POND FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- POND FAMILY FOUNDATION (EIN 20-1131673)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202131119349100003
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T08:36:03-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010378938 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jensen Baird Gardner & Henry | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Ten Free Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201131673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POND | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO KIRK POND TREAS 3 CANTER LANE | AddressLine1Txt |
| City | CAPE ELIZABETH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN E ST JOHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077674421 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | ST JOHN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Quinlan | PreparerPersonNm |
| PTIN | P01356119 | PTIN |
| Phone | 2077757271 | PhoneNum |
| Preparation | 2021-04-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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 | $8,424,253 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $98,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,171 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,523 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,110 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $78,537 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,810 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,727 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,118 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $144,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $329,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$346,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,955 | CashBOYAmt |
| Cash EOY | $8,676 | CashEOYAmt |
| Cash EOYFMV | $8,676 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $113,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,246 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,095,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,941,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,977,447 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $471,293 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $396,373 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $403,884 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,729,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,380,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,424,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,729,451 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,380,926 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,729,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,380,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,729,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,380,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,729,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$346,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113 | OtherIncreasesAmt |
| Subtotal | $2,383,035 | SubtotalAmt |
| Other Decreases | $2,109 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,380,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 1200 SHS APTIV PLC | P | 2016-08-09 | 2020-09-16 | $103,272 | $65,950 | $37,322 |
| 50000 MCDONALDS CORP MTN FR | P | 2015-10-22 | 2020-05-26 | $50,000 | $50,000 | |
| MICROSOFT CORP SENIOR NOTE | P | 2016-11-10 | 2020-09-16 | $50,028 | $50,000 | $28 |
| SOUTHWEST AIRLINES CO NT | P | 2015-12-30 | 2020-10-05 | $50,000 | $49,770 | $230 |
| 1500 SHARES WELLS FARGO & COMPANY | P | 2013-08-27 | 2020-09-16 | $38,611 | $62,048 | -$23,437 |
| 675 SHARES OTIS WORLDWIDE CORP COM | P | 2015-01-01 | 2020-09-16 | $40,347 | $26,322 | $14,025 |
| 0296 SHARES VIATRIS INC COM | P | 2010-08-11 | 2020-11-25 | $5 | $2 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,171 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $934 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $934 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,385 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,385 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,451 | OverpaymentAmt |
| Applied To ES Tax | $4,451 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | ANN ST JOHN POND | IndividualWithBooksNm |
| Phone | 2077674421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CANTER LANE | AddressLine1Txt |
| City | CAPE ELIZ | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN ST JOHN POND | ||||||||
| 3 CANTER LANE | CAPE ELIZ | ME | 04107 | PRESIDENT AND DIRECTOR | 14.00 | $60,000 | $0 | $0 |
| KIRK POND | ||||||||
| 3 CANTER LANE | CAPE ELIZ | ME | 04107 | TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYLE POND | ||||||||
| 62 UPLAND ROAD | NEWTON | MA | 02468 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JOEL POND | ||||||||
| 20 ARBORSIDE DR | FALMOUTH | ME | 04105 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| ERIN POND FRIEDLAND | ||||||||
| 1125 PARK AVE APT 11B | NY | NY | 10128 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA BETTS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 HEARN ROAD | AddressLine1Txt |
| City | SCARBOROUGH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING AND ADM | ServiceTypeTxt |
| Compensation | $61,038 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,107,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,159,449 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,159,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,052,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $934 | TotalTaxAmt |
| Distributable Before Adj | $351,669 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $351,669 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $351,669 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,727 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $413,727 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $413,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,669 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,446 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $62,365 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,727 | QualifyingDistributionsAmt |
| Applied To Current Year | $351,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,058 | RemainingDistriFromCorpusAmt |
| Total Corpus | $147,381 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,446 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $126,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,512 | ExcessFromYear4Amt |
| Excess From Year1 | $62,365 | ExcessFromYear1Amt |
| Excess From Current Year | $62,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIRK POND | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN ST JOHN POND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CANTER LANE | AddressLine1Txt |
| City | CAPE ELIZABETH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2077674421 | RecipientPhoneNum |
| Recipient Email Address | NSTJOHN46@HOTMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THERE IS NO PRESCRIBED FORM IN WHICH THE APPLICATIONS SHOULD BE SUBMITTED. THE APPLICANT MUST SUBMIT MATERIALS REGARDING ITS IRS TAX EXEMPT STATUS AND EXPLAIN THE PURPOSE FOR THE REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION HAS LIMITED RESOURCES AND LIMITS GRANTS TO TAX EXEMPT ORGANIZATIONS WHICH QUALIFY AS PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAINE BEHAVIORAL HEALTHCARE | |||||||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 04106 | PC | SPRING HARBOR HOSP | $1,000 | |||||
| MAINE BEHARIORAL HEALTHCARE | |||||||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 04106 | PC | CHILD & ADOLESCENT PSYCHIATRY | $50,000 | |||||
| PARKMAN BABTIST CHURCH | |||||||||||
| 697 STATE HIGHWAY 150 | GUILFORD | ME | 04443 | PC | SUMMER BIBLE CLUB FOR CHILDREN | $250 | |||||
| UNIVERSITY OF ARKANSAS FOUNDATION | |||||||||||
| 535 W RESEARCH CENTER BLVD 120 | FAYETTEVILLE | AR | 72701 | PC | SCHOLARSHIP FUND | $50,000 | |||||
| ST FRANCIS XAVIER UNIVERSITY | |||||||||||
| PC | LIVINGSTON TOPSHEE AWARD | $25,000 | PO BOX 5000 | ANTIGONISH | NOVA SCOTIA | CA | B2G 2W5 | ||||
| CHILDRENS MUSEUM THEATRE OF ME | |||||||||||
| 142 FREE STREET | PORTLAND | ME | 04101 | PC | IMAGINE BUILDING CAMPAIGN | $20,000 | |||||
| FIRST CONGREGATIONAL CHURCH | |||||||||||
| 301 COTTAGE ROAD | SOUTH PORTLAND | ME | 04106 | PC | CRISIS MINISTRY | $60,000 | |||||
| THORNTON ACADEMY | |||||||||||
| 438 MAIN STREET | SACO | ME | 04072 | PC | ANNUAL FUND | $5,000 | |||||
| GULF OF MAINE RESEARCH INSTITUTE | |||||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | PC | GENERAL | $500 | |||||
| STRIVE | |||||||||||
| 28 FODEN ROAD | SOUTH PORTLAND | ME | 04106 | PC | GENERAL | $1,000 | |||||
| NEWTON TURKEY TROT | |||||||||||
| PO BOX 21 | WABAN | MA | 02468 | PC | GENERAL | $2,000 | |||||
| 92ND STREET Y | |||||||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | GENERAL | $1,500 | |||||
| BUCKINGHAM BROWNE NICHOLS SCHOOL | |||||||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | PC | GENERAL | $2,500 | |||||
| BEAVER COUNTRY DAY SCHOOL | |||||||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 024672300 | PC | GENERAL | $2,500 | |||||
| TRINITY SCHOOL | |||||||||||
| 139 WEST 91ST ST | NEW YORK | NY | 10024 | PC | GENERAL | $2,500 | |||||
| ST MARKS SCHOOL | |||||||||||
| 25 MARLBORO ROAD | SOUTHBOROUGH | MA | 01772 | PC | GENERAL | $2,500 | |||||
| UNDERSTANDING OUR DIFFERENCES | |||||||||||
| 100 WALNUT STREET | NEWTONVILLE | MA | 02460 | PC | HON OF ERIKA POND | $5,000 | |||||
| MAINE BEHAVIORAL HEALTH | |||||||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 04106 | PC | CENTER OF EXCELLENCE IN AUTISM AND DEV DIS | $64,000 | |||||
| MUSEUM OF ARK GRAND PRARIE | |||||||||||
| 921 EAST 4TH STREET | STUTTGART | AR | 72160 | PC | MEM OF ROBBIE POND | $500 | |||||
| ST VINCENT DE PAUL SOCIETY | |||||||||||
| 307 CONGRESS STREET | PORTLAND | ME | 04101 | PC | GENERAL | $1,000 | |||||
| GOOD SHEPHERD FOOD BANK | |||||||||||
| 3121 HOTEL ROAD | AUBURN | ME | 04211 | PC | GENERAL | $1,000 | |||||
| PREBLE STREET | |||||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | PC | SOUP KITCHEN | $1,000 | |||||
| SERVICES FOR THE UNDERSERVED | |||||||||||
| 463 SEVENTH AVE | NEW YORK | NY | 10018 | PC | GENERALHON OF PETER FRIEDLAND | $2,000 | |||||
| AMERICAN LUNG ASSOCIATION | |||||||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | PC | GENERAL | $500 | |||||
| MAINE NARROW GUAGE RAILROAD | |||||||||||
| 49 THAMES ST | PORTLAND | ME | 04101 | PC | CAPITAL CAMPAIGN | $250 | |||||
| UNITED METHODIST RETIREMENT COM | |||||||||||
| 805 W MIDDLE ST | CHELSEA | MI | 48118 | PC | MEM REV ARTHUR SPOFFORD | $250 | |||||
| JEWISH FAMILY SERVICES | |||||||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | PC | DIAPER BANK | $250 | |||||
| FALMOUTH LAND TRUST | |||||||||||
| PO BOX 6172 | FALMOUTH | ME | 04105 | PC | UNDERWOOD SPRINGS | $10,000 | |||||
| USM FOUNDATION | |||||||||||
| PO BOX 9300 | PORTLAND | ME | 041049300 | PC | PROMISE SCHOLARSHIP | $10,000 | |||||
| FRIENDS OF FORT WILLIMAS PARK | |||||||||||
| 299 OCEAN HOUSE ROAD | CAPE ELIZABETH | ME | 04107 | GENERAL | $1,000 | ||||||
| FAY SCHOOL | |||||||||||
| 48 MAIN ST | SOUTHBOROUGH | MA | 01772 | PC | GENERAL | $1,500 | |||||
| FRIENDSHIP HOUSE | |||||||||||
| 390 LINCOLN ST | SOUTH PORTLAND | ME | 04106 | PC | GENERAL | $500 | |||||
| MAINE MEDICAL CENTER | |||||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | PC | SZE CARDIOVASCULAR MEDICINE FELLOWSHIP | $1,000 | |||||
| WAYFINDER SCHOOLS | |||||||||||
| PO BOX 555 | CAMDEN | ME | 04843 | PC | HON CATHY MARTIN | $1,000 | |||||
| DALHOUSIE MEDICAL RES FDN | |||||||||||
| PC | GENERALHON DR M LATIMER | $1,000 | 5743 UNIV AVE SUITE 98 | HALIFAX | NOVA SCOTIA | CA | B3H 4R2 | ||||
| CAPE ELIZABETH UN METH CHURCH | |||||||||||
| 280 OCEAN HOUSE ROAD | CAPE ELIZABETH | ME | 04107 | PC | OUTREACH PROGRAAMS | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $329,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,523 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN ST JOHN POND | PersonNm |
| Short Explanation | FOR SERVICES RENDERED AS PRESIDENT OF CORPORATION AND OVERSEEING GRANT MAKING. | ShortExplanationTxt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | DONNA BETTS | ContractorPersonNm |
| Explanation | GRANT AND FOUNDATION ADMINISTRATION AND CONSULTING | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HM PAYSON MANAGED ACT | BondNm |
| EOY Book Value | $396,373 | EOYBookValueAmt |
| EOYFMV | $403,884 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HMPAYSON MANAGED ACCT | StockNm |
| EOY Book Value | $1,941,631 | EOYBookValueAmt |
| EOYFMV | $7,977,447 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JENSEN BAIRD | CategoryTxt |
| Legal Fees | $2,110 | LegalFeesAmt |
| Net Investment Income | $2,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM | Desc |
| Amt | $2,109 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CORPORATE ANNUAL REPORT FEE | $35 | $35 | $0 | $0 |
| MISC OFFICE EXPENSES | $3,083 | $3,083 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENT | Desc |
| Amt | $113 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HM PAYSON | $17,499 | $17,499 | $0 | $0 |
| DONNA BETTS | $61,038 | $18,311 | $0 | $42,727 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS EXCISE TAX | $0 | $0 | $0 | $0 |
| FOREIGN TAXES | $287 | $287 | $0 | $0 |
| IRS ESTIMATED TAX PAYMENTS | $0 | $0 | $0 | $0 |