SWEETSER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SWEETSER FOUNDATION INC (EIN 54-2062016)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-05
- IRS object ID
- 201721869349100002
- 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 | 2017-07-05T08:23:32-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-06-21 | 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 | 2017-06-21 | IPDt |
| IP Tm | 09:01:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FB0DC6CCBB62E013CE01F3A769F965C875BF8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DED706B180F6D2F42EB40B2DE09007889CE2CF9 | 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 | $3,664,343 | 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 |
| Dividends Rev And Expnss | $86,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,739 | 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 | $6,283 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,283 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,751 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,866,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,867,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,653,592 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,880,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,878,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,664,343 | 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 | $1,880,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,878,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,880,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,880,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,878,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,880,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,878,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY #7446 | PropertyDesc |
| Acquired | 2015-12-30 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $123,265 | GrossSalesPriceAmt |
| Cost Or Other Basis | $85,254 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,011 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,011 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,011 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,423 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,402,579 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,053 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,243,560 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040404 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,373 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,947,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046602 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,602,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039805 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,506,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036428 | DistributionYr5Rt |
| Total Distribution | 0.195398 | TotalDistributionRt |
| Average Distribution | 0.039080 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,465,739 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,441 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,217 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,658 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,283 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,569 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,569 | TotalPaymentsAndCreditsAmt |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | 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 | 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 | 0.00 | $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 | $3,508,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,518,517 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,518,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,465,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,435 | TotalTaxAmt |
| Distributable Before Adj | $170,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,800 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,800 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $483 | 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 | $170,369 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOP CARROLL HS | |||||||
| 4300 HAREWOOD RD NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| BATES COLLEGE | |||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | NONE | I | SWEETSER SCHOLAR | $3,000 |
| CASTLETON STATE COLLEGE | |||||||
| 62 ALUMNI DRIVE | CASTLETON | VT | 05735 | NONE | I | SWEETSER SCHOLAR | $3,000 |
| CEDARVILLE UNIVERSITY | |||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| CEDARVILLE UNIVERSITY | |||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | NONE | PC | SHIPMATES' FUND | $2,000 |
| CONSTRUCTION EDUCATION FOUNDATION OF VIRGINIA | |||||||
| 42680 TRADE WEST DRIVE | DULLES | VA | 20166 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3101 WYMAN PARK DRIVE | BALTIMORE | MD | 21218 | NONE | PC | ENDOWMENT FUND | $5,000 |
| UNIVERSITY OF MAINE | |||||||
| 30 BEDDINGTON ROAD | ORONO | ME | 04469 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| UNIVERSITY OF MAINE | |||||||
| 30 BEDDINGTON ROAD | ORONO | ME | 04469 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| UNIVERSITY OF MAINE | |||||||
| 30 BEDDINGTON ROAD | ORONO | ME | 04469 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| UNIVERSITY OF MAINE | |||||||
| 30 BEDDINGTON ROAD | ORONO | ME | 04469 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| UNIVERSITY OF MAINE AT FARMINGTON | |||||||
| 111 SOUTH ST | FARMINGTON | ME | 04938 | NONE | I | SWEETSER SCHOLAR | $3,000 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NONE | I | SWEETSER SCHOLAR | $3,000 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NONE | I | SWEETSER SCHOLAR | $3,000 |
| UNIVERSITY OF RHODE ISLAND | |||||||
| 45 UPPER COLLEGE RD | KINGSTON | RI | 02881 | NONE | I | SWEETSER SCHOLAR | $5,000 |
| WILLIAM S BAER SCHOOL | |||||||
| 2001 N WARWICK AVE | BALTIMORE | MD | 21216 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| WASHINGTON COLLEGE | |||||||
| 300 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | NONE | I | SWEETSER SCHOLAR | $3,000 |
| WASHINGTON FILM FESTIVAL | |||||||
| 11911 FREEDOM DRIVE STE 850 | RESTON | VA | 20191 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SEVERN RIVERKEEPER | |||||||
| 329 RIVERVIEW TRAIL | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ANNAPOLIS DRAGON BOAT FOUNDATION | |||||||
| 808 BOUCHER AVE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NATIONAL SAILING HALL OF FAME | |||||||
| 69 PRINCE GEORGE STREET | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,000 | 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 | $86,728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,739 | 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 | $6,283 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,283 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS | StockNm |
| EOY Book Value | $1,867,981 | EOYBookValueAmt |
| EOYFMV | $3,653,592 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |