LEONARD C & MILDRED F FERGUSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD C & MILDRED F FERGUSON FOUNDATION (EIN 65-6245247)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2020-07-31
- IRS object ID
- 202022139349100807
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-31T06:50:45-00:00 | ReturnTs |
| Tax Period End | 2020-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656245247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard C & Mildred F Ferguson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 3302582360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Easton Oval EA5W86 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Aquilina | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2020-07-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $16,283,030 | 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 | $321,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $536,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,938,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $536,581 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $858,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $858,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,322 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,161 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,161 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $761 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,761 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,011,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,011,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,100,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,048,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $822,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $62 | CashEOYAmt |
| Cash EOYFMV | $62 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $953,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $646,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $646,411 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,207,226 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,009,760 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,022,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,295,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,966,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,542,253 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,429,696 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,021,418 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,069,815 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,512 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,887,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,645,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,283,030 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,887,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,645,455 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,887,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,645,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,887,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,645,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,887,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,869 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,645,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,645,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,918,988 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,402,359 | CostOrOtherBasisAmt |
| Gain Or Loss | $516,629 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $516,629 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $536,581 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $739,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,104,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.048939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $644,759 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,757,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.043689 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $674,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,172,262 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.051172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $730,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,408,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.054444 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $683,442 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,612,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.050207 | DistributionYr5Rt |
| Total Distribution | 000000.248451 | TotalDistributionRt |
| Average Distribution | 000000.049690 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,304,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $760,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $768,723 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,048,856 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,228 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,228 | SubtotalAmt |
| Tax Based On Investment Income | $8,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,240 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $17,240 | OriginalReturnTaxPaidAmt |
| Overpayment | $9,012 | OverpaymentAmt |
| Applied To ES Tax | $9,012 | 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 | OH | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Huntington Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3302582360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson Street NW Ste 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 | false | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Huntington National Bank | ||||||
| 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 003.00 | $56,322 |
| Nancy Seeley | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Lynne A Seeley | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
| Dana G Seeley Hayse | ||||||
| c/o 4481 Munson Street NW Ste 100 | Canton | OH | 44718 | Trustee | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,148,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $389,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,537,864 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,537,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,304,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $765,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $765,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,228 | TotalTaxAmt |
| Distributable Before Adj | $757,012 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $757,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $757,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,048,856 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,048,856 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,228 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,040,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $757,012 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,048,856 | QualifyingDistributionsAmt |
| Applied To Current Year | $757,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $291,844 | RemainingDistriFromCorpusAmt |
| Total Corpus | $386,389 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $379,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,549 | ExcessFromYear4Amt |
| Excess From Year3 | $12,306 | ExcessFromYear3Amt |
| Excess From Year1 | $600 | ExcessFromYear1Amt |
| Excess From Current Year | $291,844 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nancy Seeley | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Huntington Bank Irene Gray | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4481 Munson St NW Ste 100 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3302582362 | RecipientPhoneNum |
| Form And Info And Materials | None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | For youth betterment in the areas of Maine, Florida and the Menlo Park and Atherton Areas of California | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 317 Main Community Music Center | ||||||
| 317 Main Street | Yarmouth | ME | 04096 | PC | 317 Mains Little Roots Program | $4,000 |
| 1932 Criterion Theater Arts | ||||||
| 35 Cottage St | Bar Harbor | ME | 04609 | PC | Summer on Stage | $5,000 |
| Apex Youth Connection | ||||||
| 45 Granite St | Biddeford | ME | 04005 | PC | Volunteer and Program Director Position Grant | $10,000 |
| Aroostock Mental Health Services | ||||||
| PO Box 1018 | Caribou | ME | 04736 | PC | Program Coordinator Laptop and Camera | $15,000 |
| Bates Dance Festival | ||||||
| 305 College Street | Lewiston | ME | 04240 | PC | Youth Scholarships | $5,000 |
| Belfast Bay Watershed Coalition | ||||||
| PO Box 152 | Belfast | ME | 04915 | PC | Educator Position Grant | $8,000 |
| Canal Fulton Public Library | ||||||
| 154 E Market Street | Canal Fulton | OH | 44614 | PC | Chidrens and Teen Programs | $2,300 |
| Cultivating Community | ||||||
| PO Box 3792 | Portland | ME | 04104 | PC | Craig Lapine Environmental Youth Grant | $10,000 |
| Eastside College Preparatory | ||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | PC | 10th Grade Tuition Grant | $21,000 |
| Foundation of Collier County | ||||||
| 1110 Pine Ridge Road Ste 200 | Naples | FL | 34108 | PC | Endowment Charitable Fund Nancy Seeley | $250,000 |
| Frederic Remington Art Museum | ||||||
| 303 Washington Street | Ogdensburg | NY | 13669 | PC | Museum Education Directorys Salary Grant | $36,000 |
| Freeport Art Museum | ||||||
| 121 N Harlem Ave | Freeport | IL | 61032 | PC | Multi-purpose Stage | $85,000 |
| Fresh Approach | ||||||
| 5060 Commercial Circle Suite C | Concord | CA | 94520 | PC | EPA Farmers Market | $10,000 |
| Fresh Approach | ||||||
| 5060 Commercial Circle Suite C | Concord | CA | 94520 | PC | Funding for Food Access Services | $5,000 |
| Greater Lovell Land Trust | ||||||
| 208 Main St | Lovell | ME | 04051 | PC | 2019 Environmental Education Programs | $7,000 |
| Harpswell Heritage Land Trust | ||||||
| 153 Harpswell Neck Rd | Harpswell | ME | 04079 | PC | Nature Day Camp | $2,000 |
| Island Readers and Writers | ||||||
| PO Box 227 | Mount Desert | ME | 04660 | PC | Reading Program Matching Grant | $5,000 |
| Islesford Boatworks | ||||||
| PO Box 261 | Islesford | ME | 04646 | PC | Youth Matching Grant | $6,000 |
| Lifemoves | ||||||
| 181 Constitution Drive | Menlo Park | CA | 94025 | PC | Life Skills for Homeless | $5,000 |
| Live Earth Farm Discovery Program | ||||||
| PO Box 3490 | Freedom | CA | 95019 | PC | Scholarships for Low-Income Students for Farm Camp | $10,000 |
| Live Earth Farm Discovery Program | ||||||
| PO Box 3490 | Freedom | CA | 95019 | PC | New Internship JR Staff and Lit Programs | $10,000 |
| Mahoosuc Pathways | ||||||
| 23 Cross Street | Bethel | ME | 04217 | PC | Environmental Matching Grant | $2,500 |
| Mahoosuc Pathways | ||||||
| 23 Cross Street | Bethel | ME | 04217 | PC | Network Facilitator and First Additional Staff | $3,500 |
| Maine Alliance For Arts and Education | ||||||
| PO Box 872 | Augusta | ME | 04332 | PC | Building Community Through the Arts | $5,000 |
| Maine Coast Heritage Trust | ||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | PC | Environmental Ed Grant Internship Program | $5,500 |
| Maine Maritime Museum | ||||||
| 243 Washington St | Bath | ME | 04530 | PC | Free Access to Museum for One Month | $5,000 |
| Massillon Family YMCA | ||||||
| 131 Tremont Avenue SE | Massillon | OH | 44646 | PC | Social Grants | $20,600 |
| Massillon Family YMCA | ||||||
| 131 Tremont Ave SE | Massillon | OH | 44646 | PC | Swim Timing Clock | $13,265 |
| Massillon Family YMCA | ||||||
| 131 Tremont Ave SE | Massillon | OH | 44646 | PC | Supplies for New Swim Club | $500 |
| Massillon Family YMCA | ||||||
| 131 Tremont Ave SE | Massillon | OH | 44646 | PC | Food for Childrens Programs | $2,000 |
| Massillon Heritage Foundation | ||||||
| 210 Fourth Street NE | Massillon | OH | 44646 | PC | Preservation Grant for the Five Oaks Elevator | $2,000 |
| Millinocket Memorial Library | ||||||
| 5 Maine Ave | Millinocket | ME | 04462 | PC | Childrens Imagination Station | $10,000 |
| Minna Anthony Common Nature Center | ||||||
| 44927 Cross Island Road | Fineview | NY | 13640 | PC | Renovations at the Center and River Exhibit | $20,000 |
| Naples Historical Society | ||||||
| 137 12th Avenue Souoth | Naples | FL | 34102 | PC | Building Rehabilitation and Education Program | $10,000 |
| Peer Health Exchange | ||||||
| 70 Gold Street | San Francisco | CA | 94113 | PC | Peer Health Exchange Education Grant | $25,000 |
| Peninsula Bridge | ||||||
| 177 Bovet Rd Ste 120 | Mateo | CA | 94402 | PC | Education Grant | $5,000 |
| Peninsula Open Space Trust | ||||||
| 222 High Street | Palo Alto | CA | 94301 | PC | Farmland Futures Initiative | $20,000 |
| Penobscot Theatre Company | ||||||
| 131 Main St | Bangor | ME | 04401 | PC | Arts N Kids Program | $16,355 |
| Portland Chamber Music Festival | ||||||
| 3519 NE 15th Ave | Portland | OR | 97212 | PC | Awareness to Youth Serving Programs | $2,500 |
| Presque Isle Historical Society | ||||||
| 16 3rd St | Presque Isle | ME | 04769 | PC | Restore Vera Estey House Garden Pocket Park | $12,000 |
| Ravenswood Family Health Center | ||||||
| 1798A Bay Road | East Palo Alto | CA | 94303 | PC | Oral Health for Children Project | $20,000 |
| St Lawrence County Historical Association | ||||||
| 3 E Main St | Canton | NY | 13617 | PC | Capital Campaign Educational Outreach | $5,000 |
| St Mary's Nutrition Center | ||||||
| 208 Bates St | Lewiston | ME | 04240 | PC | Youth Leadership and Empowerment Program | $5,025 |
| Save the River | ||||||
| 409 Riverside Dr | Clayton | NY | 13624 | PC | Website Redesign | $15,000 |
| Shelburne Farms | ||||||
| 1611 Harbor Road | Shelburne | VT | 05482 | PC | General Support | $50,000 |
| Stanford University Center | ||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | Stanford Bio-X Undergrad Summer Research | $25,000 |
| Tempoart | ||||||
| PO Box 4101 | Portland | ME | 04101 | PC | Printmaking Workshops | $1,500 |
| Teens to Trails | ||||||
| 98 Maine St | Brunswick | ME | 04011 | PC | T3-A Life Happens Outside Festival | $10,000 |
| The Conservancy of SW Florida | ||||||
| 1495 Smith Preserve Way | Naples | FL | 34102 | PC | New Boat in Memory of Paul Seifert | $39,000 |
| The Conservancy of SW Florida | ||||||
| 1495 Smith Preserve Way | Naples | FL | 34102 | PC | Environmental Grant | $56,000 |
| The Thinking Project | ||||||
| 2842 Eliot Street | Denver | CO | 80211 | PC | Grant for Organizational Expenses | $42,000 |
| Theatreworks | ||||||
| PO Box 50458 | Palo Alto | CA | 94303 | PC | Childrens Healing Project Lucille Packard Childrens Hospital | $15,000 |
| Thompson Lake Environmental Association | ||||||
| 163 Pleasant St | Oxford | ME | 04270 | PC | Youth Environmental Education Programs | $5,000 |
| Thousand Islands Land Trust | ||||||
| 135 John St | Clayton | NY | 13624 | PC | Discovery Center | $15,000 |
| Trekkers | ||||||
| 41 Buttermilk Drive | Thomaston | ME | 04861 | PC | Support Trekkers and The Oceanside High School Program | $10,000 |
| Triumph Over Satan Ministries | ||||||
| 1118 Beckman Avenue SE | Massillon | OH | 44646 | PC | Food for Pantry and General Operating | $3,000 |
| Waterman's Community Center | ||||||
| 12 Main St | North Haven | ME | 04853 | PC | Support Year Round Island Youth Programs | $2,500 |
| Wilderness Center | ||||||
| 9877 Alabama Ave SW | Wilmot | OH | 44689 | PC | Education Grant for Bee School | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,011,145 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,684 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $536,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $858,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $858,265 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Select Fiduciary | $2,500 | $1,250 | $1,250 |
| Huntington National | $550 | $550 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ebay Inc 2.875 8/1/2021 | $99,124 | $101,238 |
| Nike Inc 2.25 | $99,383 | $102,623 |
| Apple Inc 2.4 | $99,029 | $102,527 |
| Capital One 2.95 | $50,761 | $50,793 |
| Emerson Electric 2.625 | $150,450 | $152,776 |
| JP Morgan Chase 2.4 | $99,057 | $100,956 |
| Praxair 2.25 | $100,243 | $100,403 |
| UnitedHealth Group 2.875 | $103,992 | $102,116 |
| Visa 2.8 | $100,951 | $103,265 |
| BBT Corporation 2.05 | $147,974 | $150,569 |
| Bank Of New York 2.45 | $151,245 | $150,808 |
| Cisco Systems 2.2 | $98,420 | $102,110 |
| Goldman Sachs 2.75 | $101,297 | $100,397 |
| Oracle Corporation 2.5 | $100,812 | $102,393 |
| Biogen 3.625 | $99,900 | $104,613 |
| Electronic Arts 3.7 | $101,465 | $101,844 |
| Omnicom Group 3.625 2024 | $100,316 | $103,889 |
| Activision Blizzard 2.6 | $101,219 | $101,697 |
| Amphenol Corp 3.2 | $103,447 | $105,108 |
| Bristol Myers Squibb 2.75 | $97,893 | $102,634 |
| Citigroup 2.9 | $152,546 | $152,608 |
| Discover Bank 2.45 | $50,328 | $50,551 |
| Essex Portfolio 3.375 | $103,398 | $103,642 |
| HP Enterprise 2.25 | $100,333 | $100,845 |
| JB Hunt Trans Svcs 3.3 | $100,003 | $103,526 |
| Norfolk Southern 3 | $99,861 | $102,489 |
| Eversource Energy 2.8 | $101,637 | $102,292 |
| Realty Income 3.25 | $100,622 | $103,512 |
| Omnicom Group 2.5 2022 | $105,712 | $107,591 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (136 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAC Technologies Holdings | $23,999 | $19,972 |
| Abb Ltd Spon ADR | $14,653 | $16,381 |
| Abbott Laboratories | $27,762 | $87,140 |
| Adecco SA | $16,911 | $17,723 |
| Adobe Systems | $52,019 | $702,280 |
| Accenture | $22,653 | $30,782 |
| Aflac Inc | $9,760 | $15,987 |
| Air Liquide | $8,886 | $13,482 |
| Alphabet Inc A | $88,937 | $143,278 |
| Allianz SE ADR | $11,244 | $16,451 |
| Alphabet Inc C | $66,835 | $215,135 |
| American Express | $26,907 | $32,468 |
| Amazon | $173,111 | $301,308 |
| Amgen | $46,773 | $162,038 |
| Apple Inc | $89,706 | $309,510 |
| Applied Materials | $19,369 | $57,990 |
| Astellas Pharma Inc | $15,663 | $20,333 |
| ATT | $70,157 | $75,240 |
| Automatic Data Processing | $64,333 | $171,390 |
| AXA Sponsored ADR | $15,311 | $16,263 |
| Banco Bilbao Vizcaya | $19,410 | $15,529 |
| Bancolombia SA Spons ADR | $10,157 | $15,636 |
| BASF SE Spon ADR | $11,617 | $9,701 |
| Baxter International | $30,821 | $89,220 |
| Becton Dickinson | $31,892 | $137,590 |
| BHP Billiton Ltd Spon ADR | $13,268 | $15,997 |
| Berkshire Hathaway | $45,629 | $56,108 |
| Blackrock | $91,756 | $131,838 |
| BNP Paribas | $18,116 | $16,720 |
| Broadcom | $14,750 | $30,516 |
| British American | $22,338 | $18,853 |
| Capital One | $30,559 | $37,425 |
| Chubb Limited | $88,225 | $114,053 |
| Constellation Brands Cl A | $88,875 | $94,150 |
| Cisco Systems | $41,079 | $114,925 |
| Citigroup Inc | $42,830 | $74,410 |
| Coca Cola Co | $35,523 | $87,600 |
| Coca Cola HBC AG | $10,071 | $14,469 |
| Comcast | $34,500 | $32,393 |
| Colgate Palmolive | $13,493 | $36,890 |
| Compass Group PLC | $8,801 | $14,229 |
| Continental AG Spons ADR | $19,891 | $12,554 |
| Crown Castle Intl | $120,127 | $149,840 |
| Costco Wholesales | $143,185 | $305,520 |
| Credicorp Ltd | $11,237 | $15,667 |
| CSL Ltd Sponsored ADR | $6,928 | $17,608 |
| Dassault Systems | $5,646 | $10,765 |
| Deere Co | $81,002 | $158,580 |
| DFA International | $465,000 | $504,425 |
| Diageo Plc | $9,115 | $12,794 |
| DFA US Social Core Equity | $125,000 | $142,751 |
| DNB Nor ASA Sponsor ADR | $17,398 | $17,117 |
| Eaton Vance Atlanta Capital | $700,000 | $747,907 |
| Enbridge Inc | $9,409 | $12,038 |
| Ecolab | $66,913 | $88,250 |
| Edwards Lifesciences Corp | $25,858 | $54,965 |
| Essity Aktiebolag | $12,908 | $16,490 |
| $82,706 | $201,910 | |
| Fanuc Corp Unsp | $7,319 | $8,313 |
| Fiserv | $71,459 | $118,610 |
| Fresenius Medical Care | $17,517 | $14,775 |
| Givaudan Unspon ADR | $7,493 | $14,676 |
| Grupo Financiero Banorte | $17,288 | $21,679 |
| Henkel AG Company KGAA | $14,237 | $13,196 |
| Home Depot | $57,977 | $342,150 |
| Imperial Oil Ltd | $18,720 | $15,629 |
| Illinois Tool Works | $72,219 | $87,490 |
| Intel | $55,875 | $127,860 |
| Ishares TIPS Bond | $111,610 | $119,060 |
| IShares Core SP Mid Cap | $109,144 | $140,322 |
| JGC Corp Unspon ADR | $15,479 | $14,703 |
| Johnson Johnson | $48,660 | $148,870 |
| JP Morgan Chase | $62,425 | $198,540 |
| Komatsu Ltd | $16,291 | $15,506 |
| Kering Unsponsored ADR | $13,936 | $16,178 |
| Kubota Corp Spons ADR | $12,525 | $13,599 |
| Linde Public Limited Company | $24,180 | $101,565 |
| LOreal - Unsponsored ADR | $7,583 | $11,616 |
| MT Bank Corp | $24,158 | $25,278 |
| Marriot International Inc | $25,662 | $35,015 |
| McCormick Co | $49,913 | $81,685 |
| Mastercard Inc A | $45,109 | $157,970 |
| Medtronic Plc | $112,673 | $173,235 |
| Mettler-Toledo Intl | $7,051 | $15,144 |
| Meunchener Rueck Unspons ADR | $10,290 | $15,517 |
| Microsoft | $74,928 | $510,690 |
| MTN Group Ltd | $7,525 | $5,897 |
| Nasdaq | $83,342 | $116,460 |
| Nestle SA Sponsored ADR | $7,516 | $12,900 |
| Newell Brands | $1,863 | $323,378 |
| Nike Inc | $52,199 | $96,300 |
| Nitto Denko Corporation | $17,173 | $15,097 |
| Novartis Ag ADR | $8,988 | $12,192 |
| Novo Nordisk ADR | $6,848 | $17,397 |
| Orix Corp | $14,442 | $18,399 |
| OReilly Automotive | $19,010 | $20,305 |
| Parker Hannifin Corp | $11,398 | $48,923 |
| Pepsico | $30,125 | $71,010 |
| Pfizer | $68,988 | $74,480 |
| PNC Financial | $55,227 | $111,413 |
| Price T Rowe Group | $15,718 | $66,765 |
| Procter Gamble | $15,492 | $62,310 |
| Prudential Plc ADR | $19,876 | $17,104 |
| Prologics | $69,079 | $92,880 |
| Reckitt Benckiser Group | $10,338 | $14,911 |
| Rockwell Automation | $82,400 | $95,830 |
| Roche HLDG LTD Sponsored ADR | $12,405 | $18,099 |
| Royal Dutch Shell Plc | $14,684 | $13,107 |
| Ryanair Holdings PLC Sp ADR | $17,886 | $22,519 |
| Salesforce | $70,606 | $91,155 |
| Sandvik AB Spon ADR | $13,092 | $17,723 |
| SAP AG-Sponsored | $8,665 | $12,815 |
| Siemens AG ADR | $11,541 | $13,539 |
| Singapore Telecommunications | $11,774 | $10,380 |
| Starbucks | $24,285 | $169,660 |
| Stryker Corp | $36,800 | $52,675 |
| Sysmex Corp Unspon ADR | $9,896 | $12,373 |
| Taiwan Semiconductor Mfg | $8,657 | $18,555 |
| Target | $51,832 | $110,740 |
| Total Fina Elf ADR | $14,212 | $14,091 |
| Thermo Fisher Scientific | $50,448 | $78,298 |
| Texas Instruments | $68,188 | $301,625 |
| TJX Companies | $18,988 | $118,080 |
| Tokyo Electron Limited | $8,445 | $19,612 |
| Union Pacific | $63,072 | $134,565 |
| UnitedHealth Group | $40,752 | $40,868 |
| US Bancorp | $21,635 | $26,610 |
| VISA Inc A | $50,514 | $119,382 |
| Vanguard FTSE Emerging Markets | $46,246 | $42,010 |
| VF Corp | $17,622 | $82,970 |
| Volkswagen AG Unspon ADR | $19,047 | $21,991 |
| Walmart De Mexico | $10,201 | $14,429 |
| Woodside Petroleum | $11,932 | $11,574 |
| WPP Plc Sponsored ADR | $16,506 | $13,799 |
| Dollar Tree | $20,158 | $17,413 |
| United Overseas Bank | $15,913 | $16,190 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest Purchased | Desc |
| BOY Book Value | $1,299 | BOYBookValueAmt |
| EOY Book Value | $1,512 | EOYBookValueAmt |
| EOYFMV | $1,512 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Membership | $8,100 | $8,100 |
| Filing fees | $200 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $761 | Amt |
| Net Investment Income | $761 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Estimated Tax on investment income | $15,795 | |
| Foreign Tax Withheld | $4,761 | $4,761 |