MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-19
- IRS object ID
- 202132319349100323
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-19T14:46:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES ROAD | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 9785157415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 RAVEN LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEAHGRACE BRIENNA KAYLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9785157415 | PhoneNum |
| Signature | 2021-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEAHGRACE | PersonFirstNm |
| Person Last | BRIENNA KAYLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2021-08-17 | 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 | $5,193,190 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $71,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,969 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,969 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $303,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,326,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $303,030 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $464,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,994 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $3,313 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,656 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,657 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $42,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $201 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $201 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,501 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $326 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $483,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $849,359 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $849,359 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,274 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,213 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,274 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,274 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $149,903 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,892 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $172,629 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,501,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,241,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,999,295 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $149,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $157,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $167,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,290,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,402,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,193,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,744,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,856,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,290,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,402,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,290,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,402,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,290,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,402,231 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,402,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL 37739 | P | $25,000 | $25,000 | $0 | $0 |
| UBS FINANCIAL 62600 | P | $149,856 | $150,443 | -$587 | -$587 |
| UBS FINANCIAL 62600 | P | $455,640 | $420,603 | $35,037 | $35,037 |
| UBS FINANCIAL 62599 | P | $7,734 | $9,100 | -$1,366 | -$1,366 |
| UBS FINANCIAL 62599 | P | $215,749 | $76,735 | $139,014 | $139,014 |
| UBS FINANCIAL 62597 | P | $15,001 | $23,155 | -$8,154 | -$8,154 |
| UBS FINANCIAL 62597 | P | $128,080 | $111,757 | $16,323 | $16,323 |
| UBS FINANCIAL 62596 | P | $2,228 | $1,846 | $382 | $382 |
| UBS FINANCIAL 62596 | P | $135,176 | $78,281 | $56,895 | $56,895 |
| UBS FINANCIAL 33224 | P | $9,104 | $28,343 | -$19,239 | -$19,239 |
| UBS FINANCIAL 33224 | P | $179,060 | $98,693 | $80,367 | $80,367 |
| UBS FINANCIAL 62595 CAPITAL GAIN DISTRIBUTION | P | $4,325 | $4,325 | $4,325 | |
| UBS FINANCIAL 62597 CAPITAL GAIN DISTRIBTION | P | $33 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,030 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $266 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $142 | OverpaymentAmt |
| Applied To ES Tax | $142 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LEAHGRACE BRIENNA KAYLER | IndividualWithBooksNm |
| Phone | 9785157415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 RAVEN LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD STRIAR | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD GROSSMAN | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CANDACE PLATZ | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $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 | $4,241,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $495,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,736,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,736,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,665,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,812 | TotalTaxAmt |
| Distributable Before Adj | $228,480 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,480 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,480 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $301,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,480 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,249 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,249 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,480 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,674 | 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 | $34,674 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $34,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEAHGRACE BRIENNA KAYLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 RAVEN LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9785157415 | RecipientPhoneNum |
| Recipient Email Address | LEAHGRACEKAYLER@GMAILCOM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION INC | ||||||||||||
| 180 MAIN ST | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $4,050 | |||||
| AGASSIZ VILLAGE SUMMER CAMP | ||||||||||||
| 238 BEDFORD STREET SUITE 8 | LEXINGTON | MA | 02420 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $7,400 | |||||
| ANIMAL REFUGE LEAGUE | ||||||||||||
| PO BOX 336 | WESTBROOK | ME | 040980336 | NONE | PC | OPERATIONAL SUPPORT | $3,600 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $1,200 | |||||
| ARTIS NAPLES | ||||||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| BOSTON UNIVERITY SCHOOL OF GENERAL STUDIES | ||||||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| BROOKE USA | ||||||||||||
| 2333 ALEXANDRIA DR | LEXINGTON | KY | 40504 | NONE | PC | OPERATIONAL SUPPORT | $10,550 | |||||
| CAPE ANN ANIMAL AID | ||||||||||||
| 4 PAWS LANE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,950 | |||||
| CAPE ANN FOOD PANTRY | ||||||||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $2,250 | |||||
| CAPE ANN MUSEUM | ||||||||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| CHAPLAINCY INSTITUTE | ||||||||||||
| 302 STEVENS AVE | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $2,440 | |||||
| CHOWDY FOUNDATION INC | ||||||||||||
| 321 LINDEN ST | WINNETKA | IL | 60093 | NONE | PC | OPERATIONAL SUPPORT | $450 | |||||
| CLOUD FOUNDATION | ||||||||||||
| 107 SOUTH 7TH ST | COLORADO SPRINGS | CO | 80905 | NONE | PC | OPERATIONAL SUPPORT | $375 | |||||
| COMMUNITY CONCEPTS INC | ||||||||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| CONGREGATION BETH ABRAHAM | ||||||||||||
| 145 YORK ST | BANGOR | ME | 04401 | NONE | PC | OPERATIONAL SUPPORT | $2,045 | |||||
| CONGREGATION BETH ISRAEL | ||||||||||||
| PO BOX 1726 | BANGOR | ME | 04402 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| CORNELL UNIVERSITY VETERINARY COLLEGE | ||||||||||||
| COLLEGE OF VETERINARY MEDICINE | ITHACA | NY | 14853 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| CREATIVE PORTLAND | ||||||||||||
| PO BOX 4675 | PORTLAND | ME | 04112 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| CURE ALZHEIMER'S FUND | ||||||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $8,060 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| DEERFIELD ACADEMY | ||||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | OPERATIONAL SUPPORT | $3,500 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | OPERATIONAL SUPPORT | $2,750 | |||||
| EMHS FOUNDATION | ||||||||||||
| 1 CUMBERLAND ST 300 | BANGOR | ME | 04401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| ESSEX COUNTY GREENBELT | ||||||||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| FOUNDATION FOR NONDUALITY INC | ||||||||||||
| 28 MEADOW LN | LEBANO | NJ | 08833 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |||||
| FREEPORT COMMUNITY SERVICES | ||||||||||||
| 53 DEPOT ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| FRIENDS OF HARVARD SKIING | ||||||||||||
| 65 WORTH HARVARD ST | BOSTON | MA | 02163 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| FRIENDS OF ISRAEL DEFENSE FORCE | ||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $10,400 | |||||
| FRIENDS OF THE ARAVA INSTITUTE | ||||||||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON | MA | 02459 | NONE | PC | OPERATIONAL SUPPORT | $1,400 | |||||
| GIVE DIRECTLY | ||||||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| GLOBAL WILDLIFE CONSERVATION | ||||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | OPERATIONAL SUPPORT | $21,900 | |||||
| GOOD SHEPARD FOOD BANK | ||||||||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| GREATER ANDROSCOGGIN HUMANE SOCIETY | ||||||||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $5,075 | |||||
| GROWTH THROUGH LEARNING | ||||||||||||
| 86 SHERMAN STREET | CAMBRIDGE | MA | 02140 | NONE | PC | OPERATIONAL SUPPORT | $1,250 | |||||
| HARRY CHAPIN FOOD BANK | ||||||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| HARVARD HILLEL | ||||||||||||
| 52 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| HILLEL AT UNIVERSITY OF MIAMI | ||||||||||||
| 1100 STANFORD DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER | ||||||||||||
| 4 W RED OAK LN 330 | WEST HARRISON | NY | 10604 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| HOLOCAUST MUSEUM & COHEN EDUCATION CENTER | ||||||||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | NONE | PC | OPERATIONAL SERVICES | $5,000 | |||||
| HORSES FOR HEALING HEARTS | ||||||||||||
| 2300 HIGH RIDGE ROAD | BOYNTON BEACH | FL | 33426 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| HUMAN OUTREACH PROJECT | ||||||||||||
| 7404 SOUTH UNION PARK AVE | MIDVALE | UT | 84047 | NONE | PC | OPERATIONAL SUPPORT | $600 | |||||
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | ||||||||||||
| 505 EIGHT AVENUE SUITE 902 | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $750 | |||||
| IMMIGRANT LEGAL ADVOCACY | ||||||||||||
| 309 CUMBERLAND AVE 201 | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | |||||
| JEWISH COMMUNITY ALLIANCE | ||||||||||||
| 57 ASHMONT ST | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| JEWISH FAMILY SERVICES OF METROWEST | ||||||||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | PC | OPERATIONAL SUPPORT | $4,000 | |||||
| JEWISH FEDERATION AUBURN CHAPTER | ||||||||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| JEWISH FEDERATION OF COLLIER COUNTY | ||||||||||||
| 2500 VANDERBILT BEACH RD 2201 | NAPLES | FL | 34109 | NONE | PC | OPERATIONAL SUPPORT | $8,500 | |||||
| LEWISTON - AUBURN JEWISH FEDERATION | ||||||||||||
| 243 FERN ST | TURNER | ME | 04282 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB | ||||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| MAINE PUBLIC BROADCASTING NETWORK | ||||||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MARITIME GLOUCESTER | ||||||||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $750 | |||||
| MIDDLEBURY COLLEGE | ||||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $225 | |||||
| NEVE MICHAEL CHILDREN'S VILLAGE | ||||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $20,000 | 1 HAZFIRA STREET | PARDES HANA | IS | 37000 | |||||
| ONE TAIL AT A TIME | ||||||||||||
| PO BOX 8361 | BRADFORD | MA | 01835 | NONE | PC | OPERATIONAL SUPPORT | $150 | |||||
| PATHWAYS FOR CHILDREN | ||||||||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $850 | |||||
| PATIENT AIRLIFT SERVICES | ||||||||||||
| 120 ADAMS BLVD | FARMINGDALE | NY | 11735 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |||||
| PAWS CHICAGO | ||||||||||||
| 1997 N CLYOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | OPERATIONAL SUPPORT | $300 | |||||
| PROPUBLICA | ||||||||||||
| 155 AVENUE OF THE AMERICAS13TH | NEW YORK | NY | 10013 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | FLOOR | ||||
| RIDING TO THE TOP | ||||||||||||
| PO BOX 1928 | WINDHAM | ME | 04062 | NONE | PC | OPERATIONAL SUPPORT | $4,500 | |||||
| STARABILITY FOUNDATION | ||||||||||||
| 5125 CASTELLO DR | NAPLES | FL | 34103 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| SUSAN CURTIS FOUNDATION | ||||||||||||
| 1321 WASHINGTON AVE | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | |||||
| TEMPLE BETH SHALOM | ||||||||||||
| 193 EAST PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| TEMPLE SHALOM SYNAGOGUE CENTER | ||||||||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| THE CEDARS | ||||||||||||
| 620-640 OCEAN AVENUE | PORTLAND | ME | 14103 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| THE PUBLIC THEATER | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| THE TRUST FOR PUBLIC LAND | ||||||||||||
| PO BOX 399336 | SAN FRANCISCO | CA | 94139 | NONE | PC | OPERATIONAL SUPPORT | $3,250 | |||||
| TIDES FOUNDATION | ||||||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |||||
| TILTON SCHOOL | ||||||||||||
| 30 SCHOOL ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| TREE STREET YOUTH | ||||||||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| TRI-COUNTY MENTAL HEALTH SERVICES | ||||||||||||
| 1155 LISBON ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| TRINITY JUBILEE CENTER | ||||||||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| UC BERKELEY FOUNDATION | ||||||||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 94704 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| UNITED JEWISH APPEAL - NJ | ||||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| WBUR | ||||||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02115 | NONE | PC | OPERATIONAL SUPPORT | $600 | |||||
| YMCA NORTH SHORE | ||||||||||||
| 245 CABOT ST | BEVERLY | MA | 01915 | NONE | PC | OPERATIONAL SUPPORT | $1,800 | |||||
| YOUTH HAVEN | ||||||||||||
| PO BOX 97 | RIVES JCT | MI | 49277 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,420 | 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 | $19,969 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,030 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $120 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $392,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $120 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,114 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | OTHER REVENUE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||
| 1 | 9 RAVEN LANE | GLOUCESTER | MA | 01930 | $15,000 | Yes (X) |
| JAMES A PLATZ | ||||||
| 2 | 2 GREAT FALLS PLAZA | AUBURN | ME | 04210 | $20,000 | Yes (X) |
| MORGAN STANLEY | ||||||
| 3 | 1300 THAMES STREET WHARF 4TH FLOOR | BALTIMORE | MD | 21231 | $10,000 | Yes (X) |
| RICK BOBROW AND BETH GROSSMAN | ||||||
| 4 | 2640 GREY OAKS DRIVE NORTH 29 | NAPLES | FL | 34105 | $20,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,241,067 | EOYBookValueAmt |
| EOYFMV | $3,999,295 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,892 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $172,629 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $157,639 | BookValueAmt |
| EOYFMV | $167,633 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $120 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $42,464 | Amt |
| Net Investment Income | $42,464 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $413 | $0 | $0 |
| FEDERAL TAXES | $3,750 | $0 | $0 |
| FOREIGN TAXES PAID | $2,175 | $2,175 | $0 |
| PAYROLL TAXES | $652 | $326 | $326 |