JOEL FRANTZMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOEL FRANTZMAN FAMILY FOUNDATION (EIN 46-6489367)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-15
- IRS object ID
- 201802889349100135
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-15T10:30:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020354851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANSON HEATH & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1Txt |
| City | ELLSWORTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04605 | 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 | 466489367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOEL FRANTZMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2074223735 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 59 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL FRANTZMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2074223735 | PhoneNum |
| Signature | 2018-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT G TOOTHAKER CPA | PreparerPersonNm |
| PTIN | P00400375 | PTIN |
| Phone | 2076672710 | PhoneNum |
| Preparation | 2018-10-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.169.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-15 | IPDt |
| IP Tm | 11:24:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 58843267848FCE853754E514201F2763A0EF26BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD2C4ED4FE8716908BF6D69C5D253BB91A0EA20B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $737,320 | 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 |
| Interest On Sav Rev And Expnss | $839 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $839 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $79,879 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $79,879 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $65,938 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,718 | 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 |
| Legal Fees Rev And Expnss | $148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,941 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,941 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,669 | CashBOYAmt |
| Cash EOY | $19,426 | CashEOYAmt |
| Cash EOYFMV | $19,426 | CashEOYFMVAmt |
| Other Investments BOY | $699,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $717,894 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $717,894 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $721,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $737,320 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $737,320 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $80,127 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $80,127 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $80,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,127 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $641,659 | UnrestrictedBOYAmt |
| Unrestricted EOY | $657,193 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $641,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $657,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $721,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $737,320 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $641,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $657,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $657,193 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $714,444 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048460 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $685,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030468 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $643,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053846 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $696,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015069 | DistributionYr4Rt |
| Total Distribution | 0.147843 | TotalDistributionRt |
| Average Distribution | 0.036961 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $732,484 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,073 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $668 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,250 | 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 | $668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $689 | 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2074223735 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 59 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04640 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2015 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2014 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2013 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2016 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr2 | 2015 | UndistrIncmSect4942a2AppYr2Yr |
| Undistr Incm Sect4942a2 App Yr3 | 2014 | UndistrIncmSect4942a2AppYr3Yr |
| Undistr Incm Sect4942a2 App Yr4 | 2013 | UndistrIncmSect4942a2AppYr4Yr |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL FRANTZMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FOUNDATION PO BOX 96 | AddressLine1Txt |
| City | SULLIVAN HARBOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04664 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $717,894 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $743,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $743,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $732,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $668 | TotalTaxAmt |
| Distributable Before Adj | $35,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $668 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,541 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,541 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,709 | 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 | $27,247 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|
| ACLU OF MAINE | ||||||
| 12 MIDDLE STREET | PORTLAND | ME | 04101 | 501(C)3 | GRANT | $3,000 |
| APPALACHIAN TRAIL CONSERVATORY | ||||||
| PO BOX 761 | PORTLAND | ME | 04104 | 501(C)3 | GRANT | $2,250 |
| BARD COLLEGE | ||||||
| PO BOX 5000 | ANNANDALE | NY | 12504 | 501(C)3 | GRANT | $1,000 |
| COLUMBIA UNIVERSITY | ||||||
| 722 WEST 168TH ST | NEW YORK | NY | 10032 | 501(C)3 | GRANT | $750 |
| CORNELL LAB OF ORNOTHOLOGY | ||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | 501(C)3 | GRANT | $500 |
| CRABTREE NECK LAND TRUST | ||||||
| PO BOX 723 | HANCOCK | ME | 04640 | 501(C)3 | GRANT | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)3 | GRANT | $500 |
| DOWNEAST COASTAL CONSERVATORY | ||||||
| 6 COLONIAL WAY | MACHIAS | ME | 04654 | 501(C)3 | GRANT | $500 |
| DOWNEAST HORIZONS | ||||||
| 77 UNION STREET | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $1,000 |
| DOWNEAST YMCA | ||||||
| 238 STATE STREET | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $3,500 |
| EMMAUS HOMELESS SHELTER | ||||||
| PO BOX 811 | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $3,500 |
| FRENCHMAN BAY CONSERVATORY | ||||||
| PO BOX 150 | HANCOCK | ME | 04640 | 501(C)3 | GRANT | $3,000 |
| FRIENDS IN ACTION | ||||||
| PO BOX 1446 | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $2,500 |
| HEALTH EQUITY ALLIANCE | ||||||
| 25A PINE STREET | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $2,500 |
| HOSPICE OF HANCOCK COUNTY | ||||||
| 14 MCKENZIE AVE | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $2,500 |
| MAINE AUDUBON | ||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 04105 | 501(C)3 | GRANT | $1,250 |
| NORTHEAST HISTORIC FILM | ||||||
| PO BOX 863 | AUGUSTA | ME | 04416 | 501(C)3 | GRANT | $1,000 |
| NORTHERN FOREST CANOE TRAIL | ||||||
| PO BOX 565 | WAITSFIELD | VT | 05673 | 501(C)3 | GRANT | $750 |
| OPEN DOOR RECOVERY | ||||||
| 8 OLD MILL RD | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $1,500 |
| PINE TREE WATCH | ||||||
| PO BOX 284 | HALLOWELL | ME | 04347 | 501(C)3 | GRANT | $750 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGOTN AVE | MONTGOMERY | AL | 36104 | 501(C)3 | GRANT | $3,500 |
| THE GRAND | ||||||
| 165 MAIN STREET | ELLSWORTH | ME | 04605 | 501(C)3 | GRANT | $2,000 |
| UNIVERSITY OF ME MUSICARTS | ||||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | 501(C)3 | GRANT | $1,500 |
| WIKIMEDIA FOUNDATION INC | ||||||
| 149 MONTGOMERY ST FLOOR 6 | SAN FRANCISCO | CA | 94105 | 501(C)3 | GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,250 | 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 | $839 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $65,938 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,777 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN LEVCO PARTNERSHIP | FMV | $614,000 | $614,000 |
| LEVCO PARTNERSHIP CAPITAL ACCOUNT | AT COST | $103,894 | $103,894 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $148 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $6,219 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,126 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |