LEONARD C & MILDRED F FERGUSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD C & MILDRED F FERGUSON FOUNDATION (EIN 65-6245247)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-06-16
- IRS object ID
- 202541679349100364
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-16T02:06:20-00:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352390688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656245247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard C & Mildred F Ferguson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 3302582360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson Street NW STE 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Huntington National Bank | PersonNm |
| Person Title | CoTrustee | PersonTitleTxt |
| Phone | 3302582360 | PhoneNum |
| Signature | 2025-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2025-06-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,870,032 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,593,353 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $360,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $360,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,134,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,237,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,134,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,087,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,494,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,457 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,228 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,229 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $33,988 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,137 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,092,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,092,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,202,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,135,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,884,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,460,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $348,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $437,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $437,411 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,254,206 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,544,877 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,531,238 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,591,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,052,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,944,624 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,936,679 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,980,726 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,956,759 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,131,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,015,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,870,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,131,098 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,015,961 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,131,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,015,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,131,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,015,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,131,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,884,863 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,015,961 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,015,961 | 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 | $4,221,223 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,103,194 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,118,029 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,118,029 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,134,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,308 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,308 | SubtotalAmt |
| Tax Based On Investment Income | $20,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $29,000 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $99 | EsPenaltyAmt |
| Overpayment | $8,593 | OverpaymentAmt |
| Applied To ES Tax | $8,593 | 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 | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Huntington Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3302582360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson Street NW Ste 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Huntington National Bank | ||||||
| 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 003.00 | $64,457 |
| Nancy Seeley | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Lynne A Seeley | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Dana G Seeley Hayse | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,175,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $520,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,695,352 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,695,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $325,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,369,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,068,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,068,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,308 | TotalTaxAmt |
| Distributable Before Adj | $1,048,188 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,048,188 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,048,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,135,491 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,135,491 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,048,188 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $288,234 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,643 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $29,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $179,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $623,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,135,491 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,048,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,303 | RemainingDistriFromCorpusAmt |
| Total Corpus | $711,272 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $288,234 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $423,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,643 | ExcessFromYear4Amt |
| Excess From Year2 | $29,416 | ExcessFromYear2Amt |
| Excess From Year1 | $179,676 | ExcessFromYear1Amt |
| Excess From Current Year | $87,303 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nancy Seeley | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Huntington Bank Irene Gray | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson St NW Ste 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3302582362 | RecipientPhoneNum |
| Form And Info And Materials | None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | For youth betterment in the areas of Maine, Florida and the Menlo Park and Atherton Areas of California | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 317 Main Community Music Center | ||||||
| 317 Main Street | Yarmouth | ME | 04096 | PC | Youth arts little roots program | $4,000 |
| Beech Creek Botanical Garden & Nature Preserve | ||||||
| 11929 Beech St NE | Alliance | OH | 44601 | PC | School field trips, hiking trail maint and family member scholarships | $3,000 |
| Belfast Bay Watershed Coalition | ||||||
| PO Box 152 | Belfast | ME | 04915 | PC | Natural literacy intiative | $15,000 |
| Beyond Barriers Athletic Foundation | ||||||
| 50 Woodside Plaza | Redwood City | CA | 94061 | PC | Scholarships for aquatic programs to underserved youth | $5,000 |
| Boys and Girls Club of Coastside | ||||||
| 600 Church St | Half Moon Bay | CA | 94019 | PC | Scholarships | $15,000 |
| Canal Fulton Public Library | ||||||
| 154 E Market Street | Canal Fulton | OH | 44614 | PC | Childrens and teen programs | $3,600 |
| Career Apprenticeship and Mentorship Program | ||||||
| 1400 Broad Ave NW | Canton | OH | 44708 | PC | General fund | $5,000 |
| Caring and Serving Together CAST | ||||||
| 901 Tuscarawas ST E | Canton | OH | 44707 | PC | General fund | $5,000 |
| Downeast Salmon Federation | ||||||
| 187 Main St | Columbia Falls | ME | 04623 | PC | Operating support for river camp | $5,000 |
| Eastside College Preparatory | ||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | PC | Tuition | $21,000 |
| Ecology School | ||||||
| 184 Simpson Rd | Saco | ME | 04072 | PC | Expansion of estem and food systems, overnight programming | $7,000 |
| Enriching Lives Through Music | ||||||
| 2955 Kerner Blvd | San Rafael | CA | 94901 | PC | Academic and college prep support | $15,000 |
| Foodwise | ||||||
| 1 Ferry Building Suite 250 | San Francisco | CA | 94111 | PC | Teen Program | $10,000 |
| Fresh Approach | ||||||
| 5060 Commercial Circle Suite C | Concord | CA | 94520 | PC | Mobile Market truck and market match program | $25,000 |
| Girls On the Run | ||||||
| 237 Tuscarawas St W | Canton | OH | 44702 | PC | Young girls Clays Park Run | $3,000 |
| Girlventures | ||||||
| 119 Filbert St | Oakland | CA | 94607 | PC | Unrestricted grant | $10,000 |
| Greater Lovell Land Trust | ||||||
| 208 Main St | Lovell | ME | 04051 | PC | Environmental education programs | $10,000 |
| Harmony House Inc | ||||||
| 784 Weeks St | Akron | OH | 44306 | PC | Coats for kids | $2,000 |
| Hearty Roots | ||||||
| PO Box 302 | Bristol | ME | 04539 | PC | Teen Adventure mentor program | $5,000 |
| Heritage Christian School | ||||||
| 2107 6th St SW | Canton | OH | 44706 | PC | Childrens summer mini camps | $1,000 |
| Highland Community College | ||||||
| 2998 West Pearl City Rd | Freeport | IL | 61032 | PC | Concert Grand Piano | $317,500 |
| Island Readers and Writers | ||||||
| PO Box 227 | Mount Desert | ME | 04660 | PC | Fall 2024 Program | $5,000 |
| Islesford Boatworks | ||||||
| PO Box 261 | Islesford | ME | 04646 | PC | Year round programs for youth and adults to learn boat building | $10,000 |
| Legacy Project of Stark | ||||||
| 708 Tremont Ave SW | Massillon | OH | 44647 | PC | Mentoring for kids, free mentoring programs | $4,500 |
| Liahona Motu Foundation | ||||||
| 2575 E Bayshore | Redwood City | CA | 94063 | PC | Student athlete support | $10,000 |
| Lifemoves | ||||||
| 181 Constitution Drive | Menlo Park | CA | 94025 | PC | Luncheon event | $10,000 |
| Live Earth Farm Discovery Program | ||||||
| PO Box 3490 | Freedom | CA | 95019 | PC | Pledge | $10,000 |
| Live In Peace | ||||||
| 321 Bell St | E Palo Alto | CA | 94303 | PC | SWAG program | $10,000 |
| Locker Project | ||||||
| 111 Wescott Rd | South Portland | ME | 04106 | PC | Food distribution for low-income families | $4,000 |
| Main Street Music Theatre | ||||||
| 22 Elm St | Brunswick | ME | 04011 | PC | Summer theatre intensive study project | $5,000 |
| Maine Audubon | ||||||
| 20 Gilsland Farm Road | Falmouth | ME | 04105 | PC | Operating support | $15,000 |
| Maine Coast Heritage Trust | ||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | PC | Documentary for youth based organizations | $6,250 |
| Maine Conservation Alliance | ||||||
| 295 Water Street Ste 9 | Augusta | ME | 04330 | PC | Operating support | $5,000 |
| Maine Environmental Education Association | ||||||
| 31 Woodside Rd | Brunswick | ME | 04011 | PC | Growsmart pledge, school supplies for outdoor learning | $110,000 |
| Maine Maritime Museum | ||||||
| 243 Washington St | Bath | ME | 04530 | PC | Ed programs Upon that Isle in Maine and the Storyworks of Chris Van Dusen | $5,000 |
| Maine Mathematics and Science Alliance | ||||||
| 219 Capitol St Ste 3 | Augusta | ME | 04330 | PC | Project connecting best practices in math science with environmental learning | $6,000 |
| Massillon City Health Department | ||||||
| 611 Erie St S | Massillon | OH | 44646 | PC | Fencing for community health garden | $4,000 |
| Massillon Family YMCA | ||||||
| 131 Tremont Ave SE | Massillon | OH | 44646 | PC | Food for Perry Elementary, childcare, gators swim, scholarships | $24,600 |
| Massillon Parks & Recreation | ||||||
| 505 Erie St N | Massillon | OH | 44646 | PC | Repairs and improvement to reservoir park | $5,000 |
| Medical Assistance Foundation | ||||||
| 1942 Cherry Tree Lane | Fairfield | IA | 52556 | PC | Medical needs | $10,000 |
| Merryspring Nature Center | ||||||
| 30 Conway Rd | Camden | ME | 04843 | PC | Free family environmental education programming | $5,000 |
| Midcoast Literacy | ||||||
| 34 Wing Farm Pkwy 101 | Bath | ME | 04530 | PC | Read together, Read with me and Summer books programs | $5,000 |
| Northern Forest Canoe Trail | ||||||
| 831 Mill Brook Rd | Waitsfield | VT | 05673 | PC | Scholarship dollars for student trips | $10,000 |
| Ohio and Erie Canalway Coalition | ||||||
| 47 W Exchange St | Akron | OH | 44308 | PC | Support of Erie Canal south of Clinton Ohio | $2,000 |
| Peninsula Bridge | ||||||
| 177 Bovet Rd Ste 120 | Mateo | CA | 94402 | PC | Mental Health needs pledge | $30,000 |
| Pie Ranch | ||||||
| 2080 Green Oakes Way | Pescadero | CA | 94060 | PC | New bathhouse and education programs | $50,000 |
| Piscataquis Regional Food Center | ||||||
| 76 North St | DoverFoxcroft | ME | 04426 | PC | Food support to families | $6,000 |
| Preble Street Teen Center | ||||||
| 343 Cumberland Ave | Portland | ME | 04101 | PC | General fund | $6,000 |
| Project Drawdown | ||||||
| 500 Ross Street 154-0455 | Pittsburgh | PA | 15262 | PC | Unrestricted grant | $100,000 |
| Ravenswood Family Health Center | ||||||
| 1798A Bay Road | East Palo Alto | CA | 94303 | PC | CPSP program and centering parenting program | $15,000 |
| Sea Change Yoga | ||||||
| PO Box 8135 | Portland | ME | 04104 | PC | Capacity building | $15,000 |
| Second Harvest Food Bank of Silicon Valley | ||||||
| 1051 Bing Street | San Carlos | CA | 94070 | PC | Second Harvest capital campaign | $25,000 |
| Shelburne Farms | ||||||
| 1611 Harbor Road | Shelburne | VT | 05482 | PC | Coach barn geothermal system | $50,000 |
| St Lawrence County Community Development | ||||||
| 1 Commerce Lane | Canton | NY | 13617 | PC | New freezer at Ogdensburg food shelf | $1,000 |
| Stark County Historical Society | ||||||
| 800 McKinley Monument Dr | Canton | OH | 44708 | PC | Hands on section of discover world | $5,000 |
| Subject to Climate Climate Change for all Educators | ||||||
| PO Box 535 | Valley Cottage | NY | 10989 | PC | Maine climate education | $8,000 |
| Thousand Island Art Center | ||||||
| 314 John St | Clayton | NY | 13624 | PC | Afterschool program | $10,000 |
| Triumph Over Satan Ministries | ||||||
| 1118 Beckman Avenue SE | Massillon | OH | 44646 | PC | Food and general operating | $2,000 |
| Wilderness Center | ||||||
| 9877 Alabama Ave SW | Wilmot | OH | 44689 | PC | Matching gift for Dale Loretta Hart fund | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,092,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,134,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,494,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,494,392 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Nancy F Seeley CRUT | ||||||
| 1 | PO Box 1558 Dept EA5W86 | Columbus | OH | 43216 | $1,213,730 | Yes (X) |
| Nancy Seeley Estate | ||||||
| 2 | 671 Lafayette St | Yarmouth | ME | 04096 | $1,744,623 | Yes (X) |
| Nancy Seeley | ||||||
| 3 | 671 Lafayette St | Yarmouth | ME | 04096 | $635,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciary | CategoryTxt |
| Amt | $2,350 | Amt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Air Products Chemicals | $25,148 | $24,483 |
| Autozone 3.625 04/15/2025 | $99,940 | $99,729 |
| Autodesk 4.375 06/15/2025 | $98,379 | $99,784 |
| Equifax 5.1 12/15/2027 | $49,755 | $50,309 |
| DR Horton 2.6 10/15/2025 | $94,246 | $98,620 |
| Honeywell International 1.35 06/01/2025 | $25,150 | $24,743 |
| Nucor 2 06/01/2025 | $99,570 | $99,114 |
| Paypal Holdings 1.65 6/1/2025 | $103,887 | $98,983 |
| Take-Two Interactive Software 5 03/28/2026 | $126,346 | $125,341 |
| Dover 3.15 11/15/2025 | $97,742 | $98,889 |
| JB Hunt Trans Svcs 3.3 | $49,276 | $49,582 |
| Meta Platforms 4.55 08/15/2031 | $102,909 | $98,477 |
| National Australia Bank 4.901 01/14/2030 | $150,615 | $150,533 |
| Take-Two Interactive Software 3.55 04/14/2025 | $99,341 | $99,771 |
| Royal Bank of Canada 1.15 6/10/2025 | $101,924 | $98,749 |
| Ebay 1.4 05/10/2026 | $99,068 | $96,023 |
| Fortinet 1 03/15/2026 | $98,887 | $96,065 |
| Grainger 1.85 02/15/2025 | $156,981 | $149,840 |
| McDonalds 1.45 09/01/2025 | $100,784 | $98,176 |
| Stryker 2.8 12/14/2022 | $100,685 | $98,659 |
| Bank of Montreal Series 5.3 06/05/2026 | $100,093 | $100,889 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Advanced Micro Devices | $39,515 | $60,874 |
| Abbvie | $72,169 | $91,950 |
| Abbott Laboratories | $5,109 | $31,983 |
| Adobe Systems | $24,939 | $437,450 |
| Accenture | $30,872 | $76,990 |
| Alphabet Inc A | $88,937 | $408,040 |
| Alphabet Inc C | $80,608 | $719,600 |
| American Express | $3,870 | $15,873 |
| Amazon | $131,036 | $594,200 |
| Analog Devices | $43,056 | $84,756 |
| Amgen | $14,973 | $71,355 |
| Apple Inc | $98,713 | $1,038,400 |
| Applied Materials | $9,685 | $90,175 |
| Atmos Energy | $2,961 | $3,563 |
| Broadcom | $61,993 | $110,635 |
| Berkshire Hathaway | $48,903 | $70,301 |
| Booking Holdings | $48,748 | $94,751 |
| Blackrock | $96,458 | $285,008 |
| Calvert Castle US Mid Cap Core | $150,000 | $208,643 |
| Caterpillar | $10,875 | $18,572 |
| Chubb Limited | $66,988 | $163,128 |
| Chipotle Mexican Grill | $43,820 | $72,938 |
| Coca Cola Co | $5,888 | $15,870 |
| Colgate Palmolive | $6,746 | $21,675 |
| Crowdstrick Holdings | $78,672 | $99,518 |
| Costco Wholesale | $99,927 | $783,904 |
| Deere Co | $38,965 | $238,280 |
| Digital Realty | $109,023 | $122,895 |
| Eaton Vance Atlanta Capital | $341,738 | $480,326 |
| Ecolab | $74,850 | $125,095 |
| Electronic Arts | $75,745 | $61,455 |
| Eli Lilly | $113,718 | $405,540 |
| Emerson Electric | $10,875 | $12,995 |
| Fiserv | $78,879 | $237,644 |
| GE Aerospace | $23,230 | $30,536 |
| Home Depot | $14,750 | $205,990 |
| Illinois Tool Works | $79,241 | $142,538 |
| Intuitive Surgical | $141,105 | $328,831 |
| Ishares MSCI EAFE | $326,248 | $475,440 |
| IShares Core SP Mid Cap | $109,144 | $226,275 |
| IShares MSCI Em ESG Optimize Select ETF | $42,845 | $34,320 |
| IShares ESG MSCI EAFE ETF | $60,244 | $59,640 |
| Ishares Core SP Small Cap | $110,649 | $136,206 |
| Invesco Powershares Preferred | $45,329 | $34,650 |
| Johnson Johnson | $29,342 | $83,683 |
| JP Morgan Chase | $76,305 | $467,775 |
| Linde Public Limited Company | $22,285 | $122,683 |
| Meta Platforms | $38,439 | $379,049 |
| Micron Technology | $84,981 | $68,430 |
| Mastercard Inc A | $45,109 | $277,715 |
| Microsoft | $59,963 | $1,037,650 |
| Nasdaq | $26,046 | $82,340 |
| Newell Brands | $1,413 | $125,078 |
| Nvidia | $79,082 | $630,368 |
| OReilly Automotive | $31,136 | $129,442 |
| Parker Hannifin Corp | $49,347 | $388,878 |
| Pepsico | $30,125 | $75,345 |
| Palo Alto Networks | $100,285 | $110,652 |
| PNC Financial | $33,320 | $100,475 |
| Procter Gamble | $15,492 | $82,995 |
| Prologics | $76,511 | $131,175 |
| Rockwell Automation | $119,770 | $180,980 |
| Salesforce | $70,606 | $170,850 |
| Sherwin-Williams | $14,472 | $17,908 |
| Starbucks | $21,868 | $166,904 |
| Stryker Corp | $45,611 | $107,605 |
| Thermo Fisher Scientific | $37,587 | $98,629 |
| Texas Instruments | $24,170 | $184,610 |
| Union Pacific | $38,202 | $123,895 |
| UnitedHealth Group | $32,994 | $67,811 |
| Vanguard FTSE Social Index | $479,877 | $828,501 |
| VISA Inc A | $136,092 | $375,980 |
| Vanguard FTSE Emerging Markets | $46,246 | $44,400 |
| Federated Institutional High Yield | $15,000 | $13,408 |
| Metropolitan West Unc Bd | $25,000 | $21,620 |
| American Electric Power | $4,271 | $4,918 |
| Oracle Corp | $49,780 | $59,521 |
| SPDR SP Regional Banking | $147,148 | $192,480 |
| Boston Scientific | $65,932 | $112,596 |
| Zoetis | $162,209 | $153,810 |
| Servicenow | $55,403 | $76,379 |
| American Tower | $108,795 | $98,948 |
| Walt Disney | $45,700 | $56,530 |
| Netflix | $49,245 | $112,327 |
| T-Mobile US | $34,823 | $58,243 |
| TJX Companies | $51,140 | $62,395 |
| Qualcomm | $82,060 | $86,465 |
| Verizon Communications | $62,397 | $59,085 |
| Nextera Energy | $17,003 | $28,624 |
| MFS Global Real Estate | $31,128 | $34,536 |
| American Funds New Workd Fund | $17,198 | $22,125 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Membership | $8,715 | $8,715 |
| Filing fees | $200 | $200 |
| PO Box | $222 | $222 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Tax on investment income | $4,988 |
| Estimated Tax on investment income | $29,000 |