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ELMINA B SEWALL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ELMINA B SEWALL FOUNDATION (EIN 01-0387404)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202523169349102922
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T14:43:44-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010494526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010387404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Elmina B Sewall FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELMIBusinessNameControlTxt
Phone2073739206PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 Main Street 230AddressLine1Txt
CityFreeportCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDr Gabriela AlcaldePersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone2073739206PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonConnor SmartPreparerPersonNm
PTINP02285543PTIN
Phone2078792100PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$164,831,338FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$42,549InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,191,279InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$2,975,037DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,613,178GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,287,756CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$237,577OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$42,549TotalRevAndExpnssAmt
Total Net Invst Incm$8,216,495TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$410,806CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,540CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$390,266CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,015,050OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$50,753OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$964,297OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$306,505PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$15,325PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$291,180PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$102,637LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$102,637LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,559AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,166AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$161,338OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$161,338OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$267,395TaxesRevAndExpnssAmt
Taxes Net Invst Incm$78,662TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$58,539DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$6,699OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$51,265OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$160,680TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$160,680TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$516,125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$515,458OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,029,499TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$330,177TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,495,949TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,110,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,366,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,139,499TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$330,177TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,862,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,096,950ExcessRevenueOverExpensesAmt
Net Investment Income$7,886,318NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$127,577CashBOYAmt
Cash EOY$457,950CashEOYAmt
Cash EOYFMV$457,950CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,447,160SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,135,102SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,135,102SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$25AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$3,550,423OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,923,486OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$3,550,423OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$3,550,423OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$2,187,974USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,593,278USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,593,278USGovtObligationsEOYFMVAmt
Corporate Stock BOY$79,039,672CorporateStockBOYAmt
Corporate Stock EOY$76,062,083CorporateStockEOYAmt
Corporate Stock EOYFMV$76,062,083CorporateStockEOYFMVAmt
Corporate Bonds BOY$51,182,763CorporateBondsBOYAmt
Corporate Bonds EOY$40,273,061CorporateBondsEOYAmt
Corporate Bonds EOYFMV$40,273,061CorporateBondsEOYFMVAmt
Mortgage Loans BOY$1,016,863MortgageLoansBOYAmt
Mortgage Loans EOY$1,294,633MortgageLoansEOYAmt
Mortgage Loans EOYFMV$1,294,633MortgageLoansEOYFMVAmt
Other Investments BOY$31,235,116OtherInvestmentsBOYAmt
Other Investments EOY$32,078,743OtherInvestmentsEOYAmt
Other Investments EOYFMV$32,078,743OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$147,354LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$99,439LandBldgEquipAccumDeprecAmt
Land BOY$106,454LandBOYAmt
Land EOY$47,915LandEOYAmt
Land EOYFMV$47,915LandEOYFMVAmt
Other Assets BOY$311,577OtherAssetsBOYAmt
Other Assets EOY$338,150OtherAssetsEOYAmt
Other Assets EOYFMV$338,150OtherAssetsEOYFMVAmt
Total Assets BOY$170,578,667TotalAssetsBOYAmt
Total Assets EOY$164,831,338TotalAssetsEOYAmt
Total Assets EOYFMV$164,831,338TotalAssetsEOYFMVAmt
Accounts Payable BOY$33,697AccountsPayableBOYAmt
Accounts Payable EOY$34,364AccountsPayableEOYAmt
Grants Payable BOY$10,176,500GrantsPayableBOYAmt
Grants Payable EOY$895,000GrantsPayableEOYAmt
Other Liabilities BOY$233,498OtherLiabilitiesBOYAmt
Other Liabilities EOY$267,383OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,443,695TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,196,747TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$159,766,254CapitalStockBOYAmt
Capital Stock EOY$159,766,254CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$368,718RetainedEarningBOYAmt
Retained Earning EOY$3,868,337RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$160,134,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$163,634,591TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,578,667TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$164,831,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$160,134,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,096,950ExcessRevenueOverExpensesAmt
Other Increases$11,641,209OtherIncreasesAmt
Subtotal$163,679,231SubtotalAmt
Other Decreases$44,640OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$163,634,591TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$31,259,712$29,325,422$1,934,290$1,934,290
Pass-Through Capital GainsP$2,353,466$2,353,466$2,353,466
FieldValueIRS element (for citing)
Capital Gain Net Income$4,287,756CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$109,620InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$109,620SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$109,620TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$87,453EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$162,453TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$652EsPenaltyAmt
Overpayment$52,181OverpaymentAmt
Applied To ES Tax$52,181AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.sewallfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Dr Gabriela AlcaldeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2073739206PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 Main Street 230AddressLine1Txt
CityFreeportCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dr Gabriela Alcalde
15 Main Street Suite 230FreeportME04032Executive Director36.00$254,000$55,556$0
Autumn Fitch
15 Main Street Suite 230FreeportME04032Director2.00$15,000$0$0
Leslie Hill
15 Main Street Suite 230FreeportME04032Director1.00$10,000$0$0
Amara Ifeji
15 Main Street Suite 230FreeportME04032Director1.00$12,500$0$0
Dale McCormick
15 Main Street Suite 230FreeportME04032Director2.00$15,000$0$0
Rotha Chan
15 Main Street Suite 230FreeportME04032Chair (end 5/2024)1.00$3,750$0$0
Jono Anzalone
15 Main Street Suite 230FreeportME04032Director; Chair (start 5/2024)2.00$15,000$0$0
Vendean Vafiades
15 Main Street Suite 230FreeportME04032Treasurer2.00$15,000$0$0
John Banks
15 Main Street Suite 230FreeportME04032Secretary2.00$15,000$0$0
Margaret Sewall Barbour
15 Main Street Suite 230FreeportME04032Member Emeritus0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Thomas M Mitchell
15 Main Street Suite 230FreeportME04032Investment Partner40.00$151,249$42,708$0
Thomas J Boutureira
15 Main Street Suite 230FreeportME04032Community Partner40.00$133,771$43,533$0
Laura Dover
15 Main Street Suite 230FreeportME04032Information and Desi40.00$110,882$29,928$0
Lauress W Lawrence
15 Main Street Suite 230FreeportME04032Community Partner40.00$124,171$12,933$0
Nicole C Evans
15 Main Street Suite 230FreeportME04032Office Operations Ma40.00$97,780$10,803$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
Pathstone Family Office
24 Federal Street 8th FloorBostonMA02110Investment and financial management$240,000
Tamarack Institute
Consulting and training$75,161140 Westmount Road NorthWaterlooOntarioCAN2L 3G5
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Harvesting Good - Harvesting Good works to strengthen regional food systems and ensure access to nutritious food for all by providing frozen food processing infrastructure for Northeast farmers. To promote agricultural development and the availability of healthy fresh foods for low-income individuals, the Foundation purchase a $1,000,000 stake in this business during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.Description1Txt
Expenses1$1,000,000Expenses1Amt
Description2Atlantic Sea Farms - Atlantic Sea Farms is a women-run, mission-driven, vertically integrated, regenerative seaweed aquaculture company. To promote food sustainability and the development of local economies in communities in Maine, the Foundation issued a $1,000,000 convertible note to this business during the 2023 tax year. During the 2024 tax year the initial $1,000,000 convertible note investment converted to an equity and the Foundation made an additional $750,000 equity investment. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.Description2Txt
Expenses2$750,000Expenses2Amt
All Other Program Rltd Invst Tot$2,921,826AllOtherProgramRltdInvstTotAmt
Total$4,671,826TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$153,071,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,793,825AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$161,865,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$161,865,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,427,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$159,437,706NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,971,885MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,971,885MinimumInvestmentReturnAmt
Tax Based On Investment Income$109,620TaxBasedOnInvestmentIncomeAmt
Income Tax$33,860IncomeTaxAmt
Total Tax$143,480TotalTaxAmt
Distributable Before Adj$7,828,405DistributableBeforeAdjAmt
Recoveries Qualfied Distri$306,281RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,134,686DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,134,686DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,862,450ExpensesAndContributionsAmt
Program Related Invst Total$4,671,826ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,534,276QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,134,686DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$4,740,362ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,981,554ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,997,098ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,410,637ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,129,651TotalExcessDistributionCyovAmt
Qualifying Distributions$21,534,276QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,134,686AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,399,590RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$36,529,241TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$36,529,241ExcessDistriCyovToNextYrAmt
Excess From Year4$4,740,362ExcessFromYear4Amt
Excess From Year3$1,981,554ExcessFromYear3Amt
Excess From Year2$5,997,098ExcessFromYear2Amt
Excess From Year1$10,410,637ExcessFromYear1Amt
Excess From Current Year$13,399,590ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation's support for animal well-being is rooted in the interests of its founder and our recognition that the health and well-being of animals, people and environment are inextricably linked. We will fund organizations working to reduce barriers to equitable pet ownership, keep pets with their owners, and humanely control pet populations. The focus of this funding is on cats and dogs. More information for the Animal Welfare Program can be found at: https://www.sewallfoundation.org/animal-welfare2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. Only those organizations that have been identified by the Foundation as a Legacy Organization and continue to meet the Considerations for Legacy Grants are eligible to apply for these grants. Applicants must successfully defend in each application how they continue to meet Legacy eligibility. More information for the Legacy Grants Program can be found at: https://www.sewallfoundation.org/legacy-grants2025 Applications were due by June, 2025. Grant decisions were announced in August, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Rapid Response Fund (RRF) is a grant opportunity that supports emergency and/or time-sensitive needs of organizations and communities whose work aligns with EBSF's mission: to support work in Maine to improve the well-being of people, animals and the environment while fostering relationships that strive for social equity and community resilience. More information for the Rapid Response Fund can be found at: https://www.sewallfoundation.org/rapid-response-fund2025 Applications were due by September, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation is committed to working with our grantee and philanthropic partners to co-create a thriving, healthy, and just food system where local communities are guiding decisions about, and have abundant access to, the resources needed for collective well-being and the foods that remind us we belong. More information for the Food Systems Program can be found at: https://www.sewallfoundation.org/food-systems2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Keystone program prioritizes grassroots and community-led efforts to address environmental and racial justice, as a key strategy for equitable social change and community well-being. More information for the Keysone Grants can be found at: https://www.sewallfoundation.org/keystone2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation supports organizations in Lewiston and Auburn (L-A) that are engaged in a broadly participatory, community-based, collaboration-building process. Sewall grants support organizations that are working together through L-A's Systems Approach to strengthen collaboration, build sustainable capacity, and deepen equity, by centering leadership by youth and Black, Indigenous, and People of Color. More information for the Lewiston-Auburn Grants can be found at: https://www.sewallfoundation.org/lewiston-auburn2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation's Nature-Based Education funding supports collaborative and organizational initiatives that advance the field, build strong networks that change systems and policy, include and elevate diverse voices and leadership, and result in equitable outcomes for all Mainers. More information for the Nature-Based Education Grants can be found at: https://www.sewallfoundation.org/nature-based-education2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation works with our partners to create a thriving, healthy, and resilient rural Maine where communities envision and guide their future. We support collaborative backbone infrastructure and partnerships that co-create solutions to structural problems with the communities closest to the issues at hand and achieve outcomes beyond what any single organization could achieve on their own. More information for the Rural Partnership Grants can be found at: https://www.sewallfoundation.org/rural-partnerships2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.
Laura Dover
15 Main Street Suite 230FreeportME040322073739206info@sewallfoundation.orgThe Foundation will only accept applications submitted through the Foundation's online grant system. Organizations may submit an application one time per calendar year. Some exceptions may be made in the case of fiscal sponsorships and multi-organization collaborations. Organizations with active multi-year grants must wait to apply for additional funding until the year in which the current grant-term ends. The Foundation seeks to be a good partner to Wabanaki Tribes and Wabanaki-led and -serving community organizations by supporting work on community priorities through grants, capacity-building and technical assistance, convening, shared learning, and impact investment. More information for the Wabanaki Grants can be found at: https://www.sewallfoundation.org/wabanaki2025 Applications were due by February, 2025. Grant decisions were announced in April, 2025.Applicants must be eligible to accept tax-deductible donations as outlined in Section 170(c) of the Internal Revenue Code. This includes 501(c)(3) federal tax-exempt organizations, public schools, public agencies working for the State of Maine, or Indian tribal governments (and their political subdivisions) recognized by the Department of the Interior. The Foundation limits and prioritizes grant support to charitable work in Maine that aligns with its stated priorities. This requirement may be waived for a defined group of Legacy organizations. For nonprofits based in Maine, the Foundation will check with the Maine Secretary of State's website to determine that applicants' annual report filings are up-to-date. The Foundation will only consider grants for operations, projects, or capital acquisition; the Foundation does not consider grants for endowments.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (296 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
4-H Clubs & Affiliated 4-H Organizations
York Complex 1OronoME04469N/APCGeneral Operating Support$50,000
A Climate to Thrive
PO Box 75Mt DesertME04660N/APCGeneral Operating Support$25,000
Abbe Museum
PO Box 286Bar HarborME046090286N/APCGeneral Operating Support$60,000
AK Health and Social Services
82 Wood Street Apartment 2LewistonME04240N/APCGeneral Operating Support$20,000
Alzheimer's Disease and Related Disorders Association
225 North Michigan Avenue 1700ChicagoIL60601N/APCGeneral Operating Support$10,000
American Civil Liberties Union of Maine Foundation
PO Box 7860PortlandME04112N/APCGeneral Operating Support$20,000
American National Red Cross
431 18th Street NWWashingtonDC200065310N/APCGeneral Operating Support$7,500
An Angels Wing Inc
1567 Lisbon Street 1ALewistonME04240N/APCGeneral Operating Support$10,000
Androscoggin Land Trust Inc
PO Box 3145AuburnME042123145N/APCGeneral Operating Support$32,500
Androscoggin Valley Council of Governments
125 Manley RoadAuburnME042103632N/APCGeneral Operating Support$55,000
Animal Orphanage
PO Box 565OronoME04473N/APCGeneral Operating Support$50,000
Animal Refuge League of Greater Portland
PO Box 336WestbrookME040980336N/APCGeneral Operating Support$50,000
Another Chance Animal Rescue
PO Box 552North BerwickME03906N/APCGeneral Operating Support$40,000
Ark Animal Sanctuary
70 Main StreetHoultonME04730N/APCGeneral Operating Support$15,000
Aroostook Band of Micmacs
7 Northern RoadPresque IsleME04769N/AGOVGeneral Operating Support$150,000
Aroostook Mental Health Services Inc
180 Academy Street 3Presque IsleME04769N/APCGeneral Operating Support$10,000
ArtVan
37 Mill Street 2BrunswickME04011N/APCGeneral Operating Support$20,000
Augusta Food Bank
161 Mount Vernon AvenueAugustaME043304230N/APCGeneral Operating Support$30,000
Augusta Teen Center of the Boys & Girls Club
244 Water StreetAugustaME04330N/APCGeneral Operating Support$10,000
Bangor Humane Society
693 Mount Hope AvenueBangorME044015606N/APCGeneral Operating Support$50,000
Berea College
CPO 2216 101 Chestnut StreetBereaKY40404N/APCGeneral Operating Support$25,000
Biddeford Mills Museum
2 Main StreetBiddefordME04005N/APCGeneral Operating Support$4,000
Big Brothers Big Sisters of Mid-Maine
66 Elm Street Suite 100CamdenME04843N/APCGeneral Operating Support$17,500
Black Farmer Fund Inc
228 Park Avenue SNew YorkNY10003N/APCGeneral Operating Support$45,000
Blue Hill Heritage Trust Inc
PO Box 222Blue HillME04614N/APCGeneral Operating Support$65,000
Bomazeen Land Trust
29 Massachusetts AvenuePortlandME04102N/APCGeneral Operating Support$50,000
Boreal Theater
215 Penobscot AvenueMillinocketME04462N/APCGeneral Operating Support$35,000
Boys and Girls Club of Southern Maine
277 Cumberland AvenuePortlandME04101N/APCGeneral Operating Support$10,000
Brunswick-Topsham Land Trust Inc
179 Neptune DriveBrunswickME040113080N/APCGeneral Operating Support$50,000
Care and Share Food Closet Inc
PO Box 38West FarmingtonME04992N/APCGeneral Operating Support$9,000
Cat Life Maine Inc
180 Bangor Mall Boulevard 1051BangorME044013632N/APCGeneral Operating Support$40,000
Center for An Ecology-Based Economy
447 Main StreetNorwayME042685920N/APCGeneral Operating Support$200,000
Center for Wildlife Inc
PO Box 620Cape NeddickME039020620N/APCGeneral Operating Support$20,000
Center for Wisdom's Women
PO Box 1016LewistonME04240N/APCGeneral Operating Support$10,000
Central Maine Community Health Corporation
PO Box 4500LewistonME04243N/APCGeneral Operating Support$10,000
City of Auburn
60 Court StreetAuburnME04210N/AGOVGeneral Operating Support$60,200
City of Lewiston
27 Pine StreetLewistonME04240N/AGOVGeneral Operating Support$15,000
Coastal Enterprises Inc
30 Federal StreetBrunswickME040111510N/APCGeneral Operating Support$65,000
Coastal Mountains Land Trust
101 Mount Battie StreetCamdenME04843N/APCGeneral Operating Support$25,000
Coastal Rivers Conservation Trust
PO Box 333DamariscottaME04543N/APCGeneral Operating Support$20,000
Cobscook Institute (aka Cobscook Community Learning Center)
10 Commissary Point RoadTrescott TownshipME046525041N/APCGeneral Operating Support$80,000
Community Change Inc
77 Franklin StreetBostonMA02110N/APCGeneral Operating Support$10,000
Community Clinical Services Inc
57 Birch Street 203LewistonME042407415N/APCGeneral Operating Support$10,000
Community Compass
PO Box 52StoningtonME04681N/APCGeneral Operating Support$10,000
Community Concepts Incorporated
240 Bates StreetLewistonME042407330N/APCGeneral Operating Support$140,000
Community Health Awareness and Natural Growth Environment Change
95 Park Street Suite 411LewistonME04240N/APCGeneral Operating Support$20,000
Conservation Law Foundation Inc
62 Summer StreetBostonMA02110N/APCGeneral Operating Support$30,000
Cooperative Development Institute
PO Box 1051NorthamptonMA01061N/APCGeneral Operating Support$185,000
Crosswalk Community Outreach
PO Box 64NaplesME04055N/APCGeneral Operating Support$10,000
Cultivating Community
PO Box 3792PortlandME041043792N/APCGeneral Operating Support$56,000
Cumberland County Food Security Council (CCFSC)
PO Box 1399PortlandME041041399N/APCGeneral Operating Support$55,000
DAWG (Dedicated Animal Welfare Group)
27472 CaprichoMission ViejoCA92692N/APCGeneral Operating Support$5,000
Defend our Health
565 Congress Street Suite 204PortlandME04101N/APCGeneral Operating Support$20,000
Dempsey Center for Quality Cancer Care
PO Box 277AuburnME04212N/APCGeneral Operating Support$10,000
Djiboutian American Community Empowerment Project
11 Lisbon Street 203LewistonME04240N/APCGeneral Operating Support$7,500
Downeast Coastal Conservancy
PO Box 760 6 Colonial Way Suite 3MachiasME04654N/APCGeneral Operating Support$37,500
Downeast Community Partners Inc
248 Bucksport RoadEllsworthME046052715N/APCGeneral Operating Support$85,000
Downeast Institute for Applied Marine Research and Education
PO Box 83BealsME04611N/APCGeneral Operating Support$150,000
Downeast Lakes Land Trust
4 Water StreetGrand Lake StreamME046684003N/APCGeneral Operating Support$25,000
Drop-In Center
388 Harris Hill RoadPolandME04274N/APCGeneral Operating Support$10,000
East Coast Greenway Alliance Inc
123 West Main Street 220DurhamNC27701N/APCGeneral Operating Support$25,000
Eastern Area Agency on Aging
240 State StreetBrewerME044121519N/APCGeneral Operating Support$40,000
Eastern Maine Community College
354 Hogan RoadBangorME04401N/AGOVGeneral Operating Support$50,000
Eastern Maine Development Corporation
40 Harlow Street Suite 3BangorME044015182N/APCGeneral Operating Support$65,000
Ecology Education Inc (aka The Ecology School)
184 Simpson RoadSacoME04072N/APCGeneral Operating Support$10,000
Emmanuel Lutheran Episcopal Church
209 Eastern AvenueAugustaME043305951N/APCGeneral Operating Support$10,000
Empowered Immigrant Women Unite
124 Lisbon Street 3ILewistonME04240N/APCGeneral Operating Support$7,500
Environmental Grantmakers Association
475 Riverside Drive Suite 960New YorkNY10115N/APCGeneral Operating Support$70,000
Family Planning Association of Maine Inc
PO Box 587AugustaME04332N/APCGeneral Operating Support$10,000
Farms for Food Equity
21 Wells RoadCape ElizabethME04107N/APCGeneral Operating Support$35,000
FIDELCO Guide Dog Foundation Inc
103 Vision WayBloomfieldCT06002N/APCGeneral Operating Support$5,000
Footprints Inc
PO Box 246KitteryME03904N/APCGeneral Operating Support$10,000
Fork Food Lab
95 Darling AvenueSouth PortlandME04106N/APCGeneral Operating Support$25,000
Foundation for Portland Public Schools
353 Cumberland AvenuePortlandME041012957N/APCGeneral Operating Support$20,000
Four Directions Development Corporation
20 Godfrey DriveOronoME044733610N/APCGeneral Operating Support$150,000
Freeport Conservation Trust
PO Box 433FreeportME04032N/APCGeneral Operating Support$287
Frenchman Bay Conservancy
PO Box 150HancockME04640N/APCGeneral Operating Support$10,000
Friends of Baxter State Park
PO Box 322BelfastME049150322N/APCGeneral Operating Support$30,000
Friends of Feral Felines
PO Box 8137PortlandME041048137N/APCGeneral Operating Support$35,000
Friends of Katahdin Woods and Waters
PO Box 18177PortlandME04112N/APCGeneral Operating Support$50,000
Friends of the Sea Lion Inc (aka Pacific Marine Mammal Center)
20612 Laguna Canyon RoadLaguna BeachCA92651N/APCGeneral Operating Support$20,000
Friends of Veterans' Memorial Library
PO Box 898PattenME04765N/APCGeneral Operating Support$100,000
Gateway Community Services Maine
501 Forest AvenuePortlandME041011503N/APCGeneral Operating Support$37,500
Gedakina Inc
PO Box 9061EssexVT05451N/APCGeneral Operating Support$35,000
Give a Dog a Home Rescue
187 Downs RoadSebecME04481N/APCGeneral Operating Support$22,000
Good Shepherd Food Bank
PO Box 1807AuburnME04211N/APCGeneral Operating Support$40,000
Goodwill Industries of Northern New England
34 Hutcherson DriveGorhamME040382743N/APCGeneral Operating Support$15,000
Greater Androscoggin Humane Society
55 Strawberry AvenueLewistonME042405962N/APCGeneral Operating Support$25,000
Greater Portland Family Promise
PO Box 11048PortlandME041047048N/APCGeneral Operating Support$10,000
Greater Portland Immigrant Welcome Center
24 Preble Street Floor 3PortlandME04101N/APCGeneral Operating Support$25,000
GrowSmart Maine
227 Water Street Suite 215AugustaME043304653N/APCGeneral Operating Support$60,000
Habitat for Humanity of Greater Portland
659 Warren AvenuePortlandME04103N/APCGeneral Operating Support$15,000
Habitat for Humanity York County
PO Box 267KennebunkME040430267N/APCGeneral Operating Support$10,000
Halfway Home Pet Rescue Inc
PO Box 488CaribouME047360488N/APCGeneral Operating Support$40,000
Hand in Hand Mano en Mano
PO Box 573MilbridgeME046580573N/APCGeneral Operating Support$115,206
Hardy Girls Healthy Women Inc
PO Box 821WatervilleME049030821N/APCGeneral Operating Support$20,000
Harvest Hills Animal Shelter Inc
1389 Bridgton RoadFryeburgME040374018N/APCGeneral Operating Support$50,000
Healthy Acadia
PO Box 1710EllsworthME04605N/APCGeneral Operating Support$50,000
Healthy Communities of the Capital Area
105 Second Street Suite 2BHallowellME04347N/APCGeneral Operating Support$40,000
Healthy Homeworks
PO Box 383LewistonME04243N/APCGeneral Operating Support$52,200
Healthy Neighborhoods
PO Box 383LewistonME04243N/APCGeneral Operating Support$10,000
Her Safety Net
174 Blake Street Apartment 3LewistonME04240N/APCGeneral Operating Support$40,000
Homeless Animal Rescue Team of Maine Inc
302 Range RoadCumberlandME04021N/APCGeneral Operating Support$25,000
Homeworthy (fka Knox County Homeless Coalition)
PO Box 1696RocklandME048411696N/APCGeneral Operating Support$10,000
Hospice of Southern Maine
390 US Route 1ScarboroughME040746713N/APCGeneral Operating Support$30,000
Houlton Band of Maliseet Indians
88 Bell RoadLittletonME04730N/AGOVGeneral Operating Support$100,000
Houlton Humane Society
263 Callaghan RoadHoultonME04730N/APCGeneral Operating Support$75,000
Humane Society Waterville Area
100 Webb RoadWatervilleME049014203N/APCGeneral Operating Support$50,000
Ifka Community Services
229 Lisbon Street Suite BLewistonME04240N/APCGeneral Operating Support$7,500
Immigrant Legal Advocacy Project
PO Box 17917PortlandME04112N/APCGeneral Operating Support$10,000
Impact Justice
2930 Lakeshore Avenue Suite 300OaklandCA94610N/APCGeneral Operating Support$15,000
In Her Presence
4 Milk Street Suite 201PortlandME04101N/APCGeneral Operating Support$50,000
Indigo Arts Alliance
60 Cove StreetPortlandME04101N/APCGeneral Operating Support$25,000
Island Institute
PO Box 648RocklandME04841N/APCGeneral Operating Support$35,000
Jobs with Justice Education Fund
1150 Connecticut Avenue NW SuiteWashingtonDC20036N/APCGeneral Operating Support$55,000200
Katahdin Children and Families Foundation
250 Waters RoadPattenME04765N/APCGeneral Operating Support$75,000
Katahdin Tourism Partnership
215 Penobscot AvenueMillinocketME04462N/APCGeneral Operating Support$50,000
Kaydenz Kitchen Food Pantry Inc
40 Reservoir AvenueLewistonME04240N/APCGeneral Operating Support$17,500
Kennebec Valley Humane Society
168 Leighton RoadAugustaME04330N/APCGeneral Operating Support$75,000
Kennebunk Free Library Association
112 Main StreetKennebunkME040437036N/APCGeneral Operating Support$15,500
Kennebunk Land Trust
6 Brown Street Suite 2KennebunkME04043N/APCGeneral Operating Support$15,000
Kids Free to Grow
3 Webhannet Place 1KennebunkME04043N/APCGeneral Operating Support$5,000
Kommunity Kritters
PO Box 1183LewistonME04243N/APCGeneral Operating Support$50,000
LA Arts
221 Lisbon StreetLewistonME04240N/APCGeneral Operating Support$70,000
LA Youth and Family Enrichment Services
278 Lisbon StreetLewistonME04240N/APCGeneral Operating Support$20,000
Ladder to the Moon Network
PO Box 10379PortlandME04104N/APCGeneral Operating Support$40,000
Land for Good Inc
PO Box 625KeeneNH03431N/APCGeneral Operating Support$10,000
Land in Common Inc
217 South Mountain RoadGreeneME042363942N/APCGeneral Operating Support$80,000
Land Peace Foundation
120 Dixmont RoadMonroeME04951N/APCGeneral Operating Support$115,000
Laudholm Trust
PO Box 1007WellsME04090N/APCGeneral Operating Support$5,000
League of Women Voters of Maine Education Fund Inc
PO Box 18187PortlandME04112N/APCGeneral Operating Support$60,000
Lewiston Auburn Metropolitan Chamber of Commerce Foundation
415 Lisbon Street Suite 100LewistonME042407663N/APCGeneral Operating Support$115,000
Lewiston Auburn Youth Network
210 Blake StreetLewistonME04240N/APCGeneral Operating Support$20,000
Lewiston Housing Authority
86 Lisbon StreetLewistonME04240N/AGOVGeneral Operating Support$50,000
Lewiston Public Schools
36 Oak StreetLewistonME04240N/AGOVGeneral Operating Support$35,000
Living with Peace
95 Park Street Suite 516LewistonME04240N/APCGeneral Operating Support$40,000
Locker Project
111 Wescott RoadSouth PortlandME041063437N/APCGeneral Operating Support$10,000
Lubec Community Outreach Center
PO Box 41LubecME046520041N/APCGeneral Operating Support$30,000
Maine Access Points
51 Harpswell RoadBrunswickME04011N/APCGeneral Operating Support$45,000
Maine Animal Health Alliance
231 Old Belgrade RoadAugustaME04330N/APCGeneral Operating Support$70,000
Maine Association For The Education Of Young Children
295 Water Street 10AugustaME04330N/APCGeneral Operating Support$120,000
Maine Association of Nonprofits
565 Congress Street Suite 301PortlandME041018300N/APCGeneral Operating Support$40,000
Maine Audubon
20 Gilsland Farm RoadFalmouthME04105N/APCGeneral Operating Support$260,000
Maine Center for Coastal Fisheries
13 Atlantic AvenueStoningtonME04681N/APCGeneral Operating Support$20,000
Maine Center for Economic Policy
PO Box 437AugustaME043320437N/APCGeneral Operating Support$30,000
Maine Center for Public Interest Reporting (aka The Maine Monitor)
PO Box 284HallowellME043470284N/APCGeneral Operating Support$20,000
Maine Climate Action Now
7 Pine StreetBar HarborME04609N/APCGeneral Operating Support$80,000
Maine Coast Fishermen's Association
93 Pleasant StreetBrunswickME040112264N/APCGeneral Operating Support$65,000
Maine Coast Heritage Trust
1 Bowdoin Mill Island StreetTopshamME040861265N/APCGeneral Operating Support$133,000
Maine Community Foundation
245 Main StreetEllsworthME046051613N/APCGeneral Operating Support$55,000
Maine Community Integration
11 Lisbon StreetLewistonME042407198N/APCGeneral Operating Support$125,000
Maine Conservation Alliance
295 Water Street Suite 9AugustaME043304643N/APCGeneral Operating Support$92,500
Maine Development Foundation
PO Box 3AugustaME04332N/APCGeneral Operating Support$185,000
Maine Environmental Education Association
31 Woodside RoadBrunswickME040117430N/APCGeneral Operating Support$267,000
Maine Equal Justice Partners Inc
126 Sewall StreetAugustaME043306822N/APCGeneral Operating Support$50,000
Maine Farmland Trust Inc
97 Main StreetBelfastME049156536N/APCGeneral Operating Support$115,000
Maine Federation of Farmers Markets
PO Box 313FreeportME04032N/APCGeneral Operating Support$100,000
Maine Historical Society
489 Congress Street Suite 2PortlandME041013415N/APCGeneral Operating Support$25,000
Maine Immigrant & Refugee Services
217 Main StreetLewistonME04240N/APCGeneral Operating Support$172,500
Maine Immigrant Rights Coalition
1 Marginal Way Floor 2PortlandME04101N/APCGeneral Operating Support$105,000
Maine Initiatives Inc
57 Exchange Street Suite 100PortlandME04101N/APCGeneral Operating Support$157,100
Maine Inside Out
PO Box 1062LewistonME04243N/APCGeneral Operating Support$60,000
Maine Lakes Society (aka Maine Lakes)
PO Box 91YarmouthME04096N/APCGeneral Operating Support$25,000
Maine Mathematics and Science Alliance (MMSA)
PO Box 2246AugustaME04338N/APCGeneral Operating Support$100,000
Maine Museum of Innovation Learning and Labor
35 Canal Street 209LewistonME04240N/APCGeneral Operating Support$20,000
Maine Organic Farmers and Gardeners Association
PO Box 170UnityME049880170N/APCGeneral Operating Support$40,000
Maine Paws for Veterans Inc
PO Box 516TopshamME04086N/APCGeneral Operating Support$20,000
Maine People's Resource Center
565 Congress Street Suite 200PortlandME041013315N/APCGeneral Operating Support$110,000
Maine Philanthropy Center
15 Casco StreetPortlandME04101N/APCGeneral Operating Support$70,000
Maine Prisoner Advocacy Coalition
PO Box 446LisbonME04250N/APCGeneral Operating Support$25,000
Maine Prisoner Re-Entry Network
2 Bangor Street Suite 2AugustaME04330N/APCGeneral Operating Support$27,500
Maine Public Health Association
122 State StreetAugustaME04330N/APCGeneral Operating Support$30,000
Maine School Garden Network
28 State House StationAugustaME04333N/APCGeneral Operating Support$23,000
Maine Seacoast Mission
PO Box 600Northeast HarborME04662N/APCGeneral Operating Support$40,000
Maine State Chamber of Commerce Education Foundation
128 State StreetAugustaME04330N/APCGeneral Operating Support$90,000
Maine State Society for the Protection of Animals
PO Box 10South WindhamME040820010N/APCGeneral Operating Support$5,000
Maine Timber Research and Environmental Education Foundation
535 Civic Center DriveAugustaME04330N/APCGeneral Operating Support$20,000
Maine Transgender Network Inc
15 Casco StreetPortlandME04101N/APCGeneral Operating Support$40,000
Maine Women's Lobby Education Fund
1 Weston Court 203AAugustaME04330N/APCGeneral Operating Support$35,000
Maine-Wabanaki Reach
136 Center StreetOld TownME04468N/APCGeneral Operating Support$50,000
MaineHealth (fbo Home Health and Hospice)
