Box 276 | Cherryfield | ME | 04622 | N/A | PC | General Operating Support | $30,000 | |
| The Committee To Restore the Abyssinian Meetinghouse | ||||||||
| PO Box 11064 | Portland | ME | 04104 | N/A | PC | General Operating Support | $20,000 | |
| The Friends of Veterans' Memorial Library | ||||||||
| PO Box 695 | Patten | ME | 04765 | N/A | PC | General Operating Support | $25,000 | |
| The Jackson Laboratory | ||||||||
| PO Box 254 | Bar Harbor | ME | 04609 | N/A | PC | General Operating Support | $10,000 | |
| The Kennebec Land Trust | ||||||||
| PO Box 261 | Winthrop | ME | 04364 | N/A | PC | General Operating Support | $20,000 | |
| The Opportunity Alliance | ||||||||
| 50 Lydia Lane | South Portland | ME | 041062156 | N/A | PC | General Operating Support | $52,500 | |
| The Root Cellar | ||||||||
| 94 Washington Avenue | Portland | ME | 04101 | N/A | PC | General Operating Support | $30,000 | |
| The Store Next Door | ||||||||
| 562 Main Street | Lewiston | ME | 04240 | N/A | PC | General Operating Support | $5,000 | |
| The Trust for Public Land | ||||||||
| PO Box 889336 | Los Angeles | CA | 90088 | N/A | PC | General Operating Support | $15,000 | |
| Third Place Inc | ||||||||
| 47 Portland Street Suite 2 | Portland | ME | 04101 | N/A | PC | General Operating Support | $17,000 | |
| Third Sector New England Inc | ||||||||
| 225 Franklin Street Suite 350 | Boston | MA | 02110 | N/A | PC | General Operating Support | $176,800 | |
| Tree Street Youth Inc | ||||||||
| 144 Howe Street | Lewiston | ME | 042406421 | N/A | PC | General Operating Support | $25,000 | |
| Trekkers Inc | ||||||||
| 325 Old County Road | Rockland | ME | 048415507 | N/A | PC | General Operating Support | $12,500 | |
| Tri-County Mental Health Services | ||||||||
| PO Box 2008 1155 Lisbon Street | Lewiston | ME | 04241 | N/A | PC | General Operating Support | $10,000 | |
| Trinity Jubilee Center Inc | ||||||||
| 247 Bates Street | Lewiston | ME | 042407331 | N/A | PC | General Operating Support | $15,000 | |
| Tufts University | ||||||||
| 80 George Street | Medford | MA | 02155 | N/A | PC | General Operating Support | $25,000 | |
| United Animal Nations (dba RedRover) | ||||||||
| PO Box 188890 | Sacramento | CA | 95818 | N/A | PC | General Operating Support | $20,000 | |
| United Charitable | ||||||||
| 44921 George Washington Boulevard | Ashburn | VA | 20147 | N/A | PC | General Operating Support | $22,500 | Suite 230 |
| United Somali Women of Maine | ||||||||
| PO Box 397 | Lewiston | ME | 042430397 | N/A | PC | General Operating Support | $190,000 | |
| United Spay Alliance | ||||||||
| PO Box 365 | Brunswick | ME | 04011 | N/A | PC | General Operating Support | $9,000 | |
| United Way of Androscoggin County Inc | ||||||||
| PO Box 888 | Lewiston | ME | 04243 | N/A | PC | General Operating Support | $13,000 | |
| United Youth Empowerment Services | ||||||||
| 145 Lisbon Street 406 | Lewiston | ME | 042407235 | N/A | PC | General Operating Support | $15,000 | |
| University of Maine System | ||||||||
| 5703 Alumni Hall Suite 101 | Orono | ME | 044695703 | N/A | GOV | General Operating Support | $10,000 | |
| University of New England | ||||||||
| 11 Hills Beach Road | Biddeford | ME | 040059526 | N/A | PC | General Operating Support | $25,000 | |
| University of New Hampshire Foundation Incorporated | ||||||||
| 9 Edgewood Road | Durham | NH | 03824 | N/A | PC | General Operating Support | $30,000 | |
| Upstander Project Inc | ||||||||
| 25 Haverford Street | Jamaica Plain | MA | 02130 | N/A | PC | General Operating Support | $20,000 | |
| Waban Projects Inc | ||||||||
| 5 Dunaway Drive | Sanford | ME | 040735143 | N/A | PC | General Operating Support | $10,000 | |
| Wabanaki Alliance | ||||||||
| PO Box 265 | Stillwater | ME | 04489 | N/A | NC | General Operating Support | $50,000 | |
| Wabanaki Cultural Preservation Coalition | ||||||||
| 18 Nepisikwit Drive | Passadumkeag | ME | 044753130 | N/A | PC | General Operating Support | $60,000 | |
| Wabanaki Health and Wellness Inc | ||||||||
| 16 Central Street | Bangor | ME | 04401 | N/A | PC | General Operating Support | $130,000 | |
| Wabanaki Youth in Science | ||||||||
| PO Box 215 | Indian Island | ME | 04468 | N/A | PC | General Operating Support | $60,000 | |
| Wayfinder Schools | ||||||||
| PO Box 555 | Camden | ME | 04843 | N/A | PC | General Operating Support | $20,000 | |
| Wayside Food Programs | ||||||||
| PO Box 1278 | Portland | ME | 041041278 | N/A | PC | General Operating Support | $67,000 | |
| Wellness Mobile | ||||||||
| PO Box 785 | Sabattus | ME | 04280 | N/A | PC | General Operating Support | $15,000 | |
| WhyHunger Inc | ||||||||
| 505 Eighth Avenue Suite 2100 | New York | NY | 10018 | N/A | PC | General Operating Support | $50,000 | |
| Winterkids Education Foundation | ||||||||
| PO Box 7566 | Portland | ME | 04112 | N/A | PC | General Operating Support | $5,000 | |
| Wolfe's Neck Farm Foundation Inc | ||||||||
| 184 Burnett Road | Freeport | ME | 04032 | N/A | PC | General Operating Support | $40,000 | |
| Women's Health Resource Library | ||||||||
| PO Box 463 | Milbridge | ME | 046580463 | N/A | PC | General Operating Support | $20,000 | |
| York County Shelter Programs Inc | ||||||||
| 24 George Street | Alfred | ME | 040023296 | N/A | PC | General Operating Support | $38,000 | |
| Young Men's Christian Association Auburn-Lewiston Maine | ||||||||
| 62 Turner Street | Auburn | ME | 04210 | N/A | PC | General Operating Support | $40,000 | |
| Youth Full Maine | ||||||||
| PO Box 745 | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $10,000 | |
| YWCA Central Maine | ||||||||
| 130 East Avenue | Lewiston | ME | 04540 | N/A | PC | General Operating Support | $15,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,759,500 | 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 | $1,100,700 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,181,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,941,966 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| Net Adjustment for Amounts Reported on Schedules K-1 | 523000 | $93,056 | -$158,958 | |
| Recorded on Books | $65,902 | |||
| Bond Clearing | $24,947 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $93,056 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,728,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,635,299 | 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 | Accounting Fees | CategoryTxt |
| Amt | $80,729 | Amt |
| Net Investment Income | $12,109 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,620 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Our Katahdin | |||||||||||
| PO Box 293 | Millinocket | ME | 04462 | 2021-08-20 | $115,000 | The Foundation paid a grant to Our Katahdin in the amount of $115,000, initially approved during its 2021 tax year. The purpose of the grant was to support Material Research L3C's Zero Energy Maine Homes project creating a climate-friendly housing product; helping revitalize the Katahdin region's rural economy; partnering with Maine's Indigenous communities to address racial disparities in quality housing availability; and developing new markets for Maine wood products. | $115,000 | None | Reports were provided by October 19, 2022. | 2022-10-19 | The grantee provided final narrative and financial reports by October 19, 2022. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose. |
| Cumberland County Food Security Council | |||||||||||
| PO Box 1399 | Portland | ME | 04104 | 2021-08-20 | $20,000 | The Foundation paid a grant to the Cumberland County Food Security Council in the amount of $20,000 as initially approved during its 2021 tax year. The purpose of the grant was to support the Halal Meat Initiative at Ummah Farm, developing programming and infrastructure to organize and bring together small-scale meat producers with farms led by socially disadvantaged and limited resource farmers in order to provide humanely raised, culturally preferred meat to marginalized families and communities. | $20,000 | None | Reports were provided by September 28, 2022. | 2022-09-28 | The grantee provided final narrative and financial reports by September 28, 2022. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose. |
| Cooperative Development Institute Inc | |||||||||||
| PO Box 1051 | Northampton | MA | 04462 | 2021-09-29 | $10,000 | The Foundation paid a grant to the Cooperative Development Institute in the amount of $10,000, initially approved during its 2021 tax year. The purpose of the grant was to support Happy Little Paradise Childcare Cooperative's installation of safety equipment, needed to start-up this cooperative childcare project focused on every-child centered, culturally-linguistically supportive, affordable childcare in the Lewiston-Auburn community. | $10,000 | None | Reports were provided by January 13, 2023. | 2023-01-13 | The grantee provided final narrative and financial reports by January 13, 2023. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose. |
| Wabanaki Alliance | |||||||||||
| PO Box 265 | Stillwater | ME | 04489 | 2021-08-26 | $35,000 | The Foundation paid a grant to the Wabanaki Alliance in the amount of $35,000 during its 2021 tax year. The purpose of the grant was to develop and support Wabanaki and Indigenous communities, culture, and history. | $35,000 | None | Reports will be due by the grantee in September, 2022. | 2022-09-22 | The grantee provided final narrative and financial reports by September 22, 2022. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose |
| Quebec-Labrador Foundation Inc | |||||||||||
| 4 South Main Street | Ipswich | MA | 01968 | 2022-03-30 | $110,000 | The Foundation paid a grant to the Quebec-Labrador Foundation, Inc. in the amount of $110,000, initially approved during its 2022 tax year. The purpose of this grant was to expand awareness of, and draw attention to, diverse and accessible outdoor recreation opportunities better enabling environmental educators, families, youth, and individuals with disabilities to connect to meaningful experiences in nature independently and with dignity, through the development of the Maine Trail Finder tool by Center for Community GIS.As the final reports are not due until May 2024, the Foundation is providing this Expenditure Responsibility Statement for the Quebec-Labrador Foundation for transparency and compliance purposes. | None | Final reports are due by May 25, 2024. | To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant. Narrative and financial progress reports were provided to the Foundation in March, 2023. Final reports are due on or before May 25, 2024. | ||
| Cooperative Development Institute Inc | |||||||||||
| PO Box 1051 | Northampton | MA | 01061 | 2022-03-30 | $25,000 | The Foundation paid a grant to the Cooperative Development Institute, Inc. in the amount of $25,000, initially approved during its 2022 tax year. The purpose of this grant was to support Happy Little Paradise Childcare Cooperative's curriculum and replicable business model development, for this immigrant women-led cooperative childcare project focused on every-child centered, culturally-linguistically supportive, affordable childcare in the Lewiston-Auburn community.As the final reports are not due until May 2023, the Foundation is providing this Expenditure Responsibility Statement for the Cooperative Development Institute for transparency and compliance purposes. | None | Final reports are due by May 25, 2023. | To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant. Final narrative and financial reports are due on or before May 25, 2023. | ||
| Our Katahdin | |||||||||||
| PO Box 293 | Millinocket | ME | 04462 | 2022-09-15 | $42,000 | The Foundation paid a grant to Our Katahdin in the amount of $42,000, initially approved during its 2022 tax year. The purpose of the grant was to support Good Dirt Consulting L3C's Zero Energy Maine Homes project in completing a statewide zero energy modular housing study, finalize business planning and financial modeling, structural design software, and provide matching funds for federal matching grants in order to help launch a mission-aligned company working to create a manufacturing facility in the Katahdin Region that will produce zero energy, environmentally friendly homes, create job opportunities, and align with permanent and transitional housing and workforce needs of Wabanaki people through ZEH's partnership with Wabanaki Public Health & Wellness.As the final reports are not due until October 2023, the Foundation is providing this Expenditure Responsibility Statement for Our Katahdin for transparency and compliance purposes. | None | Final reports are due by October 26, 2023. | To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant. Final narrative and financial reports are due on or before October 26, 2023. | ||
| Wabanaki Alliance | |||||||||||
| PO Box 265 | Stillwater | ME | 04489 | 2022-04-25 | $150,000 | The Foundation paid a grant to the Wabanaki Alliance in the amount of $150,000, initially approved during its 2022 tax year. The purpose of the grant was to support educational programming for Mainers including webinars, speaking engagements, and public events on Wabanaki history, culture, experiences, and sovereignty issues.As the final reports are not due until April 2025, the Foundation is providing this Expenditure Responsibility Statement for the Wabanaki Alliance for transparency and compliance purposes. | None | Final reports are due by May 23, 2025. | The grantee will provide final narrative and financial reports on or before April 24, 2025. Progress reports are due in March, 2023, and in March, 2024. At the time of this return's filing the Foundation is not aware of any diversion of funds from its intended purpose. | ||
| Cooperative Development Institute Inc | |||||||||||
| PO Box 1051 | Northampton | MA | 01061 | 2022-03-30 | $15,000 | The Foundation paid a grant to the Cooperative Development Institute Inc. in the amount of $15,000, initially approved during its 2022 tax year. The purpose of this grant was to support Isuken Co-op, a women-led food coop, in providing cooking classes, youth engagement, and culturally preferred prepared meals for at-risk community members, in partnership with Lewiston-Auburn area non-profit organizations.As the final reports are not due until May 2023, the Foundation is providing this Expenditure Responsibility Statement for the Cooperative Development Institute for transparency and compliance purposes. | None | Final reports are due by May 25, 2023. | The grantee will provide final narrative and financial reports on or before May 25, 2023. At the time of this return's filing the Foundation is not aware of any diversion of funds from its intended purpose. | ||
| Cooperative Development Institute Inc | |||||||||||
| PO Box 1051 | Northampton | MA | 01061 | 2022-03-30 | $45,000 | The Foundation paid a grant to the Cooperative Development Institute Inc. in the amount of $45,000, initially approved during its 2022 tax year. The purpose of this grant was to support New Roots Cooperative Farm planning and development of a collaborative Farmer-to-Farmer training program as a supplemental program to deepen and support the impact of existing immigrant farmer incubator programs in the community. As the final reports are not due until May 2023, the Foundation is providing this Expenditure Responsibility Statement for the Cooperative Development Institute for transparency and compliance purposes. | None | Final reports are due by May 25, 2023. | The grantee will provide final narrative and financial reports on or before May 25, 2023. At the time of this return's filing the Foundation is not aware of any diversion of funds from its intended purpose. | ||
| Skowhegan Economic Development Corporation | |||||||||||
| 255 Water Street | Skowhegan | ME | 04976 | 2022-03-30 | $40,000 | The Foundation paid a grant to the Skowhegan Economic Development Corporation in the amount of $40,000, initially approved during its 2022 tax year. The purpose of the grant was to support Land and Furrow, LLC's development of a new year-round home for the Skowhegan Farmers Market which serves many low-income residents and farmers in the area by providing SNAP and Harvest Bucks programs. Additionally, it will provide space for the expansion of Maine Grains, a woman-owned business that has been instrumental in growing the Maine grain economy and supporting many farmers.As the final reports are not due until May 2023, the Foundation is providing this Expenditure Responsibility Statement for the Skowhegan Economic Development Corporation for transparency and compliance purposes. | None | Final reports are due by May 25, 2023. | The grantee will provide final narrative and financial reports on or before May 25, 2023. At the time of this return's filing the Foundation is not aware of any diversion of funds from its intended purpose. | ||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (214 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 317034.97 shs CUBIX | $4,438,490 | $4,438,490 |
| 1445659.056 shs VBIRX | $14,268,655 | $14,268,655 |
| 1432977.138 shs VFSIX | $14,258,123 | $14,258,123 |
| 200000 shs BP CAP MARKETS, CUSIP: 05565QDVY | $175,000 | $175,000 |
| 50000 shs BANK OF AMERICA, CUSIP: 060505FL3 | $44,033 | $44,033 |
| 200000 shs BARCLAYS PLC, CUSIP: 06738EBN4 | $182,500 | $182,500 |
| 200000 shs CREDIT AGRICOLE, CUSIP: 225313AL9 | $191,560 | $191,560 |
| 200000 shs CREDIT SUISSE INTERNATIONAL, CUSIP: 225401AS7 | $112,103 | $112,103 |
| 200000 shs DAI ICHI LIFE INSURANCE CO, CUSIP: 23380YAC1 | $194,966 | $194,966 |
| 30000 shs EDISON INTERNATIONAL, CUSIP: 281020AS6 | $24,552 | $24,552 |
| 125000 shs ENERGY TRANSFER, CUSIP: 29273VAM2 | $104,375 | $104,375 |
| 45000 shs GOLDMAN SACHS GROUP, CUSIP: 38141GYU2 | $37,458 | $37,458 |
| 90000 shs SVB FINANCIAL GROUP, CUSIP: 78486QAG6 | $51,509 | $51,509 |
| 80000 shs SEMPRA BOND, CUSIP: 816851BK4 | $73,974 | $73,974 |
| 50000 shs SOUTHERN CALIF. EDISON CO, CUSIP: 842400GL1 | $49,599 | $49,599 |
| 100000 shs ASTRAZENECA NOTE, CUSIP: 046353AS7 | $100,007 | $100,007 |
| 50000 shs AMGEN INC., CUSIP: 031162BV1 | $49,012 | $49,012 |
| 100000 shs WPP FIN 2010 NOTE, CUSIP: 92936MAF4 | $96,837 | $96,837 |
| 50000 shs LABORATORY CORP. AMERICAN HOLDINGS, CUSIP: 50540RAQ5 | $48,421 | $48,421 |
| 50000 shs MOLEX ELECTRONIC TECHNOLOGIES, CUSIP: 60856BAC8 | $47,561 | $47,561 |
| 100000 shs SABRE GLOBAL INC, CUSIP: 78573NAC6 | $99,613 | $99,613 |
| 55000 shs SPIRIT AEROSYSTEMS INC, CUSIP: 85205TAL4 | $54,349 | $54,349 |
| 200000 shs CHINA CINDA FIN 2015, CUSIP: 16891VAB5 | $192,430 | $192,430 |
| 150000 shs ZF NORTH AMERICA, CUSIP: 98877DAC9 | $141,681 | $141,681 |
| 200000 shs SIX SIGMA NETWORKS MEXICO, CUSIP: 83006LAB9 | $182,100 | $182,100 |
| 75000 shs ELEMENT FINL CORP, CUSIP: 286181AD4 | $71,001 | $71,001 |
| 50000 shs PACIFIC CORP BOND, CUSIP: 695114CS5 | $47,906 | $47,906 |
| 50000 shs CARNIVAL CORP, CUSIP: 143658BL5 | $39,630 | $39,630 |
| 70000 shs HF SINCLIAR CORP, CUSIP: 403949AB6 | $70,059 | $70,059 |
| 35000 shs MANITOWOC CO, CUSIP: 563571AL2 | $32,819 | $32,819 |
| 50000 shs USA COMPRESSION PARTNERS, CUSIP: 91740PAC2 | $47,965 | $47,965 |
| 50000 shs QUEST DIAGNOSTICS, CUSIP: 74834LAZ3 | $47,684 | $47,684 |
| 20000 shs ATHENE GLOBAL, CUSIP: 04685A2Z3 | $17,251 | $17,251 |
| 75000 shs TEVA PHARMACEUTICAL, CUSIP: 88167AA31 | $65,588 | $65,588 |
| 50000 shs LIBERTY MUTUAL, CUSIP: 53079QAC1 | $53,103 | $53,103 |
| 15000 shs GANNETT HOLDINGS, CUSIP: 36474GAA3 | $12,225 | $12,225 |
| 100000 shs PRINCIPAL LIFE GLOBAL, CUSIP: 74256LES4 | $87,457 | $87,457 |
| 30000 shs GENESIS ENERGY, CUSIP: 37185LAM4 | $28,337 | $28,337 |
| 30000 shs HEXCEL CORP, CUSIP: 4289291AN8 | $27,706 | $27,706 |
| 100000 shs SERVICE PROPERTIES, CUSIP: 44106MAW2 | $78,760 | $78,760 |
| 15000 shs CROWN CASTLE INC, CUSIP: 22822VAE1 | $14,305 | $14,305 |
| 30000 shs SUBURBAN PROPANE PARTNERS, CUSIP: 864486AK1 | $28,506 | $28,506 |
| 200000 shs TELEFONICA EMISONES, CUSIP: 87938WAT0 | $189,754 | $189,754 |
| 80000 shs BAYPORT POLYMERS, CUSIP: 073096AA7 | $74,122 | $74,122 |
| 30000 shs ROCHESTER GAS, CUSIP: 771367CD9 | $27,506 | $27,506 |
| 60000 shs ANALOG DEVICES, CUSIP: 032654AZ8 | $56,504 | $56,504 |
| 50000 shs MILEAGE PLUS HOLDINGS, CUSIP: 599191AA1 | $44,742 | $44,742 |
| 200000 shs INTESA, CUSIP: 46115HBB2 | $178,242 | $178,242 |
| 60000 shs DCP MIDSTREAM, CUSIP: 23311VAJ6 | $59,518 | $59,518 |
| 50000 shs AVIATION CAP, CUSIP: 05369AAA9 | $43,672 | $43,672 |
| 100000 shs ONEMAIN FINANCIAL CORPORATION, CUSIP: 85172FAQ2 | $92,083 | $92,083 |
| 50000 shs PACIFIC LIFE, CUSIP: 6944PL2D0 | $40,982 | $40,982 |
| 100000 shs CARGO AIRCRAFT MANAGEMENT, CUSIP: 14180LAA4 | $90,761 | $90,761 |
| 70000 shs ONEANEERING INTERNATIONAL, CUSIP: 675232AB8 | $64,475 | $64,475 |
| 200000 shs ALCOA NEDERLAND HOLDING, CUSIP: 013822AC5 | $197,024 | $197,024 |
| 50000 shs SPIRIT AEROSYSTEMS INC, CUSIP: 852055AK6 | $40,370 | $40,370 |
| 200000 shs ANADOLU EFES BIRACILIK, CUSIP: 032523AB8 | $154,452 | $154,452 |
| 25000 shs NARRAGANSETT ELEC CO, CUSIP: 631005BH7 | $23,377 | $23,377 |
| 100000 shs SKYMILES IP, CUSIP: 830867AB3 | $93,997 | $93,997 |
| 75000 shs CARS COM INC, CUSIP: 14575EAA3 | $66,589 | $66,589 |
| 150000 shs DAIMLER TRUCKS, CUSIP: 233853AG5 | $126,047 | $126,047 |
| 150000 shs EQT CORP, CUSIP: 26884LAL3 | $140,814 | $140,814 |
| 50000 shs ROYAL CARIBBEAN GROUP, CUSIP: 780153BS0 | $50,244 | $50,244 |
| 70000 shs TARGA RES PARTNERS, CUSIP: 87612BBN1 | $70,557 | $70,557 |
| 25000 shs STEELCASE INC, CUSIP: 858155AE4 | $21,780 | $21,780 |
| 50000 shs SOUTHWESTERN ENERGY CO, CUSIP: 845467AR0 | $46,353 | $46,353 |
| 20000 shs AMC NETWORKS INC, CUSIP: 00164VAF0 | $12,462 | $12,462 |
| 40000 shs MAGALLANES INC, CUSIP: 55903VAJ2 | $34,605 | $34,605 |
| 50000 shs CHARTER COMMUNICATIONS, CUSIP: 161175BR4 | $47,042 | $47,042 |
| 25000 shs MOZART DEBT MERGER, CUSIP: 62482BAA0 | $20,149 | $20,149 |
| 60000 shs CSL FIN PLC, CUSIP: 12661PAB5 | $56,678 | $56,678 |
| 30000 shs VISTRA OPERATIONS CO, CUSIP: 92840VAH5 | $25,849 | $25,849 |
| 100000 shs BOARDWALK PIPELINES, CUSIP: 096630AG3 | $94,104 | $94,104 |
| 200000 shs FORD MOTOR CREDIT COMPANY, CUSIP: 345397ZR7 | $181,110 | $181,110 |
| 200000 shs SCHAEFFLER VERWALTUNG ZWEI, CUSIP: 44963BAD0 | $169,006 | $169,006 |
| 75000 shs LEAR CORP NOTE, CUSIP: 521865BA2 | $67,353 | $67,353 |
| 75000 shs LITHIA MTRS INC, CUSIP: 536797AG8 | $61,658 | $61,658 |
| 50000 shs HCA INC, CUSIP: 404119BX6 | $45,645 | $45,645 |
| 60000 shs A P MOELLER MAERSK, CUSIP: 00203QAE7 | $56,968 | $56,968 |
| 100000 shs BOSTON PPTYS LTD, CUSIP: 10112RBB9 | $86,121 | $86,121 |
| 200000 shs ALTICE FRANCE S A NOTE, CUSIP: 02156LAF8 | $149,949 | $149,949 |
| 25000 shs PERKINELMER INC, CUSIP: 714046AG4 | $21,756 | $21,756 |
| 200000 shs MHP LUX, CUSIP: 59318YAB4 | $92,508 | $92,508 |
| 200000 shs SPRINT SPECTRUM, CUSIP: 85208NAE0 | $197,106 | $197,106 |
| 50000 shs AMERICAN AXLE & MFG, CUSIP: 02406PBB5 | $40,314 | $40,314 |
| 50000 shs PENSKE TRUCK LEASING, CUSIP: 709599BH6 | $42,099 | $42,099 |
| 50000 shs HASBRO INC, CUSIP: 418056AZ0 | $44,434 | $44,434 |
| 65000 shs DELTA AIR LINES, CUSIP: 247361ZV3 | $47,077 | $47,077 |
| 150000 shs AKER BP ASA, CUSIP: 00973RAF0 | $131,954 | $131,954 |
| 100000 shs JBS USA, CUSIP: 46590XAB2 | $95,152 | $95,152 |
| 125000 shs CAPITAL ONE FINANCIAL CORP, CUSIP: 14040HCN3 | $106,871 | $106,871 |
| 35000 shs OSHKOSH CORP, CUSIP: 688225AH4 | $29,517 | $29,517 |
| 75000 shs TAKEDA PHARMACEUTICAL, CUSIP: 874060AX4 | $61,219 | $61,219 |
| 85000 shs HYUNDAI CAP, CUSIP: 44891ABL0 | $86,131 | $86,131 |
| 20000 shs FMG RESOURCES, CUSIP: 30251GBD8 | $18,631 | $18,631 |
| 40000 shs ROSS STORES, CUSIP: 778296AD5 | $37,808 | $37,808 |
| 50000 shs T MOBILE USA, CUSIP: 87264ABF1 | $45,291 | $45,291 |
| 40000 shs HUNTINGTON INGALLS, CUSIP: 446413AT3 | $36,305 | $36,305 |
| 60000 shs FLEXTRONICS, CUSIP: 33938XAB1 | $56,333 | $56,333 |
| 10000 shs COLONIAL ENTERPRISES, CUSIP: 19565CAA8 | $8,657 | $8,657 |
| 70000 shs LEIDOS INC, CUSIP: 52532XAF2 | $63,123 | $63,123 |
| 75000 shs DENTSPLY SIRONA, CUSIP: 24906PAA7 | $62,262 | $62,262 |
| 40000 shs OMNICOM GROUP, CUSIP: 681919BC9 | $37,298 | $37,298 |
| 30000 shs YARA INTL ASA, CUSIP: 984851AG0 | $24,044 | $24,044 |
| 40000 shs MAGNA INTL INC, CUSIP: 559222AV6 | $33,053 | $33,053 |
| 170000 shs VIATRIS INC, CUSIP: 92556VAD8 | $132,911 | $132,911 |
| 70000 shs PACIFIC GAS & ELEC, CUSIP: 694308JM0 | $63,448 | $63,448 |
| 40000 shs OCCIDENTAL PETE CORP, CUSIP: 674599EA9 | $45,160 | $45,160 |
| 75000 shs BANK OF AMERICA, CUSIP: 06051GHV4 | $64,506 | $64,506 |
| 25000 shs TELEDYNE FLIR LLC, CUSIP: 302445AE1 | $20,168 | $20,168 |
| 20000 shs COVANTA HLDG, CUSIP: 22282EAJ1 | $16,151 | $16,151 |
| 200000 shs TENCENT MUSIC ENTERTAINMENT GROUP, CUSIP: 88034PAB5 | $151,768 | $151,768 |
| 50000 shs CONAGRA BRANDS, CUSIP: 205887AX0 | $56,790 | $56,790 |
| 60000 shs SMITH & NEPHEW PLC, CUSIP: 83192PAA6 | $46,898 | $46,898 |
| 120000 shs BRITISH AIR, CUSIP: 11043XAB9 | $75,405 | $75,405 |
| 200000 shs MERCADOLIBRE INC, CUSIP: 58733RAF9 | $154,620 | $154,620 |
| 40000 shs PARAMOUNT GLOBAL, CUSIP: 92556HAB3 | $35,549 | $35,549 |
| 250000 shs SK HYNIX, CUSIP: 78392BAC1 | $183,874 | $183,874 |
| 25000 shs ALLISON TRANSMISSION, CUSIP: 019736AG2 | $20,563 | $20,563 |
| 15000 shs T MOBILE USA, CUSIP: 87264ACB9 | $12,254 | $12,254 |
| 30000 shs AMGEN INC., CUSIP: 031162CW8 | $24,434 | $24,434 |
| 100000 shs INTERPUBLIC GROUP, CUSIP: 460690BT6 | $78,931 | $78,931 |
| 20000 shs QUICKEN LOANS, CUSIP: 74841CAB7 | $15,263 | $15,263 |
| 50000 shs AMFAM HOLDINGS, CUSIP: 03115AAA1 | $38,849 | $38,849 |
| 20000 shs SCOTTS MIRACLE-GRO, CUSIP: 810186AX4 | $15,279 | $15,279 |
| 200000 shs GENM CAPITAL ABUAN LIMITED, CUSIP: 37231BAA6 | $149,841 | $149,841 |
| 150000 shs SANTOS FINANCE, CUSIP: 803014AA7 | $119,726 | $119,726 |
| 50000 shs FLEX INTER HOLD CO, CUSIP: 33939HAA7 | $39,021 | $39,021 |
| 15000 shs QUEST DIAGNOSTICS, CUSIP: 74834LBC3 | $12,559 | $12,559 |
| 40000 shs GOODYEAR TIRE, CUSIP: 382550BR1 | $32,718 | $32,718 |
| 200000 shs CIBANCO SA, CUSIP: 171653AA6 | $148,878 | $148,878 |
| 50000 shs AUTONATION INC, CUSIP: 05329WAS1 | $35,951 | $35,951 |
| 45000 shs NORDSTROM INC, CUSIP: 655664AY6 | $32,180 | $32,180 |
| 20000 shs ASHTEAD CAP, CUSIP: 045054A98 | $154,388 | $154,388 |
| 150000 shs FIRST AMERN FINL, CUSIP: 31847RAH5 | $109,610 | $109,610 |
| 200000 shs BRUNSWICK CORP, CUSIP: 117043AT6 | $147,040 | $147,040 |
| 80000 shs GLENCORE FDG, CUSIP: 378272BG2 | $63,729 | $63,729 |
| 200000 shs LIFE STORAGE LP, CUSIP: 53227JAD6 | $153,860 | $153,860 |
| 200000 shs BANCO SANTANDER CHILE, CUSIP: 05970FAD3 | $170,250 | $170,250 |
| 210000 shs ECOPETROL S A NOTE, CUSIP: 279158AP4 | $160,406 | $160,406 |
| 200000 shs NATIONWIDE MUTUAL INS, CUSIP: 638671AC1 | $228,472 | $228,472 |
| 60000 shs NIAGARA MOHAWK, CUSIP: 65364UAQ9 | $48,685 | $48,685 |
| 50000 shs DICKS SPORTING GOODS, CUSIP: 253393AF9 | $39,025 | $39,025 |
| 50000 shs FLOWSERVE CORP, CUSIP: 34335JAB4 | $37,453 | $37,453 |
| 50000 shs UNIVERSAL HEALTH SERVICES, CUSIP: 913903BA7 | $38,184 | $38,184 |
| 115000 shs GOLDMAN SACHS GROUP, CUSIP: 38141GXR0 | $87,609 | $87,609 |
| 200000 shs ADANI PORTS, CUSIP: 00652MAK8 | $151,710 | $151,710 |
| 20000 shs NRG ENERGY, CUSIP: 629377CS9 | $15,021 | $15,021 |
| 10000 shs TOPBUILD COR, CUSIP: 89055FAC7 | $8,126 | $8,126 |
| 49000 shs PETROLEOS MEXICANOS, CUSIP: 71643VAB1 | $38,484 | $38,484 |
| 100000 shs MANULIFE FINL, CUSIP: 56501RAE6 | $91,053 | $91,053 |
| 75000 shs ROGERS COMMUNICATIONS, CUSIP: 775109CC3 | $64,991 | $64,991 |
| 80000 shs BAYPORT POLYMERS, CUSIP: 073096AC3 | $72,241 | $72,241 |
| 200000 shs PT FREEPORT INDENESIA, CUSIP: 69377FAB2 | $183,447 | $183,447 |
| 160000 shs SOUTH32 TREASURY, CUSIP: 84055BAA1 | $137,094 | $137,094 |
| 40000 shs EQUINIX INC, CUSIP: 29444UBU9 | $35,538 | $35,538 |
| 100000 shs HIL CORP ENERGY, CUSIP: 431318AZ7 | $86,292 | $86,292 |
| 80000 shs MICRON TECHNOLOGY, CUSIP: 595112BS1 | $59,818 | $59,818 |
| 100000 shs GEORGIA PWR, CUSIP: 373334FQ3 | $96,406 | $96,406 |
| 40000 shs AVNET INC, CUSIP: 053807AV5 | $36,936 | $36,936 |
| 200000 shs SOCIETE GENERALE, CUSIP: 83368RBD3 | $154,000 | $154,000 |
| 200000 shs ENEL FIN INTL, CUSIP: 29278GAX6 | $179,849 | $179,849 |
| 50000 shs OREILLY AUTOMOTIVE, CUSIP: 67103HAL1 | $48,329 | $48,329 |
| 40000 shs CARGILL, CUSIP: 141781BW3 | $36,843 | $36,843 |
| 200000 shs LENOVO GROUP, CUSIP: 526250AE5 | $193,451 | $193,451 |
| 100000 shs MPLX LP, CUSIP: 55336VBU3 | $93,769 | $93,769 |
| 120000 shs SOUTHERN CALIF. EDISON CO, CUSIP: 84200HT3 | $126,792 | $126,792 |
| 80000 shs YARA INTL ASA, CUSIP: 984851AH8 | $83,717 | $83,717 |
| 80000 shs CHURCH & DWIGHT, CUSIP: 17136MAC6 | $82,749 | $82,749 |
| 100000 shs COMCAST CORP, CUSIP: 20030NEB3 | $104,269 | $104,269 |
| 90000 shs DOMINION ENERGY, CUSIP: 25746UDR7 | $89,207 | $89,207 |
| 200000 shs VAR ENERGI ASA, CUSIP: 92212WAE0 | $206,544 | $206,544 |
| 140000 shs ARCELORMITTAL SA, CUSIP: 03938LBF0 | $139,356 | $139,356 |
| 80000 shs DISCOVER FINL, CUSIP: 254709AS7 | $81,318 | $81,318 |
| 100000 shs NXP B V / NXP, CUSIP: 62954HBB3 | $94,710 | $94,710 |
| 250000 shs UBS GROUP, CUSIP: 9026613AK4 | $193,891 | $193,891 |
| 100000 shs WELLS FARGO, CUSIP: 95000U2U6 | $84,240 | $84,240 |
| 120000 shs DOW CHEMICAL, CUSIP: 260543DG5 | $126,238 | $126,238 |
| 30000 shs CAPITAL ONE FINANCIAL CORP, CUSIP: 1404HCT0 | $27,868 | $27,868 |
| 90000 shs JP MORGAN CHASE, CUSIP: 46647PDH6 | $85,692 | $85,692 |
| 150000 shs AERCAP IRELAND CAPITAL, CUSIP: 00774MAY1 | $113,729 | $113,729 |
| 100000 shs MOSAIC CO, CUSIP: 61945CAD5 | $97,246 | $97,246 |
| 200000 shs MV24 CAP, CUSIP: 55388RAA4 | $182,748 | $182,748 |
| 100000 shs VERIZON COMMUNICATIONS, CUSIP: 92343VCQ5 | $91,826 | $91,826 |
| 60000 shs SEAGATE HDD CAYMAN, CUSIP: 81180WAN1 | $50,573 | $50,573 |
| 50000 shs AT&T INC, CUSIP: 0020RCP5 | $45,453 | $45,453 |
| 200000 shs STANDARD CHARTERED, CUSIP: 853254BU3 | $147,884 | $147,884 |
| 50000 shs PRUDENTIAL FINL, CUSIP: 74432QAK1 | $48,368 | $48,368 |
| 40000 shs VALE OVERSEAS, CUSIP: 91911TAH6 | $42,205 | $42,205 |
| 50000 shs MORGAN STANLEY, CUSIP: 61747YES0 | $45,718 | $45,718 |
| 200000 shs BROADCOM INC, CUSIP: 11135FBV2 | $174,474 | $174,474 |
| 200000 shs ALIBABA GROUP HOLDING, CUSIP: 01609WAU6 | $166,472 | $166,472 |
| 120000 shs PG&E WILDFIRE RECOVERY, CUSIP: 693342AB3 | $111,193 | $111,193 |
| 200000 shs GALAXY PIPELINE, CUSIP: 36321PAE0 | $160,579 | $160,579 |
| 120000 shs VERIZON COMMUNICATIONS, CUSIP: 92343VGK4 | $90,228 | $90,228 |
| 50000 shs CME GROUP, CUSIP: 12572QAF2 | $51,800 | $51,800 |
| 50000 shs BED BATH & BEYOND, CUSIP: 075896AC4 | $5,000 | $5,000 |
| 20000 shs AMGEN INC., CUSIP: 031162BZ2 | $16,756 | $16,756 |
| 20000 shs GILEAD SCIENCES, CUSIP: 375558D4 | $17,999 | $17,999 |
| 50000 shs DELL INTL, CUSIP: 24703TAK2 | $56,963 | $56,963 |
| 200000 shs EIG PEARL HOLDINGS, CUSIP: 28249NAB7 | $153,511 | $153,511 |
| 60000 shs CVS HEALTH CORP, CUSIP: 126650CZ1 | $53,853 | $53,853 |
| 50000 shs ONE GAS, CUSIP: 68235PAG3 | $40,916 | $40,916 |
| 40000 shs BOEING CO, CUSIP: 097023CW3 | $37,087 | $37,087 |
| 100000 shs BP CAP MARKETS, CUSIP: 10373QBN9 | $63,842 | $63,842 |
| 300000 shs NIPPON LIFE INSURANCE, CUSIP: 654579AH4 | $240,749 | $240,749 |
| 70000 shs AMAZON COM, CUSIP: 023135CJ3 | $57,938 | $57,938 |
| 120000 shs APPLE INC, CUSIP: 037833EQ9 | $101,964 | $101,964 |
| 80000 shs PACIFICORP BOND, CUSIP: 695114CZ9 | $79,176 | $79,176 |
| 70000 shs AMAZON COM, CUSIP: 023135CK0 | $57,765 | $57,765 |
| 200000 shs SUMITOMO LIFE, CUSIP: 86564CAA8 | $198,513 | $198,513 |
| 100000 shs ENBRIDGE, CUSIP: 29250NAN5 | $91,824 | $91,824 |
| 35000 shs BUCKEYE PARTNERS, CUSIP: 118230AS0 | $29,720 | $29,720 |
| 25000 shs TRANSCANADA TRUST, CUSIP: 89356BAG3 | $20,825 | $20,825 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 351508.498 shs FSPSC | $14,478,635 | $14,478,635 |
| 147589.917 shs FXAIX | $19,647,170 | $19,647,170 |
| 753390.066 shs FPADX | $7,104,468 | $7,104,468 |
| 37045.309 shs VFSNX | $7,297,185 | $7,297,185 |
| 483103.645 shs ESML | $15,884,448 | $15,884,448 |
| 35235.211 shs VOOV | $4,935,044 | $4,935,044 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,052,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,052,935 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Aether Real Assets I LP | FMV | $74,812 | $74,812 |
| Aether Real Assets II LP | FMV | $951,605 | $951,605 |
| Constitution Ironsides III Co-Investments Fund | FMV | $337,410 | $337,410 |
| Constitution Ironsides III Partnership Fund | FMV | $1,145,589 | $1,145,589 |
| Dorchester Capital Secondaries Offshore IV LP | FMV | $328,826 | $328,826 |
| Elliot International Limited | FMV | $6,155,918 | $6,155,918 |
| Generation IM Global Equity Fund LLC | FMV | $10,351,455 | $10,351,455 |
| Legacy Ventures IX | FMV | $1,623,399 | $1,623,399 |
| Legacy Ventures VI | FMV | $1,850,808 | $1,850,808 |
| Legacy Ventures VII | FMV | $2,772,199 | $2,772,199 |
| Legacy Ventures VIII | FMV | $2,001,320 | $2,001,320 |
| Lyme Forest Fund III TE LP | FMV | $75,842 | $75,842 |
| TIFF Pep 2009 | FMV | $44,092 | $44,092 |
| Maine Grains | FMV | $130,000 | $130,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture & Equipment | $54,874 | $20,450 | $34,424 | $34,424 |
| Capital Lease (net) | $44,006 | $0 | $44,006 | $44,006 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $15,750 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Security Deposit | $2,224 | $2,224 | $2,224 |
| Deferred tax asset (net) | $116,934 | $77,108 | $77,108 |
| Investments Receivable | $242,896 | $316,536 | $316,536 |
| Accrued Interest Receivable | $149 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Tax Liability Adjustment (net) | $132,182 |
| Unrealized Gain/(Loss) on Investments | $24,037,178 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accrual to Cash Conversion | $0 | $0 | $27,695 |
| Contract Services and Consultants | $338,317 | $0 | $338,317 |
| Honoraria and Guest Speakers | $3,200 | $0 | $3,200 |
| Insurance | $19,165 | $0 | $19,165 |
| IT, Website, and Software | $39,970 | $0 | $39,970 |
| Office Expenses | $95,685 | $0 | $95,685 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Net Adjustment for Amounts Reported on Schedules K-1 | -$65,902 | -$158,958 | -$65,902 |
| Recorded on Books | $65,902 | $65,902 | |
| Bond Clearing | $24,947 | $24,947 | $24,947 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Adjustments (net) | $86,603 |
| Book-to-Tax Adjustment - Accrued Vacation | $9,057 |
| Excise Tax Refunds | $757 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Tax Liability | Desc |
| BOY Book Value | $172,007 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $318,244 | Amt |
| Net Investment Income | $319,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |