MACHIAS SAVINGS BANK COMMUNITY DEVELOPMENT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MACHIAS SAVINGS BANK COMMUNITY DEVELOPMENT FOUNDATION (EIN 01-0514175)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-02-27
- IRS object ID
- 201700589349100405
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-27T12:43:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010514175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Machias Savings Bank Community | BusinessNameLine1Txt |
| Business Name Line2 | Development Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACH | BusinessNameControlTxt |
| Phone | 2072553347 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 318 | AddressLine1Txt |
| City | Machias | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donald E Reynolds | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2072553347 | PhoneNum |
| Signature | 2017-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E Drew Cheney | PreparerPersonNm |
| PTIN | P00182972 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2017-02-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.105.168.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-11 | IPDt |
| IP Tm | 12:28:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 67EC9AB03EDBA1833B8477EB3F1C289225EC5EDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD9BA379DF6EC1A0D15BAC40CC9AB00D59855B06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $1,087,276 | 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 | $8,433 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,433 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,546 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,979 | 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 |
| Taxes Rev And Expnss | $276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,293 | CashBOYAmt |
| Cash EOY | $14,451 | CashEOYAmt |
| Cash EOYFMV | $14,451 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $584,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $563,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $563,990 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $67,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $508,835 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $679,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $646,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,087,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $697,845 | CapitalStockBOYAmt |
| Capital Stock EOY | $679,713 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$18,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$33,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $679,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $646,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $679,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $646,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $679,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $646,316 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $646,316 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,033,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028068 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,051,447 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041847 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,019,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,764 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $999,794 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058776 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,034,566 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071349 | DistributionYr5Rt |
| Total Distribution | 0.246163 | TotalDistributionRt |
| Average Distribution | 0.049233 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,044,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,000 | 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 | $229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $271 | OverpaymentAmt |
| Applied To ES Tax | $271 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Donald E Reynolds | IndividualWithBooksNm |
| Phone | 2072553347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Machias Savings Bank 4 Center St | AddressLine1Txt |
| City | Machias | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 046540318 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Lawrence L Barker | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Gregory R Coffin | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Donald A Foster | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Robert W Foster | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Brent K Hartley | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Thomas A Michaud | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| Edward L Hennessey Jr | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director/President | 0.20 | $0 | $0 | $0 |
| Donald E Reynolds | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director/Treasurer | 0.20 | $0 | $0 | $0 |
| J Scott Whitney | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director/Secretary | 0.20 | $0 | $0 | $0 |
| Zachary Means | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $0 | $0 | $0 |
| LuAnn Ballesteros | ||||||||
| PO Box 318 | Machias | ME | 04654 | Director | 0.20 | $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 | $511,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $549,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,044,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $229 | TotalTaxAmt |
| Distributable Before Adj | $51,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $229 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,721 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,721 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,279 | 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 | $11,713 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lawrence L Barker President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 318 | AddressLine1Txt |
| City | Machias | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072553347 | RecipientPhoneNum |
| Form And Info And Materials | Letter of application describing the nature and amount of the request, including any related business plans or projections. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards generally limited to charitable development organizations located in or benefiting eastern Maine. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Cobscook Learning Center | ||||||||
| 10 Commissary Point Road | Trescott | ME | 04652 | N/A | PC | Development grants | $2,000 | |
| Down East Community Hospital | ||||||||
| 11 Hospital Way | Machias | ME | 04654 | N/A | PC | Facilities Grant | $25,000 | |
| Downeast Lakes Land Trust | ||||||||
| PO Box 75 4 Water Street | Grand Lake Stream | ME | 04637 | N/A | PC | Development grant | $4,000 | |
| EMHS Foundation | ||||||||
| One Cumberland Place Suite 300 PO | Bangor | ME | 04402 | N/A | PC | Facilities grant | $25,000 | Box 931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,000 | 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 | $8,433 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,979 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,632 Shares AT&T Inc. | $9,552 | $111,939 |
| 3,000 Shares General Electric | $2,840 | $94,800 |
| 975 Shares Proctor & Gamble | $4,989 | $81,978 |
| 2,000 Shares Du Pont | $17,200 | $146,800 |
| 500 Shares Citigroup | $33,294 | $29,715 |
| 284 Shares Travelers Companies Inc. | $0 | $34,767 |
| 400 Shares Chemours Company | $0 | $8,836 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Transfer Fee | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $276 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |