MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-30
- IRS object ID
- 201732429349100713
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-30T10:48:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 9785157415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MUSSEL POINT ROAD | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEAHGRACE BRIENNA KAYLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9785157415 | PhoneNum |
| Signature | 2017-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2017-08-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.93.210.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-28 | IPDt |
| IP Tm | 14:53:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0008D4A23B6D6EC2EF50B674881025AF20BAB983 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2BEFDC6BDC96FAE587A5D8EE1472B3DB0E40ACA5 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,654,925 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,880 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,533 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,533 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,878,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,450 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $4,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,250 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,539 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $179,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $839,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $839,990 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,582 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,893 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,582 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,582 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $174,738 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $174,730 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $225,611 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,486,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,338,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,582,742 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $651,858 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $3,497,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,359,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,654,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,951,234 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,813,814 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,497,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,359,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,497,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,359,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,497,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,359,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,359,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL 33224 | P | $59,591 | $60,749 | -$1,158 | -$1,158 |
| UBS FINANCIAL 33224 | P | $48,798 | $54,375 | -$5,577 | -$5,577 |
| UBS FINANCIAL 62595 | P | $2,146 | $2,062 | $84 | $84 |
| UBS FINANCIAL 62595 | P | $566,914 | $646,190 | -$79,276 | -$79,276 |
| UBS FINANCIAL 62596 | P | $443,770 | $458,648 | -$14,878 | -$14,878 |
| UBS FINANCIAL 62596 | P | $227,348 | $194,745 | $32,603 | $32,603 |
| UBS FINANCIAL 62597 | P | $60,034 | $56,320 | $3,714 | $3,714 |
| UBS FINANCIAL 62597 | P | $273,135 | $217,183 | $55,952 | $55,952 |
| UBS FINANCIAL 62597 | P | $201 | $201 | $201 | |
| UBS FINANCIAL 62599 | P | $11,006 | $9,758 | $1,248 | $1,248 |
| UBS FINANCIAL 62599 | P | $84,964 | $58,435 | $26,529 | $26,529 |
| UBS FINANCIAL 62600 | P | $5,691 | $4,996 | $695 | $695 |
| UBS FINANCIAL 62600 | P | $95,356 | $92,781 | $2,575 | $2,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,712 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,747,558 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030349 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $178,545 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,822,735 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046706 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,408 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,513,546 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,110 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,212,175 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047354 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,442 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,296,354 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054740 | DistributionYr5Rt |
| Total Distribution | 0.232772 | TotalDistributionRt |
| Average Distribution | 0.046554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,620,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $168,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $673 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $234,211 | 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 | $673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $618 | OverpaymentAmt |
| Applied To ES Tax | $618 | 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 | LEAHGRACE BRIENNA KAYLER | IndividualWithBooksNm |
| Phone | 9785157415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MUSSEL POINT ROAD | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD STRIAR | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD GROSSMAN | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CANDACE PLATZ | ||||||||
| 42 MUSSEL POINT RD | GLOUCESTER | MA | 01930 | TRUSTEE | 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 | $3,332,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,675,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,675,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,620,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $673 | TotalTaxAmt |
| Distributable Before Adj | $180,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $234,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $673 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,538 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,338 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,338 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,873 | 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 | $489 | 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 | LEAHGRACE BRIENNA KAYLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 FOREST AVENUE | AddressLine1Txt |
| City | ORONO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9785157415 | RecipientPhoneNum |
| Recipient Email Address | LEAHGRACEKAYLER@GMAILCOM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION INC | ||||||||||||
| 180 MAIN ST | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $4,350 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $8,250 | |||||
| AMERICAN REFUGEE COMMITTEE | ||||||||||||
| 615 FIRST AVENUE NE SUITE 500 | MINNEAPOLIS | MN | 55413 | NONE | PC | OPERATIONAL SUPPORT | $2,250 | |||||
| ANIMAL REFUGE LEAGUE | ||||||||||||
| PO BOX 336 | WESTBROOK | ME | 040980336 | NONE | PC | OPERATIONAL SUPPORT | $150 | |||||
| APPALACHIAN MOUNTAIN CLUB | ||||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| APPALACHIAN TRAIL CONSERVATION | ||||||||||||
| KELLOGG CONSERVATION CENTER PO BOX | SOUTH EGREMONT | MA | 01258 | NONE | PC | OPERATIONAL SUPPORT | $500 | 264 | ||||
| ARK FOUNDATION | ||||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $2,250 | 35 SYDNEY STREET | LONDON | UK | SW3 6PU | |||||
| ARTIS NAPLES | ||||||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $1,600 | |||||
| ASPCA | ||||||||||||
| PO BOX 96929 | WASHINGTON | DC | 20077 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| BOSTON UNIVERITY SCHOOL OF GENERAL STUDIES | ||||||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| BOSTON UNIVERITY SCHOOL OF MANAGEMENT | ||||||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| BROOKFIELD INSTITUTE | ||||||||||||
| PO BOX 388 | BROOKFIELD | MA | 01506 | NONE | PC | OPERATIONAL SUPPORT | $4,500 | |||||
| CAMP SUNSHINE | ||||||||||||
| 35 ACADIA RD | CASCO | ME | 04015 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| CAMP SUSAN CURTIS FOUNDATION | ||||||||||||
| 1321 WASHINGTON AVE 104 | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $300 | |||||
| CAPE ANN ANIMAL AID | ||||||||||||
| 4 PAWS LANE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $2,250 | |||||
| CAPE ANN FOOD PANTRY | ||||||||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $2,100 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | OPERATIONAL SUPPORT | $1,700 | |||||
| CHAPLAINCY INSTITUTE | ||||||||||||
| 302 STEVENS AVE | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $6,000 | |||||
| CLOUD FOUNDATION | ||||||||||||
| 107 SOUTH 7TH ST | COLORADO SPRINGS | CO | 80905 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PC | OPERATIONAL SUPPORT | $1,800 | |||||
| COMMUNITY CONCEPTS INC | ||||||||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| CONGREGATION BETH ISRAEL | ||||||||||||
| PO BOX 1726 | BANGOR | ME | 04402 | NONE | PC | OPERATIONAL SUPPORT | $165 | |||||
| CORNELL LAB OF ORINITHOLOGY | ||||||||||||
| PO BOX 11 | ITHACA | NY | 14851 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| CURE ALZHEIMER'S FUND | ||||||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $3,150 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| DEERFIELD ACADEMY | ||||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| EMPOWERMENT HEALTH | ||||||||||||
| 42 MUSSEL POINT ROAD | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $300 | |||||
| ESSEX COUNTY GREENBELT | ||||||||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PC | OPERATIONAL SUPPORT | $750 | |||||
| FAMILY PLANNING ASSOCIATION OF MAINE | ||||||||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | NONE | PC | OPERATIONAL SUPPORT | $1,300 | |||||
| FREEPORT COMMUNITY SERVICES | ||||||||||||
| 53 DEPOT ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| FREEPORT GRIDIRON CLUB | ||||||||||||
| 106 TENPENNY ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| FREEPORT PUBLIC LIBRARY | ||||||||||||
| 10 LIBRARY DR | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| FRIENDS OF HARVARD SKIING | ||||||||||||
| 65 WORTH HARVARD ST | BOSTON | MA | 02163 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| FRIENDS OF ISRAEL DEFENSE FORCE | ||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $4,000 | |||||
| FRIENDS OF ISRAELS ENVIRONMENT | ||||||||||||
| 4182 BECK AVENUE | STUDIO CITY | CA | 91604 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| GLOBAL WILDLIFE CONSERVATION | ||||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | OPERATIONAL SUPPORT | $13,150 | |||||
| GOOD SHEPPARD FOOD BANK | ||||||||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| GREATER ANDROSCOGGIN HUMANE SOCIETY | ||||||||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,041 | |||||
| GREATER MIAMI JEWISH FEDERATION | ||||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | OPERATIONAL SUPPORT | $6,000 | |||||
| GROWTH THROUGH LEARNING | ||||||||||||
| 86 SHERMAN STREET | CAMBRIDGE | MA | 02140 | NONE | PC | OPERATIONAL SUPPORT | $2,750 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| HIAS | ||||||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | OPERATIONAL SUPPORT | $4,000 | |||||
| HILLEL AT UNIVERSITY OF MIAMI | ||||||||||||
| 1100 STANFORD DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER | ||||||||||||
| 4 W RED OAK LN 330 | WEST HARRISON | NY | 10604 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| IMMIGRANT LEGAL ADVOCACY | ||||||||||||
| 309 CUMBERLAND AVE 201 | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| JEWISH COMMUNITY ALLIANCE | ||||||||||||
| 57 ASHMONT ST | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |||||
| JEWISH FAMILY SERVICES OF METROWEST | ||||||||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | PC | OPERATIONAL SUPPORT | $9,000 | |||||
| JEWISH FEDERATION LEWISTON | ||||||||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| JEWISH FEDERATION NAPLES | ||||||||||||
| 2500 VANDERBILT BEACH RD | NAPLES | FL | 34109 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| LANGERMAN FOUNDATION | ||||||||||||
| 4506 NORTH 12TH ST | PHOENIX | AZ | 85014 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| LIGHTS ON THE MOUNTAIN | ||||||||||||
| PO BOX 2366 | ROBBINSVILLE | NC | 28771 | NONE | PC | OPERATIONAL SUPPORT | $11,000 | |||||
| LOWN CARDIOVASCULAR GROUP | ||||||||||||
| 830 BOYLSTON ST 205 | CHESTNUT HILL | MA | 02467 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MAINE CENTER FOR GRIEVING CHILDREN | ||||||||||||
| 555 FOREST AVE | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB | ||||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MAINE EQUAL JUSTICE PARTNERS | ||||||||||||
| 126 SEWALL ST | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MAINE EQUINE WELFARE ALLIANCE | ||||||||||||
| 29 WILTSHIRE PLACE | CAMDEN | ME | 04843 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| MAINE JEWISH MUSEUM | ||||||||||||
| 267 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MIDDLEBURY COLLEGE | ||||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATIONAL SUPPORT | $10,900 | |||||
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| NEVE MICHAEL CHILDREN'S VILLAGE | ||||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $4,750 | 1 HAZFIRA STREET | PARDES HANA | IS | 37000 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| PATHWAYS FOR CHILDREN | ||||||||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $7,500 | |||||
| PATIENT AIRLIFT SERVICES | ||||||||||||
| 120 ADAMS BLVD | FARMINGDALE | NY | 11735 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| PINE TREE LEGAL ASSISTANCE | ||||||||||||
| 88 FEDERAL STREET PO BOX 547 | PORTLAND | ME | 04112 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||||||
| 784 HERCULES DR | COLCHESTER | VT | 05446 | NONE | PC | OPERATIONAL SUPPORT | $100 | |||||
| PREBLE STREET RESOURCE CENTER | ||||||||||||
| 5 PORTLAND ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $1,300 | |||||
| RIDING TO THE TOP | ||||||||||||
| PO BOX 1928 | WINDHAM | ME | 04062 | NONE | PC | OPERATIONAL SUPPORT | $2,130 | |||||
| ROCKPORT CHAMBER MUSIC | ||||||||||||
| PO BOX 312 | ROCKPORT | MA | 01966 | NONE | PC | OPERATIONAL SUPPORT | $750 | |||||
| ROCKPORT POLICE | ||||||||||||
| 168 MAIN ST | ROCKPORT | MA | 01966 | NONE | PC | OPERATIONAL SUPPORT | $1,200 | |||||
| SUGARLOAF REGIONAL SKI EDUCATION FOUNDATION | ||||||||||||
| PO BOX 546 | STRATTON | ME | 04982 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| TEMPLE BETH SHALOM | ||||||||||||
| 193 EAST PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PC | KEVIN - 07/24/17 03:43PM WORKSHEET PRIVATE FOUNDATION | $4,000 | |||||
| TEMPLE SHALOM SYNAGOGUE CENTER | ||||||||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $8,000 | |||||
| THE BROOKE | ||||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $5,200 | 5TH FLOOR FRIARS BRIDGE COURT | LONDON | UK | SE1 8NZ | |||||
| THE FRESH AIR FUND | ||||||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | OPERATIONAL SUPPORT | $100 | |||||
| THE PUBLIC THEATER | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| TILTON SCHOOL | ||||||||||||
| 30 SCHOOL ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| TREE STREET YOUTH | ||||||||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| TRINITY JUBILEE CENTER | ||||||||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| UNITED JEWISH APPEAL - NJ | ||||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| UNIVERISTY OF MIAMI | ||||||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| UNIVERSITY OF VERMONT | ||||||||||||
| UNOVERSITY OF VERMONT | BURLINGTON | VT | 05405 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| WABAN PROJECT | ||||||||||||
| 5 DUNAWAY DR | SANFORD | ME | 04073 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |||||
| WELLSPRING HOUSE | ||||||||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $2,025 | |||||
| WESTBROOK ANIMAL RESCUE LEAGUE | ||||||||||||
| 449 STROUDWATER STREET | WESTBROOK | ME | 04092 | NONE | PC | OPERATIONAL SUPPORT | $150 | |||||
| WORLD JEWISH CONGRESS | ||||||||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | OPERATIONAL SUPPORT | $3,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,211 | 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 | $13,533 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,450 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||
| 1 | 42 MUSSEL POINT ROAD | GLOUCESTER | MA | 01930 | $10,000 | Yes (X) |
| JAMES A PLATZ | ||||||
| 2 | 2 GREAT FALLS PLAZA | AUBURN | ME | 04210 | $15,000 | Yes (X) |
| DANIEL G KAGAN | ||||||
| 3 | 2 ROLAND KIMBALL ROAD | FREEPORT | ME | 04032 | $10,730 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,338,620 | EOYBookValueAmt |
| EOYFMV | $2,582,742 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $174,730 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $225,611 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $32,380 | Amt |
| Net Investment Income | $32,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $393 | $0 | $0 |
| FEDERAL TAXES | $1,648 | $0 | $0 |
| FOREIGN TAXES PAID | $2,145 | $0 | $0 |
| PAYROLL TAXES | $3,223 | $0 | $0 |