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EDWARD LITTLE HIGH SCHOOL TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EDWARD LITTLE HIGH SCHOOL TR (EIN 01-6029596)
Tax period
2019-08-01 to 2020-07-31
Filed
2021-06-14
IRS object ID
202131659349100733
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-14T13:41:32-05:00ReturnTs
Tax Period End2020-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1D MARTINES & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1744 ROOSEVELT TRL 302AddressLine1Txt
CityWINDHAMCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04062ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN016029596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD LITTLE HIGH SCHOOL ALUMNI ASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone2075586224PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PORTLAND TRUST CO TWO CITY CENTERAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPORTLAND TRUST COPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2073336660PhoneNum
Signature2020-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID MARTINESPreparerPersonNm
PTINP00853556PTIN
Phone2072528265PhoneNum
Preparation2021-06-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$184,014FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,503DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,503DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,491NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,805GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,491CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,491NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$6,994TotalRevAndExpnssAmt
Total Net Invst Incm$6,994TotalNetInvstIncmAmt
Total Adj Net Incm$6,994TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,827CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$914CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$913CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$325AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$325AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$60OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$30OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,596TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,596TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,133TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,865TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,268TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,343TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,865TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,478TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,349ExcessRevenueOverExpensesAmt
Net Investment Income$4,129NetInvestmentIncomeAmt
Adjusted Net Income$6,994AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$157,660OtherInvestmentsBOYAmt
Other Investments EOY$151,311OtherInvestmentsEOYAmt
Other Investments EOYFMV$184,014OtherInvestmentsEOYFMVAmt
Total Assets BOY$157,660TotalAssetsBOYAmt
Total Assets EOY$151,311TotalAssetsEOYAmt
Total Assets EOYFMV$184,014TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$161,447CapitalStockBOYAmt
Capital Stock EOY$161,447CapitalStockEOYAmt
Retained Earning BOY-$3,787RetainedEarningBOYAmt
Retained Earning EOY-$10,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$157,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$157,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$157,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,349ExcessRevenueOverExpensesAmt
Subtotal$151,311SubtotalAmt
Tot Net Ast Or Fund Balances EOY$151,311TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
PORTLAND TRUST CO. - VARIOUSP$314-$314-$314
PORTLAND TRUST CO. - VARIOUSP$2,805$2,805$2,805
FieldValueIRS element (for citing)
Capital Gain Net Income$2,491CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,491NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,210AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$182,785NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044916DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,899AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$184,977NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037297DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,074AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,031NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.018079DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,804AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$167,905NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040523DistributionYr4Rt
Adjusted Qlfy Distri Yr5$881AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$138,721NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.006351DistributionYr5Rt
Total Distribution0.147166TotalDistributionRt
Average Distribution0.029433AverageDistributionRt
Net Vl Noncharitable Assets$179,261NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,276AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$41NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,317AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,478QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$41InvestmentIncomeExciseTaxAmt
Subtotal$41SubtotalAmt
Tax Based On Investment Income$41TaxBasedOnInvestmentIncomeAmt
Tax Due$41TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PORTLAND TRUST COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2075586224PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1TWO CITY CENTERAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12017UndistributedIncomePY1Yr
Undistributed Income PY22016UndistributedIncomePY2Yr
Undistributed Income PY32015UndistributedIncomePY3Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PORTLAND TRUST COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TWO CITY CENTERAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$1,827CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$181,991AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$181,991TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$181,991AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,730CashDeemedCharitableAmt
Net Vl Noncharitable Assets$179,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$41TaxBasedOnInvestmentIncomeAmt
Total Tax$41TotalTaxAmt
Distributable Before Adj$8,922DistributableBeforeAdjAmt
Distributable Before Ded$8,922DistributableBeforeDedAmt
Distributable As Adjusted$8,922DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,478ExpensesAndContributionsAmt
Qualifying Distributions$10,478QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$41PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,437AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,922DistributableAsAdjustedAmt
Undistributed Income PY$9,094UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$5,170TotalForPriorYearsAmt
Qualifying Distributions$10,478QualifyingDistributionsAmt
Applied To Year1$9,094AppliedToYear1Amt
Applied To Current Year$1,384AppliedToCurrentYearAmt
Prior Year Undistributed Incm$5,170PriorYearUndistributedIncmAmt
Taxable1$5,170Taxable1Amt
Undistributed Income CY$7,538UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDWARD LITTLE HS GUIDANCE OFFICERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1086AddressLine1Txt
CityAUBURNCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04211ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2073336652RecipientPhoneNum
Form And Info And MaterialsPERSONAL, ACADEMIC AND FINANCIAL RECORDS SHOULD BE INCLUDED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsGRADUATES OF EDWARD LITTLE HIGH SCHOOL IN GOOD STANDING.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHERN NEW HAMPSHIRE UNIVERSITY
2500 N RIVER ROADMANCHESTERNH03106PCSCHOLARSHIP$1,535
UNIVERSITY OF MAINE ORONO
1680COLLEGE AVEORONOME04469PCSCHOLARSHIP$3,070
UNIVERSITY OF MAINE FARMINGTON
224 MAIN STREETFARMINGTONME04938PCSCHOLARSHIP$1,535
MORRISVILLE STATE COLLEGE
80 EATON STMORRISVILLENY13408PCSCHOLARSHIP$1,535
SUFFOLK UNIVERSITY
8 ASHBURTON PLACEBOSTONMA02108PCSCHOLARSHIP$1,535
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,210TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,503ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,491ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,994ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,994TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$650Amt
Net Investment Income$325NetInvestmentIncomeAmt
Disbursements Charitable Prps$325DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$151,311BookValueAmt
EOYFMV$184,014EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFILING FEECategoryTxt
Amt$60Amt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUNDISTRIBUTED INCOMECategoryTxt
Amt$1,596Amt
Net Investment Income$1,596NetInvestmentIncomeAmt