POND FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: POND FAMILY FOUNDATION (EIN 20-1131673)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-04-24
IRS object ID: 202221149349100002
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Compensation Explanation
Contractor Compensation Expln
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-24T09:35:04-04:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201131673	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Ann E Pond	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2077674421	PhoneNum
Signature	2022-04-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Michael J Quinlan	PreparerPersonNm
PTIN	P01356119	PTIN
Phone	2077757271	PhoneNum
Preparation	2022-04-24	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$9,954,639	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$86,605	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$86,605	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$148,270	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$576,398	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$148,270	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,114	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,114	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$235,989	TotalRevAndExpnssAmt
Total Net Invst Incm	$235,989	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$65,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$19,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$45,500	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$2,650	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,650	LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$89,408	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$41,805	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$47,603	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$328	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$328	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$3,449	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$345	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,104	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,744	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,744	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$164,579	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$68,372	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$96,207	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$330,616	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$330,616	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$495,195	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$68,372	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$426,823	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$259,206	ExcessRevenueOverExpensesAmt
Net Investment Income	$167,617	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$8,676	CashBOYAmt
Cash EOY	$39,053	CashEOYAmt
Cash EOYFMV	$39,053	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$34,246	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$88,681	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$88,681	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,941,631	CorporateStockBOYAmt
Corporate Stock EOY	$1,858,171	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,665,634	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$396,373	CorporateBondsBOYAmt
Corporate Bonds EOY	$158,664	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$161,271	CorporateBondsEOYFMVAmt
Total Assets BOY	$2,380,926	TotalAssetsBOYAmt
Total Assets EOY	$2,144,569	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,954,639	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,380,926	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,144,569	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,380,926	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,144,569	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,380,926	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,144,569	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,380,926	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$259,206	ExcessRevenueOverExpensesAmt
Other Increases	$23,090	OtherIncreasesAmt
Subtotal	$2,144,810	SubtotalAmt
Other Decreases	$241	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,144,569	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly traded securities	PropertyDesc
Gross Sales Price	$576,398	GrossSalesPriceAmt
Cost Or Other Basis	$428,128	CostOrOtherBasisAmt
Gain Or Loss	$148,270	GainOrLossAmt
Gains Minus Excess Or Losses	$148,270	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$148,270	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,330	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,330	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,330	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,451	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,451	TotalPaymentsAndCreditsAmt
Overpayment	$2,121	OverpaymentAmt
Applied To ES Tax	$2,121	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
Org Report Or Register State	ME	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	NA	WebsiteAddressTxt
Individual With Books	ANN E POND	IndividualWithBooksNm
Phone	2077674421	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN E POND
3 CANTER LANE	CAPE ELIZ	ME	04107	PRESIDENT AND DIRECTOR	14.00	$65,000	$0	$0
KIRK POND
3 CANTER LANE	CAPE ELIZ	ME	04107	TREASURER AND DIRECTOR	1.00	$0	$0	$0
KYLE POND
62 UPLAND ROAD	Waban	MA	02468	DIRECTOR	0.20	$0	$0	$0
JOEL POND
20 ARBORSIDE DR	FALMOUTH	ME	04105	DIRECTOR	0.20	$0	$0	$0
ERIN POND FRIEDLAND
1125 PARK AVE APT 11B	NY	NY	10128	DIRECTOR	0.20	$0	$0	$0

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Service Type	CONSULTING AND ADM	ServiceTypeTxt
Compensation	$68,005	CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$8,967,689	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$83,876	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,051,565	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$9,051,565	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$135,773	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,915,792	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$445,790	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$445,790	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,330	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,330	TotalTaxAmt
Distributable Before Adj	$443,460	DistributableBeforeAdjAmt
Distributable Before Ded	$443,460	DistributableBeforeDedAmt
Distributable As Adjusted	$443,460	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$426,823	ExpensesAndContributionsAmt
Qualifying Distributions	$426,823	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$443,460	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$2,512	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$62,365	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$62,058	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$126,935	TotalExcessDistributionCyovAmt
Qualifying Distributions	$426,823	QualifyingDistributionsAmt
Applied To Current Year	$426,823	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$16,637	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$16,637	ExcessDistributionCyovAppCYAmt
Total Corpus	$110,298	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$110,298	ExcessDistriCyovToNextYrAmt
Excess From Year2	$48,240	ExcessFromYear2Amt
Excess From Year1	$62,058	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KIRK POND	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

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

Recipient US Address RecipientUSAddress

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

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Middlebury Congregational Church
1242 Whittemore Road	Middlebury	CT	06762	PC	Outreach programs and mission projects	$1,000
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Center for Excellence in Autism and Developmental	$80,000
Childrens MuseumTheatre of Maine
250 Thompsons Point Road	Portland	ME	04102	PC	Capital Campaign	$20,000
USM Foundation
PO Box 9300	Portland	ME	04104	PC	Promise Scholarship	$10,000
Gulf of Maine Research Institute
350 Commercial Street	Portland	ME	04101	PC	Student science education	$1,000
Making Community Happen
46 Summer Street	Rockland	ME	04841	PC	Support elderly and disabled residents	$1,000
Cape Elizabeth Land Trust
330 Ocean House Road	Cape Elizabeth	ME	04107	PC	Land preservation	$1,500
USM Foundation
PO Box 9300	Portland	ME	04104	PC	Promise Scholarship	$15,000
Thorton Academy
438 Main Street	Saco	ME	04072	PC	Annual Appeal Covid-19 related needs	$5,000
Buckingham Browne Nichols School
80 Gerrys Landing Road	Cambridge	MA	02138	PC	Education-K-12	$2,500
92nd Street Y Nursery
1395 Lexington Ave	New York	NY	10128	PC	Education-nursery school	$1,000
Beaver Country Day School
791 Hammond Street	Chestnut Hill	MA	02467	PC	Education-6-12	$2,500
Trinity School
139 West 91st Street	New York	NY	10024	PC	Education-K-12	$2,500
St Marks School
25 Marlboro Road	Southborough	MA	01772	PC	Education-high school	$2,500
Understanding Our Differnces Inc
100 Walnut Street	Newtonville	MA	02460	PC	Disability awareness education	$5,000
Fay School
48 Main Street	Southborough	MA	01772	PC	Education-K-9	$1,500
Maine Medical Center
22 Bramhall Street	Portland	ME	04102	PC	Sze Cardiovascular Fellowship	$1,000
Maine Medical Center
22 Bramhall Street	Portland	ME	04102	PC	The Next 150 Campaign	$25,000
Strive
28 Foden Road	South Portland	ME	04106	PC	Operating support	$15,000
Cradles to Crayons
281 Newtonville Ave	Newtonville	MA	02460	PC	Everyday Essentials	$500
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Capital Campaign Cabinet-Mem David Smith	$500
Partners for World Health
40 Walch Drive	Portland	ME	04103	PC	Operating support	$5,000
Childrens Museum Theatre of Main
250 Thompsons Point Road	South Portland	ME	04106	PC	Capital Campaign	$40,000
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Bricks of Opportunity	$500
American Lung Association
122 State Street	Augusta	ME	04330	PC	Brunswick-Cycle	$500
Maine Behavioral Healthcare
78 Atlantic Place	South Portland	ME	04106	PC	Signs of Hope	$10,000
Portland Boxing Club Ptld Olympic
PO Box 644	Portland	ME	04104	PC	Youth sports and development	$7,000
Good Shepherd Food Bank
3121 Hotel Road	Auburn	ME	04211	PC	Operating support	$1,000
Preble Street
38 Preble Street	Portland	ME	04101	PC	Operating support-homeless assistance	$1,000
Friends of Casco Bay
43 Slocum Drive	South Portland	ME	04106	PC	To support research education and advocacy	$500
Portland Boxing Club Ptld Olymp
PO Cox 644	Portland	ME	04104	PC	Youth sports and development	$2,500
Newton Turkey Trot
1411 Beacon Street	Waban	MA	02468	PC	Supoports Food Pantry	$2,000
Habitat for Humanity
659 Warren Ave	Portland	ME	04103	PC	Operating support	$1,000
Childrens Center
1 Alden Ave	Augusta	ME	04330	PC	Operating support-Mem of D Flanagan	$500
First Congregational Church
301 Cottage Road	South Portland	ME	04106	PC	Operating support	$25,000
Middlbury Congregational Church
1242 Whittemore Road	Middlebury	CT	06762	PC	Operating support	$500
Friendship House
390 Lincoln Street	South Portland	ME	04106	PC	Addiction recovery	$1,000
Cape Elizabeth Land Trust
330 Oceam House Road	Cape Elizabeth	ME	04107	PC	Land conservation	$1,000
Boys Girls Clubs of Southern ME
277 Cumberland Ave	Portland	ME	04101	PC	Operating support	$2,500
Wayfinder Schools
PO Box 555	Camden	ME	04843	PC	Education support	$500
St Marks School
25 Marlboro Road	Southborough	MA	01772	PC	Annual fund	$1,000
Thonas Memorial Library Foundation
6 Scott Dyer Road	Cape Elizabeth	ME	04107	PC	Annual appeal	$1,500
Univ Arkansas Phillips Commun Col
2807 Hwy 165 S Box A	De Witt	AR	72042	PC	Grand Prarie Promise Scholarchip Fund	$1,000
Thornton Academy
438 Main Street	Saco	ME	04072	PC	Backpack Program	$500
Lamda Chi Alpha Educational Foundat
10 W Carmel Drive Suite 220	Carmel	IN	46032	PC	We Believe Fund-Education	$1,000
Milestone Recovery
65 India Street	Portland	ME	04101	PC	Substance abuse and homelessness	$1,000
USM Foundation
PO Box 9300	Portland	ME	04104	PC	Support Symposium with Maine Behavioral Health	$10,000
The Salvation Army
440 West Nyack Road	West Nyack	NY	10994	PC	Red Kettle Campaign	$5,000
Immigrant Welcome Center
24 Preble Street	Portland	ME	04101	PC	Operating support	$5,000
Maine Behavioral Health
78 Atlantic Place	South Portland	ME	04106	PC	Staff Breakfast	$220
Maine Behavioral Health
78 Atlantic Place	South Portland	ME	04106	PC	In kind flowers meals etc	$8,396

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$330,616	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$86,605	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$148,270	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
Non-Div Distribution	14	$136
Capital Gain Distrib	18	$978

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$235,989	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$235,989	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

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

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	HM PAYSON MANAGED ACT	BondNm
EOY Book Value	$158,664	EOYBookValueAmt
EOYFMV	$161,271	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	HMPAYSON MANAGED ACCT	StockNm
EOY Book Value	$1,858,171	EOYBookValueAmt
EOYFMV	$9,665,634	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	JENSEN BAIRD	CategoryTxt
Legal Fees	$2,650	LegalFeesAmt
Net Investment Income	$2,650	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Miscellaneous Adjustments	Desc
Amt	$241	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE ANNUAL REPORT FEE	$35	$35	$0	$0
MISC OFFICE EXPENSES	$2,958	$2,958	$0	$0
Bond Premium	$751	$751	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTIONS	$136	$136	$0
TAX REFUND	$0	$0	$0
Capital Gain Distributions	$978	$978	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Uncleared checks at 12-31-22	Desc
Amt	$23,090	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
HM PAYSON	$21,403	$21,403	$0	$0
DONNA BETTS	$68,005	$20,402	$0	$47,603

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS EXCISE TAX	$0	$0	$0	$0
FOREIGN TAXES	$328	$328	$0	$0
IRS ESTIMATED TAX PAYMENTS	$0	$0	$0	$0