JOEL FRANTZMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOEL FRANTZMAN FAMILY FOUNDATION (EIN 46-6489367)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202542799349100809
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T12:12:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2074223735 | PhoneNum |
| Signature | 2025-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN CUMMINGS | PreparerPersonNm |
| PTIN | P01510495 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $645,434 | 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 | $4,685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,685 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $73,642 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $73,642 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $59,701 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,327 | 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 | $3,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,710 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,534 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,667 | CashBOYAmt |
| Cash EOY | $48,773 | CashEOYAmt |
| Cash EOYFMV | $48,773 | CashEOYFMVAmt |
| Other Investments BOY | $554,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $596,661 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $596,661 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $599,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $645,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $645,434 | 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 FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $519,124 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $565,307 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $519,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $565,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $599,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $645,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $519,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,941 | OtherIncreasesAmt |
| Subtotal | $565,307 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $565,307 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $154 | 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 |
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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 59 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04640 | 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 | $55,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $596,661 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $652,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $652,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $642,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $895 | TotalTaxAmt |
| Distributable Before Adj | $31,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,244 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,578 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,465 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $31,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $611 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $611 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,676 | 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 | $9,633 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,578 | ExcessFromYear4Amt |
| Excess From Year3 | $6,465 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL FRANTZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MAINE MONITOR | ||||||||
| PO BOX 284 | HALLOWELL | ME | 04347 | N/A | PC | GENERAL SUPPORT | $500 | |
| CRABTREE NECT LAND TRUST | ||||||||
| PO BOX 273 | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MCHT (MAINE COAST HERITAGE TRUST) | ||||||||
| 1 BOWDOIN MILL ISLAND | TOPSHAM | ME | 04086 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| TRUST PUBLIC LAND | ||||||||
| 30 DANFORTH STREET SUITE 106 | PORTLAND | ME | 04101 | N/A | PC | GENERAL SUPPORT | $750 | |
| NATURAL RESOURCES CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HANCOCK WOMEN'S FUND | ||||||||
| PO BOX 274 | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $750 | |
| HOSPICE VOLUNTEERS OF HANCOCK | ||||||||
| 14 MCKENZIE AVE | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PIERCE POND WATERSHED TRUST | ||||||||
| PO BOX 5660 | AUGUSTA | ME | 04332 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE GOOD SHEPARD | ||||||||
| 11 PENOBSCOT MEADOW DRIVE | HAMPDEN | ME | 04444 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MAINE AUDOBON | ||||||||
| 20 GILSLAND FARM ROAD | FALMOUTH | ME | 04105 | N/A | PC | GENERAL SUPPORT | $500 | |
| UNIVERSITY OF MAINE MUSEUM OF ART | ||||||||
| 40 HARLOW STREET | BANGOR | ME | 04401 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MAINE ISLAND TRAILS | ||||||||
| 100 KENSINGTON ST 2ND FL | PORTLAND | ME | 04103 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE BLUE HILL PUBLIC LIBRARY | ||||||||
| 5 PARKER POINT ROAD | BLUE HILL | ME | 04614 | N/A | PC | GENERAL SUPPORT | $750 | |
| DOWNEAST COASTAL CONSERVENCY | ||||||||
| PO BOX 760 | MACHIAS | ME | 04654 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MONTREAUX SCHOOL & MUSIC FESTIVAL | ||||||||
| 42 MELODY LANE | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $250 | |
| DOWNEAST HORIZONS FOUNDATION | ||||||||
| 77 UNION STREET | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $500 | |
| NATIONAL TRUST FOR HISTORICAL PRESERVATION | ||||||||
| 600 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $500 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1120 20TH STREET NW 520 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $500 | |
| GALAPAGOS CONSERVANCY | ||||||||
| 1630 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $500 | |
| MAINE PUBLIC BROADCASTING NETWORK | ||||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | N/A | PC | GENERAL SUPPORT | $600 | |
| HANCOCK WOMEN'S FUND | ||||||||
| PO BOX 274 | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $250 | |
| FISHES & LOAVES | ||||||||
| PO BOX 1672 | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FRENCHMAN'S BAY CONSERVANCY | ||||||||
| 72 TIDAL FALLS ROAD | HANCOCK | ME | 04640 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| NORTHERN FOREST CANOE TRAIL | ||||||||
| 831 MILL BROOK ROAD | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL SUPPORT | $500 | |
| EMMAUS HOMELESS SHELTER | ||||||||
| 51 MAIN STREET | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| NORTHEAST HISTORIC FILMALAMO THEATER | ||||||||
| 85 MAIN STREET | BUCKSPORT | ME | 04416 | N/A | PC | GENERAL SUPPORT | $750 | |
| COLUMBIA SCHOOL OF GENERAL STUDIES | ||||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| ORION | ||||||||
| 187 MAIN STREET | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $600 | |
| RIVERLAND COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1900 8TH AVENUE PARTNERSHIP CENTER | AUSTIN | MN | 55912 | N/A | PC | GENERAL SUPPORT | $1,000 | A115 WEST BLDG |
| DOWNEAST YMCA | ||||||||
| 238 STATE STREET | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,700 | 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 | $4,685 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $59,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,386 | 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 | $3,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,710 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INTEREST IN LEVCO PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $596,661 | BookValueAmt |
| EOYFMV | $596,661 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC 743 (B) ADJUSTMENT | Desc |
| Amt | $13,941 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,534 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |