BECTON FAMILY FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BECTON FAMILY FOUNDATION TR (EIN 04-6834092)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202101119349100125
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T17:38:52-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853764752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pappas & Company CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 N White Chapel Boulevard Suite | AddressLine1Txt |
| City | Southlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046834092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JUSTIN W HEATTER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECT | BusinessNameControlTxt |
| Phone | 2397754466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 | AddressLine1Txt |
| City | HOMOSASSA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN W HEATTER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUSTIN W | PersonFirstNm |
| Person Last | HEATTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Pappas CPA | PreparerPersonNm |
| PTIN | P01493325 | PTIN |
| Phone | 8172999999 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,991,384 | 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 |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $152 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $130,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,320 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $130,320 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $511,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $511,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $641,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $641,746 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $130,472 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,095 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,421 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $605,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $605,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $645,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $130,472 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,165,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,943,742 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,216,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,991,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,216,472 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,212,727 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,216,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,216,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,212,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,216,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,745 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,212,727 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 BECTON DICKINSON & CO | D | 1997-04-10 | 2020-02-19 | $77,303 | $5 | $77,298 | $77,298 |
| 350 BECTON DICKINSON & CO | D | 1997-04-10 | 2020-05-15 | $92,403 | $6 | $92,397 | $92,397 |
| 500 BECTON DICKINSON & CO | D | 1997-04-10 | 2020-08-20 | $130,300 | $9 | $130,291 | $130,291 |
| 500 BECTON DICKINSON & CO | D | 1997-04-10 | 2020-09-16 | $119,041 | $9 | $119,032 | $119,032 |
| 380 BECTON DICKINSON & CO | P | 1997-04-10 | 2020-11-19 | $92,263 | $7 | $92,256 | $92,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $511,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,357 | SubtotalAmt |
| Tax Based On Investment Income | $8,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,757 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,757 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,400 | OverpaymentAmt |
| Applied To ES Tax | $8,400 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTIN W HEATTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2397754466 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 | AddressLine1Txt |
| City | HOMOSASSA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34487 | 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 | false | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUSTIN W HEATTER | ||||||
| PO BOX 308 | HOMOSASSA | FL | 34487 | Trustee | 1.00 | $24,000 |
| HENRY P BECTON JR | ||||||
| 9 MUSKETAQUID ROAD | CONCORD | MA | 01742 | Trustee | 1.00 | $0 |
| LIZ BECTON-READ | ||||||
| 76 13TH AVENUE SOUTH | NAPLES | FL | 34102 | Trustee | 1.00 | $0 |
| JEAN BECTON BACON | ||||||
| 1733 LAS CANOAS ROAD | SANTA BARBARA | CA | 93105 | Trustee | 1.00 | $0 |
| CYNTHIA BECTON | ||||||
| 20 JERSEY LANE | MANCHESTER | MA | 01944 | Trustee | 1.00 | $0 |
| JEFFERY BECTON | ||||||
| 94 FRENCH CAMP DRIVE | DEER ISLE | ME | 04627 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,239,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,486,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,486,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,328,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $516,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $516,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,357 | TotalTaxAmt |
| Distributable Before Adj | $508,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $508,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $508,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $605,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $605,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $508,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $220,873 | UndistributedIncomePYAmt |
| Qualifying Distributions | $605,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $220,873 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,127 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $123,965 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | CONTRIBUTION TO THE PATRON PROGRAM | $3,000 |
| CONCORD ACADEMY | ||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | POF | CONTRIBUTION TO THE ANNUAL FUND | $5,000 |
| DEERFIELD ACADEMY | ||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | POF | CONTRIBUTION TO ANNUAL FUND | $10,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 117 MILK STREET | BOSTON | MA | 02110 | PC | CONTRIBUTION TO THE ANNUAL FUND, MISSION BLUE CAMPAIGN AND CAPITAL FUND | $22,500 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | POF | CONTRIBUTION TO RALPH LOWELL SOCIETY AND BECTON FUND | $8,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | CONTRIBUTION TO HENDRIE HALL RENOVATION | $7,500 |
| COMMUNITY ARTS MUSIC ASSOCIATION | ||||||
| 2060 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | PC | CONTRIBUTION TO GENERAL FUND | $15,000 |
| KNEISEL HALL CHAMBER MUSIC SCHOOL | ||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $40,000 |
| LOBERO THEATRE FOUNDATION | ||||||
| 33 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | PC | CONTRIBUTION TO GENERAL FUND | $10,000 |
| SANTA BARBARA CENTER FOR PERFOMING | ||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | PC | CONTRIBUTION TO GENERAL FUND | $10,000 |
| BLUE HILL MEMORIAL HOSPITAL | ||||||
| PO BOX 823 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | ||||||
| 89 HAYSTACK SCHOOL DRIVE | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| ISLAND COMMUNITY CENTER | ||||||
| PO BOX 617 | STONINGTON | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| ISLAND FOOD PANTRY | ||||||
| PO BOX 12 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $9,000 |
| ISLAND HEALTH WELLNESS FOUNDATION | ||||||
| PO BOX 654 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $6,000 |
| ISLAND NURSING HOME | ||||||
| 587 N DEER ISLE ROAD | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO AGING WITH GRAC CAPITAL CAMPAIGN | $5,000 |
| MAINE COMMUNITY FOUNDATION | ||||||
| 245 MAINE STREET | ELLSWORTH | ME | 04605 | EOF | CONTRIBUTION TO GENERAL FUND | $6,000 |
| MAINE MUSEUM OF PHOTOGRAPHIC ARTS | ||||||
| 251 US ROUTE ONE | FALMOUTH | ME | 04105 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| OPERA HOUSE ARTS | ||||||
| PO BOX 56 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO THE ANNUAL FUND | $1,000 |
| PORTLAND MUSEUM OF ART PHOTOGRAPHY | ||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | PC | CONTRIBUTION TO THE PHOTOGRAPHY FUND | $2,000 |
| SEAMARK COMMUNITY ARTS | ||||||
| PO BOX 234 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| YALE SCHOOL OF ART | ||||||
| PO BOX 803 | NEW HAVEN | CT | 06503 | PC | CONTRIBUTION TO THE SCHOOL OF ART | $3,000 |
| McLEAN HOSPITAL | ||||||
| 115 MILL STREET | BELMONT | MA | 02478 | PC | CONTRIBUTION TO DR. UWE RUDOLPH RESEARCH PROGRAM. | $5,000 |
| WARING SCHOOL | ||||||
| 35 STANDLEY STREET | BEVERLY | MA | 01915 | PC | CONTRIBUTION TO WARING ANNUAL FUND AND CAPITAL CAMPAIGN | $30,000 |
| JACKSON LABORATORY | ||||||
| 610 MAIN STREET | BAR HARBOR | ME | 04609 | PC | CONTRIBUTION TO GENERAL FUND | $31,500 |
| BLUE HILL FIRE CO | ||||||
| PO BOX 1167 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| BLUE HILL HERITAGE TRUST | ||||||
| PO BOX 222 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND AND STEWARDSHIP FUND. | $27,000 |
| BLUE HILL HISTORICAL SOCIETY | ||||||
| PO BOX 710 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| BLUE HILL LIBRARY | ||||||
| 5 PARKER POINT ROAD | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $20,000 |
| FRIENDS OF BLUE HILL BAY | ||||||
| PO BOX 1633 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| GEORGE STEVENS ACADEMY | ||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO RUSTY DUYM SAILING FUND AND ANNUAL FUND | $38,000 |
| KOLLEGEWIDGWOK SAILING EDUCATION AS | ||||||
| PO BOX 368 | BLUE HILL ME | ME | 04614 | PC | CONTRIBUTION TO RUSTY DUYM FUND | $11,000 |
| LIFEFLIGHT FOUNDATION | ||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| MAINE COAST HERITAGE TRUST | ||||||
| 1 BOWDOIN ISLAND | TOPSHAM | ME | 04086 | PC | CONTRIBUTION TO THE BLUE HILL PENNISULA & PENOBSCOT AREAS | $31,000 |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | PC | CONTRIBUTION TO WILD ISLANDS CAMPAIGN. | $1,000 |
| PENINSULA AMBULANCE CORPS | ||||||
| PO BOX 834 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $8,000 |
| MORY'S PRESERVATION | ||||||
| 306 YORK STREET | NEW HAVEN | CT | 06511 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| TWO COLLEGE STREET | PROVIDENCE | RI | 02903 | EOF | CONTRIBUTION TO THE CANNA CAMPBELL ARCHIVES FUND | $1,000 |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||
| 21 WINTER STREET | ROCKLAND | ME | 04841 | PC | CONTRIBUTION TO ANNUAL FUND | $1,000 |
| JONATHAN FISHER HOUSE | ||||||
| PO BOX 537 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| NEW YORK WRITERS COALITION | ||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| BROOKLYN PUBLIC LIBRARY | ||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| MEMORIAL AMBULANCE CORPS | ||||||
| 77 SUNSHINE ROAD | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| PRATT INSTITUTE | ||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| GFWC WOMAN'S CLUB | ||||||
| PO BOX 7338 | NAPLES | FL | 34101 | PC | CONTRIBUTION TO GENERAL FUND | $30,000 |
| MERCY CORPS | ||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| DOWNEAST COMMUNITY PARTNERS | ||||||
| PO BOX 1107 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | CONTRIBUTION TO GENERAL FUND & STUDENT CENTER PROJECT | $5,000 |
| COLLEGE OF THE ATLANTIC | ||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | PC | CONTRIBUTION TO GENERAL FUND | $7,000 |
| MARINE CENTER FOR COASTAL FISHERIES | ||||||
| 13 ATLANTIC AVENUE | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| BATES COLLEGE MUSEUM OF ART | ||||||
| 75 RUSSELL STREET | LEWISTON | ME | 04240 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| BOCA GRANDE HEALTH CLINIC | ||||||
| 230 PARK AVENUE | BOCA GRANDE | FL | 33921 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ENGINEERS WITHOUT BORDERS - MAINE | ||||||
| 1031 33RD STREET | DENVER | CO | 80205 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| ISLAND INSTITUTE | ||||||
| 386 MAIN STREET | ROCKLAND | ME | 04841 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| DRUG POLICY ALLIANCE | ||||||
| 131 WEST 3RD STREET | NEW YORK | NY | 10001 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | CONTRIBUTION TO GENERAL FUND | $12,000 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | POF | CONTRIBUTION TO GENERAL FUND | $3,000 |
| BANK STREET COLLEGE OF EDUCATION | ||||||
| 610 W 112TH STREET | NEW YORK | NY | 10025 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| GROTON SCHOOL | ||||||
| PO BOX 1 | GROTON | MA | 01450 | POF | CONTRIBUTION TO GENERAL FUND | $1,000 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| SHAW INSTITUTE | ||||||
| 55 MAIN STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $6,500 |
| FRIENDS IN ACTION | ||||||
| PO BOX 1446 | ELLSWORTH | ME | 04605 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| CALIFORNIA FIRE FOUNDATION | ||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| COMPASSION AND CHOICES | ||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 97207 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| OCEANA | ||||||
| 1025 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| REEL WORKS TEEN FILMMAKING | ||||||
| 540 PRESIDENT STREET | BROOKLYN | NY | 11215 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||
| 1000 RIVER ROAD | TEANECK | NJ | 07666 | PC | CONTRIBUTION TO GENERAL FUND | $15,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ADVENT SCHOOL | ||||||
| 15 BRIMMER STREET | BOSTON | MA | 02108 | PC | CONBTRIBUTION TO GENERAL FUND | $1,000 |
| DEER ISLE STONINGTON HS | ||||||
| 251 N DEER ISLE ROAD | DEER ISLE | ME | 04624 | POF | CONTRIBUTION TO GENERAL FUND | $1,000 |
| LOVELAND FOUNDATION | ||||||
| 367 N MONTGOMERY ST | NEWBURGH | NY | 12550 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE PUBLIC BROADCASTING NETWORK | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| YALE SAILING ASSOCIATION | ||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| GASPARILLA ISLAND CONSERVATION | ||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | PC | CONTRIBUTION TO GENERAL FUND | $2,500 |
| ABLE VETERAN | ||||||
| 1714 SOUTH WOLF CREEK ROAD | CARBONDALE | IL | 62902 | PC | CONTRIBUTION TO GENERAL FUND | $2,500 |
| SHELTER FOR ABUSED WOMEN | ||||||
| PO BOX 10102 | NAPLES | FL | 34101 | PC | CONTRIBUTION TO GENERAL FUND | $25,000 |
| FENN SCHOOL | ||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | PC | CONTRIBUTION TO KEVIN P WHITE '93 FUND | $500 |
| FARNSWORTH ART MUSEUM | ||||||
| 356 MAIN STREET | ROCKLAND | ME | 04841 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| FIRST CONGREGATIONAL CHRUCH OF BLUE | ||||||
| PO BOX 444 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO THE DOLLY FISHER FUND | $5,000 |
| BLUE HILL HOSPITAL FOUNDATION | ||||||
| PO BOX 1029 | BLUE HILL | ME | 04614 | POF | CONTRIBUTION TO GENERAL FUND | $10,000 |
| TREE OF LIFE FOOD PANTRY | ||||||
| PO BOX 1329 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $10,000 |
| GOOD SHEPHERD FOOD BANK | ||||||
| 3121 HOTEL ROAD | AUBURN | ME | 04211 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| EMERGENCY ASSISTANCE FOUNDATION | ||||||
| 700 S DIXIE HWY STE 200 | WEST PALM BEACH | FL | 33401 | PC | CONBTRIBUTION TO GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $605,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $511,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $641,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $641,746 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,975 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CUSTODY FEES | Desc |
| Revenue And Expenses Per Books | $10,421 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,421 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES & fEES | $3,025 | $3,025 |
| TAXES & FEES | $70 | $70 |