MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-18
- IRS object ID
- 201822619349100612
- Schema version
- 2017v2.3
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-18T16:58:17-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 9785157415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MUSSEL POINT ROAD | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEAHGRACE BRIENNA KAYLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9785157415 | PhoneNum |
| Signature | 2018-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2018-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,207,128 | 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 | $56,680 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,904 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,904 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,054 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $208,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,503 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,252 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,251 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,313 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $495 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $839,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,706 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,407 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,582 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,407 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,407 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $174,730 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $669,251 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $714,776 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,338,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,433,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,290,239 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,359,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,304,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,207,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,813,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,758,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,359,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,304,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,359,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,304,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,359,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,304,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,304,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL 33224 | P | $6,856 | $7,131 | -$275 | -$275 |
| UBS FINANCIAL 33224 | P | $115,649 | $104,622 | $11,027 | $11,027 |
| UBS FINANCIAL 62595 | P | $529,823 | $529,653 | $170 | $170 |
| UBS FINANCIAL 62596 | P | $35,082 | $37,660 | -$2,578 | -$2,578 |
| UBS FINANCIAL 62596 | P | $81,316 | $75,863 | $5,453 | $5,453 |
| UBS FINANCIAL 62597 | P | $14,247 | $14,980 | -$733 | -$733 |
| UBS FINANCIAL 62597 | P | $157,575 | $144,891 | $12,684 | $12,684 |
| UBS FINANCIAL 62599 | P | $1,726 | $1,224 | $502 | $502 |
| UBS FINANCIAL 62599 | P | $69,770 | $48,132 | $21,638 | $21,638 |
| UBS FINANCIAL 62600 | P | $64,211 | $58,090 | $6,121 | $6,121 |
| UBS FINANCIAL 62600 | P | $29,398 | $22,335 | $7,063 | $7,063 |
| UBS FINANCIAL 62600 | P | $140 | $140 | $140 | |
| CAP GAIN DISTRIBUTIONS | P | $1,842 | $1,842 | $1,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $233,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,620,696 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,747,558 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030349 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,545 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,822,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,408 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,513,546 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,110 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,212,175 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047354 | DistributionYr5Rt |
| Total Distribution | 0.242533 | TotalDistributionRt |
| Average Distribution | 0.048507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,898,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,080 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,070 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $219,571 | 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 | $1,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $775 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $837 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $252 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEAHGRACE BRIENNA KAYLER | IndividualWithBooksNm |
| Phone | 9785157415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MUSSEL POINT ROAD | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD STRIAR | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD GROSSMAN | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CANDACE PLATZ | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,579,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,957,360 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,957,360 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,898,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,070 | TotalTaxAmt |
| Distributable Before Adj | $193,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $219,571 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,070 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $218,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $489 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $489 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,252 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,252 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $25,252 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEAHGRACE BRIENNA KAYLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 FOREST AVENUE | AddressLine1Txt |
| City | ORONO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9785157415 | RecipientPhoneNum |
| Recipient Email Address | LEAHGRACEKAYLER@GMAILCOM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION INC | |||||||||||
| 180 MAIN ST | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | ||||
| ADVOCATES FOR CHILDREN | |||||||||||
| PO BOX 3316 | AUBURN | ME | 04212 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| ALASKAN MALAMUTE RESCUE OF NEW ENGLAND | |||||||||||
| 1072 BURT HILL ROAD | TOLLAND | MA | 01034 | NONE | PC | OPERATIONAL SUPPORT | $300 | ||||
| AMERICAN CANCER SOCIETY | |||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | OPERATIONAL SUPPORT | $150 | ||||
| AMERICAN INSTITUTE OF CANCER RESEARCH | |||||||||||
| 1560 WILSON BOULEVARD SUITE 1000 | ARLINGTON | VA | 22209 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| AMERICAN JEWISH WORLD SERVICE | |||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $5,750 | ||||
| APPALACHIAN MOUNTAIN CLUB | |||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | ||||
| ARTIS NAPLES | |||||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| ASPCA | |||||||||||
| PO BOX 96929 | WASHINGTON | DC | 20077 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| BOSTON MARATHON CO BOSTON ATHLETIC ASSOCIATION | |||||||||||
| 185 DARTMOUTH ST SUITE 6 | BOSTON | MA | 02116 | NONE | PC | OPERATIONAL SUPPORT | $150 | ||||
| BOSTON UNIVERSITY HILLEL HOUSE | |||||||||||
| FLORENCE AND CHAFETZ HILLEL HOUSE 2 | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $1,250 | ||||
| BROOKFIELD INSTITUTE | |||||||||||
| PO BOX 388 | BROOKFIELD | MA | 01506 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | ||||
| CAMP SUNSHINE | |||||||||||
| 35 ACADIA RD | CASCO | ME | 04015 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| CAMP SUSAN CURTIS FOUNDATION | |||||||||||
| 1321 WASHINGTON AVE 104 | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $9,600 | ||||
| CAPE ANN ANIMAL AID | |||||||||||
| 4 PAWS LANE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $750 | ||||
| CAPE ANN FOOD PANTRY | |||||||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,650 | ||||
| CATHOLIC CHARITIES OF MAINE | |||||||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| CIRCLE OF FRIENDS | |||||||||||
| 11965 VENICE BLVD SUITE 301 | LOS ANGELES | CA | 90066 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| COMBINED JEWISH PHILANTHROPIES | |||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | ||||
| COMMUNITY CONCEPTS INC | |||||||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | ||||
| CONGREGATION BETH ABRAHAM | |||||||||||
| 145 YORK ST | BANGOR | ME | 04401 | NONE | PC | OPERATIONAL SUPPORT | $1,235 | ||||
| CONGREGATION BETH ISRAEL | |||||||||||
| PO BOX 1726 | BANGOR | ME | 04402 | NONE | PC | OPERATIONAL SUPPORT | $1,360 | ||||
| CORNELL LAB OF ORINITHOLOGY | |||||||||||
| PO BOX 11 | ITHACA | NY | 14851 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| CORNELL UNIVERSITY VETERINARY COLLEGE | |||||||||||
| COLLEGE OF VETERINARY MEDICINE | ITHACA | NY | 14853 | NONE | PC | OPERATIONAL SUPPORT | $3,500 | ||||
| CURE ALZHEIMER'S FUND | |||||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $9,750 | ||||
| DANA FARBER CANCER INSTITUTE | |||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| DARTMOUTH HITCHCOCK MEDICAL CENTER | |||||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PC | OPERATIONAL SUPPORT | $300 | ||||
| DEERFIELD ACADEMY | |||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| DISABLED AMERICAN VETERANS | |||||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| EMHS FOUNDATION | |||||||||||
| 1 CUMBERLAND ST 300 | BANGOR | ME | 04401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| ENGENDER HEALTH | |||||||||||
| 440 NINTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| EQUINE RESCUE NETWORK | |||||||||||
| 370MIDDLETON RD | MIDDLETON | MA | 01949 | NONE | PC | OPERATIONAL SUPPORT | $700 | ||||
| ESSEX COUNTY GREENBELT | |||||||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PC | OPERATIONAL SUPPORT | $750 | ||||
| FAMILY PLANNING ASSOCIATION OF MAINE | |||||||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| FINCA | |||||||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| FOUNDATION FOR INDIVIDUAL RIGHTS EDUCATION | |||||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | OPERATIONAL SUPPORT | $375 | ||||
| FREEPORT COMMUNITY SERVICES | |||||||||||
| 53 DEPOT ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| FREEPORT GRIDIRON CLUB | |||||||||||
| 106 TENPENNY ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| FRIENDS OF HARVARD SKIING | |||||||||||
| 65 WORTH HARVARD ST | BOSTON | MA | 02163 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $7,750 | ||||
| FRIENDS OF ISRAELS ENVIRONMENT | |||||||||||
| 4182 BECK AVENUE | STUDIO CITY | CA | 91604 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | ||||
| FRIENDS OF THE ARAVA INSTITUTE | |||||||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON | MA | 02459 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| GLOBAL WILDLIFE CONSERVATION | |||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | OPERATIONAL SUPPORT | $4,100 | ||||
| GOOD SHEPPARD FOOD BANK | |||||||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,200 | ||||
| GREATER ANDROSCOGGIN HUMANE SOCIETY | |||||||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $17,500 | ||||
| GREEN MOUNTAIN HORSE RESCUE | |||||||||||
| PO BOX 8 | SOUTH WOODSTOCK | VT | 05071 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| GROWTH THROUGH LEARNING | |||||||||||
| 86 SHERMAN STREET | CAMBRIDGE | MA | 02140 | NONE | PC | OPERATIONAL SUPPORT | $1,250 | ||||
| HARRY CHAPIN FOOD BANK | |||||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | ||||
| HARVARD COLLEGE FUND | |||||||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| HELP HOSPITALIZED VETERANS | |||||||||||
| PO BOX 758505 | TOPEKA | KS | 66675 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| HILLEL AT UNIVERSITY OF MIAMI | |||||||||||
| 1100 STANFORD DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| HISPANIC FEDERATION | |||||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | OPERATIONAL SUPPORT | $950 | ||||
| HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER | |||||||||||
| 4 W RED OAK LN 330 | WEST HARRISON | NY | 10604 | NONE | PC | OPERATIONAL SUPPORT | $400 | ||||
| HORSES FOR THERAPEUTIC RIDING | |||||||||||
| 23381 TORRE CIR | BOCA RATON | FL | 33433 | NONE | PC | OPERATIONAL SUPPORT | $150 | ||||
| HOUSTON FOOD BANK | |||||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | OPERATIONAL SUPPORT | $3,100 | ||||
| HOUSTON HUMANE SOCIETY | |||||||||||
| 14700 ALMEDA ROAD | HOUSTON | TX | 77053 | NONE | PC | OPERATIONAL SUPPORT | $300 | ||||
| HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| 900 PORTWAY DR | HOUSTON | TX | 77024 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | ||||
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||||||
| 505 EIGHT AVENUE SUITE 902 | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $300 | ||||
| HURRICANE HARVEY RELIEF FUND CO GREATER HOUSTON COMMUNITY FOUNDATION | |||||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | NONE | PC | OPERATIONAL SUPPORT | $300 | ||||
| IMMIGRANT LEGAL ADVOCACY | |||||||||||
| 309 CUMBERLAND AVE 201 | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | ||||
| JEWISH COMMUNITY ALLIANCE | |||||||||||
| 57 ASHMONT ST | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| JEWISH FAMILY SERVICES OF METROWEST | |||||||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| JEWISH FEDERATION AUBURN CHAPTER | |||||||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||||||
| 2500 VANDERBILT BEACH RD 2201 | NAPLES | FL | 34109 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| LAST STOP HORSE RESCUE | |||||||||||
| 938 TAR RIDGE ROAD | PRENTISS | ME | 04487 | NONE | PC | OPERATIONAL SUPPORT | $2,100 | ||||
| LIGHTS ON THE MOUNTAIN | |||||||||||
| PO BOX 2366 | ROBBINSVILLE | NC | 28771 | NONE | PC | OPERATIONAL SUPPORT | $3,500 | ||||
| LITERACY VOLUNTEERS OF AUBURN | |||||||||||
| 165 HIGH STREET | AUBURN | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| LOWN CARDIOVASCULAR GROUP | |||||||||||
| 830 BOYLSTON ST 205 | CHESTNUT HILL | MA | 02467 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| MAINE CENTER FOR GRIEVING CHILDREN | |||||||||||
| 555 FOREST AVE | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| MAINE EQUAL JUSTICE PARTNERS | |||||||||||
| 126 SEWALL ST | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| MAINE JEWISH MUSEUM | |||||||||||
| 267 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| MAINE PUBLIC BROADCASTING NETWORK | |||||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| MAINE STATE SOCIETY FOR PROTECTION OF ANIMALS | |||||||||||
| PO BOX 10 | WINDHAM | ME | 04082 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| MIDDLEBURY COLLEGE | |||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| NATIONAL VACCINE INFORMATION CENTER | |||||||||||
| 407 CHURCH ST NE H | VIENNA | VA | 22180 | NONE | PC | OPERATIONAL SUPPORT | $90 | ||||
| NEVE MICHAEL CHILDREN'S VILLAGE | |||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $1,000 | 1 HAZFIRA STREET | PARDES HANA | IS | 37000 | ||||
| OCETI SAKOWIN CAMP | |||||||||||
| PO BOX D 1 N STANDING ROCK AVENUE | FORT YATES | ND | 58538 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| OHEL AYALAH | |||||||||||
| PO BOX 654 | NEW YORK | NY | 10159 | NONE | PC | OPERATIONAL SUPPORT | $375 | ||||
| PATHWAYS FOR CHILDREN | |||||||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $3,500 | ||||
| PINE TREE LEGAL ASSISTANCE | |||||||||||
| 88 FEDERAL STREET PO BOX 547 | PORTLAND | ME | 04112 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||||||
| 784 HERCULES DR | COLCHESTER | VT | 05446 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| PREBLE STREET RESOURCE CENTER | |||||||||||
| 5 PORTLAND ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| RIDING TO THE TOP | |||||||||||
| PO BOX 1928 | WINDHAM | ME | 04062 | NONE | PC | OPERATIONAL SUPPORT | $27,800 | ||||
| SAMFUND | |||||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | PC | OPERATIONAL SUPPORT | $250 | ||||
| SCARBOROUGH HIGH SCHOOL | |||||||||||
| 11 MUNICIPAL DRIVE | SCARBOROUGH | ME | 04074 | NONE | PC | OPERATIONAL SUPPORT | $300 | ||||
| SOS ANIMAL RESCUE | |||||||||||
| PO BOX 8391 | BANGOR | ME | 04402 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| SPECIAL OLYMPICS | |||||||||||
| PO BOX 2170 | SOUTH PORTLAND | ME | 04116 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| SPEE CLUB (HARVARD) | |||||||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| STEP UP FOR STUDENTS | |||||||||||
| 4655 SALISBURY RD | JACKSONVILLE | FL | 32256 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | ||||
| SUGARLOAF REGIONAL SKI EDUCATION FOUNDATION | |||||||||||
| PO BOX 546 | STRATTON | ME | 04982 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| SUSAN CURTIS FOUNDATION | |||||||||||
| 1321 WASHINGTON AVE | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| TEMPLE BETH SHALOM | |||||||||||
| 193 EAST PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PC | OPERATIONAL SUPPORT | $9,000 | ||||
| THE BROOKE | |||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $1,000 | 5TH FLOOR FRIARS BRIDGE COURT | LONDON | UK | SE1 8NZ | ||||
| THE SANCTUARY AT MAPLE HILL | |||||||||||
| 464 MAPLE HILL RD | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,667 | ||||
| TIDES FOUNDATION | |||||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | ||||
| TILTON SCHOOL | |||||||||||
| 30 SCHOOL ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $250 | ||||
| TREE STREET YOUTH | |||||||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | ||||
| TRINITY JUBILEE CENTER | |||||||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | ||||
| TRITOWN TRACK AND FIELD OF FREEPORT | |||||||||||
| 400 POWNAL RD | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | ||||
| UNITED JEWISH APPEAL - NJ | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | OPERATIONAL SUPPORT | $500 | ||||
| WELLSPRING HOUSE | |||||||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | ||||
| WOMEN'S FOUNDATION OF COLLIER COUNTY | |||||||||||
| 1110 PINE RIDGE ROAD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | ||||
| WOUNDED WARRIOR PROJECT | |||||||||||
| PO BOX 75816 | TOPEKA | KS | 66675 | NONE | PC | OPERATIONAL SUPPORT | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,502 | 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 | $13,904 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,413 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,746 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||
| 1 | 42 MUSSEL POINT ROAD | GLOUCESTER | MA | 01930 | $10,030 | Yes (X) |
| JAMES A PLATZ | ||||||
| 2 | 2 GREAT FALLS PLAZA | AUBURN | ME | 04210 | $15,000 | Yes (X) |
| DANIEL G KAGAN | ||||||
| 3 | 2 ROLAND KIMBALL ROAD | FREEPORT | ME | 04032 | $20,800 | Yes (X) |
| BETH GROSSMAN & ROCHARD BOBROW | ||||||
| 4 | 1928 COCPLUM WAY | NAPLES | FL | 34105 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $3,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,313 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,433,476 | EOYBookValueAmt |
| EOYFMV | $3,290,239 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $669,251 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $714,776 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAYMENT OF TAXES | Desc |
| Revenue And Expenses Per Books | $1,375 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $34,031 | Amt |
| Net Investment Income | $34,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $430 | $0 | $0 |
| FEDERAL TAXES | $62 | $0 | $0 |
| FOREIGN TAXES PAID | $2,616 | $2,616 | $0 |
| PAYROLL TAXES | $991 | $496 | $495 |