15 Industrial Park RoadSacoME040721804N/APCGeneral Operating Support$10,000
Maliseet Community Development Authority
88 Bell RoadLittletonME04730N/APCGeneral Operating Support$150,000
March on Maryland Inc
2631 Houseley Road 1172AnnapolisMD21401N/APCGeneral Operating Support$20,000
Marians Dream Philanthropy for Animal Advocates Inc
PO Box 365BrunswickME040110365N/APCGeneral Operating Support$62,000
Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA)
350 South Huntington AvenueBostonME02130N/APCGeneral Operating Support$30,000
Media in the Public Interest
3980 Broadway Suite 103BoulderCO80304N/APCGeneral Operating Support$20,000
Medical Care Development (aka MCD Global Health)
105 Second Street Suite 2AHallowellME04347N/APCGeneral Operating Support$80,000
Mid Coast Hunger Prevention Program Inc
179 Neptune DriveBrunswickME04011N/APCGeneral Operating Support$50,000
MidCoast Humane
5 Industrial ParkwayBrunswickME040112213N/APCGeneral Operating Support$40,000
Millinocket Memorial Library
5 Maine AvenueMillinocketME044621416N/APCGeneral Operating Support$100,000
Millinocket Regional Hospital
200 Somerset StreetMillinocketME044621258N/APCGeneral Operating Support$140,000
My Fathers Hands
66 Woodridge DriveSteep FallsME04085N/APCGeneral Operating Support$5,000
National Audubon Society
225 Varick Street 7th FloorNew YorkNY10014N/APCGeneral Operating Support$10,000
Natural Resources Council Inc
3 Wade StreetAugustaME043306318N/APCGeneral Operating Support$20,000
Nature Conservancy
4245 North Fairfax Drive Suite 100ArlingtonVA222031606N/APCGeneral Operating Support$50,000
New Beginnings for Animals
PO Box 2444Mission ViejoCA92690N/APCGeneral Operating Support$10,000
New Beginnings Inc
134 College StreetLewistonME042406810N/APCGeneral Operating Support$30,000
New England Grassroots Environment Fund
PO Box 611NewmarketNH03857N/APCGeneral Operating Support$80,000
New Learning Journey
700 Bragg Hill RoadWaitsfieldVT05673N/APCGeneral Operating Support$225,000
New Mainers Public Health Initiative
276 Lisbon StreetLewistonME042407304N/APCGeneral Operating Support$20,000
Next Step Domestic Violence Project
PO Box 1466EllsworthME046051466N/APCGeneral Operating Support$7,500
Niweskok
PO Box 554MilfordME04461N/APCGeneral Operating Support$150
Nomadic And Pastoralist Development East Africa
15 Elm StreetLewistonME04240N/APCGeneral Operating Support$10,000
Oral History and Folklife Research Inc
23 Brooklawn AvenueAugustaME04330N/APCGeneral Operating Support$12,500
Our Katahdin
111 Canyon DriveMillinocketME044622328N/APCGeneral Operating Support$175,000
Outdoor Sports Institute Inc
PO Box 112CaribouME04736N/APCGeneral Operating Support$200,000
Oxford Hills Community Gardens
26 Whitman StreetNorwayME042686025N/APCGeneral Operating Support$20,000
Passamaquoddy Tribe at Indian Township
Indian Township ReservationIndian TownshipME04668N/AGOVGeneral Operating Support$50,000
Passamaquoddy Tribe at Pleasant Point
Pleasant Point ReservationPleasant PointME04667N/AGOVGeneral Operating Support$180,000
PassivhausMAINE
139 South Freeport RoadFreeportME04032N/APCGeneral Operating Support$40,000
PAWS Animal Adoption Center
PO Box 707RockportME048560707N/APCGeneral Operating Support$40,000
Paws Animal Welfare Society Inc
PO Box 94Fort KentME04744N/APCGeneral Operating Support$13,000
Penobscot Nation
12 Wabanaki WayIndian IslandME04468N/AGOVGeneral Operating Support$85,000
Pine Tree Society
149 Front StreetBathME045302672N/APCGeneral Operating Support$10,000
Pinetree Institute
206 Old RoadEliotME03903N/APCGeneral Operating Support$30,000
Piscataquis Regional Food Center
76 North StreetDoverFoxcroftME044261041N/APCGeneral Operating Support$10,000
Pope Memorial Humane Society of Knox County
PO Box 1294RocklandME048411294N/APCGeneral Operating Support$10,000
Portland Maine Symphony Orchestra (aka PSO)
85 Exchange Street 4th FloorPortlandME04101N/APCGeneral Operating Support$25,000
Portland Museum of Art
7 Congress SquarePortlandME041013802N/APCGeneral Operating Support$30,000
Preble Street
55 Portland StreetPortlandME04101N/APCGeneral Operating Support$40,000
Presente Maine
PO Box 4202PortlandME04101N/APCGeneral Operating Support$75,258
President and Trustees of Bates College
2 Andrews Road 216 Lane HallLewistonME04240N/APCGeneral Operating Support$10,000
Prevent Euthanasia Through Sterilization Pets
305 Lane RoadRipleyME04930N/APCGeneral Operating Support$35,000
ProsperityME
PO Box 8013PortlandME041048013N/APCGeneral Operating Support$65,000
Purple Iris Foundation Inc
212 Garland StreetBangorME044015539N/APCGeneral Operating Support$14,450
Quality Housing Coalition
188 State Street 402PortlandME04101N/APCGeneral Operating Support$20,000
Quoddy Tides Foundation
43 Water StreetEastportME04631N/APCGeneral Operating Support$25,000
Raise-OP Housing Cooperative
145 Pierce Street Office 102LewistonME042407343N/APCGeneral Operating Support$31,950
Resist
PO Box 301240BostonMA02130N/APCGeneral Operating Support$55,000
Resources for Organizing and Social Change
PO Box 2444AugustaME043382444N/APCGeneral Operating Support$35,000
Responsible Pet Care of Oxford Hills
PO Box 82NorwayME04268N/APCGeneral Operating Support$50,000
Riding To The Top
14 Lilac DriveWindhamME040624063N/APCGeneral Operating Support$20,000
Rosati Leadership Academy
3 Abenaki DriveTopshamME04086N/APCGeneral Operating Support$20,000
Rural Aspirations Project
197 Nickerson RoadSwanvilleME04915N/APCGeneral Operating Support$125,000
Safe Harbor Sanctuary
321 Purple Heart HighwayBrooksME04921N/APCGeneral Operating Support$7,500
Safe Voices
PO Box 713AuburnME042120713N/APCGeneral Operating Support$27,500
SeedMoney
3 Powderhorn DriveScarboroughME040748701N/APCGeneral Operating Support$25,000
SeniorsPlus
8 Falcon RoadLewistonME04240N/APCGeneral Operating Support$10,000
Side X Side Inc
636 Congress StreetPortlandME04101N/APCGeneral Operating Support$17,500
Sierra Club Foundation
2101 Webster Street Suite 1250OaklandCA94612N/APCGeneral Operating Support$40,000
Society for the Prevention of Cruelty to Animals of Hancock County
141 Bar Harbor RoadTrentonME04605N/APCGeneral Operating Support$50,000
Somali Bantu Community Lewiston of Maine
222 Pine StreetLewistonME04240N/APCGeneral Operating Support$70,000
Somerset Humane Society
PO Box 453SkowheganME049760453N/APCGeneral Operating Support$65,000
Spirits Place
PO Box 471NewportME049530471N/APCGeneral Operating Support$75,000
Sponsor Inc (dba Mission Earth)
1257 Worcester RoadFraminghamMA01701N/APCGeneral Operating Support$50,000
Spurwink Services Incorporated
901 Washington Avenue 100PortlandME041032842N/APCGeneral Operating Support$20,000
St Andre Home Inc
PO Box 2373BangorME04402N/APCGeneral Operating Support$20,000
St Mary's Health System
93 Campus AvenueLewistonME042437291N/APCGeneral Operating Support$65,000
Student Conservation Association
1310 N Courthouse Road Suite 110ArlingtonVA22203N/APCGeneral Operating Support$30,000
Sunrise County Economic Council
7 Ames WayMachiasME046541424N/APCGeneral Operating Support$580,000
Sunrise Opportunities
PO Box 88MachiasME046540088N/APCGeneral Operating Support$172,500
Susan L Curtis Charitable Foundation
1321 Washington Avenue Suite 104PortlandME041033636N/APCGeneral Operating Support$10,000
Sustainable Livelihoods Relief Organization
256 Bartlett Street Suite 101LewistonME04243N/APCGeneral Operating Support$20,000
Sweetser
50 Moody StreetSacoME040721536N/APCGeneral Operating Support$20,000
The Ark Pope Memorial Animal Shelter
PO Box 276CherryfieldME04622N/APCGeneral Operating Support$60,000
The Center For Grieving Children
555 Forest AvenuePortlandME04101N/APCGeneral Operating Support$10,000
The Climate Initiative
PO Box 7004Cape PorpoiseME04014N/APCGeneral Operating Support$45,000
The Kennebec Land Trust
PO Box 261WinthropME04364N/APCGeneral Operating Support$25,000
The Northern Forest Center Inc
18 North Main Street No 204ConcordNH03301N/APCGeneral Operating Support$35,000
The Opportunity Alliance
50 Lydia LaneSouth PortlandME041062156N/APCGeneral Operating Support$40,000
The Root Cellar
94 Washington AvenuePortlandME04101N/APCGeneral Operating Support$22,500
The Salvation Army
615 Slaters LaneAlexandriaVA223141112N/APCGeneral Operating Support$7,500
The Store Next Door
444 Main StreetLewistonME04240N/APCGeneral Operating Support$20,550
The Trust for Public Land
PO Box 889336Los AngelesCA90088N/APCGeneral Operating Support$100,000
Third Place Inc
47 Portland Street Suite 2PortlandME04101N/APCGeneral Operating Support$17,000
Third Sector New England Inc
89 South Street 700BostonMA02111N/APCGeneral Operating Support$110,000
Town of Machias
17 Stackpole RoadMachiasME04654N/AGOVGeneral Operating Support$15,000
Tree Street Youth Inc
144 Howe StreetLewistonME042406421N/APCGeneral Operating Support$15,000
Trinity Jubilee Center Inc
247 Bates StreetLewistonME042407331N/APCGeneral Operating Support$36,950
Tufts University
80 George StreetMedfordMA02155N/APCGeneral Operating Support$25,000
United Animal Nations (dba RedRover)
PO Box 188890SacramentoCA95818N/APCGeneral Operating Support$30,000
United Charitable
44921 George Washington BoulevardAshburnVA20147N/APCGeneral Operating Support$35,000Suite 230
United Somali Women of Maine
PO Box 397LewistonME042430397N/APCGeneral Operating Support$261,200
United Spay Alliance
PO Box 365BrunswickME04011N/APCGeneral Operating Support$10,000
United Way of Androscoggin County Inc
PO Box 888LewistonME04243N/APCGeneral Operating Support$10,000
United Youth Empowerment Services
145 Lisbon Street 406LewistonME042407235N/APCGeneral Operating Support$25,000
University of Maine System
65 Texas AvenueBangorME04401N/AGOVGeneral Operating Support$10,000
University of New Hampshire Foundation Incorporated
9 Edgewood RoadDurhamNH03824N/APCGeneral Operating Support$10,000
Wabanaki Alliance
PO Box 265StillwaterME04489N/ANCGeneral Operating Support$50,000
Wabanaki Cultural Preservation Coalition
18 Nepisikwit DrivePassadumkeagME044753130N/APCGeneral Operating Support$35,000
Wabanaki Health and Wellness Inc
16 Central StreetBangorME04401N/APCGeneral Operating Support$118,000
Wabanaki Youth in Science
PO Box 215Indian IslandME04468N/APCGeneral Operating Support$65,000
Waldo County Humane Society
PO Box 479BelfastME04915N/APCGeneral Operating Support$25,000
Wayfinder Schools
PO Box 555CamdenME04843N/APCGeneral Operating Support$20,000
Waypoint Maine (fka Waban Projects)
5 Dunaway DriveSanfordME04073N/APCGeneral Operating Support$10,000
Wayside Food Programs
135 Walton StreetPortlandME04103N/APCGeneral Operating Support$85,000
Wellness Mobile
PO Box 785SabattusME04280N/APCGeneral Operating Support$10,000
Western Foothills Land Trust
445 Main Street Suite 5NorwayME04268N/APCGeneral Operating Support$6,000
Western Maine Transportation Services Inc (WMTS)
76 Merrow RoadAuburnME04210N/APCGeneral Operating Support$40,000
WhyHunger Inc
505 Eighth Avenue Suite 2100New YorkNY10018N/APCGeneral Operating Support$60,000
Wolfe's Neck Farm Foundation Inc
184 Burnett RoadFreeportME04032N/APCGeneral Operating Support$35,000
Women For Healthy Rural Living
PO Box 463MilbridgeME046580463N/APCGeneral Operating Support$20,000
York County Shelter Programs Inc
24 George StreetAlfredME040023296N/APCGeneral Operating Support$48,000
Young Men's Christian Association Auburn-Lewiston Maine
62 Turner StreetAuburnME04210N/APCGeneral Operating Support$10,000
Youth-Led Justice (fka Maine Youth Court)
175 Lancaster Street 217APortlandME04101N/APCGeneral Operating Support$20,000
YWCA Central Maine
130 East AvenueLewistonME04540N/APCGeneral Operating Support$47,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,366,501TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
Net Adjustment for Amounts Reported on Schedules K-1523000$186,00314-$237,577
Recorded on Books14$51,574

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$186,003UnrelatedBusinessTaxblIncmAmt
Exclusion-$143,454ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,549TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$23,725Amt
Net Investment Income$3,559NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,166DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescPlease refer to the additional attached supplemental statement for a complete list of all program related investments made during the year.Desc
Amt$2,921,826Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
Grant - Quebec-Labrador Foundation Inc
4 South Main StreetIpswichMA019682022-03-30$110,000The Foundation paid a grant to the Quebec-Labrador Foundation, Inc. in the amount of $110,000, initially approved during its 2022 tax year. The purpose of this grant was to expand awareness of, and draw attention to, diverse and accessible outdoor recreation opportunities better enabling environmental educators, families, youth, and individuals with disabilities to connect to meaningful experiences in nature independently and with dignity, through the development of the Maine Trail Finder tool by Center for Community GIS.$110,000None.Final reports received in May 2024.2024-09-03Narrative and financial progress reports were received in March 2023 and September 2024. To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Cooperative Development Institute Inc
PO Box 1051NorthamptonMA010612022-03-30$25,000The Foundation paid a grant to the Cooperative Development Institute, Inc. in the amount of $25,000, initially approved during its 2022 tax year. The purpose of this grant was to support Happy Little Paradise Childcare Cooperative's curriculum and replicable business model development, for this immigrant women-led cooperative childcare project focused on every-child centered, culturally-linguistically supportive, affordable childcare in the Lewiston-Auburn community.$25,000NoneFinal reports were provided on January 30, 2024.2024-01-30The grantee provided final narrative and financial reports on January 30, 2024. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose.
Grant - Wabanaki Alliance
PO Box 265StillwaterME044892022-04-25$150,000The Foundation awarded a grant to the Wabanaki Alliance in the amount of $150,000, initially approved during its 2022 tax year; $50,000 was paid in 2022 and an additional $50,000 was released in 2023. The purpose of the grant is to support educational programming for Mainers including webinars, speaking engagements, and public events on Wabanaki history, culture, experiences, and sovereignty issues.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.$97,268None.Final reports are due by May 23, 2025.The grantee will provide final narrative and financial reports on or before April 24, 2025. Progress reports are due in March, 2023, and in March, 2024. At the time of this return's filing the Foundation is not aware of any diversion of funds from its intended purpose.
Grant - Cooperative Development Institute Inc
PO Box 1051NorthamptonMA010612022-03-30$15,000The Foundation paid a grant to the Cooperative Development Institute Inc. in the amount of $15,000, initially approved during its 2022 tax year. The purpose of this grant was to support Isuken Co-op, a women-led food coop, in providing cooking classes, youth engagement, and culturally preferred prepared meals for at-risk community members, in partnership with Lewiston-Auburn area non-profit organizations.$15,000NoneFinal reports were provided on January 30, 2024.2024-01-30The grantee provided final narrative and financial reports on January 30, 2024. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose.
Grant - Cooperative Development Institute Inc
PO Box 1051NorthamptonMA010612022-03-30$45,000The Foundation paid a grant to the Cooperative Development Institute Inc. in the amount of $45,000, initially approved during its 2022 tax year. The purpose of this grant was to support New Roots Cooperative Farm planning and development of a collaborative Farmer-to-Farmer training program as a supplemental program to deepen and support the impact of existing immigrant farmer incubator programs in the community.$45,000NoneFinal reports were provided on January 30, 2024.2024-01-30The grantee provided final narrative and financial reports on January 30, 2024. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose.
PRI Equity Interest - Atlantic Sea Farms
20 Pomerleau StreetBiddefordME040052023-09-23$1,750,000Atlantic Sea Farms is a women-run, mission-driven, vertically integrated, regenerative seaweed aquaculture company. To promote food sustainability and the development of local economies in communities in Maine, the Foundation issued a $1,000,000 convertible note to this business during the 2023 tax year. During the 2024 tax year the initial $1,000,000 convertible note investment converted to an equity and the Foundation made an additional $750,000 equity investment. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$1,750,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Partnership Interest - Fork Food Hub L3C
95 Darling AvenueSouth PortlandME041062023-04-30$750,000Fork Food Hub L3C - Fork Food Hub is a low-profit limited liability company organized for the primary purpose of owning and managing real estate to be leased by Fork Food Lab, a public charity based in South Portland, Maine. Fork Food Lab's mission is to serve as an incubator and shared kitchen space to grow local food businesses and to promote a sustainable food economy. The Foundation's equity interest in Fork Food Hub L3C will provide a source of funding to promote Fork Food Hub's overall exempt purposes. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$750,000None.Reports received at least annually, and by no later than September2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Equity Interest - Tootie's Tempeh
10 West Point Lane 202BiddefordME040052023-06-30$175,000Tootie's Tempeh is a worker-owned cooperative committed to sustainable production practices, local sourcing or agricultural inputs, equitable and democratic workplaces, and improving environmental health. To promote food sustainability and the development of local economies in communities in Maine, the Foundation has made a total of $175,000 in equity investments into the recipient organization, though no new investments were made in 2024. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$175,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Ecology Education Inc
184 Simpson RoadSacoME040722023-01-01$250,000Ecology Education, Inc. (DBA The Ecology School) is a public charity based in Saco, Maine, whose mission is to inspire stewardship of and connection to the natural world through experiential learning in ecology, conservation, farming, and sustainability. The Foundation has extended The Ecology School loans totaling $250,000 to further its charitable purpose. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$250,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Our Katahdin
PO Box 293MillinocketME044622023-11-30$330,836Our Katahdin is a public charity based in Millinocket, Maine. The Organization is a volunteer driven nonprofit organization working to promote community and economic development in the Katahdin region. Our Katahdin is a connector, pulling together ideas, people and money to move our community forward. During the 2023 tax year, to assist Our Katahdin in its charitable mission, the Foundation has extended the organization loan proceeds totaling $330,836 (as of the end of this tax year, $281,281 of this loan has been repaid). The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$281,281None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
Grant - Cooperative Development Institute Inc
PO Box 1051NorthamptonMA010612024-04-03$30,000To support the work of the Lewiston-Auburn Childcare Collaborative with other partners in Lewiston-Auburn, including Happy Little Paradise Cooperative, to provide community outreach and education for immigrant families on how to complete necessary requirements to gain and sustain childcare services for their children.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.NoneNarrative and financial reports are due on 05/19/25.The grantee is to provide final narrative and financial reports by May 2025. Based on the information provided to the Foundation by the grantee as of this return's filing, the Foundation is not aware of any diversion of funds from its intended purpose.
Grant - Bangor Land Trust
PO Box 288BangorME044022023-07-24$40,000To develop a first-of-its-kind management plan for the Penjajawoc Marsh, supporting a healthy ecosystem and coexistence of people and beavers.$40,000None.Narrative and financial final reports received by 08/26/24.2024-08-26To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Cooperative Development Institute Inc
PO Box 1051NorthamptonMA010612023-03-29$50,000To support donation of fresh foods from New Roots Cooperative Farms to those in need and will support New Roots Cooperative Farms' partnership in the Maine Marinara Project to provide tomatoes, zucchini, carrots and onions towards the pilot processing program to introduce a fresh, nutritious, and locally grown marinara product to the schools while engaging youth around community farming efforts.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.$16,652NoneNarrative and financial reports are due on 05/19/25.To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Cooperative Development Institute Inc
PO Box 1051NorthamptonMA010612023-03-29$100,000To support Isuken Teaching Farm Project, a women-led food coop, in advancing youth engagement, and culturally preferred prepared meals for at-risk community members, in partnership with Lewiston-Auburn area non-profit organizations, while increasing land access for immigrant farmers.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.$32,143NoneNarrative and financial reports are due on 05/19/25.To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Cumberland County Food Security Council
PO Box 1399PortlandME041042023-03-29$50,000To support Ummah Farms Food Hub to develop the Turner Farm Training Center which brings Afro-Indigenous and BIPOC communities together around food and land access, agricultural job training, and community while working with producers to implement farming best practices working collaboratively to increase access to clean food.While the original grant amount was for $50,000, it was later amended to $25,000. The organization could not complete the work, and the balance of funds was returned to the Foundation on 12/19/24, and the grant period was likewise amended and the grant closed out early.$25,000NoneNarrative and financial reports were received on 04/11/24 and on 12/19/24.2024-12-19To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Fork Food Lab
72 Parris StreetPortlandME041012002-03-29$50,000To support Maine Farm & Sea Cooperative to provide project management of the Maine Marinara Collaborate and work to achieve local food implementation goals. They will engage their partners with the capacity and skills to develop value-added products from local producers for regional institutional consumers.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.$22,400None.Narrative and financial reports are due on 05/19/25.To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Lewiston Auburn Metropolitan Chamber of Commerce Foundation
415 Lisbon Street Suite 100LewistonME042402023-07-19$60,000To support the Community Credit Union's Credit-Builder program, to remove barriers to economic opportunity for residents with limited incomes in Lewiston and Auburn.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.$12,300None.Narrative and financial reports are due on 08/26/25.To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Maine Farmland Trust
97 Main StreetBelfastME049152023-03-29$160,000To support the development of agricultural systems in Maine to address a critical need for growing and processing locally produced meat for regional distribution and consumption, including culturally significant products. This project supports capacity building around all elements of the food system, including farmers, animal production, meat processing, access to markets, and access to farmland.As the final reports are not due until 2025, the Foundation is providing this Expenditure Responsibility Statement for transparency and compliance purposes.$59,971None.Narrative and financial reports are due on 05/19/25.To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
Grant - Thistle
38 Spring Street Suite BBelfastME049152023-03-29$15,000To support White Ash Learning Cooperative's Semester Program, day and overnight programming and camps and community building skills workshops, and for barrier removal costs and strategies to ensure programming is available to all regardless of ability to pay.$15,000None.Narrative and financial reports were received on 05/19/24.2024-05-19To the best of the Foundation's knowledge, the grantee has not diverted any portion of the fund from the purpose of the grant.
PRI Loan - Welcome Home Downeast
4 Maple StreetMilbridgeME046582024-12-31$500,000Welcome Home Downeast LLC. is a subsidiary of Mano en Mano formed through a partnership with Sunrise County Economic Council (SCEC). The project was developed to support families new to the Downeast area rent quality, affordable housing and begin the pathway to home ownership. Welcome Home Downeast's goal is to purchase, renovate or build 6-7 homes in Milbridge, Cherryfield, Harrington, Gouldsboro or the surrounding area. During a previous tax year, to assist Our Katahdin in its mission which aligns with the Foundation's charitable goals, the Foundation has extended the organization loan proceeds totaling $500,000. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$500,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - OK Community Farm
248 Pond RoadLewistonME042402024-12-31$171,826OK Community Farm, LLC is a diversified vegetable farm that specializes in African crops, uses environmentally friendly practices, and is a large supplier of culturally relevant produce to local food security organizations. To promote agricultural development and the availability of culturally relevant food to low-income individuals, the Foundation made a $171,826 loan to this business during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$171,826None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Working Fields Vermont
248 N Main StreetBarreVT056412024-12-31$50,000Working Fields is a mission-driven staffing agency offering jobs and peer coaching to anyone seeking work with a focus on individuals in recovery and post-incarceration. To promote economic opportunity for those facing barriers to employment, the Foundation made a $200,000 equity investment and issued a $50,000 convertible note to this business during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$50,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Coastal Enterprises Inc (CEI)
30 Federal Street Suite 100BrunswickME040112024-12-31$500,000Coastal Enterprises, Inc. (CEI) is a Community Development Financial Institution that works to grow good jobs, advance small business ownership, and create a climate-resilient future. To promote local economic and community development, the Foundation issued a $500,000 note to this nonprofit organization during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$500,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Wabanaki Public Health and Wellness
16 Central StreetBangorME044012024-12-31$250,000Wabanaki Public Health and Wellness provides public health and social services to four federally recognized tribes located in five communities and community members living on and off -reservation across Maine. To promote access to health and wellness, substance use recovery, and other community services, the Foundation made a $250,000 loan to this nonprofit organization during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$250,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Genesis Community Loan Fund
22 Lincoln StreetBrunswickME040112024-12-31$500,000Genesis Community Loan Fund is a nonprofit Community Development Financial Institution that makes flexible loans and delivers expert guidance to help communities create affordable housing and other essential resources. To promote local economic and community development, the Foundation issued a $500,000 note to this nonprofit organization during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$500,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Cooperative Fund of the Northeast
PO Box 970WatertownMA024712024-12-31$500,000Cooperative Fund of the Northeast Inc. is a community development loan fund that provides financial products and technical assistance to community based, cooperative, and democratically controlled enterprises with a focus on low-income communities. To promote local economic and community development, the Foundation issued a $500,000 note to this nonprofit organization during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$500,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Equity Interest - Working Fields Vermont
248 N Main StreetBarreVT056412024-12-31$200,000Working Fields is a mission-driven staffing agency offering jobs and peer coaching to anyone seeking work with a focus on individuals in recovery and post-incarceration. To promote economic opportunity for those facing barriers to employment, the Foundation made a $200,000 equity investment and issued a $50,000 convertible note to this business during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$200,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Equity Interest - Harvesting Good
494 US Route 1YarmouthME040962024-12-31$1,000,000Harvesting Good works to strengthen regional food systems and ensure access to nutritious food for all by providing frozen food processing infrastructure for Northeast farmers. To promote agricultural development and the availability of healthy fresh foods for low-income individuals, the Foundation purchase a $1,000,000 stake in this business during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$1,000,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Partnership Interest - Scammon Ridge Headwaters LLC
45 Exchange StreetPortlandME041012024-12-31$750,000Scammon Ridge Headwaters LLC is an investment vehicle formed to own a 3,000 acre forestland property, the first acquisition in a larger effort to acquire and manage forests for increased ecological, social, and environmental benefits. To promote preservation of wildlife habitat, access to recreational opportunities, and local economic development, the Foundation made a $750,000 equity investment in the business during the 2024 tax year. The Foundation feels that this investment aligns with and furthers its strategic goals and charitable mission.$750,000None.Reports received at least annually, and by no later than September2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.
PRI Loan - Fork Food Lab
95 Darling AvenueSouth PortlandME041062023-02-28$750,000Fork Food Lab is a public charity based in South Portland, Maine. Fork Food Lab's mission is to serve as an incubator and shared kitchen space to grow local food businesses and to promote a sustainable food economy. To date, the Foundation has extended $750,000 of loans to Fork Food Lab to provide a source of funding for the organization's efforts to promote its exempt purposes. The Foundation feels that this loan aligns with and furthers its strategic goals and charitable mission.$750,000None.Reports received regularly and upon request.2024-12-31To date, based on the reports and documents received from the recipient and the Foundation's advisors, and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds. As of the end of this tax year, this PRI remains outstanding.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990-PF, Part VIII-B, Line 3:FormAndLineReferenceDesc
Medium ExplanationDuring this tax year, the Foundation funded a series of program related investments ("PRIs"). These PRIs have been deemed to materially relate to and advance the Foundation's charitable goals and tax-exempt purpose. A complete list of all new funding for PRIs made during this tax year, in order of size, is as follows: - Equity Interest, Harvesting Good: $1,000,000 - Equity Interest, Atlantic Sea Farms: $750,000 - Partnership Interest, Scammon Ridge Headwaters: $750,000 - Loan, Coastal Enterprises: $500,000 - Loan, Cooperative Fund of the Northeast: $500,000 - Loan, Genesis Community Loan Fund: $500,000 - Loan, Wabanaki Public Health and Wellness: $250,000 - Equity Interest, Working Fields Vermont: $200,000 - Loan, Fork Food Lab: $750,000 - Loan, OK Community Farm: $171,826 - Loan, Working Fields Vermont: $50,000MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (211 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
314847.588 shs CUBIX$4,577,884$4,577,884
785355.635 shs VBIRX$7,955,653$7,955,653
801322.915 shs VFSIX$8,261,639$8,261,639
1000000 shs CALVERT IMPACT, CUSIP: 13162EMCD5$1,000,000$1,000,000
50000 shs AIRCASTLE LTD, CUSIP: 00928QAW1$49,038$49,038
200000 shs BP CAP MARKETS, CUSIP: 05565QDVY$190,576$190,576
100000 shs BANK OF NEW YORK MELLON, CUSIP: 064058AH3$99,051$99,051
200000 shs BARCLAYS PLC, CUSIP: 06738EBN4$199,530$199,530
50000 shs CITIZENS FINL GROUP, CUSIP: 174610AU9$49,650$49,650
250000 shs COBANK ACB, CUSIP: 19075QAF9$255,678$255,678
200000 shs CREDIT AGRICOLE, CUSIP: 2253113AR6$191,258$191,258
30000 shs EDISON INTERNATIONAL, CUSIP: 281020AS6$29,582$29,582
125000 shs ENERGY TRANSFER, CUSIP: 29273VAM2$125,450$125,450
45000 shs GOLDMAN SACHS GROUP, CUSIP: 38141GYU2$43,008$43,008
200000 shs HSBC HLDGS PLC, CUSIP: 404280EJ4$200,318$200,318
80000 shs SEMPRA BOND, CUSIP: 816851BK4$78,959$78,959
50000 shs MOLEX ELECTRONIC TECHNOLOGIES, CUSIP: 60856BAC8$49,858$49,858
200000 shs CHINA CINDA FIN 2015, CUSIP: 16891VAB5$199,404$199,404
100000 shs KEYCORP, CUSIP: 49326EEL3$100,089$100,089
50000 shs CITIZENS BK, CUSIP: 75524KQB3$49,996$49,996
70000 shs HF SINCLIAR CORP, CUSIP: 403949AB6$70,523$70,523
50000 shs QUEST DIAGNOSTICS, CUSIP: 74834LAZ3$49,182$49,182
20000 shs ATHENE GLOBAL, CUSIP: 04685A2Z3$19,049$19,049
75000 shs TEVA PHARMACEUTICAL, CUSIP: 88167AAE1$72,068$72,068
50000 shs LIBERTY MUTUAL, CUSIP: 53079QAC1$52,030$52,030
65000 shs PRINCIPAL LIFE GLOBAL, CUSIP: 74256LEX3$65,350$65,350
15000 shs CROWN CASTLE, CUSIP: 22822VAE1$14,739$14,739
80000 shs BAYPORT POLYMERS, CUSIP: 073096AA7$78,743$78,743
30000 shs ROCHESTER GAS, CUSIP: 771367CD9$28,692$28,692
50000 shs MILEAGE PLUS HOLDINGS, CUSIP: 599191AA1$25,158$25,158
50000 shs AVIATION CAP, CUSIP: 05369AAA9$47,804$47,804
100000 shs ONEMAIN FINANCIAL CORPORATION, CUSIP: 85172FAQ2$101,238$101,238
90000 shs CARGO AIRCRAFT MANAGEMENT, CUSIP: 14180LAA4$89,275$89,275
70000 shs ONEANEERING INTERNATIONAL, CUSIP: 675232AB8$69,046$69,046
100000 shs AVALON HLDGS, CUSIP: 05401AAS0$102,791$102,791
50000 shs SPIRIT AEROSYSTEMS INC, CUSIP: 852055AK6$47,413$47,413
30000 shs MINERAL RE, CUSIP: 603051AE3$31,475$31,475
100000 shs SKYMILES IP, CUSIP: 830867AB3$98,634$98,634
75000 shs CARS COM INC, CUSIP: 14575EAA3$74,539$74,539
75000 shs CANTOR FITZGERALD, CUSIP: 138616AM9$78,363$78,363
20000 shs NCL CORP, CUSIP: 62886HBN0$21,077$21,077
70000 shs TARGA RES PARTNERS, CUSIP: 87612BBN1$71,641$71,641
25000 shs STEELCASE INC, CUSIP: 858155AE4$23,994$23,994
50000 shs EXPAND ENERGY CORP, CUSIP: 845467AR0$49,253$49,253
20000 shs AMC NETWORKS INC, CUSIP: 00164VAF0$15,699$15,699
30000 shs CROCS INC, CUSIP: 227046AA7$27,732$27,732
200000 shs CENTRAL AMER BOTTLING, CUSIP: 15239XAA6$189,642$189,642
50000 shs CARNIVAL CORP, CUSIP: 143658BR2$49,882$49,882
200000 shs IHO VERWALTUNGS, CUSIP: 44963BAD0$192,348$192,348
80000 shs SANTANDER HOLDINGS, CUSIP: 80282KBG0$82,606$82,606
50000 shs PENSE AUTOMOTIVE, CUSIP: 70959WAK9$45,440$45,440
200000 shs ALTICE FRANCE S A NOTE, CUSIP: 02156LAF8$149,773$149,773
25000 shs REVITY INC, CUSIP: 714046AG4$23,066$23,066
200000 shs MHP LUX, CUSIP: 59318YAB4$168,000$168,000
200000 shs SPRINT SPECTRUM, CUSIP: 85208NAE0$130,602$130,602
40000 shs AMERICAN AXLE & MFG, CUSIP: 02406PBB5$36,527$36,527
108000 shs SABRE GLBL INC,CUSIP: 78573NAL6$111,417$111,417
115000 shs DELTA AIR LINES, CUSIP: 247361ZV3$77,385$77,385
25000 shs UNITED RENTALS NORTH AMERICA, CUSIP: 911365BQ6$25,222$25,222
45000 shs REGAL REXNORD, CUSIP: 758750AN3$46,290$46,290
85000 shs HYUNDAI CAP, CUSIP: 44891ABL0$88,786$88,786
20000 shs FMG RESOURCES, CUSIP: 30251GBD8$19,656$19,656
25000shs LATAM AIRLINES GROUP, CUSIP: 51817RAD8$25,309$25,309
40000 shs ROSS STORES, CUSIP: 778296AD5$38,982$38,982
50000 shs T MOBILE USA, CUSIP: 87264ABF1$47,050$47,050
10000 shs COLONIAL ENTERPRISES, CUSIP: 19565CAA8$9,041$9,041
70000 shs LEIDOS INC, CUSIP: 52532XAF2$66,979$66,979
75000 shs DENTSPLY SIRONA, CUSIP: 24906PAA7$66,252$66,252
30000 shs OMNICOM GROUP, CUSIP: 681919BC9$28,820$28,820
100000 shs WESTERN ALLIANCE, CUSIP: 95763PEF4$97,125$97,125
35000 shs PENSKE TRUCK, CUSIP: 709599BV5$36,727$36,727
170000 shs VIATRIS INC, CUSIP: 92556VAD8$147,468$147,468
200000 shs EMBRAER NETHERLANDS, CUSIP: 29082HAD4$208,002$208,002
25000 shs PBF HLDG, CUSIP: 69318FAL2$24,533$24,533
60000 shs SMITH & NEPHEW PLC, CUSIP: 83192PAA6$50,287$50,287
135000 shs BRITISH AIR, CUSIP: 11043XAB9$64,075$64,075
20000 shs CNX RE, CUSIP: 12653CAK4$20,545$20,545
50000 shs SUZANO AUSTRIA, CUSIP: 86964WAJ1$44,127$44,127
40000 shs PARAMOUNT GLOBAL, CUSIP: 92556HAB3$37,340$37,340
250000 shs SK HYNIX, CUSIP: 78392BAC1$209,511$209,511
50000 shs TALOS PRODTN INC, CUSIP: 87485LAE4$50,970$50,970
15000 shs T MOBILE USA, CUSIP: 87264ACB9$12,903$12,903
100000 shs INTERPUBLIC GROUP, CUSIP: 460690BT6$85,180$85,180
30000 shs QUICKEN LOANS, CUSIP: 74841CAB7$26,139$26,139
40000 shs STONEX GROUP, CUSIP: 861896AA6$41,832$41,832
50000 shs AMFAM HOLDINGS, CUSIP: 03115AAA1$38,927$38,927
200000 shs GENM CAPITAL ABUAN LIMITED, CUSIP: 37231BAA6$176,685$176,685
150000 shs SANTOS FINANCE, CUSIP: 803014AA7$132,105$132,105
100000 shs ATHENE GLOBAL, CUSIP: 04685A2Y6$84,960$84,960
50000 shs FLEX INTER HOLD CO, CUSIP: 33939HAA7$42,698$42,698
15000 shs QUEST DIAGNOSTICS, CUSIP: 74834LBC3$13,014$13,014
200000 shs CIBANCO SA, CUSIP: 171653AA6$167,122$167,122
30000 shs AUTONATION INC, CUSIP: 05329WAS1$24,752$24,752
150000 shs FIRST AMERN FINL, CUSIP: 31847RAH5$123,408$123,408
15000 shs MANITOWOC CO, CUSIP: 563571AN8$15,375$15,375
200000 shs EXTRA SPACE, CUSIP: 30225VAQ0$166,182$166,182
40000 shs VISTRA OPERATIONS, CUSIP: 92840VA97$41,963$41,963
20000 shs AMERICAN EXPRESS, CUSIP: 025816DN6$21,378$21,378
200000 shs NATIONWIDE MUTUAL INS, CUSIP: 638671AC1$224,196$224,196
45000 shs FLOWSERVE CORP, CUSIP: 34335JAB4$38,265$38,265
50000 shs UNIVERSAL HEALTH SERVICES, CUSIP: 913903BA7$40,921$40,921
200000 shs ADANI PORTS, CUSIP: 00652MAK8$153,337$153,337
30000 shs POST HLDGS INC, CUSP: 737446AU8$29,775$29,775
10000 shs TOPBUILD COR, CUSIP: 89055FAC7$8,858$8,858
49000 shs PETROLEOS MEXICANOS, CUSIP: 71643VAB1$42,628$42,628
100000 shs MANULIFE FINL, CUSIP: 56501RAE6$97,516$97,516
100000 shs WARERMEDIA, CUSIP: 55903VBC6$88,121$88,121
75000 shs ROGERS COMMUNICATIONS, CUSIP: 775109CH2$67,440$67,440
80000 shs BAYPORT POLYMERS, CUSIP: 073096AC3$74,502$74,502
200000 shs PT FREEPORT INDENESIA, CUSIP: 69377FAB2$194,760$194,760
160000 shs SOUTH32 TREASURY, CUSIP: 84055BAA1$146,605$146,605
100000 shs HIL CORP ENERGY, CUSIP: 431318AZ7$92,003$92,003
150000 shs ZF NORTH AMER, CUSIP: 98877DAG0$142,236$142,236
30000 shs GENESIS ENERGY, CUSIP: 37185LAQ5$29,380$29,380
10000 shs GARRETT MOTION HLDGS, CUSIP: 366504AA6$10,145$10,145
150000 shs AVNET INC, CUSIP: 053807AV5$146,961$146,961
200000 shs ENEL FIN INTL, CUSIP: 29278GAX6$194,915$194,915
40000 shs ARCHROCK PARTNERS, CUSIP: 03959KAD2$39,950$39,950
20000 shs PERRIGO FINANCE, CUSIP: 71429MAD7$19,557$19,557
200000 shs VAR ENERGI ASA, CUSIP: 92212WAE0$223,902$223,902
210000 shs ECOPETROL, CUSIP: 279158AS8$213,982$213,982
60000 shs PUBLIC SVS, CUSIP: 744533BQ2$59,052$59,052
30000 shs SYNCHRONY, CUSIP: 87165BAU7$30,968$30,968
250000 shs UBS GROUP, CUSIP: 9026613AK4$208,762$208,762
75000 shs AMGEN, CUSIP: 031162DR8$74,447$74,447
30000 shs LEIDOS INC, CUSIP: 52532XAJ4$30,411$30,411
60000 shs TRIMBLE, CUSIP: 896239AE0$62,303$62,303
100000 shs NORTHERN STAR, CUSIP: 66573RAA6$102,384$102,384
160000 shs NEW YORK LIFE, CUSIP: 64952GAE8$165,662$165,662
30000 shs FMC CORP, CUSIP: 302491AX3$29,675$29,675
50000 shs HCA INC, CUSIP: 404119CQ0$49,466$49,466
70000 shs PACIFIC GAS, CUSIP: 694308KM8$73,785$73,785
25000 shs HEICO CORP, CUSIP: 422806AB5$24,940$24,940
200000 shs BANCO SANTANDER, CUSIP: 05964HAV7$209,892$209,892
200000 shs VOLKSWAGEN, CUSIP: 928668BX9$201,408$201,408
80000 shs MICRON TECHNOLOGY, CUSIP: 595112CB7$82,054$82,054
30000 shs FOX CORP, CUSIP: 35137LAN5$31,615$31,615
200000 shs ASHTEAD CAP, CUSIP: 045054AR4$202,264$202,264
50000 shs HCA INC, CUSIP: 404119AJ8$55,429$55,429
100000 shs EVERGY KANS, CUSIP: 30036FAC5$103,325$103,325
125000 shs TEXTRON INC, CUSIP: 883203CD1$130,279$130,279
200000 shs INTESA SANPAOLO, CUSIP: 46115HCD7$216,353$216,353
100000 shs BOSTON PPTYS, CUSIP: 10112RBH6$104,789$104,789
30000 shs SIMON PPTY, CUSIP: 828807DW4$31,814$31,814
70000 shs CAPITAL ONE, CUSIP: 14040HC79$70,303$70,303
20000 shs BUILDERS FIRSTSOURCE, CUSIP: 12008RAS6$19,739$19,739
200000 shs FORD MOTOR CREDIT COMPANY, CUSIP: 345397E66$195,678$195,678
120000 shs NEXTERA ENERGY, CUSIP: 65339KCU2$118,688$118,688
100000 shs AGCO CORP, CUSIP: 001084AS1$100,509$100,509
80000 shs SOLVENTUM CORP, CUSIP: 83499AKX8$79,606$79,606
120000 shs GLENCORE FDG, CUSIP: 378272BU1$119,467$119,467
80000 shs NARRAGANSETT ELEC, CUSIP: 631005BK0$79,758$79,758
70000 shs CHARTER COMMUNICATIONS, CUSIP: 161175CR3$71,604$71,604
40000 shs DTE ENERGY CO, CUSIP: 233331BL0$41,062$41,062
80000 shs OREILLY AUTOMOTIVE, CUSIP: 67103HAN7$77,585$77,585
150000 shs CHARLES SCHWAB, CUSIP: 808513CH6$157,488$157,488
130000 shs WOODSIDE FIN, CUSIP: 980236AR4$123,640$123,640
125000 shs PLAINS ALL AMERN PIPELIN, CUSIP: 72650RBP6$124,740$124,740
110000 shs 9297782 LLC, CUSIP: 83007CAE2$106,986$106,986
20000 shs NRG ENERGY, CUSIP: 629377CX8$19,617$19,617
100000 shs VERIZON COMMUNICATIONS, CUSIP: 92343VCQ5$92,647$92,647
50000 shs DISCOVER FINL, CUSIP: 254709At5$57,143$57,143
80000 shs WESTERN MIDSTREAM OPER, CUSIP: 958667AG2$77,274$77,274
100000 shs STATE STREET, CUSIP: 857477CG6$104,065$104,065
135000 shs HELMERICH & PAYNE, CUSIP: 423452AK7$128,178$128,178
60000 shs SEAGATE HDD CAYMAN, CUSIP: 81180WAN1$57,567$57,567
50000 shs HUNTINGTON INGALLS, CUSIP: 446413BB1$49,865$49,865
50000 shs VIDEOTRON LTD, CUSIP: 92660FAT1$49,074$49,074
60000 shs PNC FINL, CUSIP: 693475BW4$60,693$60,693
100000 shs US BANCORP, CUSIP: 91159HJR2$100,844$100,844
140000 shs WELLS FARGO, CUSIP: 95000U3K7$139,405$139,405
50000 shs AT&T INC, CUSIP: 0020RCP5$46,244$46,244
200000 shs MIZUHO FINANCIAL, CUSIP: 60687YDG1$202,655$202,655
100000 shs JPMORGAN CHASE, CUSIP: 46647PEK8$98,927$98,927
100000 shs GOLDMAN SACHS GROUP, CUSIP: 38141GB37$98,133$98,133
200000 shs CHILE ELE LUX MPC, CUSIP: 16882LAA0$194,306$194,306
150000 shs BANK AMERICA CORP, CUSIP: 06051GMD8$146,658$146,658
100000 shs WESTPAC BKG, CUSIP: 961214FW8$98,307$98,307
50000 shs VISTA OIL & GAS, CUSIP: 92841RAA8$49,675$49,675
100000 shs PLUSPETROL, CUSIP: 72941KAA4$100,823$100,823
100000 shs MORGAN STANLEY, CUSIP: 61747YES0$97,158$97,158
200000 shs BROADCOM INC, CUSIP: 11135FBV2$190,230$190,230
120000 shs PG&E WILDFIRE RECOVERY, CUSIP: 693342AB3$112,588$112,588
50000 shs ALLY FINL, CUSIP: 02005NBY5$48,442$48,442
200000 shs GALAXY PIPELINE, CUSIP: 36321PAE0$157,945$157,945
120000 shs VERIZON COMMUNICATIONS, CUSIP: 92343VGK4$90,755$90,755
200000 shs YINSON BORONIA, CUSIP: 39541EAE3$208,790$208,790
200000 shs GREENSAIF PIPELINES, CUSIP: 39541EAR3$195,002$195,002
50000 shs CME GROUP, CUSIP: 12572QAF2$50,000$50,000
50000 shs DELL INTL, CUSIP: 24703TAK2$63,597$63,597
200000 shs EIG PEARL HOLDINGS, CUSIP: 28249NAB7$154,798$154,798
60000 shs CVS HEALTH CORP, CUSIP: 126650CZ1$49,473$49,473
40000 shs BOEING CO, CUSIP: 097023CW3$37,206$37,206
300000 shs NIPPON LIFE INSURANCE, CUSIP: 654579AH4$253,098$253,098
100000 shs MPLX, CUSIP: 55336VBT6$84,032$84,032
90000 shs INTEL CORP, CUSIP: 458140CJ7$79,595$79,595
45000 shs AMGEN INC, CUSIP: 031162DT4$43,325$43,325
100000 shs META PLATFORMS, CUSIP: 30303M8Q8$99,975$99,975
200000 shs ELECTICITE DE FRANCE, CUSIP: 28504DAD5$214,756$214,756
80000 shs DUKE ENERGY, CUSIP: 26442CBL7$76,625$76,625
45000 shs NIAGARA MOHAWK, CUSIP: 65364UAU0$43,583$43,583
200000 shs RAIZEN FUELS, CUSIP: 75102XAC0$197,275$197,275
70000 shs SOLVENTUM CORP, CUSIP: 83499AKY6$68,090$68,090
15000 shs DOMINION ENERGY, CUSIP: 25746UDU0$15,840$15,840
50000 shs VALE OVERSEAS, CUSIP: 91911TAS2$49,159$49,159
200000 shs ALLIANZ SE, CUSIP: 018820AD2$197,098$197,098
25000 shs HEWLETT PACKARD, CUSIP: 42824CBW8$23,533$23,533
25000 shs AES CORP, CUSIP: 00130HCK9$25,678$25,678
100000 shs ILFC E-CAPITAL, CUSIP: 44965TAA5$82,440$82,440
100000 shs ENBRIDGE, CUSIP: 29250NAN5$99,040$99,040
50000 shs TRANSCANADA TRUST, CUSIP: 89356BAG3$47,413$47,413

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300368.743 shs FSPSX$14,279,530$14,279,530
106867.750 shs FXAIX$21,821,326$21,821,326
740293.289 shs FPADX$7,743,468$7,743,468
30229.953 shs VFSNX$6,595,571$6,595,571
471858.189 shs ESML$19,841,637$19,841,637
31329.199 shs VOOV$5,780,551$5,780,551

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,593,278USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,593,278USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PRI - Tootie's TempehFMV$175,000$175,000
PRI - Atlantic Sea FarmsFMV$1,750,000$1,750,000
PRI - Fork Food HubFMV$275,194$275,194
PRI - Harvesting GoodFMV$1,000,000$1,000,000
PRI - Working Fields VermontFMV$200,000$200,000
PRI - Scammon Ridge Headwaters LLCFMV$722,773$722,773
Aether Real Assets II LPFMV$657,638$657,638
Dorchester Capital Secondaries Offshore IV LPFMV$182,483$182,483
Elliot International LimitedFMV$5,366,495$5,366,495
Generation IM Global Equity Fund LLCFMV$13,315,254$13,315,254
Constitution Ironsides III Co-Investments FundFMV$416,577$416,577
Constitution Ironsides III Partnership FundFMV$5,542$5,542
Legacy Ventures VIFMV$1,214,507$1,214,507
Legacy Ventures VIIFMV$2,145,280$2,145,280
Legacy Ventures VIIIFMV$1,804,803$1,804,803
Legacy Ventures IXFMV$1,442,949$1,442,949
Lyme Forest Fund III TE LPFMV$417$417
Maine GrainsFMV$130,000$130,000
NEC Fund VIFMV$1,035,678$1,035,678
TIFF Pep 2009FMV$36,106$36,106
EIF VFMV$202,047$202,047

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture & Equipment$54,874$54,874$0
Capital Lease Assets$92,480$44,565$47,915$47,915

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$102,637LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$102,637DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Security Deposit$2,224$2,224$2,224
Deferred Tax Asset$87,389$52,181$52,181
Investments Receivable$221,964$283,745$283,745

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCapital lease liability adjustmentDesc
Amt$44,640Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Accrual to Cash Conversion$0$0-$667
Contract Services and Consultants$383,599$0$383,599
IT, Website, and Software$49,234$0$49,234
Office Expenses$72,127$0$72,127
Insurance$11,165$0$11,165

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Net Adjustment for Amounts Reported on Schedules K-1-$51,574-$237,577-$51,574
Recorded on Books$51,574$51,574

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unrealized gain/(loss) on investments$11,616,209
Recoveries of prior year charitable distributions$25,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Capital Lease Obligations$92,480$47,840
Deferred Tax Liabilities$141,018$219,543

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$161,338Amt
Net Investment Income$161,338NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Taxes on Investments$78,662$78,662$0
Net Excise Tax Expense$188,733$0$0