ELMINA B SEWALL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ELMINA B SEWALL FOUNDATION (EIN 01-0387404)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349102167
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Depreciation 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T14:12:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 No 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 | 2021-11-04 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2021-11-04 | 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 | 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 | $198,399,545 | 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 | $684,132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $684,132 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,501,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,501,091 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,830,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,999,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,836,986 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,786,444 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,995,886 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,229,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,026,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,089 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,154 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,935 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $482,121 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,106 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $458,015 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $145,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,283 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $138,373 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,385 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,824 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,374 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $715,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $715,695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $550 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,088 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $46,954 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,954 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,030 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,030 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $460,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $423,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,291,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $765,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,377,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,327,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,907,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,618,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $765,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,284,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,610,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,261,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,183 | CashBOYAmt |
| Cash EOY | $302,186 | CashEOYAmt |
| Cash EOYFMV | $302,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,281,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,801,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,801,777 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $212,716 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $90,243 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $90,243 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,444,603 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,444,603 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $135,916,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,862,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,862,556 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,302,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,302,409 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $47,756,953 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,979,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,979,789 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,887 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,213 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $256 | LandBOYAmt |
| Land EOY | $8,674 | LandEOYAmt |
| Land EOYFMV | $8,674 | LandEOYFMVAmt |
| Other Assets BOY | $304,408 | OtherAssetsBOYAmt |
| Other Assets EOY | $607,308 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $607,308 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $189,772,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $198,399,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $198,399,545 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $135,831 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,370 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,452,483 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,872,637 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $68,075 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $65,337 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,656,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,988,344 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $150,630,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $150,630,910 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,485,315 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,780,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,116,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $196,411,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,772,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $198,399,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,116,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,610,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,700,479 | OtherIncreasesAmt |
| Subtotal | $196,427,533 | SubtotalAmt |
| Other Decreases | $16,332 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $196,411,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Traded Securities | $55,183,068 | $40,162,712 | $15,020,356 | $15,020,356 |
| Pass-through from Partnership Interests | $1,809,994 | $1,809,994 | $1,809,994 | |
| Gain/(Loss) on Partnership Disposals | $6,636 | $6,636 | $6,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,836,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $285,167 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $435,167 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $195,237 | OverpaymentAmt |
| Applied To ES Tax | $195,237 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 No 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 | 0 | 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 (10 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 | $174,150 | $38,939 | $0 |
| Carol Wishcamper | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Chair | 1.00 | $0 | $0 | $0 |
| Gail Dana-Sacco PhD | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Vice Chair | 1.00 | $15,000 | $0 | $0 |
| Elisabeth Biemann | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Treasurer | 2.00 | $0 | $0 | $0 |
| Rotha Chan | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $7,500 | $0 | $0 |
| William Curran | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $7,500 | $0 | $0 |
| Dale McCormick | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $0 | $0 | $0 |
| H Roy Partridge Jr PhD | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $0 | $0 | $0 |
| Kent W Wommack | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 1.00 | $0 | $0 | $0 |
| Margaret Sewall Barbour | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Director | 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 | $114,081 | $25,133 | $0 |
| Tom Boutureira | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Community Partner | 40.00 | $85,437 | $29,826 | $0 |
| Lauress W Lawrence | ||||||||
| 15 Main St Suite 230 | Freeport | ME | 04032 | Community Partner | 40.00 | $85,437 | $16,842 | $0 |
| Laura Dover | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Information Manager | 40.00 | $74,375 | $22,789 | $0 |
| Nikki Evans | ||||||||
| 15 Main Street Suite 230 | Freeport | ME | 04032 | Operations Manager | 40.00 | $55,837 | $6,427 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | 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 | $175,000 |
| Catchafire | |||||
| 31 East 32nd Street | New York | NY | 10016 | Nonprofit Services & Platforms | $160,000 |
| Generation Investment Management | |||||
| 555 Mission St 3400 | San Francisco | CA | 94105 | Investment Advisory | $78,485 |
| OpenSource Leadership Strategies Inc | |||||
| 732 Ninth Street 534 | Durham | NC | 27705 | Professional Consulting | $61,028 |
| 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 | $165,982,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,380,600 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,362,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,362,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,675,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,687,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,784,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,784,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239,930 | TotalTaxAmt |
| Distributable Before Adj | $8,544,437 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,544,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,544,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,284,799 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,284,799 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,284,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,544,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $396,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $593,467 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $144,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $615,169 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,749,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,284,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,544,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,740,362 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,489,955 | 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 | $396,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,093,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $593,467 | ExcessFromYear4Amt |
| Excess From Year3 | $144,821 | ExcessFromYear3Amt |
| Excess From Year2 | $615,169 | ExcessFromYear2Amt |
| Excess From Current Year | $4,740,362 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (4 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. 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 Healthy People Healthy Places Program focuses on five broad, interrelated strategies: support the well-being of people; support the environment; develop local economies; invest in civic engagement and equity; and to build resilient communities. HPHP Applicants must contribute to these strategies. More information for the HPHP Program can be found at: https://www.sewallfoundation.org/health-people-healthy-places-learn-more | Annually by either January 31 or June 15, depending on the application period. | 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 animal welfare organizations working in the State of Maine to build the sector's capacity and to address the common issue of unwanted cats facing communities and animal shelters around the state. More information for the Animal Welfare Program can be found at: https://www.sewallfoundation.org/animal-welfare | Application period: March 15-June 15; applications due by 5 PM of June 15. | 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 | Application period: March 15-June 15; applications due by 5 PM of June 15. | 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 | To be determined each year as is appropriate to meet the community's needs. | 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. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (266 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Climate to Thrive | |||||||
| PO Box 75 | Mount Desert | ME | 046600075 | N/A | PC | Grant to Maine Climate Action NOW! | $80,000 |
| Abbe Museum | |||||||
| PO Box 286 | Bar Harbor | ME | 046090286 | N/A | PC | General operating support | $25,000 |
| American Bird Conservancy | |||||||
| PO Box 2490 | The Plains | VA | 20198 | N/A | PC | General operating support | $50,000 |
| American Civil Liberties Union of Maine Foundation | |||||||
| 107 Washington Avenue | Portland | ME | 041012618 | N/A | PC | General operating support | $15,000 |
| Androscoggin Land Trust Inc | |||||||
| PO Box 3145 | Auburn | ME | 042123145 | N/A | PC | General operating support | $18,056 |
| Androscoggin Valley Council of Governments | |||||||
| 125 Manley Road | Auburn | ME | 042103632 | N/A | PC | General operating support | $70,000 |
| Animal Refuge League of Greater Portland | |||||||
| PO Box 336 | Westbrook | ME | 040980336 | N/A | PC | General operating support | $75,000 |
| Animal Welfare Society Inc | |||||||
| PO Box 43 | W Kennebunk | ME | 040940043 | N/A | PC | General operating support | $75,000 |
| Antioch University | |||||||
| 900 Dayton Street | Yellow Springs | OH | 45387 | N/A | PC | General operating support | $10,000 |
| Apex Youth Connection | |||||||
| 45 Granite Street | Biddeford | ME | 040053657 | N/A | PC | General operating support | $20,000 |
| Appalachian Mountain Club | |||||||
| 10 City Square | Boston | MA | 02129 | N/A | PC | General operating support | $60,000 |
| Aroostook Band of Micmacs | |||||||
| 7 Northern Road | Presque Isle | ME | 04769 | N/A | GOV | General operating support | $45,000 |
| Aroostook County Action Program Inc | |||||||
| 771 Main Street | Presque Isle | ME | 047692201 | N/A | PC | General operating support | $30,000 |
| Aroostook Mental Health Services Inc | |||||||
| 43 Hatch Drive | Caribou | ME | 047362161 | N/A | PC | General operating support | $10,000 |
| Atlantic Salmon Federation Inc | |||||||
| PO Box 807 | Calais | ME | 046190807 | N/A | PC | General operating support | $50,000 |
| Augusta Food Bank | |||||||
| 161 Mount Vernon Avenue | Augusta | ME | 043304230 | N/A | PC | General operating support | $34,750 |
| Bangor Humane Society | |||||||
| 693 Mount Hope Avenue | Bangor | ME | 044015606 | N/A | PC | General operating support | $180,000 |
| Bangor Young Mens Christian Association | |||||||
| 17 2nd Street | Bangor | ME | 044016133 | N/A | PC | General operating support | $20,000 |
| Belgrade Regional Conservation Alliance | |||||||
| PO Box 250 | Belgrade Lakes | ME | 049180250 | N/A | PC | General operating support | $30,000 |
| Berea College | |||||||
| Lincoln Hall 220 | Berea | KY | 40404 | N/A | PC | General operating support | $25,000 |
| Bicycle Coalition of Maine (BCM) | |||||||
| PO Box 15272 | Portland | ME | 041125272 | N/A | PC | General operating support | $15,000 |
| Big Brothers Big Sisters of Mid-Maine | |||||||
| 66 Elm Street | Camden | ME | 048431907 | N/A | PC | General operating support | $10,000 |
| Bigelow Laboratory for Ocean Sciences | |||||||
| 60 Bigelow Drive | East Boothbay | ME | 045445700 | N/A | PC | General operating support | $50,000 |
| Boothbay Region YMCA | |||||||
| PO Box 500 | Boothbay Harbor | ME | 045380500 | N/A | PC | General operating support | $7,500 |
| Bowdoinham Community Development Initiative | |||||||
| PO Box 343 | Bowdoinham | ME | 04008 | N/A | PC | General operating support | $22,500 |
| Brunswick-Topsham Land Trust Inc | |||||||
| 179 Neptune Drive | Brunswick | ME | 040113080 | N/A | PC | General operating support | $61,825 |
| Carlisle Charitable Foundation | |||||||
| PO Box 935 | Kennebunk | ME | 040430935 | N/A | PC | General operating support | $5,000 |
| Catholic Charities Maine | |||||||
| PO Box 10660 | Portland | ME | 041046060 | N/A | PC | $10,000 Cooking for Community; $35,000 general support | $45,000 |
| Center for An Ecology-Based Economy | |||||||
| 447 Main Street | Norway | ME | 042685920 | N/A | PC | $50,000 Community Food Matters; $20,000 ME Food Convergence; $51,000 general support | $121,000 |
| Center for Wildlife Health Research Inc | |||||||
| 321 Lewiston Road | Topsham | ME | 040866185 | N/A | PC | General operating support | $41,000 |
| Center for Wildlife Inc | |||||||
| PO Box 620 | Cape Neddick | ME | 039020620 | N/A | PC | General operating support | $20,000 |
| Central Lincoln County YMCA | |||||||
| PO Box 787 | Damariscotta | ME | 045430787 | N/A | PC | General operating support | $17,500 |
| Central Maine Area Agency on Aging | |||||||
| 1 Weston Center Suite 109 | Augusta | ME | 043305543 | N/A | PC | General operating support | $10,000 |
| Chewonki Foundation Inc | |||||||
| 485 Chewonki Neck Road | Wiscasset | ME | 045784822 | N/A | PC | $50,000 ELLMS Network; $250,000 general support | $300,000 |
| Coastal Enterprises Inc | |||||||
| 30 Federal Street | Brunswick | ME | 040111510 | N/A | PC | General operating support | $75,000 |
| Coastal Rivers Conservation Trust | |||||||
| PO Box 333 | Damariscotta | ME | 04543 | N/A | PC | General operating support | $55,000 |
| Cobscook Community Learning Center | |||||||
| 10 Commissary Point Road | Trescott Township | ME | 046525041 | N/A | PC | General operating support | $75,000 |
| Community Concepts Incorporated | |||||||
| 240 Bates Street | Lewiston | ME | 042407330 | N/A | PC | General operating support | $50,000 |
| Conservation Law Foundation Inc | |||||||
| 62 Summer Street | Boston | MA | 02110 | N/A | PC | General operating support | $35,000 |
| Consumers for Affordable Health Care Foundation | |||||||
| PO Box 2490 | Augusta | ME | 043382490 | N/A | PC | General operating support | $7,500 |
| Cooperative Development Institute | |||||||
| PO Box 1051 | Northampton | MA | 01061 | N/A | PC | $50,000 New Roots Cooperative Farm; $152,500 general support | $202,500 |
| Cooperative Fund of New England | |||||||
| PO Box 970 | Watertown | MA | 02471 | N/A | PC | General operating support | $15,000 |
| CORE Community Organized Relief Effort | |||||||
| 6464 Sunset Boulevard No 530 | Los Angeles | CA | 90028 | N/A | PC | General operating support | $30,000 |
| Creative Portland Corporation | |||||||
| PO Box 4675 | Portland | ME | 041124675 | N/A | PC | Funding for Black Owned Maine | $25,000 |
| Cromwell Center for Disabilities Awareness | |||||||
| 97A Exchange Street | Portland | ME | 04101 | N/A | PC | General operating support | $15,000 |
| Crosswalk Community Outreach | |||||||
| PO Box 64 | Naples | ME | 040550064 | N/A | PC | General operating support | $5,000 |
| Cultivating Community | |||||||
| PO Box 3792 | Portland | ME | 041043792 | N/A | PC | General operating support | $120,000 |
| Cumberland County Food Security Council (CCFSC) | |||||||
| PO Box 1399 | Portland | ME | 041041399 | N/A | PC | $35,000 Maine Black Community Development; $21,250 general support | $56,250 |
| Daniel Hanley Center for Health Leadership | |||||||
| 100 Foden Road Suite W-300 | South Portland | ME | 041062334 | N/A | PC | General operating support | $15,000 |
| DAWG (Dedicated Animal Welfare Group) | |||||||
| 27472 Capricho | Mission Viejo | CA | 92692 | N/A | PC | General operating support | $5,000 |
| Down East Lakes Land Trust | |||||||
| 4 Water Street | Grand Lake Stream | ME | 046684003 | N/A | PC | General operating support | $40,000 |
| Downeast Coastal Conservancy | |||||||
| PO Box 760 | Machias | ME | 046540760 | N/A | PC | General operating support | $25,000 |
| Downeast Community Partners Inc | |||||||
| 248 Bucksport Road | Ellsworth | ME | 046052715 | N/A | PC | General operating support | $93,000 |
| Eastern Agency on Aging | |||||||
| 240 State Street | Brewer | ME | 044121519 | N/A | PC | General operating support | $10,000 |
| Eastern Maine Development Corporation | |||||||
| 40 Harlow Street | Bangor | ME | 044015182 | N/A | PC | General operating support | $25,000 |
| Environmental Health Strategy Center (aka Defend our Health) | |||||||
| 565 Congress Street Suite 204 | Portland | ME | 04101 | N/A | PC | General operating support | $100,000 |
| Fair Food Network | |||||||
| 1250 North Main Street NO North | Ann Arbor | MI | 48104 | N/A | PC | General operating support | $40,000 |
| Falmouth Food Pantry Inc | |||||||
| 271 Falmouth Road | Falmouth | ME | 041052005 | N/A | PC | General operating support | $6,000 |
| FIDELCO Guide Dog Foundation Inc | |||||||
| 103 Vision Way | Bloomfield | CT | 06002 | N/A | PC | General operating support | $5,000 |
| Forest Society of Maine | |||||||
| 115 Franklin Street | Bangor | ME | 044014936 | N/A | PC | General operating support | $50,000 |
| Foundation for a Strong Maine Economy | |||||||
| 128 State Street Suite 101 | Augusta | ME | 043305630 | N/A | PC | General operating support | $50,000 |
| Foundation for Portland Public Schools | |||||||
| 353 Cumberland Avenue | Portland | ME | 041012957 | N/A | PC | General operating support | $17,500 |
| Four Directions Development Corporation | |||||||
| 20 Godfrey Drive | Orono | ME | 044733610 | N/A | PC | General operating support | $29,750 |
| Freeport Community Services Inc | |||||||
| PO Box 119 | Freeport | ME | 040320119 | N/A | PC | General operating support | $15,000 |
| Friends of Aroostook | |||||||
| PO Box 1705 | Houlton | ME | 047305705 | N/A | PC | General operating support | $11,500 |
| Friends of Baxter State Park | |||||||
| PO Box 322 | Belfast | ME | 049150322 | N/A | PC | General operating support | $15,000 |
| Friends of Casco Bay | |||||||
| 43 Slocum Drive | South Portland | ME | 041061641 | N/A | PC | General operating support | $25,000 |
| Friends of Feral Felines | |||||||
| PO Box 8137 | Portland | ME | 041048137 | N/A | PC | General operating support | $15,000 |
| Friends of Portland Adult Education | |||||||
| PO Box 3185 | Portland | ME | 041043185 | N/A | PC | General operating support | $5,000 |
| Friends of the Everglades Inc | |||||||
| 900 SE Federal Highway Suite 323 | Stuart | FL | 34994 | N/A | PC | General operating support | $5,000 |
| Friends of the Presumpscot River | |||||||
| PO Box 1474 | Westbrook | ME | 040981474 | N/A | PC | General operating support | $20,000 |
| Friends of the Sea Lion Inc | |||||||
| 20612 Laguna Canyon Road | Laguna Beach | CA | 92651 | N/A | PC | General operating support | $15,000 |
| Full Plates Full Potential | |||||||
| 188 State Street Suite 407 | Portland | ME | 041013749 | N/A | PC | General operating support | $15,000 |
| Gateway Community Services Maine | |||||||
| 501 Forest Avenue | Portland | ME | 041011503 | N/A | PC | General operating support | $17,500 |
| Gedakina Inc | |||||||
| PO Box 9061 | Essex | VT | 05451 | N/A | PC | General operating support | $35,000 |
| Good Shepherd Food Bank | |||||||
| 3121 Hotel Road | Auburn | ME | 042108398 | N/A | PC | General operating support | $90,000 |
| Goodwill Industries of Northern New England | |||||||
| 34 Hutcherson Drive | Gorham | ME | 040382743 | N/A | PC | General operating support | $63,750 |
| Greater Androscoggin Humane Society | |||||||
| 55 Strawberry Avenue | Lewiston | ME | 042405962 | N/A | PC | General operating support | $96,926 |
| 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 | $50,000 |
| 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 | $40,000 |
| Hand in Hand Mano en Mano | |||||||
| PO Box 573 | Milbridge | ME | 046580573 | N/A | PC | General operating support | $210,000 |
| Hardy Girls Healthy Women Inc | |||||||
| PO Box 821 | Waterville | ME | 049030821 | N/A | PC | General operating support | $8,500 |
| Harvest Hills Animal Shelter Inc | |||||||
| 1389 Bridgton Road | Fryeburg | ME | 040374018 | N/A | PC | General operating support | $20,000 |
| Health Care Without Harm | |||||||
| 12110 Sunset Hills Road No 600 | Reston | VA | 20190 | N/A | PC | General operating support | $51,456 |
| Healthy Acadia | |||||||
| 140 State Street | Ellsworth | ME | 046051832 | N/A | PC | General operating support | $60,000 |
| Healthy Communities of the Capital Area | |||||||
| 11 Mechanic Street Suite 101 | Gardiner | ME | 043452100 | N/A | PC | General operating support | $57,383 |
| Heart of Biddeford | |||||||
| 205 Main Street | Biddeford | ME | 040052414 | N/A | PC | General operating support | $20,000 |
| Herring Gut Learning Center | |||||||
| 59 Factory Road | Port Clyde | ME | 048550000 | N/A | PC | General operating support | $8,000 |
| Hospice of Southern Maine | |||||||
| 390 US Route 1 | Scarborough | ME | 040746713 | N/A | PC | General operating support | $55,000 |
| Houlton Band of Maliseet Indians | |||||||
| 88 Bell Road | Littleton | ME | 04730 | N/A | GOV | General operating support | $20,000 |
| Humane Society Waterville Area | |||||||
| 100 Webb Road | Waterville | ME | 049014203 | N/A | PC | General operating support | $95,000 |
| Immigrant Legal Advocacy Project | |||||||
| 489 Congress Street Suite 3 | Portland | ME | 041013415 | N/A | PC | General operating support | $10,000 |
| In Her Presence | |||||||
| 179 Mechanic Street | Westbrook | ME | 040922730 | N/A | PC | General operating support | $30,000 |
| Institute for Humane Education | |||||||
| PO Box 260 | Surry | ME | 046840260 | N/A | PC | General operating support | $30,000 |
| Island Institute | |||||||
| 386 Main Street | Rockland | ME | 048413345 | N/A | PC | General operating support | $75,000 |
| Jewish Community Alliance Southern Maine | |||||||
| 1342 Congress Street | Portland | ME | 041022117 | N/A | PC | General operating support | $5,000 |
| Jobs with Justice Education Fund | |||||||
| 20 Ivers Street | Bangor | ME | 044010000 | N/A | PC | General operating support | $15,000 |
| Katahdin Area Trails | |||||||
| PO Box 669 | Millinocket | ME | 044620669 | N/A | PC | General operating support | $25,000 |
| Kennebec Estuary Land Trust | |||||||
| PO Box 1128 | Bath | ME | 045301128 | N/A | PC | General operating support | $7,500 |
| Kennebec Land Trust | |||||||
| PO Box 261 | Winthrop | ME | 043640261 | N/A | PC | General operating support | $87,390 |
| Kennebec Valley Humane Society | |||||||
| 10 Pethaven Lane | Augusta | ME | 043306119 | N/A | PC | General operating support | $35,000 |
| Kennebunk Free Library Association | |||||||
| 112 Main Street | Kennebunk | ME | 040437036 | N/A | PC | General operating support | $15,000 |
| Kids First Center | |||||||
| 51 US Route 1 Suite S | Scarborough | ME | 040747134 | N/A | PC | General operating support | $7,500 |
| Kids Free to Grow | |||||||
| 57 Portland Road Suite 4 | Kennebunk | ME | 040436662 | N/A | PC | General operating support | $5,000 |
| Kittery Land Trust (KLT) | |||||||
| PO Box 467 | Kittery | ME | 039040467 | N/A | PC | General operating support | $30,000 |
| Knox County Homeless Coalition | |||||||
| PO Box 1696 | Rockland | ME | 048411696 | N/A | PC | General operating support | $20,000 |
| Lake Stewards of Maine | |||||||
| 24 Maple Hill Road | Auburn | ME | 042108774 | N/A | PC | General operating support | $20,000 |
| Lakes Environment Association | |||||||
| 230 Main Street | Bridgton | ME | 040091245 | N/A | PC | General operating support | $25,000 |
| Land in Common Inc | |||||||
| 217 S Mountain Road | Greene | ME | 042363942 | N/A | PC | Grant for the Community Land Trust | $20,000 |
| Laudholm Trust | |||||||
| 342 Laudholm Farm Road | Wells | ME | 040904703 | N/A | PC | General operating support | $25,000 |
| Lewiston Auburn Metropolitan Chamber of Commerce Foundation | |||||||
| 415 Lisbon Street Suite 100 | Lewiston | ME | 042407663 | N/A | PC | General operating support | $10,000 |
| Lewiston Public Schools | |||||||
| 36 Oak Street | Lewiston | ME | 04240 | N/A | GOV | General operating support | $15,000 |
| Lubec Community Outreach Center | |||||||
| PO Box 41 | Lubec | ME | 046520041 | N/A | PC | General operating support | $20,000 |
| Mabel Wadsworth Women's Health Center | |||||||
| 700 Mount Hope Avenue Suite 420 | Bangor | ME | 044015678 | N/A | PC | General operating support | $7,500 |
| Mahoosuc Land Trust Inc | |||||||
| PO Box 981 | Bethel | ME | 042170981 | N/A | PC | General operating support | $15,000 |
| Mahoosuc Pathways Inc | |||||||
| PO Box 572 | Bethel | ME | 042170572 | N/A | PC | General operating support | $15,000 |
| Maine Adaptive Sports & Recreation | |||||||
| 8 Sundance Lane | Newry | ME | 042613228 | N/A | PC | General operating support | $10,000 |
| Maine Association for New Americans | |||||||
| PO Box 8002 | Portland | ME | 041048002 | N/A | PC | General operating support | $7,500 |
| Maine Association of Nonprofits | |||||||
| 565 Congress Street Suite 301 | Portland | ME | 041018300 | N/A | PC | General operating support | $15,000 |
| Maine Audubon Society | |||||||
| 20 Gilsland Farm Road | Falmouth | ME | 041052157 | N/A | PC | $60,000 Natured Based Education Consortium; $165,000 general support | $225,000 |
| Maine Boys to Men | |||||||
| PO Box 8325 | Portland | ME | 041048325 | N/A | PC | General operating support | $8,500 |
| 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 | |||||||
| PO Box 284 | Hallowell | ME | 043470284 | N/A | PC | General operating support | $50,000 |
| Maine Children's Alliance | |||||||
| 331 State Street | Augusta | ME | 043307100 | N/A | PC | General operating support | $8,500 |
| Maine Citizens for Clean Elections | |||||||
| PO Box 18187 | Portland | ME | 041128187 | N/A | PC | Grant to Democracy Maine | $50,000 |
| Maine Coast Fishermen's Association | |||||||
| 93 Pleasant Street | Brunswick | ME | 040112264 | N/A | PC | General operating support | $70,000 |
| Maine Coast Heritage Trust | |||||||
| 1 Bowdoin Mill Island Street | Topsham | ME | 040861265 | N/A | PC | General operating support | $50,000 |
| Maine Community Foundation | |||||||
| 245 Main Street | Ellsworth | ME | 046051613 | N/A | PC | General operating support | $25,000 |
| Maine Community Integration | |||||||
| 11 Lisbon Street | Lewiston | ME | 042407198 | N/A | PC | General operating support | $180,000 |
| Maine Conservation Alliance | |||||||
| 295 Water Street Suite 9 | Augusta | ME | 043304643 | N/A | PC | General operating support | $50,000 |
| Maine Council on Aging | |||||||
| PO Box 988 | Brunswick | ME | 040110988 | N/A | PC | General operating support | $10,000 |
| Maine Development Foundation | |||||||
| 2 Beech Street Unit 203 | Hallowell | ME | 043471521 | N/A | PC | $50,000 Katahdin Collaborative; $30,000 general support | $80,000 |
| Maine Environmental Education Association | |||||||
| 31 Woodside Road | Brunswick | ME | 040117430 | N/A | PC | General operating support | $160,000 |
| Maine Equal Justice Partners Inc | |||||||
| 126 Sewall Street | Augusta | ME | 043306822 | N/A | PC | General operating support | $40,000 |
| Maine Farmland Trust Inc | |||||||
| 97 Main Street | Belfast | ME | 049156536 | N/A | PC | General operating support | $147,500 |
| 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 | 049767840 | N/A | PC | General operating support | $15,000 |
| Maine Historical Society | |||||||
| 489 Congress Street Suite 2 | Portland | ME | 041013415 | N/A | PC | General operating support | $25,000 |
| Maine Huts & Trails | |||||||
| PO Box 3037 | Kennebunkport | ME | 040463037 | N/A | PC | General operating support | $50,000 |
| Maine Immigrant & Refugee Services | |||||||
| 256 Bartlett Street | Lewiston | ME | 042406501 | N/A | PC | General operating support | $40,000 |
| Maine Immigrant Rights Coalition | |||||||
| 24 Preble Street 3rd Floor Suite 30 | Portland | ME | 041014901 | N/A | PC | General operating support | $68,500 |
| Maine Initiatives Inc | |||||||
| 56 North Street | Portland | ME | 041012756 | N/A | PC | General operating support | $130,000 |
| Maine Lakes Society | |||||||
| 137 Main Street | Belgrade | ME | 049170000 | N/A | PC | General operating support | $20,000 |
| Maine Mathematics & Science Alliance | |||||||
| 219 Capitol Street Suite 3 | Augusta | ME | 043306237 | N/A | PC | General operating support | $100,000 |
| Maine Mobile Health Program Inc | |||||||
| PO Box 405 | Augusta | ME | 043320405 | N/A | PC | General operating support | $31,875 |
| Maine Organic Farmers and Gardeners Association | |||||||
| PO Box 170 | Unity | ME | 049880170 | N/A | PC | General operating support | $127,500 |
| Maine People's Resource Center | |||||||
| 565 Congress Street Suite 200 | Portland | ME | 041013315 | N/A | PC | General operating support | $35,000 |
| Maine Philanthropy Center | |||||||
| PO Box 9301 | Portland | ME | 041049301 | N/A | PC | General operating support | $16,860 |
| Maine Public Broadcasting Corporation | |||||||
| 1450 Lisbon Street | Lewiston | ME | 042403514 | N/A | PC | General operating support | $5,000 |
| Maine Seacoast Mission | |||||||
| 6 Old Firehouse Lane | Northeast Harbor | ME | 046620000 | N/A | PC | General operating support | $50,000 |
| Maine State Society for the Protection of Animals | |||||||
| PO Box 10 | South Windham | ME | 040820010 | N/A | PC | General operating support | $40,000 |
| Maine Women's Fund | |||||||
| 74 Lunt Road Suite 100 | Falmouth | ME | 041051997 | N/A | PC | General operating support | $25,000 |
| Maine Womens Lobby Education Fund | |||||||
| 295 Water Street Suite 10 | Augusta | ME | 043304659 | N/A | PC | General operating support | $8,500 |
| Maine-Wabanaki Reach | |||||||
| 13 Loop Road | Indian Island | ME | 044681212 | N/A | PC | General operating support | $88,000 |
| MaineGeneral Health | |||||||
| 35 Medical Center Parkway | Augusta | ME | 043308160 | N/A | PC | General operating support | $40,000 |
| 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 | $125,000 |
| Marians Dream Philanthropy for Animal Advocates Inc | |||||||
| PO Box 365 | Brunswick | ME | 040110365 | N/A | PC | General operating support | $54,784 |
| Massachusetts Society for the Prevention of Cruelty to Animals | |||||||
| 350 South Huntington Avenue | Boston | MA | 021304803 | N/A | PC | General operating support | $30,000 |
| MCH Inc | |||||||
| 46 Summer Street | Rockland | ME | 048412920 | N/A | PC | General operating support | $5,000 |
| Mid Coast Hunger Prevention Program Inc | |||||||
| 12 Tenney Way | Brunswick | ME | 040112884 | N/A | PC | General operating support | $65,500 |
| Midcoast Conservancy | |||||||
| 290 US Route One | Edgecomb | ME | 045560000 | N/A | PC | General operating support | $40,000 |
| MidCoast Humane | |||||||
| 190 Pleasant Street | Brunswick | ME | 040112213 | N/A | PC | General operating support | $50,000 |
| 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 | $175,000 |
| Moosehead Lake Region Economic Development Corp | |||||||
| PO Box 223 | Greenville | ME | 044410223 | N/A | PC | General operating support | $40,000 |
| My Place Teen Center Inc | |||||||
| 755 Main Street | Westbrook | ME | 040923416 | N/A | PC | General operating support | $20,000 |
| National Audubon Society | |||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | N/A | PC | General operating support | $10,000 |
| Natural Resources Council of Maine | |||||||
| 3 Wade Street | Augusta | ME | 043306318 | N/A | PC | General operating support | $30,000 |
| Natural Resources Defense Council Inc | |||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | General operating support | $50,000 |
| Nature Conservancy | |||||||
| 4245 Fairfax Drive | Arlington | VA | 222031606 | N/A | PC | General operating support | $100,000 |
| Neighbors Supporting Neighbors Community Pantry | |||||||
| 3026 Route 2 | Hermon | ME | 044010230 | N/A | PC | General operating support | $5,000 |
| 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 | $5,000 |
| New England Arab American Organization | |||||||
| PO Box 1812 | Portland | ME | 041041812 | N/A | PC | General operating support | $5,000 |
| New England Grassroots Environment Fund | |||||||
| PO Box 611 | Newmarket | NH | 03857 | N/A | PC | General operating support | $50,000 |
| New Hope for Women Inc | |||||||
| PO Box A | Rockland | ME | 048410733 | N/A | PC | General operating support | $9,500 |
| New Learning Journey | |||||||
| 700 Bragg Hill Road | Fayston | VT | 05673 | N/A | PC | General operating support | $33,000 |
| New Mainers Public Health Initiative | |||||||
| 276 Lisbon Street | Lewiston | ME | 042407304 | N/A | PC | General operating support | $94,500 |
| Northern Forest Canoe Trail Inc | |||||||
| PO Box 565 | Waitsfield | VT | 05673 | N/A | PC | General operating support | $25,000 |
| Northern Forest Center | |||||||
| 18 North Main Street No 204 | Concord | NH | 03301 | N/A | PC | General operating support | $70,000 |
| Northern Lighthouse Inc | |||||||
| PO Box 498 | Mars Hill | ME | 047580498 | N/A | PC | General operating support | $7,500 |
| Northwest Atlantic Marine Alliance Inc | |||||||
| 222 Main Street Store Front | Gloucester | MA | 01930 | N/A | PC | General operating support | $25,000 |
| Our Katahdin | |||||||
| 111 Canyon Drive | Millinocket | ME | 044622328 | N/A | PC | $35,000 Material Research L3C; $280,000 general support | $310,000 |
| Oxford Hills Community Gardens | |||||||
| 26 Whitman Street | Norway | ME | 042686025 | N/A | PC | General operating support | $30,000 |
| Passamaquoddy Tribe at Indian Township | |||||||
| Indian Township Reservation | Indian Township | ME | 04668 | N/A | GOV | General operating support | $20,000 |
| Passamaquoddy Tribe at Pleasant Point | |||||||
| Pleasant Point Reservation | Pleasant Point | ME | 04667 | N/A | GOV | General operating support | $60,000 |
| PAWS - Protection of Animals Wandering the Streets | |||||||
| 368 South Street | Calais | ME | 046191123 | N/A | PC | General operating support | $35,000 |
| PAWS Animal Adoption Center | |||||||
| PO Box 707 | Rockport | ME | 048560707 | N/A | PC | General operating support | $31,500 |
| Penobscot Nation | |||||||
| 12 Down Street | Indian Island | ME | 04468 | N/A | GOV | General operating support | $22,500 |
| Pine Tree Legal Assistance Inc | |||||||
| PO Box 547 | Portland | ME | 041120547 | N/A | PC | General operating support | $105,000 |
| Pine Tree Society | |||||||
| 149 Front Street | Bath | ME | 045302672 | N/A | PC | General operating support | $20,000 |
| Piscataquis Regional YMCA | |||||||
| 48 Park Street | Dover Foxcroft | ME | 044261000 | N/A | PC | General operating support | $5,000 |
| Pope Memorial Humane Society of Knox County | |||||||
| PO Box 1294 | Rockland | ME | 048411294 | N/A | PC | General operating support | $30,000 |
| Port Resources | |||||||
| 280 B Gannett Drive | South Portland | ME | 041066940 | N/A | PC | General operating support | $5,000 |
| Portland Maine Symphony Orchestra | |||||||
| 50 Monument Square 2nd Floor | Portland | ME | 041014039 | 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 | |||||||
| 38 Preble Street 3rd Floor | Portland | ME | 041014952 | N/A | PC | General operating support | $100,000 |
| Prevent Euthanasia Through Sterilization Pets | |||||||
| PO Box 912 | Guilford | ME | 044430912 | N/A | PC | General operating support | $35,000 |
| ProsperityME | |||||||
| PO Box 8013 | Portland | ME | 041048013 | N/A | PC | $85,000 gift to the Center for Financial Education; $52,500 general support | $137,500 |
| Public Health Research Institute Inc | |||||||
| PO Box 308 | Brownfield | ME | 040100308 | N/A | PC | General operating support | $172,500 |
| Raise-OP Housing Cooperative | |||||||
| 145 Pierce Street Office 102 | Lewiston | ME | 042407343 | N/A | PC | General operating support | $42,500 |
| Resources for Organizing and Social Change | |||||||
| PO Box 2444 | Augusta | ME | 043382444 | N/A | PC | Grant for the Sunlight Media Collective | $50,000 |
| Responsible Pet Care of Oxford Hills | |||||||
| 9 Swallow Road | South Paris | ME | 042816541 | N/A | PC | General operating support | $20,000 |
| Riding To The Top | |||||||
| 14 Lilac Drive | Windham | ME | 040624063 | N/A | PC | General operating support | $10,120 |
| River Valley Healthy Communities Coalition | |||||||
| PO Box 86 | Rumford | ME | 042760086 | 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 | $10,000 |
| Rural Aspirations Project | |||||||
| 538 Norway Drive | Bar Harbor | ME | 046097754 | N/A | PC | General operating support | $75,000 |
| Safe Voices | |||||||
| PO Box 713 | Auburn | ME | 042120713 | N/A | PC | General operating support | $17,500 |
| Saint Andre Home Inc | |||||||
| 168 Prospect Street | Biddeford | ME | 040053027 | N/A | PC | General operating support | $2,000 |
| SeedMoney | |||||||
| 3 Powderhorn Drive | Scarborough | ME | 040748701 | N/A | PC | General operating support | $30,000 |
| SeniorsPlus | |||||||
| 8 Falcon Drive | Lewiston | ME | 042405815 | N/A | PC | General operating support | $10,000 |
| Somali Bantu Community Lewiston of Maine | |||||||
| 145 Pierce Street 101 | Lewiston | ME | 042407343 | N/A | PC | General operating support | $107,500 |
| Somerset Humane Society | |||||||
| PO Box 453 | Skowhegan | ME | 049760453 | N/A | PC | General operating support | $30,000 |
| Southern Maine Conservation Collaborative | |||||||
| 217 Commercial Street | Portland | ME | 041010000 | N/A | PC | General operating support | $10,000 |
| Speaking Up For Us | |||||||
| PO Box 4139 | Presque Isle | ME | 047694139 | N/A | PC | General operating support | $25,000 |
| Spirits Place | |||||||
| PO Box 471 | Newport | ME | 049530471 | N/A | PC | General operating support | $25,000 |
| St Mary's Health System | |||||||
| PO Box 7291 | Lewiston | ME | 042437291 | N/A | PC | General operating support | $17,500 |
| St Marys Regional Medical Center | |||||||
| PO Box 291 | Lewiston | ME | 042430291 | N/A | PC | General operating support | $70,000 |
| State of Maine Department of Agriculture | |||||||
| 22 State House Station | Augusta | ME | 04333 | N/A | GOV | General operating support | $75,000 |
| State of Maine Office of Policy Innovation and the Future | |||||||
| 181 State House Station | Augusta | ME | 043330181 | N/A | GOV | General operating support | $20,000 |
| Student Conservation Association | |||||||
| 4601 North Fairfax Drive No 900 | Arlington | VA | 22203 | N/A | PC | General operating support | $30,000 |
| Sudanese Community of Maine | |||||||
| 6 Frances Street | Portland | ME | 041022510 | N/A | PC | General operating support | $5,000 |
| Sunrise County Economic Council | |||||||
| 7 Ames Way | Machias | ME | 046541424 | N/A | PC | $75,000 Family Futures Downeast; $439,400 general support | $514,400 |
| Sunrise Opportunities | |||||||
| PO Box 88 | Machias | ME | 046540088 | N/A | PC | General operating support | $180,000 |
| 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 | |||||||
| PO Box 7255 | Lewiston | ME | 042437255 | N/A | PC | General operating support | $20,000 |
| 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 Conservation Fund | |||||||
| 1655 N Fort Myer Drive Suite 1300 | Arlington | VA | 222093199 | N/A | PC | General operating support | $50,000 |
| The Opportunity Alliance | |||||||
| 50 Lydia Lane | South Portland | ME | 041062156 | N/A | PC | General operating support | $59,500 |
| The Root Cellar | |||||||
| 94 Washington Avenue | Portland | ME | 041012630 | N/A | PC | General operating support | $50,000 |
| The Trust for Public Land | |||||||
| 101 Montgomery Street No 900 | San Francisco | CA | 94104 | N/A | PC | General operating support | $60,000 |
| The Windowdressers Inc | |||||||
| 24 Lincoln Street | Rockland | ME | 048412940 | N/A | PC | General operating support | $30,000 |
| Third Sector Capital Partners Inc | |||||||
| 225 Franklin Street | Boston | MA | 02110 | N/A | PC | General operating support | $26,800 |
| Tree Street Youth Inc | |||||||
| 144 Howe Street | Lewiston | ME | 042406421 | N/A | PC | General operating support | $14,950 |
| Trekkers Inc | |||||||
| 325 Old County Road | Rockland | ME | 048415507 | N/A | PC | General operating support | $20,000 |
| Trinity Jubilee Center Inc | |||||||
| 247 Bates Street | Lewiston | ME | 042407331 | N/A | PC | General operating support | $10,000 |
| Tufts University | |||||||
| 169 Holland Street | Somerville | MA | 02144 | N/A | PC | General operating support | $25,000 |
| United Animal Nations (dba RedRover) | |||||||
| 1419 21st Street | Sacramento | CA | 95811 | N/A | PC | General operating support | $20,000 |
| United Somali Women of Maine | |||||||
| PO Box 397 | Lewiston | ME | 042430397 | N/A | PC | General operating support | $113,000 |
| United Youth Empowerment Services | |||||||
| 145 Lisbon Street 406 | Lewiston | ME | 042407235 | N/A | PC | General operating support | $7,500 |
| University of Maine System | |||||||
| 5703 Alumni Hall Suite 101 | Orono | ME | 044695703 | N/A | PC | General operating support | $40,000 |
| University of New England | |||||||
| 11 Hills Beach Road | Biddeford | ME | 040059526 | N/A | PC | General operating support | $25,000 |
| Upper Valley Economic Council | |||||||
| 36 School Street | Sherman | ME | 047763072 | N/A | PC | General operating support | $25,000 |
| Volunteers of America | |||||||
| 14 Maine Street Suite 100 | Brunswick | ME | 040112026 | N/A | PC | General operating support | $9,000 |
| Waban Projects Inc | |||||||
| 5 Dunaway Drive | Sanford | ME | 040735143 | N/A | PC | General operating support | $10,000 |
| Wabanaki Cultural Preservation Coalition | |||||||
| 18 Nepisikwit Drive | Passadumkeag | ME | 044753130 | N/A | PC | General operating support | $50,000 |
| Wabanaki Health and Wellness Inc | |||||||
| 157 Park Street Suite 5 | Bangor | ME | 044015000 | N/A | PC | $43,000 general support; $4,257 medical supplies | $47,257 |
| Washington County Council of Governments | |||||||
| PO Box 631 | Calais | ME | 046190631 | N/A | PC | $26,500 Downeast Conservation Network; $30,000 general support | $56,500 |
| Washington County Food and Fuel Alliance | |||||||
| PO Box 297 | Machias | ME | 046540297 | N/A | PC | General operating support | $70,000 |
| Wayside Food Programs | |||||||
| PO Box 1278 | Portland | ME | 041041278 | N/A | PC | General operating support | $17,000 |
| Western Foothills Land Trust | |||||||
| PO Box 107 | Norway | ME | 042680107 | N/A | PC | General operating support | $30,000 |
| Whyhunger Inc | |||||||
| 505 Eighth Avenue No 2100 | New York | NY | 10018 | N/A | PC | Eastern Woodlands Rematriation Collective | $50,000 |
| Winterkids Education Foundation | |||||||
| 506 Main Street Suite 10 | Westbrook | ME | 040924387 | N/A | PC | General operating support | $20,000 |
| Wolfes Neck Farm Foundation Inc | |||||||
| 184 Burnett Road | Freeport | ME | 040326322 | N/A | PC | General operating support | $50,000 |
| Women in Need Inc | |||||||
| 10A Gleckler Road | Portland | ME | 041033430 | N/A | PC | General operating support | $3,000 |
| Womens Health Resource Library | |||||||
| PO Box 463 | Milbridge | ME | 046580463 | N/A | PC | General operating support | $15,000 |
| York County Shelter Programs Inc | |||||||
| 24 George Street | Alfred | ME | 040023296 | N/A | PC | General operating support | $50,000 |
| Young Mens Christian Association Auburn-Lewiston Maine | |||||||
| 62 Turner Street | Auburn | ME | 04210 | N/A | PC | General operating support | $30,000 |
| Young Mens Christian Association of Southern Maine | |||||||
| 70 Forest Avenue | Portland | ME | 04104 | N/A | PC | General operating support | $7,500 |
| Young Mens Christian Association Sanford-Springvale | |||||||
| 1 Emile Levasseur Drive PO Box 249 | Sanford | ME | 04073 | N/A | PC | General operating support | $5,000 |
| Youth Full Maine | |||||||
| PO Box 745 | Biddeford | ME | 040050745 | N/A | PC | General operating support | $5,000 |
| YWCA Central Maine | |||||||
| 130 East Avenue | Lewiston | ME | 04540 | N/A | PC | General operating support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,907,082 | 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 | $684,132 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,501,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,830,350 | 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 | -$42,790 | -$2,019,436 | |
| Recorded on Books | $252,232 | |||
| Class Action Income | $23,550 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$42,790 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,271,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,229,129 | 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 | $35,824 | Amt |
| Net Investment Income | $5,374 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER & PERIPHERALS | 2008-02-28 | $5,604 | $5,604 | 200DB | 5.000000000000 | $0 | $0 |
| TELEPHONE SYSTEM | 2008-01-17 | $1,767 | $1,767 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2008-04-02 | $1,300 | $1,300 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2008-04-30 | $1,275 | $1,275 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2008-12-30 | $24,282 | $12,141 | 200DB | 3.000000000000 | $0 | $0 |
| CAMERA SOFTWARE | 2019-04-09 | $1,153 | $897 | 200DB | 3.000000000000 | $171 | $0 |
| COMPUTER & PERIPHERALS | 2020-08-07 | $2,205 | 200DB | 5.000000000000 | $331 | $0 | |
| COMPUTER & PERIPHERALS | 2020-09-09 | $2,209 | 200DB | 5.000000000000 | $331 | $0 | |
| COMPUTER & PERIPHERALS | 2020-12-31 | $5,092 | 200DB | 5.000000000000 | $255 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 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 | 2020-12-04 | $35,000 | The Foundation paid a grant to Our Katahdin in the amount of $35,000 during its 2020 tax year. The purpose of the grant was to develop and support a Katahdin area-focused partnership with regional non-profit leaders, with the objective of bringing affordable, zero energy homes to Maine, starting in Millinocket. The grant will also support community and economic development. | $35,000 | None | Reports will be due by the grantee in January, 2022. | 2022-01-10 | The grantee will provide final narrative and financial reports on or before January 10, 2022. At the time 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 | 2020-12-04 | $44,000 | The Foundation paid a grant to the Cumberland County Food Security Council in the amount of $44,000 during its 2020 tax year. The purpose of the grant was to provide availability and access to culturally appropriate foods (particularly Hallal meat), to support community and economic development. | $44,000 | None | Reports will be due by the grantee in January, 2022. | 2022-01-10 | The grantee will provide final narrative and financial reports on or before January 10, 2022. 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 | 04462 | 2020-12-04 | $50,000 | The Foundation paid a grant to the Cooperative Development Institute in the amount of $50,000 during its 2020 tax year. The purpose of the grant was to develop and support farmland access for immigrants in Lewiston, Maine, to develop a model for community and economic development. Through this grant, the grantee, the Cooperative Development Institute, will serve as a fiscal sponsor to New Roots Cooperative Farm. The Farm will assist the grantee in developing and providing agricultural and food solutions. | $50,000 | None | Reports will be due by the grantee in January, 2022. | 2022-01-10 | The grantee will provide final narrative and financial reports on or before January 10, 2022. 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 (229 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 291008.457 shs CUBIX | $4,443,699 | $4,443,699 |
| 1483902.148 shs VBIRX | $16,130,016 | $16,130,016 |
| 1453124.797 shs VFSIX | $16,027,967 | $16,027,967 |
| 100000 shs Verizon Bond (CUSIP: 92348XAA3) | $79,118 | $79,118 |
| 25000 shs Continent Airlines Bond (CUSIP: 21079NAA9) | $13,123 | $13,123 |
| 150000 shs BNSF Railway Bond (CUSIP: 05581JAA2) | $134,385 | $134,385 |
| 100000 shs American Airlines Bond (CUSIP: 02377BAA4) | $73,100 | $73,100 |
| 100000 shs American Airlines Bond (CUSIP: 002376UAA3) | $80,183 | $80,183 |
| 70000 shs United Air Bond (CUSIP: 90932MAA3) | $65,673 | $65,673 |
| 60000 shs American Airlines Bond (CUSIP: 023765AA8) | $47,360 | $47,360 |
| 70000 shs FedEx Bond (CUSIP: 314353AA) | $72,077 | $72,077 |
| 50000 shs American Tower Bond (CUSIP: 03027WAK8) | $54,963 | $54,963 |
| 25000 shs SBA Tower Trust Bond (CUSIP: 7B403DAH3) | $26,732 | $26,732 |
| 10000 shs BP Cap Markets Note (CUSIP: 05565QDV7) | $11,157 | $11,157 |
| 50000 shs Bank of America Bond (CUSIP: 060505FL3) | $56,500 | $56,500 |
| 100000 shs Centerpoint Energy Bond (CUSIP: 15189TAS6) | $104,750 | $104,750 |
| 15000 shs DCP Midstream Bond (CUSIP: 23311PAA8) | $12,450 | $12,450 |
| 10000 shs Discover Services Bond (CUSIP: 254709AQ1) | $11,275 | $11,275 |
| 25000 shs Energy Transfer Bond (CUSIP: 29278NAT0) | $23,750 | $23,750 |
| 120000 shs JPMorgan Chase Bond (CUSIP: 46625HHA1) | $119,754 | $119,754 |
| 20000 shs MetLife Bond (CUSIP: 59156RBP2) | $19,900 | $19,900 |
| 70000 shs Sempra Energy Bond (CUSIP: 816851BK4) | $74,813 | $74,813 |
| 100000 shs Deutsche Bank Note (CUSIP: 251526BQ1) | $100,012 | $100,012 |
| 109631 shs Eletson Holdings Bond (CUSIP: 28620EAB6) | $37,412 | $37,412 |
| 200000 shs S. California Edison Co Bond (CUSIP: 842400GF4) | $42,950 | $42,950 |
| 125000 shs Pearson Funding Note (CUSIP: 705011AA2) | $128,278 | $128,278 |
| 10000 shs Pacific Gas Bond (CUSIP: 694308JE8) | $10,028 | $10,028 |
| 40000 shs MPLX Note (CUSIP: 55336VBH2) | $40,007 | $40,007 |
| 50000 shs Smiths Group Note (CUSIP: 83238PAD6) | $52,392 | $52,392 |
| 100000 shs Transalta Corp Note (CUSIP: 89346DAF4) | $103,750 | $103,750 |
| 100000 shs Schlumberger Finance Note (CUSIP: 80685XAB7) | $103,729 | $103,729 |
| 50000 shs Argos Merger Bond (CUSIP: 04021LAAB) | $50,000 | $50,000 |
| 25000 shs Carnival Corp Note (CUSIP: 143658BC5) | $28,918 | $28,918 |
| 60000 shs Capital Corp Note (CUSIP: 14040HCD5) | $62,868 | $62,868 |
| 50000 shs S. California Edison Co Bond (CUSIP: 842400GL1) | $53,069 | $53,069 |
| 100000 shs Allegheny Technologies Note (CUSIP: 01741RAF9) | $109,434 | $109,434 |
| 100000 shs Astrazeneca Note (CUSIP: 046353AS7) | $100,836 | $100,836 |
| 40000 shs Southern Co Gas Note (CUSIP: 8426EPAA6) | $42,010 | $42,010 |
| 200000 shs Danone Note (CUSIP: 23636TAD2) | $210,450 | $210,450 |
| 50000 shs Amgen Inc Note (CUSIP: 031162BV1) | $54,883 | $54,883 |
| 100000 shs WPP Fin Note (CUSIP: 92936MAF4) | $110,794 | $110,794 |
| 50000 shs Ingram Micro Note (CUSIP: 457153AG9) | $57,512 | $57,512 |
| 50000 shs EQT Corp Note (CUSIP: 26884LAH2) | $56,938 | $56,938 |
| 50000 shs Laboratory Corp Note (CUSIP: 50540RAQ5) | $55,248 | $55,248 |
| 20000 shs Western Midstream Note (CUSIP: 958667AB3) | $20,611 | $20,611 |
| 50000 shs Abbvie Note (CUSIP: 00287YCX5) | $55,759 | $55,759 |
| 40000 shs Edison International Note (CUSIP: 281020AR8) | $45,531 | $45,531 |
| 100000 shs Molex Electronic Note (CUSIP: 60856BAC8) | $103,466 | $103,466 |
| 15000 shs Sabre Note (CUSIP: 78573NAC6) | $17,850 | $17,850 |
| 55000 shs Spirit Aerosystems Note (CUSIP: 85205TAL4) | $58,988 | $58,988 |
| 200000 shs China Cinda Note (CUSIP: 16891VAB5) | $220,918 | $220,918 |
| 150000 shs ZF North America Note (CUSIP: 98877DAC9) | $161,642 | $161,642 |
| 15000 shs Delta Airlines Note (CUSIP: 247361ZX9) | $17,318 | $17,318 |
| 105000 shs Harman International Note (CUSIP: 413086AH2) | $116,915 | $116,915 |
| 50000 shs Petsmart Note (CUSIP: 716768AC0) | $51,375 | $51,375 |
| 75000 shs Element Note (CUSIP: 286181AD4) | $79,940 | $79,940 |
| 50000 shs Pacific Corp Bond (CUSIP: 695114CS5) | $55,198 | $55,198 |
| 50000 shs Bristol-Myers Note (CUSIP: 110122DC9) | $57,040 | $57,040 |
| 10000 shs Murphy Oil Corp Note (CUSIP: 626717AJ1) | $99,000 | $99,000 |
| 25000 shs Geneis Energy Note (CUSIP: 37185LAJ1) | $24,313 | $24,313 |
| 150000 shs ERAC USA Note (CUSIP: 26884TAP7) | $168,825 | $168,825 |
| 50000 shs Sally Holdings Note (CUSIP: 79546VAL0) | $51,375 | $51,375 |
| 20000 shs Karton Polymers Note (CUSIP: 50076XAC5) | $20,402 | $20,402 |
| 80000 shs Western Digital Note (CUSIP: 958102AM7) | $88,400 | $88,400 |
| 10000 shs Gilead Sciences Note (CUSIP: 375558BF9) | $11,345 | $11,345 |
| 100000 shs Discovery Communications Note (CUSIP: 258470DAL3) | $117,929 | $117,929 |
| 70000 shs Holly Frontier Note (CUSIP: 436106AA6) | $78,169 | $78,169 |
| 35000 shs Manitowoc Note (CUSIP: 563571AL2) | $37,800 | $37,800 |
| 200000 shs State Grid Note (CUSIP: 857006AC4) | $216,274 | $216,274 |
| 100000 shs Quest Diagnostics Note (CUSIP: 74834LAZ3) | $112,914 | $112,914 |
| 25000 shs Enlink Midstream Note (CUSIP: 29336UAF4) | $24,409 | $24,409 |
| 75000 shs Teva Pharmaceutical Note (CUSIP: 88167AAE1) | $72,095 | $72,095 |
| 100000 shs Liberty Mutual Note (CUSIP: 53079QAC1) | $129,080 | $129,080 |
| 20000 shs Ascent Holdings Note (CUSIP: 04364VAG8) | $18,950 | $18,950 |
| 20000 shs Athene Global Note (CUSIP: 04685A2K6) | $21,451 | $21,451 |
| 30000 shs Genesis Energy Note (CUSIP: 37185LAM4) | $29,706 | $29,706 |
| 39000 shs Transocean Note (CUSIP: 893830BQ1) | $27,885 | $27,885 |
| 100000 shs Hexcel Corp Note (CUSIP: 428291AN8) | $108,088 | $108,088 |
| 100000 shs Service Note (CUSIP: 44106MAW2) | $100,500 | $100,500 |
| 50000 shs Welltower Note (CUSIP: 95040QAK0) | $54,979 | $54,979 |
| 15000 shs Crown Castle Note (CUSIP: 22822VAE1) | $17,227 | $17,227 |
| 100000 shs Suburban Propane Note (CUSIP: 864486AK1) | $104,500 | $104,500 |
| 50000 shs CA Inc. Note (CUSIP: 12673PAJ4) | $57,255 | $57,255 |
| 50000 shs GoodYear Tire Note (CUSIP: 382550BG5) | $51,125 | $51,125 |
| 50000 shs American Axle Note (CUSIP: 02406PAU4) | $52,625 | $52,625 |
| 30000 shs Rochester Gas Bond (CUSIP: 771367CD9) | $33,166 | $33,166 |
| 60000 shs Maxim Integrated Note (CUSIP: 57772KAD3) | $67,291 | $67,291 |
| 25000 shs Borgwarner Note (CUSIP: 099724AL0) | $26,882 | $26,882 |
| 200000 shs Intesa Bond (CUSIP: 46115HBB2) | $219,494 | $219,494 |
| 100000 shs Boardwalk Pipelines Note (CUSIP: 096630AF5) | $111,934 | $111,934 |
| 30000 shs DCP Midstream Note (CUSIP: 23311VAJ6) | $33,300 | $33,300 |
| 50000 shs USA Compression Bond (CUSIP: 91740PAF5) | $53,379 | $53,379 |
| 40000 shs Bungle Note (CUSIP: 120568AZ3) | $45,611 | $45,611 |
| 50000 shs Southwestern Energy Note (CUSIP: 845467AN9) | $53,985 | $53,985 |
| 100000 shs Aviation Group Note (CUSIP: 05369AAA9) | $100,175 | $100,175 |
| 100000 shs Autonation Note (CUSIP: 05329WAP7) | $110,612 | $110,612 |
| 20000 shs NRG Energy Note (CUSIP: 629377CP5) | $21,057 | $21,057 |
| 30000 shs AT&T Note (CUSIP: 00206RKG6) | $30,609 | $30,609 |
| 100000 shs Oceaneering Note (CUSIP: 675232AB8) | $89,375 | $89,375 |
| 20000 shs Kirby Corp Note (CUSIP: 497266AC0) | $22,183 | $22,183 |
| 10000 shs Phillips 66 Note (CUSIP: 718549AF5) | $10,849 | $10,849 |
| 57000 shs CVS Health Note (CUSIP: 126650CX6) | $67,828 | $67,828 |
| 100000 shs VodaFone Group Note (CUSIP: 92857WBK5) | $119,766 | $119,766 |
| 50000 shs Spirit Aerosystems Note (CUSIP: 85205TAK6) | $49,438 | $49,438 |
| 10000 shs Nielsen Note (CUSIP: 65409QBD3) | $10,866 | $10,866 |
| 100000 shs GATX Corp Note (CUSIP: 361448BC6) | $120,718 | $120,718 |
| 20000 shs Graftech Note (CUSIP: 384311AA4) | $20,225 | $20,225 |
| 15000 shs Timken Co Note (CUSIP: 887389AK0) | $16,799 | $16,799 |
| 25000 shs Steelcase Note (CUSIP: 858155AE4) | $29,026 | $29,026 |
| 50000 shs AT&T Note (CUSIP: 00206RHJ4) | $59,633 | $59,633 |
| 60000 shs Glencore Note (CUSIP: 378272AV0) | $71,560 | $71,560 |
| 100000 shs Charter Communications (CUSIP: 161175BR4) | $121,586 | $121,586 |
| 90000 shs Smithfield Foods Note (CUSIP: 832248BB3) | $107,152 | $107,152 |
| 25000 shs Boardwalk Pipelines Note (CUSIP: 096630AG3) | $28,647 | $28,647 |
| 200000 shs Ford Motor Credit Note (CUSIP: 345397ZR7) | $222,740 | $222,740 |
| 200000 shs Schaeffler Note (CUSIP: 44963BAD0) | $220,000 | $220,000 |
| 75000 shs Lear Corp Note (CUSIP: 521865BA2) | $85,709 | $85,709 |
| 50000 shs HCA Inc Note (CUSIP: 404119BX6) | $58,004 | $58,004 |
| 60000 shs AP Moeller Note (CUSIP: 00203QAE7) | $70,176 | $70,176 |
| 100000 shs Boston LTD Note (CUSIP: 10112RBB9) | $111,626 | $111,626 |
| 100000 shs Rohm Bond (CUSIP: 775371AU1) | $139,648 | $139,648 |
| 40000 shs Olin Corp Note (CUSIP: 680665AL0) | $43,450 | $43,450 |
| 25000 shs Energy Inc Note (CUSIP: 30034WAB2) | $27,403 | $27,403 |
| 25000 shs Perkinelmerg Note (CUSIP: 714046AG4) | $28,188 | $28,188 |
| 200000 shs CNOOC Finance Note (CUSIP: 12625GAF1) | $208,090 | $208,090 |
| 75000 shs Penske Truck Note (CUSIP: 709599BH6) | $81,644 | $81,644 |
| 50000 shs Hasbro Note (CUSIP: 418056AZ0) | $56,626 | $56,626 |
| 100000 shs Abbvie Note (CUSIP: 00287YBX6) | $112,070 | $112,070 |
| 30000 shs National Oilwell Note (CUSIP: 637071AM3) | $31,371 | $31,371 |
| 65000 shs Delta Airlines Bond (CUSIP: 247361ZV3) | $62,922 | $62,922 |
| 150000 shs Aker Note (CUSIP: 00973RAF0) | $157,547 | $157,547 |
| 50000 shs Apache Note (CUSIP: 037411BF1) | $52,500 | $52,500 |
| 50000 shs Petroleos Note (CUSIP: 71654QDC3) | $52,339 | $52,339 |
| 75000 shs Comcast Corp Note (CUSIP: 20030NDA6) | $82,049 | $82,049 |
| 15000 shs Western Midstream Note (CUSIP: 958667AC1) | $16,797 | $16,797 |
| 80000 shs Micron Tech Note (CUSIP: 595112BQ5) | $98,172 | $98,172 |
| 100000 shs Freeport McMorgan Note (CUSIP: 35671DCF0) | $107,750 | $107,750 |
| 35000 shs Oshkosh Corp Note (CUSIP: 688225AH4) | $38,173 | $38,173 |
| 100000 shs Takeda Note (CUSIP: 874060AX4) | $102,359 | $102,359 |
| 20000 shs Comcast Corp Note (CUSIP: 20030NDG3) | $23,127 | $23,127 |
| 70000 shs Oracle Corp Note (CUSIP: 68389XBV6) | $78,270 | $78,270 |
| 15000 shs Athene Holding Note (CUSIP: 04686JAB7) | $18,660 | $18,660 |
| 85000 shs Hyundai Note (CUSIP: 44891ABL0) | $111,829 | $111,829 |
| 60000 shs BMW Cap Note (CUSIP: 05565EBL8) | $72,568 | $72,568 |
| 10000 shs Narragansett Note (CUSIP: 631005BJ3) | $11,341 | $11,341 |
| 200000 shs Bae Systems Note (CUSIP: 05523RAD9) | $226,576 | $226,576 |
| 40000 shs Ross Stores Note (CUSIP: 778296AD5) | $48,673 | $48,673 |
| 50000 shs T Mobile Note (CUSIP: 87264ABE4) | $57,910 | $57,910 |
| 20000 shs Cargill Note (CUSIP: 141781BM5) | $21,041 | $21,041 |
| 200000 shs Xiaomi Best Time Note (CUSIP: 98422HAA4) | $213,142 | $213,142 |
| 60000 shs Biogen Note (CUSIP: 09062XAH6) | $62,676 | $62,676 |
| 55000 shs Boeing Co Note (CUSIP: 097023CY9) | $66,564 | $66,564 |
| 40000 shs Huntington Ingalls Note (CUSIP: 44699AEW7) | $47,378 | $47,378 |
| 100000 shs Flextronics Note (CUSIP: 33938XAB1) | $120,235 | $120,235 |
| 20000 shs ITC Holdings Note (CUSIP: 465685AQ8) | $21,861 | $21,861 |
| 10000 shs Colonial Enterprises (CUSIP: 19565CAA8) | $11,310 | $11,310 |
| 15000 shs Discovery Communications (CUSIP: 25470DBJ7) | $17,183 | $17,183 |
| 45000 shs Leidos Note (CUSIP: 52532XAE5) | $53,885 | $53,885 |
| 50000 shs VMWare Note (CUSIP: 928563AF2) | $60,152 | $60,152 |
| 30000 shs Boston Scientific Note (CUSIP: 101137BA4) | $32,133 | $32,133 |
| 75000 shs Dentsply Note (CUSIP: 24906PAA7) | $83,530 | $83,530 |
| 10000 shs Evergy Metro Bond (CUSIP: 30037DAA3) | $10,595 | $10,595 |
| 90000 shs Omnicom Group Note (CUSIP: 681919BC9) | $108,104 | $108,104 |
| 200000 shs Tencent Holdings Bond (CUSIP: 88032WALJ0) | $205,512 | $205,512 |
| 30000 shs Yara Note (CUSIP: 984851AG0) | $32,483 | $32,483 |
| 20000 shs Fidelity Note (CUSIP: 31620RAJ4) | $21,963 | $21,963 |
| 80000 shs Intercontinental Exchange Note (CUSIP: 45866FAK0) | $83,207 | $83,207 |
| 40000 shs Magna Note (CUSIP: 559222AV6) | $43,028 | $43,028 |
| 5000 shs Ralpha Lauren Corp Note (CUSIP: 731572AB9) | $5,414 | $5,414 |
| 120000 shs Stryker Note (CUSIP: 863667AY7) | $123,475 | $123,475 |
| 80000 shs HP Inc. Note (CUSIP: 40434LAC9) | $89,028 | $89,028 |
| 20000 shs UpJohn Note (CUSIP: 91533BAD2) | $21,223 | $21,223 |
| 70000 shs Pacific Gas (CUSIP: 694308JM0) | $79,736 | $79,736 |
| 80000 shs Dell Corp Note (CUSIP: 24703DBD2) | $103,994 | $103,994 |
| 60000 shs Equinix Note (CUSIP: 29444UBH8) | $61,029 | $61,029 |
| 40000 shs Occidental Corp Note (CUSIP: 674599EA9) | $46,950 | $46,950 |
| 150000 shs Bank of America Note (CUSIP: 06051GHV4) | $168,104 | $168,104 |
| 25000 shs Flir Sys Note (CUSIP: 302445AE1) | $26,240 | $26,240 |
| 60000 shs New York Life Note (CUSIP: 64952WDS9) | $58,189 | $58,189 |
| 100000 shs Belrose Bond (CUSIP: 080807AA8) | $102,916 | $102,916 |
| 60000 shs Automatic Data Note (CUSIP: 053015AF0) | $59,890 | $59,890 |
| 60000 shs Conagra Brands Note (CUSIP: 205887AX0) | $90,044 | $90,044 |
| 70000 shs Liberty Note (CUSIP: 531546AB5) | $70,362 | $70,362 |
| 15000 shs Best Buy Note (CUSIP: 08652BAB5) | $15,072 | $15,072 |
| 15000 shs Flowserve Note (CUSIP: 34354PAF2) | $16,012 | $16,012 |
| 60000 shs Smith & Nephew Note (CUSIP: 83192PAA6) | $61,123 | $61,123 |
| 50000 shs Life Storage Note (CUSIP: 53227JAC8) | $51,039 | $51,039 |
| 100000 shs Citigroup Note (CUSIP: 17308CC53) | $110,131 | $110,131 |
| 110000 shs Broadcom Note (CUSIP: 11135FAQ4) | $127,354 | $127,354 |
| 40000 shs Massachusetts Electric Note (CUSIP: 575634AU4) | $40,068 | $40,068 |
| 40000 shs Ascot Group Note (CUSIP: 04365XAA6) | $40,750 | $40,750 |
| 45000 shs British Air (CUSIP: 11043XAB9) | $40,583 | $40,583 |
| 120000 shs Viacom-CBS Note (CUSIP: 92556HAB3) | $150,616 | $150,616 |
| 15000 shs T Mobile Note (CUSIP: 87264ABJ3) | $15,751 | $15,751 |
| 30000 shs Amgen Note (CUSIP: 031162CW8) | $31,998 | $31,998 |
| 20000 shs DTE Electric Co (CUSIP: 23338VAM8) | $22,142 | $22,142 |
| 30000 shs Quicken Loans Bond (CUSIP: 74841CAB7) | $31,125 | $31,125 |
| 20000 shs Entergy Tecas Bond (CUSIP: 29365TAK0) | $20,047 | $20,047 |
| 40000 shs O'Reilly Auto Note (CUSIP: 97103HAK3) | $40,062 | $40,062 |
| 20000 shs CitiGroup Note (CUSIP: 172967MP3) | $24,253 | $24,253 |
| 15000 shs Quest Diagnostics Note (CUSIP: 74834LBC3) | $16,447 | $16,447 |
| 100000 shs Manulife Note (CUSIP: 56501RAE6) | $109,341 | $109,341 |
| 100000 shs General Electric Bond (CUSIP: 36962GXZ2) | $140,206 | $140,206 |
| 20000 shs Mondelez Note (CUSIP: 609207AY1) | $20,311 | $20,311 |
| 50000 shs Mosaic Note (CUSIP: 61945CAD5) | $62,163 | $62,163 |
| 100000 shs Verizon Communications (CUSIP: 62343VCQ5) | $124,793 | $124,793 |
| 60000 shs SeaGate Note (CUSIP: 81180WAN1) | $70,713 | $70,713 |
| 50000 shs AT&T Note (CUSIP: 00206RCP5) | $60,672 | $60,672 |
| 200000 shs Standard Chartered Note (CUSIP: 853254BU3) | $209,396 | $209,396 |
| 50000 shs Diamond Offhosre (CUSIP: 25271CAL6) | $6,125 | $6,125 |
| 20000 shs Oracle Note (CUSIP: 68389XBW4) | $23,424 | $23,424 |
| 20000 shs Amgen Note (CUSIP: 031162BZ2) | $25,669 | $25,669 |
| 20000 shs Gilead Sciences Note (CUSIP: 375558BD4) | $26,508 | $26,508 |
| 50000 shs Whirlpool Note (CUSIP: 963320AV8) | $62,212 | $62,212 |
| 50000 shs Dell Note (CUSIP: 25272KAR4) | $75,641 | $75,641 |
| 50000 shs One Gas Note (CUSIP: 68235PAG3) | $66,817 | $66,817 |
| 50000 shs MPLX Note (CUSIP: 55336VAT7) | $65,841 | $65,841 |
| 45000 shs First Energy Bond (CUSIP: 33767BAC3) | $52,552 | $52,552 |
| 50000 shs Energy Transfer Note (CUSIP: 29279FAA7) | $60,478 | $60,478 |
| 35000 shs Dayton Bond (CUSIP: 240019BV0) | $40,631 | $40,631 |
| 20000 shs New York Electric & Corp (CUSIP: 649840CR4) | $21,587 | $21,587 |
| 25000 shs Duke Energy Bond (CUSIP: 26443TAC0) | $25,996 | $25,996 |
| 45000 shs Boeing Note (CUSIP: 097023CW3) | $62,017 | $62,017 |
| 10000 shs Whirlpool Note (CUSIP: 963320AX4) | $12,939 | $12,939 |
| 15000 shs Cummins Note (CUSIP: 231021AS5) | $15,308 | $15,308 |
| 200000 shs Sumitomo Life Bond (CUSIP: 86564CAAB) | $225,000 | $225,000 |
| 205000 shs Enbridge Note (CUSIP: 29250NAN5) | $218,838 | $218,838 |
| 35000 shs Buckeye Partners Note (CUSIP: 118230AS0) | $26,250 | $26,250 |
| 90000 shs Enterprise Products Note (CUSIP: 29379VBR3) | $90,944 | $90,944 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 367168.368 shs FSPSX | $16,746,549 | $16,746,549 |
| 229597.625 shs FXAIX | $29,886,723 | $29,886,723 |
| 919003.315 shs FPADX | $11,708,102 | $11,708,102 |
| 35235.953 shs VFSNX | $8,217,729 | $8,217,729 |
| 75903.300 shs VRTIX | $22,966,821 | $22,966,821 |
| 67399.402 shs VOOV | $8,336,632 | $8,336,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,444,603 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,444,603 | 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 |
|---|---|---|---|
| Maine Grains Investment | FMV | $130,000 | $130,000 |
| Aether Real Assets, LP (quarterly stmts) | FMV | $644,657 | $644,657 |
| Aether Real Assets, LP II (quarterly stmts) | FMV | $1,308,032 | $1,308,032 |
| Dorchester Offshore IV (foreign) | FMV | $480,772 | $480,772 |
| Elliott International LTD | FMV | $5,579,078 | $5,579,078 |
| Generation Investment Management | FMV | $11,920,806 | $11,920,806 |
| Ironsides - Co-Investment | FMV | $555,626 | $555,626 |
| Ironsides - Partnership | FMV | $1,455,486 | $1,455,486 |
| Legacy Venture VI | FMV | $2,677,029 | $2,677,029 |
| Legacy Venture VII | FMV | $2,832,406 | $2,832,406 |
| Legacy Venture VIII | FMV | $1,349,667 | $1,349,667 |
| Legacy Venture IX | FMV | $489,619 | $489,619 |
| Lyme Forest Fund III | FMV | $448,191 | $448,191 |
| TIFF Private Equity Partners | FMV | $108,420 | $108,420 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture & Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $44,887 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $36,213 | AccumulatedDepreciationAmt |
| Book Value | $8,674 | BookValueAmt |
| EOYFMV | $8,674 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $17,385 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,385 | 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 |
| Prepaid Excise Taxes | $185,167 | $195,237 | $195,237 |
| Investments Receivable | $117,017 | $248,642 | $248,642 |
| Accrued Interest Receivable | $0 | $161,205 | $161,205 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book to Tax Adjustment - Accrued Vacation | Desc |
| Amt | $16,332 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $45,791 | $0 | $45,791 |
| Contract Services | $404,628 | $0 | $404,628 |
| Insurance | $10,168 | $0 | $10,168 |
| Accrual to Cash Conversion | $0 | $0 | -$37,012 |
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 | -$2,062,226 | -$2,019,436 | -$2,062,226 |
| Recorded on Books | $252,232 | $252,232 | |
| Class Action Income | $23,550 | $23,550 | $23,550 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $4,700,479 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Tax Liability | Desc |
| BOY Book Value | $68,075 | BOYBookValueAmt |
| EOY Book Value | $65,337 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $715,695 | Amt |
| Net Investment Income | $715,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $110,085 | $0 | $0 |
| Foreign Taxes | $550 | $550 | $0 |