MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201533179349100513
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T08:54:03-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BOSTON PLACE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 9785461188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PINE STREET | AddressLine1Txt |
| City | ORONO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04473 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE KAGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9785461188 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD MCNEIL | PreparerPersonNm |
| PTIN | P00090108 | PTIN |
| Phone | 6176481400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,817,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,620 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,129 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $222,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,662,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,020 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $376,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,181 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Net Invst Incm | $33,402 | OtherProfFeesNetInvstIncmAmt |
| Taxes Net Invst Incm | $3,112 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $193,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,249 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $174,813 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $174,746 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $240,284 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,280,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,266,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,716,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $681,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $649,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $602,831 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,236,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,348,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,817,029 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $40,517 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,649,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,802,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,195,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,348,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,236,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,348,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,195,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $193,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,389,517 | SubtotalAmt |
| Other Decreases | $41,295 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,348,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 62595 | P | 2013-12-11 | 2014-10-02 | $1,040 | $1,024 | $16 | $16 |
| UBS 62595 | P | $52,193 | $55,245 | -$3,052 | -$3,052 | ||
| UBS 62595 | P | $134,080 | $140,189 | -$6,109 | -$6,109 | ||
| UBS 62596 | P | $388,408 | $385,822 | $2,586 | $2,586 | ||
| UBS 62596 | P | $253,742 | $165,490 | $88,252 | $88,252 | ||
| UBS 62596 | P | $13,987 | $5,984 | $8,003 | $8,003 | ||
| UBS 62597 | P | $34,482 | $31,980 | $2,502 | $2,502 | ||
| UBS 62597 | P | $236,857 | $184,059 | $52,798 | $52,798 | ||
| UBS 62597 | P | $5,563 | $3,220 | $2,343 | $2,343 | ||
| UBS 62598 | P | $121,040 | $137,069 | -$16,029 | -$16,029 | ||
| UBS 62598 | P | $189,968 | $145,807 | $44,161 | $44,161 | ||
| UBS 62598 | P | $20,832 | $10,566 | $10,266 | $10,266 | ||
| UBS 62599 | P | $14,788 | $24,223 | -$9,435 | -$9,435 | ||
| UBS 62599 | P | $107,511 | $80,917 | $26,594 | $26,594 | ||
| UBS 62600 | P | $5,729 | $5,360 | $369 | $369 | ||
| UBS 62600 | P | $27,794 | $22,982 | $4,812 | $4,812 | ||
| UBS 62600 | P | $49,413 | $40,026 | $9,387 | $9,387 | ||
| FROM PASSTHROUGH ENTITIES | P | $18 | $18 | $18 | |||
| FROM PASSTHROUGH ENTITIES | P | $1,012 | $1,012 | $1,012 | |||
| CAPITAL GAINS DIVIDENDS | P | $3,845 | $3,845 | $3,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,339 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,513,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,212,175 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,296,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054740 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,363 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,175,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053025 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,770 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,884,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033543 | DistributionYr5Rt |
| Total Distribution | 0.242285 | TotalDistributionRt |
| Average Distribution | 0.048457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,822,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $185,238 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,063 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,301 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,373 | OverpaymentAmt |
| Applied To ES Tax | $2,373 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LESLIE KAGAN | IndividualWithBooksNm |
| Phone | 9785461188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OLD GARDEN ROAD | AddressLine1Txt |
| City | ROCKPORT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01966 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LESLIE KAGAN | ||||||||
| 51 PINE STREET | ORONO | ME | 04473 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD STRIAR | ||||||||
| 51 PINE STREET | ORONO | ME | 04473 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD GROSSMAN | ||||||||
| 51 PINE STREET | ORONO | ME | 04473 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CANDACE PLATZ | ||||||||
| 51 PINE STREET | ORONO | ME | 04473 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,625,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,549 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,880,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,880,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,822,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,127 | TotalTaxAmt |
| Distributable Before Adj | $185,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,250 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $178,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $14,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,465 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,465 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,667 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,667 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LESLIE KAGAN | ContributingManagerNm |
| Contributing Manager | CANDACE PLATZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LESLIE KAGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PINE STREET | AddressLine1Txt |
| City | ORONO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9785461188 | RecipientPhoneNum |
| Recipient Email Address | LKAGAN@KAGANASSOC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 202020 | |||||||||||
| PO BOX 96669 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| ACTION INC | |||||||||||
| 180 MAIN ST | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| ADVOCATES FOR CHILDREN | |||||||||||
| PO BOX 3316 | AUBURN | ME | 04212 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| AHA FOUNDATION | |||||||||||
| 130 7TH AVE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| AMERICAN INSTITUTE CANCER RESEAR | |||||||||||
| 1759 R STREET NW | WASHINGTON | DC | 200907167 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| AMERICAN JEWISH WORLD SERVICE | |||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $6,000 | ||||
| ANIMAL LEGAL DEFENSE FUND | |||||||||||
| PO BOX 96041 | WASHINGTON | DC | 200777136 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| ARTIS NAPLES | |||||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 341082741 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,600 | ||||
| ASPCA | |||||||||||
| PO BOX 96929 | WASHINGTON | DC | 200777127 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $700 | ||||
| AUTISM SOCIETY OF MAINE | |||||||||||
| 72 MAIN STREET | WINTHROP | ME | 04364 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 | ||||
| BATES DANCE FESTIVAL | |||||||||||
| 305 COLLEGE STREET | LEWISTON | ME | 042406016 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| BOSTON UNIVERSITY | |||||||||||
| 871 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| BROOKFIELD INSTITUTE | |||||||||||
| PO BOX 388 | BROOKFIELD | MA | 01506 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $800 | ||||
| CAMP SUNSHINE | |||||||||||
| 33 ACADIA RD | CASCO | ME | 04015 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| CANCER COMMUNITY CENTER | |||||||||||
| 778 MAIN STREET | SOUTH PORTLAND | ME | 04106 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| CAPE ANN ANIMAL AID | |||||||||||
| 4 PAWS LANE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $950 | ||||
| CAPE ANN FOOD PANTRY | |||||||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| CHAPLAINCY INSTITUTE | |||||||||||
| 1442-A WALNUT ST | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 | ||||
| CIRCLE OF TAP | |||||||||||
| 166 TAPAWINGO RD | SWEDEN | ME | 04040 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| CLOUD FOUNDATION FREEDOM FUND | |||||||||||
| 107 S 7TH ST | COLORADO SPRINGS | CO | 80905 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,250 | ||||
| COMBINED JEWISH PHILANTHROPIES | |||||||||||
| 126 HIGH ST | BOSTON | MA | 021102700 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,000 | ||||
| CONGREGATION BETH ABRAHAM | |||||||||||
| 145 YORK ST | BANGOR | ME | 04401 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $165 | ||||
| CONGREGATION BETH ISRAEL | |||||||||||
| PO BOX 1726 | BANGOR | ME | 044021726 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $6,235 | ||||
| CORAL REEF ALLIANCES | |||||||||||
| 351 CALIFORNIA ST | SAN FRANCISCO | CA | 941042407 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| CORNELL LAB OF ORNITHOLOGY | |||||||||||
| PO BOX 11 | ITHICA | NY | 148519804 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| CORNELL UNIVERSITY OF VET MEDICAL | |||||||||||
| PO BOX 535267 | PITTSBURGH | PA | 152539874 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| CURE ALZHEIMER'S FUND | |||||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| DANA FARBER CANCER INSTITUTE | |||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | ||||
| DEERFIELD ACADEMY | |||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 | ||||
| DEMPSEY CHALLENGE | |||||||||||
| 29 LOWELL STREET 5TH FLOOR | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 | ||||
| DISABLED AMERICAN VETERANS | |||||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| ENGENDER HEALTH | |||||||||||
| 440 NINTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| EQUALITY MAINE | |||||||||||
| 550 FOREST AVE 201 | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| EQUINE RESCUE NETWORK | |||||||||||
| 370 MIDDLETON ROAD | BOXFORD | MA | 01921 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| ESSEX COUNTY GREENBELT | |||||||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FAMILY PLANNING ASSOCIATION OF MAINE | |||||||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| FEED THE CHILDREN | |||||||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| FIDELITY CHARITABLE FUND | |||||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| FIRST LITERACY | |||||||||||
| 160 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FISHER CENTER FOR ALZHEIMER'S | |||||||||||
| 1 INTREDID SQUARE | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,400 | ||||
| FOUNDATION FOR INTERNATIONAL COMMUNITY ASSISTANCE | |||||||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| FREEDOM RIDERS ACADEMY | |||||||||||
| 502 WEST RAMBLING DRIVE | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 | ||||
| FREEPORT COMMUNITY LIBRARY | |||||||||||
| 10 LIBRARY DRIVE | FREEPORT | ME | 04032 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FREEPORT COMMUNITY SERVICES | |||||||||||
| 53 DEPOT ST PO BOX 119 | FREEPORT | ME | 04032 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FREEPORT GRIDIRON CLUB | |||||||||||
| 30 SEQUOIA DR | FREEPORT | ME | 04043 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FREEPORT PUBLIC LIBRARY | |||||||||||
| 100 E DOUGLAS ST | FREEPORT | IL | 61032 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FRESH AIR FUND | |||||||||||
| 633 3RD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| FRIENDS OF LSRAELS ENVIRONMENT | |||||||||||
| 4182 BECK AVENUE | STUDIO CITY | CA | 91604 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| FRIENDS OF THE LIBRARY ROCKPORT | |||||||||||
| PO BOX 31 | ROCKPORT | MA | 01966 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $400 | ||||
| GLOBAL WILDLIFE CONSERVATION | |||||||||||
| PO BOX 129 | AUSTIN | TX | 787670129 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | ||||
| GOOD SHEPERD FOOD BANK | |||||||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 | ||||
| GREATER ANDROSCOGGIN HUMANE SOCIETY | |||||||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $6,000 | ||||
| GREATER MIAMI JEWISH FEDERATION | |||||||||||
| 4200 BICAYNE BLVD | MIAMI | FL | 331373279 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $8,000 | ||||
| GREEN MOUNTAIN HORSE ASSOCIATION | |||||||||||
| PO BOX8 | SOUTH WOODSTOCK | VT | 05071 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| GROWTH THROUGH LEARNING | |||||||||||
| 86 SHERMAN ST | CAMBRIDGE | MA | 02140 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| HARVARD COLLEGE FUND | |||||||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| HELP HOSPITALIZED VETERANS | |||||||||||
| PO BOX 758505 | TOPEKA | KS | 666758505 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| HILLEL AT UNIVERSITY OF MIAMI | |||||||||||
| 1100 STANFORD DRIVE | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| ISRAEL ENDOWMENT FUND | |||||||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| JEWISH FAMILY SERVICES METRO WEST | |||||||||||
| C/O HARVEY ZELLER | ROSELAND | NJ | 07068 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,000 | ||||
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||||||
| 2500 VANDERBILT BEACH RD | NAPLE | FL | 34109 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,000 | ||||
| JEWISH FEDERATION OF PALM BEACH | |||||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,150 | ||||
| LAST STOP HORSE RESCUE | |||||||||||
| 938 TAR RIDGE RD | PRENTISS | ME | 04487 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 | ||||
| LIFEFLIGHT FOUNDATION | |||||||||||
| 13 MAIN ST | CAMDEN | ME | 04843 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||||||||
| 3305 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| LOWN CARDIOVASCULAR GROUP INC | |||||||||||
| 21 LONGWOOD AVE | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 | ||||
| MAINE AUDOBON | |||||||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 041052100 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 | ||||
| MAINE CENTER FOR GRIEVING CHILDREN | |||||||||||
| 555 FOREST AVE | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| MAINE HOLOCAUST & HUMAN RIGHTS CENTER | |||||||||||
| 46 UNIVERSITY DRIVE | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 | ||||
| MAINE JEWISH MUSEUM | |||||||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| MAINE STATE SOCIETY PROTECTION | |||||||||||
| PO BOX 10 | WINDHAM | ME | 040820010 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| MIDDLEBURY COLLEGE | |||||||||||
| PAINTER HOUSE | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | ||||
| MSPCA NEVINS FARM | |||||||||||
| METHUEN ACAD NEVINS FARM | METHUEN | MA | 01844 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 | ||||
| NATIONAL FOUNDATION FOR CANCER RESEARCH | |||||||||||
| 4600 EAST-WEST HWY 600 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| NATIONAL HUMANE EDUCATION SOCIETY | |||||||||||
| PO BOX 97139 | WASHINGTON | DC | 200777418 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| NATURAL RESOURCES COUNCIL OF ME | |||||||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| NEVE MICHAEL CHILDRENS VILLAGE | |||||||||||
| NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | 1 HAZFIRA STREET | PARDES HANA | IS | 37000 | ||||
| NYAKA AIDS ORPHAN PROJECT | |||||||||||
| 2970 E LAKE LANSING RD | EAST LANSING | MI | 48823 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,500 | ||||
| OCEAN CONSERVANCY | |||||||||||
| PO BOX 96003 | WASHINGTON | DC | 200906003 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| OVARIAN CANCER COALITION | |||||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 | ||||
| OXFAM AMERICA | |||||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,500 | ||||
| PARTNERS IN HEALTH | |||||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | ||||
| PATHWAYS FOR CHILDREN | |||||||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,000 | ||||
| PATIENT AIRLIFT SERVICES | |||||||||||
| 120 ADAMS BLVD | FARMINGDALE | NY | 11735 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | ||||
| RIDING TO THE TOP | |||||||||||
| PO BOX 1928 | WINDHAM | ME | 04062 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,250 | ||||
| ROCKPORT CHAMBER MUSIC | |||||||||||
| PO BOX 312 | ROCKPORT | MA | 01966 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| ROCKPORT POLICEUNITED WAY | |||||||||||
| PO BOX 203 | ROCKPORT | MA | 019660203 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $400 | ||||
| SALVATION ARMY | |||||||||||
| PO BOX 178 | LEWISTON | ME | 042430178 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| SIMON WIESENTHAL CENTER | |||||||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| SMILE TRAIN | |||||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 | ||||
| SPECIAL OLYMPICS | |||||||||||
| PO BOX 2170 | SOUTH PORTLAND | ME | 041162170 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 | ||||
| SUGARLOAF REGIONAL SKI EDUCATION | |||||||||||
| VILLAGE WEST 13 | CARRABASSETT VALLEY | ME | 04947 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| TEMPLE BETH SHALOM | |||||||||||
| 193 EAST PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,500 | ||||
| TEMPLE EMANU-EL | |||||||||||
| 29 DAYTON RD | WATERFORD | CT | 06385 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,175 | ||||
| TEMPLE SHALOM SYNAGOGUE CENTER | |||||||||||
| 74 BRADMAN ST | AUBURN | ME | 042106330 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | ||||
| THE BROOKE | |||||||||||
| NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,000 | 41-45 BLACKFRIARS ROAD | LONDON | UK | |||||
| TILTON SCHOOL | |||||||||||
| 30 SCHOOL ST | TILTON | NH | 03276 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| TREE STREET YOUTH CENTER | |||||||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| TUFTS UNIVERSITY | |||||||||||
| 169 HOLLAND STREET 3RD FLOOR | SOMERVILLE | MA | 02144 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 | ||||
| UJA OF NEW JERSEY | |||||||||||
| 901 RT 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| UNIVERSITY OF MAINE | |||||||||||
| PO BOX 370 | ORONO | ME | 044730370 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 | ||||
| UNIVERSITY OF MIAMI | |||||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 | ||||
| USO | |||||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| UVM COLLEGE OF MEDICINE | |||||||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | ||||
| VETERINARY SCHOLARSHIP TRUST | |||||||||||
| PO BOX 3221 | NORTH ATTLEBORO | MA | 02761 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| WELLSPRING HOUSE | |||||||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 | ||||
| WOUNDED WARRIOR PROJECT | |||||||||||
| PO BOX 75816 | TOPEKA | KS | 666758516 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 | ||||
| ZION ORPHANAGE INC | |||||||||||
| 69 - 27 181ST STREET | FRESH MEADOWS | NY | 11365 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $120 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,295 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,620 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,129 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $4 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $344,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LESLIE KAGAN | ||||||
| 1 | 51 PINE STREET | ORONO | ME | 04473 | $10,000 | Yes (X) |
| CANDACE PLATZ | ||||||
| 2 | 51 PINE STREET | ORONO | ME | 04473 | $17,200 | Yes (X) |
| NIKKI KAGAN | ||||||
| 3 | 51 PINE STREET | ORONO | ME | 04473 | $750 | Yes (X) |
| DAN KAGAN | ||||||
| 4 | 51 PINE STREET | ORONO | ME | 04473 | $2,500 | Yes (X) |
| ALEXANDRA JARIGE | ||||||
| 5 | 51 PINE STREET | ORONO | ME | 04473 | $50 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,266,473 | EOYBookValueAmt |
| EOYFMV | $2,716,667 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $174,746 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $240,284 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $649,756 | BookValueAmt |
| EOYFMV | $602,831 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ITEMS DEDUCTED THROUGH NET INVESTMENT INCOME | $37,764 |
| OTHER PASSTHROUGH INCOME INCLUDED ON FORM 990-T | $3,531 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $5,020 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,020 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $40,517 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |