BECTON FAMILY FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BECTON FAMILY FOUNDATION TR (EIN 04-6834092)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-02
- IRS object ID
- 201931229349101973
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-02T20:05:43-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Pappas CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1215 | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046834092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JUSTIN W HEATTER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECT | BusinessNameControlTxt |
| Phone | 2397754466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 | AddressLine1Txt |
| City | HOMOSASSA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN W HEATTER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Pappas CPA | PreparerPersonNm |
| PTIN | P01493325 | PTIN |
| Phone | 8179079242 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,923,983 | 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 | $138,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,533 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $138,533 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $346,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $346,090 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $484,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $138,533 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | -$3,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | -$3,086 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,134 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $478,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $138,533 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,461 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,165,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,873,522 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,209,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,216,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,923,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,209,504 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,216,104 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,209,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,209,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,216,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,209,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,600 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,216,104 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 BECTON DICKINSON & COMPANY | D | 1997-04-10 | 2018-05-11 | $67,340 | $6 | $67,334 | $67,334 |
| 400 BECTON DICKINSON & COMPANY | D | 1997-04-10 | 2018-06-14 | $93,383 | $7 | $93,376 | $93,376 |
| 300 BECTON DICKINSON & COMPANY | D | 1997-04-10 | 2018-08-09 | $75,612 | $5 | $75,607 | $75,607 |
| 250 BECTON DICKINSON & COMPANY | D | 1997-04-10 | 2018-09-12 | $63,945 | $4 | $63,941 | $63,941 |
| 190 BECTON DICKINSON & COMPANY | D | 1997-04-10 | 2018-11-27 | $45,835 | $3 | $45,832 | $45,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $346,090 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $396,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,026,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04393 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $351,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,878,420 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04455 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $303,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,070,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $250,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,044,132 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $200,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,113,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03911 | DistributionYr5Rt |
| Total Distribution | 0.211887 | TotalDistributionRt |
| Average Distribution | 0.042377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,654,095 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,616 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $456,105 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $455,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,232 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,232 | SubtotalAmt |
| Tax Based On Investment Income | $9,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $768 | OverpaymentAmt |
| Applied To ES Tax | $768 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTIN W HEATTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2397754466 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 | AddressLine1Txt |
| City | HOMOSASSA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34487 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUSTIN W HEATTER | ||||||
| PO BOX 308 | HOMOSASSA | FL | 34487 | Trustee | 1.00 | $12,000 |
| HENRY P BECTON JR | ||||||
| 9 MUSKETAQUID ROAD | CONCORD | MA | 01742 | Trustee | 1.00 | $0 |
| LIZ BECTON-READ | ||||||
| 76 13TH AVENUE SOUTH | NAPLES | FL | 34102 | Trustee | 1.00 | $0 |
| JEAN BECTON BACON | ||||||
| 1733 LAS CANOAS ROAD | SANTA BARBARA | CA | 93105 | Trustee | 1.00 | $0 |
| CYNTHIA BECTON | ||||||
| 20 JERSEY LANE | MANCHESTER | MA | 01944 | Trustee | 1.00 | $0 |
| JEFFERY BECTON | ||||||
| 94 FRENCH CAMP DRIVE | DEER ISLE | ME | 04627 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,601,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,816,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,816,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,654,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $532,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,232 | TotalTaxAmt |
| Distributable Before Adj | $523,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $523,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $523,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $455,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $455,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $223,065 | UndistributedIncomePYAmt |
| Qualifying Distributions | $455,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $223,065 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,935 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $291,538 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | CONTRIBUTION TO THE PATRON PROGRAM | $3,000 |
| CONCORD ACADEMY | ||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | POF | CONTRIBUTION TO THE ANNUAL FUND | $4,000 |
| DEERFIELD ACADEMY | ||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | POF | CONTRIBUTION TO ANNUAL FUND | $10,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 117 MILK STREET | BOSTON | MA | 02110 | PC | CONTRIBUTION TO THE ANNUAL FUND, MISSION BLUE CAMPAIGN AND CAPITAL FUND | $12,500 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | POF | CONTRIBUTION TO RALPH LOWELL SOCIETY AND BECTON FUND | $8,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | CONTRIBUTION TO HENDRIE HALL RENOVATION | $17,000 |
| COMMUNITY ARTS MUSIC ASSOCIATION | ||||||
| 2060 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | PC | CONTRIBUTION TO GENERAL FUND | $30,000 |
| KNEISEL HALL CHAMBER MUSIC SCHOOL | ||||||
| PO BOX 648 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $31,000 |
| LOBERO THEATRE FOUNDATION | ||||||
| 33 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| SANTA BARBARA CENTER FOR PERFOMING | ||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| BLUE HILL MEMORIAL HOSPITAL | ||||||
| PO BOX 823 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $9,000 |
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | ||||||
| 89 HAYSTACK SCHOOL DRIVE | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| ISLAND COMMUNITY CENTER | ||||||
| PO BOX 617 | STONINGTON | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| ISLAND FOOD PANTRY | ||||||
| PO BOX 12 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| ISLAND HEALTH WELLNESS FOUNDATION | ||||||
| PO BOX 654 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| ISLAND NURSING HOME | ||||||
| 587 N DEER ISLE ROAD | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO AGING WITH GRAC CAPITAL CAMPAIGN | $10,000 |
| MAINE COMMUNITY FOUNDATION | ||||||
| 245 MAINE STREET | ELLSWORTH | ME | 04605 | EOF | CONTRIBUTION TO GENERAL FUND | $2,000 |
| MAINE MUSEUM OF PHOTOGRAPHIC ARTS | ||||||
| 251 US ROUTE ONE | FALMOUTH | ME | 04105 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| OPERA HOUSE ARTS | ||||||
| PO BOX 56 | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO THE ANNUAL FUND | $1,000 |
| PORTLAND MUSEUM OF ART PHOTOGRAPHY | ||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | PC | CONTRIBUTION TO THE PHOTOGRAPHY FUND | $1,000 |
| SEAMARK COMMUNITY ARTS | ||||||
| PO BOX 234 | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| YALE SCHOOL OF ART | ||||||
| PO BOX 803 | NEW HAVEN | CT | 06503 | PC | CONTRIBUTION TO THE SCHOOL OF ART | $3,000 |
| McLEAN HOSPITAL | ||||||
| 115 MILL STREET | BELMONT | MA | 02478 | PC | CONTRIBUTION TO DR. UWE RUDOLPH RESEARCH PROGRAM. | $5,000 |
| WARING SCHOOL | ||||||
| 35 STANDLEY STREET | BEVERLY | MA | 01915 | PC | CONTRIBUTION TO WARING ANNUAL FUND AND CAPITAL CAMPAIGN | $32,500 |
| JACKSON LABORATORY | ||||||
| 610 MAIN STREET | BAR HARBOR | ME | 04609 | PC | CONTRIBUTION TO GENERAL FUND | $16,000 |
| BLUE HILL FIRE CO | ||||||
| PO BOX 1167 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,500 |
| BLUE HILL HERITAGE TRUST | ||||||
| PO BOX 222 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND AND STEWARDSHIP FUND. | $16,000 |
| BLUE HILL HISTORICAL SOCIETY | ||||||
| PO BOX 710 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| BLUE HILL LIBRARY | ||||||
| 5 PARKER POINT ROAD | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $20,000 |
| FRIENDS OF BLUE HILL BAY | ||||||
| PO BOX 1633 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $3,000 |
| GEORGE STEVENS ACADEMY | ||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO RUSTY DUYM SAILING FUND AND ANNUAL FUND | $25,000 |
| KOLLEGEWIDGWOK SAILING EDUCATION AS | ||||||
| PO BOX 368 | BLUE HILL ME | ME | 04614 | PC | CONTRIBUTION TO RUSTY DUYM FUND | $3,500 |
| LIFEFLIGHT FOUNDATION | ||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE COAST HERITAGE TRUST | ||||||
| 1 BOWDOIN ISLAND | TOPSHAM | ME | 04086 | PC | CONTRIBUTION TO HARRIMAN POINT FUND | $20,000 |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | PC | CONTRIBUTION TO WILD ISLANDS CAMPAIGN. | $1,000 |
| PENINSULA AMBULANCE CORPS | ||||||
| PO BOX 834 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MORY'S PRESERVATION | ||||||
| 306 YORK STREET | NEW HAVEN | CT | 06511 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| NATIONAL TRUST FOR SCOTLAND FOUNDAT | ||||||
| 45 SCHOOL STREET | BOSTON | MA | 02018 | EOF | CONTRIBUTION TO THE CANNA CAMPBELL ARCHIVES FUND | $10,000 |
| FARNSWORTH ART MUSEUM | ||||||
| 16 MUSEUM AVENUE | ROCKLAND | ME | 04841 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| CARPE DIEM CHORUS | ||||||
| PO BOX 23598 | VENTURA | CA | 93002 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| JONATHAN FISHER HOUSE | ||||||
| PO BOX 537 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| TREE OF LIFE FOOD PANTRY | ||||||
| PO BOX 1329 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $6,000 |
| MEMORIAL AMBULANCE CORPS | ||||||
| 77 SUNSHINE ROAD | DEER ISLE | ME | 04627 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| GFWC WOMAN'S CLUB | ||||||
| PO BOX 7338 | NAPLES | FL | 34101 | PC | CONTRIBUTION TO GENERAL FUND | $45,000 |
| FIRST CONGREGATIONAL CHURCH OF BLUE | ||||||
| PO BOX 444 | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO THE DOLLY FISHER FUND | $1,000 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | CONTRIBUTION TO GENERAL FUND & STUDENT CENTER PROJECT | $5,000 |
| MARINE CENTER FOR COASTAL FISHERIES | ||||||
| 13 ATLANTIC AVENUE | STONINGTON | ME | 04681 | PC | CONTRIBUTION TO GENERAL FUND | $4,000 |
| BATES COLLEGE MUSEUM OF ART | ||||||
| 75 RUSSELL STREET | LEWISTON | ME | 04240 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| GROWING GARDENS | ||||||
| 2203 NE OREGON STREET | PORTLAND | OR | 97232 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| CENTRAL CITY CONCERN | ||||||
| 232 NW SIXTH AVENUE | PORTLAND | OR | 97209 | PF | CONTRIBUTION TO GENERAL FUND | $1,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| ENGINEERS WITHOUT BORDERS - MAINE | ||||||
| 1031 33RD STREET | DENVER | CO | 80205 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | PC | CONTRIBUTION TO GENERAL FUND | $2,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | CONTRIBUTION TO GENERAL FUND | $10,000 |
| HISTORIC DEERFIELD | ||||||
| 80 OLD MAIN STREET | DEERFIELD | MA | 01342 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | POF | CONTRIBUTION TO GENERAL FUND | $1,000 |
| BANK STREET COLLEGE OF EDUCATION | ||||||
| 610 W 112TH STREET | NEW YORK | NY | 10025 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| GROTON SCHOOL | ||||||
| PO BOX 1 | GROTON | MA | 01450 | POF | CONTRIBUTION TO GENERAL FUND | $1,000 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| FIRST CHURCH OF DEERFIELD | ||||||
| 71 OLD MAIN STREET | DEERFIELD | MA | 01342 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| SHAW INSTITUTE | ||||||
| 55 MAIN STREET | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $7,000 |
| FRIENDS IN ACTION | ||||||
| PO BOX 1446 | ELLSWORTH | ME | 04605 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MAINE CONTEMPORARY ART | ||||||
| PO BOX 1767 | ROCKLAND | ME | 04841 | PC | CONTRIBUTION TO GENERAL FUND | $12,000 |
| CALIFORNIA FIRE FOUNDATION | ||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| WELLSPRING HOUSE | ||||||
| 284 MAIN STREET | ASHFIELD | MA | 01330 | PC | CONTRIBUTION TO GENERAL FUND | $2,500 |
| ENVIRONMENTAL WORKING GROUP | ||||||
| 500 WASHINGTON STREET | SAN FRANCISCO | CA | 94111 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| OCEANA | ||||||
| 1025 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| REEL WORKS TEEN FILMMAKING | ||||||
| 540 PRESIDENT STREET | BROOKLYN | NY | 11215 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| DUFFY-WESTCOTT POST 83 | ||||||
| 13 TENNY HILL ROAD | BLUE HILL | ME | 04614 | PC | CONTRIBUTION TO GENERAL FUND | $500 |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||
| 1000 RIVER ROAD | TEANECK | NJ | 07666 | PC | CONTRIBUTION TO GENERAL FUND | $5,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | CONTRIBUTION TO GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,533 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $346,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $484,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $484,623 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,975 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BECTON DICKINSON & COMPANY | StockNm |
| EOY Book Value | $1,165,156 | EOYBookValueAmt |
| EOYFMV | $9,873,522 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $325 | $325 |
| BANK CUSTODY FEES | $10,809 | $10,809 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & FEES | CategoryTxt |
| Amt | $3,086 | Amt |
| Net Investment Income | -$3,086 | NetInvestmentIncomeAmt |