SWEETSER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SWEETSER FOUNDATION INC (EIN 54-2062016)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201801319349101165
- Schema version
- 2017v2.2
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T10:36:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 | 542062016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEETSER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 7036263847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 351 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLARD M SWEETSER JR | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 7036263847 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK T GOSSART CPA | PreparerPersonNm |
| PTIN | P00850688 | PTIN |
| Phone | 3012316200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.16.53.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-04 | IPDt |
| IP Tm | 13:49:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 262A5F787B32E309468E8803F52FC996F95AB226 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 829CFAD61BE1472F5C9783C6C5344F7F92BC6B75 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,193,354 | 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 | $1,600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $256,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $408,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $256,784 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $350,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,790 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,431 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $177,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $17,800 | CashEOYAmt |
| Cash EOYFMV | $17,800 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,867,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,976,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,113,331 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,878,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,056,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,193,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,878,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,056,155 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,878,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,878,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,056,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,878,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $177,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,056,155 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,155 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY #7383 | 2016-09-28 | 2017-07-25 | $14,566 | $13,647 | $919 | $919 |
| FIDELITY #7383 | 2009-11-18 | 2017-07-25 | $393,978 | $138,113 | $255,865 | $255,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $256,784 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,465,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,423 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,402,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032159 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,243,560 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,373 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,947,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046602 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,602,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039805 | DistributionYr5Rt |
| Total Distribution | 0.193965 | TotalDistributionRt |
| Average Distribution | 0.038793 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,900,804 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $151,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,477 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,921 | 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 | $3,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $134 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $134 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $71 | EsPenaltyAmt |
| Tax Due | $3,414 | 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 | MD | 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 | WILLARD M SWEETSER JR | IndividualWithBooksNm |
| Phone | 7036263847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SHIPWRIGHT HARBOR | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLARD M SWEETSER JR | ||||||||
| 5 SHIPWRIGHT HARBOR | ANNAPOLIS | MD | 21401 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON S HACKETT | ||||||||
| 87 RANDOLPH AVE | MILTON | MA | 02186 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSANNE M BLALOCK | ||||||||
| 3 PARKER FARM LANE | AMHERST | NH | 03031 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY L SWEETSER | ||||||||
| 1 THYME WAY | AMHERST | NH | 03031 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN S ALLEN | ||||||||
| 51 HILLSIDE ROAD | STONY BROOK | NY | 11790 | CHAIR/ADVISORY BOARD | 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 | $3,857,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,960,207 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,960,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,900,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,477 | TotalTaxAmt |
| Distributable Before Adj | $191,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,563 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,921 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,477 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,921 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $190,011 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLARD M SWEETSER JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELLEN S ALLEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 HILLSIDE ROAD | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6317516631 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AVAILABLE UPON REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURSUANT TO AN IRS-APPROVED SCHOLARSHIP PROGRAM, THE FOUNDATION PROVIDES COLLEGE SCHOLARSHIP GRANTS TO SELECTED QUALIFIED GRADUATES FROM GRAY NEW GLOUCESTER HIGH SCHOOL, GRAY, MAINE. THE FOUNDATION OTHERWISE MAKES GRANTS ONLY TO PRE-SELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED GRANT REQUESTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ANNAPOLIS DRAGON BOAT FOUNDATION | |||||||
| 808 BOUCHER AVE | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATING SUPPORT | $500 | |
| ANNAPOLIS SYMPHONY ORCHESTRA | |||||||
| 801 CHASE STREET | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ARCHBISHOP CARROLL HIGH SCHOOL | |||||||
| 4300 HAREWOOD RD NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| ARCHDIOCESE OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | ARCHBISHOP'S APPEAL | $5,000 | |
| ARCS FOUNDATION | |||||||
| 10221 RIVER ROAD | POTOMAC | MD | 20859 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CASTLETON STATE COLLEGE | |||||||
| 62 ALUMNI DRIVE | CASTLETON | VT | 05735 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| CEDARVILLE UNIVERSITY | |||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | PC | SHIPMATES' FUND | $2,000 | |
| CONSTRUCTION EDUCATION FOUNDATION OF VIRGINIA | |||||||
| 42680 TRADE WEST DRIVE | DULLES | VA | 20166 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3101 WYMAN PARK DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| RETRIEVING INDEPENDENCE | |||||||
| 1802 WILLIAMSON COURT | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATING SUPPORT | $700 | |
| ST JOSEPH'S COLLEGE | |||||||
| 278 WHITES BRIDGE ROAD | STANDISH | ME | 04084 | PC | SWEETSER SCHOLAR | $5,000 | NONE |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | I | SWEETSER SCHOLAR | $1,500 | NONE |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| UNIVERSITY OF RHODE ISLAND | |||||||
| 6 RHODY RAM WAY | KINGSTON | RI | 02881 | I | SWEETSER SCHOLAR | $5,000 | NONE |
| WASHINGTON COLLEGE | |||||||
| 300 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | I | SWEETSER SCHOLAR | $3,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $256,784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,779 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $5,790 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,790 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS | StockNm |
| EOY Book Value | $1,976,132 | EOYBookValueAmt |
| EOYFMV | $4,113,331 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE HELP | $1,431 | $0 | $1,431 |
| ADMINISTRATIVE FEE | $26 | $26 | $0 |