WESCUSTOGO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WESCUSTOGO FOUNDATION (EIN 20-3848164)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-08
- IRS object ID
- 202142819349100529
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-08T19:46:03-05:00 | 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 | 203848164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wescustogo Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESC | BusinessNameControlTxt |
| Phone | 2394726823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 Lands End Village | AddressLine1Txt |
| City | Captiva | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33924 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert S Nanovic | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2394726823 | PhoneNum |
| Signature | 2021-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Nanovic | 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 | 2021-09-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,326,794 | 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 | $2,851,624 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $962,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $962,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,058,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,837,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $994,501 | 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 | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $218,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,947 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $747 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,892,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,892,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,114,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,960,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,722,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $840,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,029,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,788,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,788,542 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,662,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,538,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,538,252 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $44,691,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,326,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,326,794 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $44,691,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,326,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,691,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,326,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,691,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,326,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,691,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,722,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,912,321 | OtherIncreasesAmt |
| Subtotal | $53,326,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,326,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Secutities | $1,057,107 | $1,066,777 | -$9,670 | -$9,670 | |
| Capital Gains Dividends | $1,099 | $1,099 | $1,099 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,571 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,428 | 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 | $29,428 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,746 | OverpaymentAmt |
| Applied To ES Tax | $17,746 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert S Nanovic | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394726823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 Lands End Village | AddressLine1Txt |
| City | Captiva | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Robert S Nanovic | ||||||||
| 1644 Lands End Village | Captiva | FL | 33924 | President | 1.00 | $0 | $0 | $0 |
| Kathryn M Nanovic-Morlet | ||||||||
| 1644 Lands End Village | Captiva | FL | 33924 | Treasurer | 1.00 | $0 | $0 | $0 |
| Rebecca E Lin | ||||||||
| 1644 Lands End Village | Captiva | FL | 33924 | Secretary | 1.00 | $0 | $0 | $0 |
| Elizabeth E Nanovic | ||||||||
| 1644 Lands End Village | Captiva | FL | 33924 | Director | 1.00 | $0 | $0 | $0 |
| Robert T Nanovic | ||||||||
| 1644 Lands End Village | Captiva | FL | 33924 | Director | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Tocqueville Asset Management | |||||
| 40 West 57th Street 19th Floor | New York | NY | 10019 | Investment Management | $151,947 |
| Foundation Source | |||||
| 55 Walls Drive 302 | Fairfield | CT | 06824 | Administration and Management | $66,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,991,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,254,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,246,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,246,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $723,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,522,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,376,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,376,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,682 | TotalTaxAmt |
| Distributable Before Adj | $2,364,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,364,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,364,441 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,960,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,960,578 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,960,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,364,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,892,149 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,960,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,892,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,296,012 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert S Nanovic | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Center for Contemporary Printmaking | |||||||
| 299 West Avenue | Norwalk | CT | 06850 | N/A | PC | General Support | $8,000 |
| Center for Maine Contemporary Art | |||||||
| 21 Winter Street | Rockland | ME | 04841 | N/A | PC | General Support | $24,200 |
| Citizens Campaign Fund for the Environment | |||||||
| 225 A Main Street Suite 2 | Farmingdale | NY | 11735 | N/A | PC | General Support | $20,000 |
| Clinic for the Rehabilitation of Wildlife Inc | |||||||
| PO Box 150 | Sanibel | FL | 33957 | N/A | PC | General Support | $10,000 |
| Coastal Rivers Conservation Trust | |||||||
| PO Box 333 | Damariscotta | ME | 04543 | N/A | PC | General Support | $15,000 |
| Ding Darling Wildlife Society | |||||||
| 1 Wildlife Drive | Sanibel | FL | 33957 | N/A | PC | General Support | $30,000 |
| Fairfield County's Community Foundation | |||||||
| 40 Richards Avenue | Norwalk | CT | 06854 | N/A | PC | COVID-19 Resiliency Fund | $50,000 |
| Fish of Sanibel-Captiva Inc | |||||||
| 2430 Periwinkle Way Suite B | Sanibel | FL | 33957 | N/A | PC | General Support | $20,000 |
| Food Bank of Lower Fairfield County Inc | |||||||
| 461 Glenbrook Road | Stamford | CT | 06906 | N/A | PC | General Support | $35,000 |
| Friends of the Norwalk River Valley Trail Inc | |||||||
| 115 Nod Hill Road | Ridgefield | CT | 06877 | N/A | PC | General Support | $5,000 |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Auburn | ME | 042111807 | N/A | PC | General Support | $90,000 |
| Greater Lovell Land Trust Inc | |||||||
| PO Box 181 | Center Lovell | ME | 04016 | N/A | PC | General Support | $10,000 |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial Street | Portland | ME | 04101 | N/A | PC | General Support | $49,917 |
| Kezar Lake Association | |||||||
| PO Box 88 | Lovell | ME | 040510088 | N/A | PC | General Support | $15,000 |
| Lifeflight of Maine LLC | |||||||
| 43 Whiting Hill Road Suite 400 | Brewer | ME | 04412 | N/A | PC | General Support | $61,631 |
| Maine Audubon Society | |||||||
| 20 Gilsland Farm Road | Falmouth | ME | 04105 | N/A | PC | General Support | $10,000 |
| Maine Behavioral Healthcare | |||||||
| 78 Atlantic Place | South Portland | ME | 04106 | N/A | PC | General Support | $20,000 |
| Maine Center for Coastal Fisheries | |||||||
| PO Box 27 | Stonington | ME | 04681 | N/A | PC | EM3C Networking Plan Phase 2 | $20,000 |
| Maine Farmland Trust | |||||||
| 97 Main Street | Belfast | ME | 04915 | N/A | PC | General Support | $25,000 |
| Maine Maritime Museum | |||||||
| 243 Washington Street | Bath | ME | 04530 | N/A | PC | General Support | $15,000 |
| Maine Medical Center | |||||||
| 22 Bramhall Street | Portland | ME | 04102 | N/A | PC | General Support | $155,089 |
| Maine Rivers | |||||||
| PO Box 782 | Yarmouth | ME | 04096 | N/A | PC | General Support | $5,000 |
| Maine Youth Alliance | |||||||
| 78A Main Street | Belfast | ME | 049156825 | N/A | PC | General Support | $10,000 |
| Mercy Hospital | |||||||
| 144 State Street | Portland | ME | 04101 | N/A | PC | $15,000 McAuley House; $15,000 Gary's House, $15,000 VNA Home Health Hospice | $45,000 |
| Midcoast Conservancy | |||||||
| 290 US Route 1 | Edgecomb | ME | 04556 | N/A | PC | General Support | $30,000 |
| Nature Conservancy Inc | |||||||
| 4245 North Fairfax Drive Suite 100 | Arlington | VA | 22203 | N/A | PC | General Support | $80,081 |
| New York Community Trust | |||||||
| 909 Third Avenue 22nd Floor | New York | NY | 10022 | N/A | PC | COVID-19 Assistance | $100,000 |
| Northeast Historic Film | |||||||
| 85 Main Street | Bucksport | ME | 044160900 | N/A | PC | General Support | $24,200 |
| Olympia Snowe Women's Leadership Institute | |||||||
| One Canal Plaza Suite 501 | Portland | ME | 041014083 | N/A | PC | General Support | $45,000 |
| Original Music Workshop | |||||||
| 80 North 6th Street | Brooklyn | NY | 11249 | N/A | PC | General Support | $49,917 |
| Person to Person Inc | |||||||
| 1864 Post Road | Darien | CT | 068205802 | N/A | PC | General Support | $15,000 |
| Portland Maine Symphony Orchestra | |||||||
| 50 Monument Square 2nd Floor | Portland | ME | 04101 | N/A | PC | $122,790 General Support; $10,000 PSO Musician Relief Fund | $132,790 |
| Portland Museum of Art | |||||||
| 7 Congress Square | Portland | ME | 04101 | N/A | PC | General Support | $168,703 |
| Preble Street | |||||||
| 38 Preble Street 3rd Floor | Portland | ME | 04101 | N/A | PC | General Support | $117,700 |
| Recess Activities Inc | |||||||
| 48 Washington Avenue | Brooklyn | NY | 11205 | N/A | PC | General Support | $25,000 |
| Riverkeeper Inc | |||||||
| 20 Secor Road | Ossining | NY | 10562 | N/A | PC | General Support | $60,060 |
| Royal River Conservation Trust | |||||||
| PO Box 90 | Yarmouth | ME | 04096 | N/A | PC | General Support | $45,000 |
| Sanibel-Captiva Conservation Foundation | |||||||
| PO Box 839 | Sanibel | FL | 33957 | N/A | PC | General Support | $100,101 |
| Space Gallery | |||||||
| 538 Congress Street | Portland | ME | 041013310 | N/A | PC | General Support | $10,000 |
| The AspergerAutism Network Inc | |||||||
| 51 Water Street Suite 206 | Watertown | MA | 02472 | N/A | PC | General Support | $15,000 |
| The Cromwell Center for Disabilities Awareness | |||||||
| 97A Exchange Street Suite 205 | Portland | ME | 041015016 | N/A | PC | General Support | $10,000 |
| The Fire Island Lighthouse Preservation Society Inc | |||||||
| 4640 Captree Island | Captree Island | NY | 11702 | N/A | PC | General Support | $10,000 |
| Waldo Theater Inc | |||||||
| PO Box 587 | Waldoboro | ME | 04572 | N/A | PC | Capital Campaign | $5,000 |
| Wayside Food Programs | |||||||
| PO Box 1278 | Portland | ME | 04104 | N/A | PC | General Support | $45,000 |
| West Side Center for Community Life Inc | |||||||
| 263 West 86th Street | New York | NY | 10024 | N/A | PC | $50,000 West Side Campaign Against Hunger; $5,000 General Support | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,892,389 | 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 | $32,472 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $962,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $985,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $985,930 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Robert S Nanovic 2009 Charitable Lead Annuity Trust | |||||||
| 1 | PO Box 927 | Captiva | FL | 339240927 | $361,455 | Yes (X) | |
| Robert S Nanovic 2017 Charitable Lead Annuity Trust | |||||||
| 2 | PO Box 927 | Captiva | FL | 339240927 | $2,487,419 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 6,110 shares Home Depot, Inc. | NoncashPropertyDesc |
| Fair Market Value | $1,628,621 | FairMarketValueAmt |
| Received | 2020-09-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 units CB | $153,920 | $153,920 |
| 3,900 units ABBV | $417,885 | $417,885 |
| 21,500 units BAC | $651,665 | $651,665 |
| 950 units BIIB | $232,617 | $232,617 |
| 3,260 units BA | $697,836 | $697,836 |
| 255 units BKNG | $567,953 | $567,953 |
| 650 units CVX | $54,893 | $54,893 |
| 460 units CMG | $637,887 | $637,887 |
| 2,450 units CSCO | $109,638 | $109,638 |
| 2,200 units GLW | $79,200 | $79,200 |
| 6,500 units D | $488,800 | $488,800 |
| 9,000 units EBAY | $452,250 | $452,250 |
| 3,900 units XOM | $160,758 | $160,758 |
| 113,559 units HD | $30,163,542 | $30,163,542 |
| 1,000 units INTC | $49,820 | $49,820 |
| 2,800 units JPM | $355,796 | $355,796 |
| 1,450 units MSFT | $322,509 | $322,509 |
| 500 units PG | $69,570 | $69,570 |
| 1,950 units QCOM | $297,063 | $297,063 |
| 800 units DGX | $95,336 | $95,336 |
| 1,327 units RDS B | $44,600 | $44,600 |
| 5,300 units USB | $246,927 | $246,927 |
| 6,000 units VZ | $352,500 | $352,500 |
| 8,900 units BXP | $841,317 | $841,317 |
| 26,400 units IAU | $478,632 | $478,632 |
| 8,800 units KRE | $457,160 | $457,160 |
| 19,000 units XLF | $560,120 | $560,120 |
| 8,200 units T | $235,832 | $235,832 |
| 2,000 units BRK B | $463,740 | $463,740 |
| 5,400 units BMY | $334,962 | $334,962 |
| 700 units DUK | $64,092 | $64,092 |
| 7,000 units DD | $497,770 | $497,770 |
| 1,860 units IBM | $234,137 | $234,137 |
| 1,800 units JNJ | $283,284 | $283,284 |
| 9,000 units NEM | $539,010 | $539,010 |
| 7,000 units PTON | $1,062,040 | $1,062,040 |
| 6,300 units UL | $380,268 | $380,268 |
| 700 units WM | $82,551 | $82,551 |
| 8,400 units MCHI | $680,148 | $680,148 |
| 12,000 units XLV | $1,361,280 | $1,361,280 |
| 7,360 units XLE | $278,944 | $278,944 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain of Securities Held and Donated | Desc |
| Amt | $6,912,321 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $151,947 | $151,947 | $0 |
| Administration Fees | $66,814 | $0 | $66,814 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $747 | Amt |
| Net Investment Income | $747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |