MACHIAS SAVINGS BANK COMMUNITY DEVELOPMENT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MACHIAS SAVINGS BANK COMMUNITY DEVELOPMENT FOUNDATION (EIN 01-0514175)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-09
- IRS object ID
- 202130999349100718
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-09T13:57:41-05:00 | 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 | 010514175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Machias Savings Bank Community | BusinessNameLine1Txt |
| Business Name Line2 | Development Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACH | BusinessNameControlTxt |
| Phone | 2072553347 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 318 | AddressLine1Txt |
| City | Machias | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew J Walsh CPA | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2072553347 | PhoneNum |
| Signature | 2021-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Matthew | PersonFirstNm |
| Person Last | Walsh CPA | 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 | 2021-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $4,160,134 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $753,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,678,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $753,094 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $855,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $855,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $499,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $499,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $355,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,690 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,086 | CashBOYAmt |
| Cash EOY | $440,015 | CashEOYAmt |
| Cash EOYFMV | $440,015 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,431,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $429,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,936,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,676,508 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,064,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,420,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,160,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,854,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,064,968 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $210,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $355,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,064,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,420,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,064,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,420,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,064,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $355,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,420,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,420,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $1,678,200 | GrossSalesPriceAmt |
| Cost Or Other Basis | $925,106 | CostOrOtherBasisAmt |
| Gain Or Loss | $753,094 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $753,094 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $753,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,894 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,894 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,010 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,010 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,884 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | Matthew J Walsh CPA | IndividualWithBooksNm |
| Phone | 2072559283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Machias Savings Bank 4 Center St | AddressLine1Txt |
| City | Machias | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 046540318 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| Telford Allen III | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| LuAnn Ballesteros | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Robert W Foster | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Brent K Hartley | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Zachary Means | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Donald E Reynolds | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Oliver Smith | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Lawrence L Barker | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director/President | 0.20 | $0 | $0 | $0 |
| Edward L Hennessey Jr | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director/President (part year) | 0.20 | $0 | $0 | $0 |
| Christian A Lyford | ||||||||
| PO Box 318 | Machias | ME | 04654 | Vice President | 0.20 | $0 | $0 | $0 |
| Matthew J Walsh | ||||||||
| PO Box 318 | Machias | ME | 04654 | Treasurer | 0.20 | $0 | $0 | $0 |
| Nathan J Martell | ||||||||
| PO Box 318 | Machias | ME | 04654 | Secretary | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,570,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,318,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,889,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,889,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,831,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,894 | TotalTaxAmt |
| Distributable Before Adj | $179,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,665 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $500,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $25,834 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,051 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $320,435 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $407,678 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $407,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,834 | ExcessFromYear3Amt |
| Excess From Year2 | $8,358 | ExcessFromYear2Amt |
| Excess From Year1 | $53,051 | ExcessFromYear1Amt |
| Excess From Current Year | $320,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lawrence L Barker President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 318 | AddressLine1Txt |
| City | Machias | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072553347 | RecipientPhoneNum |
| Form And Info And Materials | Letter of application describing the nature and amount of the request, including any related business plans or projections. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards generally limited to charitable development organizations located in or benefiting eastern Maine. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 317 Main Community Music Center | |||||||
| 317 Main Street | Yarmouth | ME | 04096 | N/A | PC | Program Support Grant | $2,500 |
| Acadia Community Association | |||||||
| 80 Mount Desert Street | Bar Harbor | ME | 04609 | N/A | PC | Program Support Grant | $2,000 |
| Aroostook County Action Program | |||||||
| PO Box 1116 | Presque Isle | ME | 04769 | N/A | PC | Program Support Grant | $5,000 |
| Avesta Housing | |||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | N/A | PC | Program Support Grant | $2,000 |
| Axiom Education and Training Center | |||||||
| 6 Colonial Way | Machias | ME | 04654 | N/A | PC | Program Support Grant | $5,000 |
| Bangor Region YMCA | |||||||
| 17 Second Street | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $2,500 |
| Bar Harbor Food Pantry | |||||||
| 81 Ledgelawn Avenue | Bar Harbor | ME | 04609 | N/A | PC | Program Support Grant | $2,500 |
| Beth C Wright Cancer Resource Center | |||||||
| 23 Commerce Park | Ellsworth | ME | 04605 | N/A | PC | Program Support Grant | $2,000 |
| Big Brothers Big Sisters of Mid Maine | |||||||
| 66 Elm Street Suite 100 | Camden | ME | 04843 | N/A | PC | Program Support Grant | $1,000 |
| Boots 2 Roots | |||||||
| 428 Fore Street 3rd Floor | Portland | ME | 04101 | N/A | PC | Program Support Grant | $5,000 |
| Caribou Bread of Life Soup Kitchen | |||||||
| 62 Collins Street | Caribou | ME | 04736 | N/A | PC | Program Support Grant | $1,000 |
| Caribou Ecumenical Food Pantry | |||||||
| PO Box 1315 | Caribou | ME | 04736 | N/A | PC | Program Support Grant | $2,500 |
| Christine B Foundation Inc | |||||||
| 4 Union Plaza Suite 7 | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $2,500 |
| Coastal Enterprises Inc | |||||||
| 30 Federal Street | Brunswick | ME | 04011 | N/A | PC | Program Support Grant | $10,000 |
| Cobscook Learning Center | |||||||
| 10 Commissary Point Road | Trescott | ME | 04652 | N/A | PC | Program Support Grant | $2,500 |
| Common Good Soup Kitchen Community | |||||||
| 19 Clark Point Road | Southwest Harbor | ME | 04679 | N/A | PC | Program Support Grant | $1,500 |
| Down East Community Hospital | |||||||
| 11 Hospital Way | Machias | ME | 04654 | N/A | PC | Facilities Support Grant | $25,000 |
| Eastern Maine Development Corporation | |||||||
| 40 Harlow Street | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $10,000 |
| Educate Maine | |||||||
| 482 Congress Street Suite 303 | Portland | ME | 04101 | N/A | PC | Program Support Grant | $5,000 |
| Ellsworth School District (City of Ellsworth) | |||||||
| 66 Main Street Suite 201 | Ellsworth | ME | 04605 | N/A | GOV | Program Support Grant | $2,500 |
| Foundation for a Strong Maine Economy | |||||||
| 125 Community Drive Suite 201 | Augusta | ME | 04330 | N/A | PC | Facilities Grant | $5,000 |
| Four Directions Development | |||||||
| 20 Godfrey Drive | Orono | ME | 04473 | N/A | PC | Program Support Grant | $6,500 |
| Freeman Forest Housing Corporation (Eastern Area Agency on Aging) | |||||||
| 240 State Street | Brewer | ME | 04412 | N/A | PC | Program Support Grant | $2,500 |
| Full Plates Full Potential | |||||||
| 188 State Street Suite 407 | Portland | ME | 04101 | N/A | PC | Program Support Grant | $4,500 |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Augusta | ME | 04211 | N/A | PC | Program Support Grant | $25,000 |
| Grace Interfaith Food Table | |||||||
| 11 Industrial Street | Presque Isle | ME | 04769 | N/A | PC | Program Support Grant | $1,000 |
| Hand In HandMano En Mano | |||||||
| PO Box 573 | Millbridge | ME | 04658 | N/A | PC | Program Support Grant | $2,500 |
| Healthy Acadia | |||||||
| 140 State Street | Ellsworth | ME | 04605 | N/A | PC | Program Support Grant | $5,000 |
| Heart of Ellsworth | |||||||
| 192 Main Street | Ellsworth | ME | 04605 | N/A | PC | Program Support Grant | $4,500 |
| HOME Inc | |||||||
| 90 School House Road | Orland | ME | 04472 | N/A | PC | Program Support Grant | $5,000 |
| Homeless Services of Aroostook | |||||||
| 745 Central Drive | Presque Isle | ME | 04769 | N/A | PC | Program Support Grant | $5,000 |
| Hospice Volunteers of Hancock County | |||||||
| 14 McKenzie Avenue | Ellsworth | ME | 04605 | N/A | PC | Program Support Grant | $1,000 |
| Information Technology Exchange (ITE) | |||||||
| 60 Industrial Road | Waterville | ME | 04901 | N/A | PC | Program Support Grant | $5,000 |
| Jonesport Food Pantry (Sawyer Memorial Congregational Church) | |||||||
| 28 Sawyer Square | Jonesport | ME | 04649 | N/A | PC | Program Support Grant | $1,000 |
| Kid's Corner | |||||||
| 81 Mt Desert Street | Bar Harbor | ME | 04609 | N/A | PC | Program Support Grant | $1,500 |
| Knox County Homeless Coalition | |||||||
| PO Box 1696 | Rockland | ME | 04841 | N/A | PC | Program Support Grant | $1,500 |
| Life Line Food Pantry (Solid Rock Bible Baptist Church) | |||||||
| 769 S Gouldsboro Road | Gouldsboro | ME | 04664 | N/A | PC | Program Support Grant | $1,500 |
| Lincoln Regional Food Cupboard | |||||||
| 32 Park Avenue | Lincoln | ME | 04457 | N/A | PC | Program Support Grant | $2,500 |
| Loaves and Fishes Food Pantry | |||||||
| 119 Bucksport Road | Ellsworth | ME | 04605 | N/A | PC | Program Support Grant | $2,500 |
| Maine Community Foundation | |||||||
| 245 Main Street | Ellsworth | ME | 04605 | N/A | PC | Program Support Grant | $25,000 |
| Maine Seacoast Mission | |||||||
| 127 West Street | Bar Harbor | ME | 04609 | N/A | PC | Program Support Grant | $1,500 |
| Mainestream Finance | |||||||
| PO Box 1162 | Bangor | ME | 04402 | N/A | PC | Program Support Grant | $10,000 |
| My Place Teen Center | |||||||
| 755 Main Street | Westbrook | ME | 04092 | N/A | PC | Program Support Grant | $5,000 |
| New Life Old Town (The General Council of the Assemblies of God) | |||||||
| 239 Main Street | Old Town | ME | 04468 | N/A | PC | Program Support Grant | $1,000 |
| OHI | |||||||
| 203 Maine Avenue | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $1,500 |
| Open Table MDI | |||||||
| PO Box 451 | Bar Harbor | ME | 04609 | N/A | PC | Program Support Grant | $2,500 |
| Patten Community Cupboard (Stetson Memorial United Methodist Church) | |||||||
| 7 Houlton Street | Patten | ME | 04765 | N/A | PC | Program Support Grant | $1,000 |
| Penobscot Community Health Center Inc | |||||||
| 103 Maine Avenue | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $5,000 |
| Piscataquis Regional Food Center | |||||||
| 76 North Street | Dover Foxcroft | ME | 04426 | N/A | PC | Program Support Grant | $1,000 |
| Port Resources | |||||||
| 280-B Gannett Drive | South Portland | ME | 04106 | N/A | PC | Program Support Grant | $1,500 |
| Portland Public Library | |||||||
| 5 Monument Square | Portland | ME | 04101 | N/A | PC | Program Support Grant | $10,000 |
| Senator George J Mitchell Scholarship Research Institute | |||||||
| 75 Washington Avenue | Portland | ME | 04101 | N/A | PC | Program Support Grant | $1,000 |
| Southern Maine Agency on Aging | |||||||
| 136 US Route 1 | Scarborough | ME | 04074 | N/A | PC | Program Support Grant | $2,500 |
| St George Community Development Corporation | |||||||
| 47 Main Street | Tenants Harbor | ME | 04860 | N/A | PC | Program Support Grant | $1,000 |
| Sunrise County Economic Council | |||||||
| 7 Ames Way | Machias | ME | 04654 | N/A | PC | Program Support Grant | $205,000 |
| The Genesis Community Loan Fund | |||||||
| 22 Lincoln Street | Brunswick | ME | 04011 | N/A | PC | Program Support Grant | $5,000 |
| The Locker Project | |||||||
| PO Box 3134 | Portland | ME | 04104 | N/A | PC | Program Support Grant | $2,500 |
| The Northern Lighthouse Inc | |||||||
| 172 Academy Street | Presque Isle | ME | 04769 | N/A | PC | Program Support Grant | $2,500 |
| The Salvation Army | |||||||
| PO Box 1101 | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $1,500 |
| The Wells of Mars Hill Maine | |||||||
| 41 Main Street | Mar Mills | ME | 04758 | N/A | PC | Program Support Grant | $1,000 |
| Tri-Town Food Cupboard | |||||||
| 9 Hubbard Avenue | Hartland | ME | 04943 | N/A | PC | Program Support Grant | $1,000 |
| United Cerebral Palsy of Northeastern Maine | |||||||
| 700 Mount Hope Avenue Suite 320 | Bangor | ME | 04401 | N/A | PC | Program Support Grant | $2,500 |
| University of Maine System | |||||||
| 46 University Drive | Augusta | ME | 04330 | N/A | GOV | Program Support Grant | $10,000 |
| UpStart Maine | |||||||
| 20 Godfrey Drive | Orono | ME | 04473 | N/A | PC | Program Support Grant | $14,000 |
| Van Buren Resiliency Project and Food Pantry | |||||||
| 174 Main Street | Van Buren | ME | 04785 | N/A | PC | Program Support Grant | $1,000 |
| Washington Academy | |||||||
| 66 Cutler Road | East Machias | ME | 04630 | N/A | PC | Program Support Grant | $1,000 |
| Washington County Association for Retarded Citizens (WCARC) | |||||||
| 26 Hadley Lake Road PO Box 84 | Machias | ME | 04654 | N/A | PC | Program Support Grant | $4,000 |
| Washington County Food and Fuel Alliance | |||||||
| PO Box 297 | Machias | ME | 04654 | N/A | PC | Program Support Grant | $2,000 |
| Wesley Volunteer Fire Department | |||||||
| 4750 Airline Road | Wesley | ME | 04686 | N/A | GOV | Program Support Grant | $1,000 |
| Women for Healthy Rural Living (Women's Health Resource Library) | |||||||
| PO Box 463 | Milbridge | ME | 04658 | N/A | PC | Program Support Grant | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $499,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,303 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $753,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $855,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $855,965 | 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 | $875 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 223 shares of VTRS | $3,140 | $4,179 |
| 260 shares of NXPI | $40,214 | $41,343 |
| 270 shares of ACN | $56,114 | $70,527 |
| 70 shares of GOOG | $99,396 | $122,632 |
| 39 shares of AMZN | $98,349 | $127,020 |
| 550 shares of AXP | $59,821 | $66,501 |
| 560 shares of AME | $51,238 | $67,726 |
| 290 shares of AMGN | $64,159 | $66,677 |
| 190 shares of AVGO | $57,442 | $83,192 |
| 500 shares of CDW | $59,054 | $65,895 |
| 280 shares of HD | $68,906 | $74,374 |
| 485 shares of JNJ | $71,294 | $76,329 |
| 295 shares of JPM | $38,331 | $37,486 |
| 195 shares of MA | $60,175 | $69,603 |
| 320 shares of MCD | $64,202 | $68,666 |
| 1800 shares of PFE | $57,291 | $66,258 |
| 180 shares of SPGI | $55,894 | $59,171 |
| 300 shares of UNP | $51,762 | $62,466 |
| 200 shares of UNH | $58,087 | $70,136 |
| 300 shares of V | $58,610 | $65,619 |
| 1140 shares of AAPL | $86,185 | $151,267 |
| 150 shares of BRK.B | $27,444 | $34,781 |
| 150 shares of FB | $24,302 | $40,974 |
| 340 shares of LHX | $58,585 | $64,267 |
| 275 shares of LDOS | $23,040 | $28,908 |
| 490 shares of MSFT | $83,390 | $108,986 |
| 575 shares of NKE | $48,679 | $81,345 |
| 160 shares of TMO | $50,242 | $74,525 |
| 200 shares of LRCX | $52,496 | $94,454 |
| 85 shares of TFX | $24,246 | $34,983 |
| 165.5 shares of ZTS | $28,824 | $37,238 |
| 280 shares of HON | $40,524 | $59,556 |
| 15565.425 shares of BGEGX | $307,560 | $430,540 |
| 5818.348 shares of WIGRX | $440,660 | $539,303 |
| 6715.316 shares of WCMIX | $129,810 | $166,205 |
| 455 shares of BR | $61,695 | $69,706 |
| 570 shares of ABBV | $56,762 | $61,076 |
| 2850 shares of HPQ | $53,975 | $70,082 |
| 460 shares of PII | $44,880 | $43,829 |
| 525 shares of DHI | $39,761 | $36,183 |
| 175 shares of GNRC | $38,304 | $39,797 |
| 100 shares of CMI | $21,987 | $22,710 |
| 90 shares of DHR | $20,102 | $19,993 |