MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349102435
- Schema version
- 2013v3.0
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T16:11:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042549813 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERCOLINI & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ARCH STREET 300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ORONO | City |
| State | ME | State |
| ZIP Code | 04473 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE KAGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9785461188 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP A WEITZEL | PreparerPersonNm |
| PTIN | P00209483 | PTIN |
| Phone | 6174825511 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,814,473 | 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 | $24,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,556,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $355,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,976 | 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 | $4,206 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,365 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,273 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,273 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $177 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $177 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,792 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $603 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $185,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,354 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $174,813 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $174,813 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $242,224 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,312,233 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,280,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,835,972 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $434,058 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $681,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $636,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,106,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,236,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,814,473 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $84,662 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,517 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $84,662 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,517 | 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 | $1,475,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,649,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,021,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,195,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,106,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,236,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,021,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,660 | OtherIncreasesAmt |
| Subtotal | $3,195,631 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,195,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS - 62596 | $617,696 | $587,579 | $30,117 | $30,117 | |
| UBS - 62596 | $171,168 | $122,835 | $48,333 | $48,333 | |
| UBS - 62596 | $52,266 | $28,742 | $23,524 | $23,524 | |
| UBS - 62597 | $31,558 | $29,554 | $2,004 | $2,004 | |
| UBS - 62597 | $192,664 | $160,452 | $32,212 | $32,212 | |
| UBS - 62598 | $137,767 | $125,021 | $12,746 | $12,746 | |
| UBS - 62598 | $4,411 | $4,520 | -$109 | -$109 | |
| UBS - 62598 | $149,798 | $109,989 | $39,809 | $39,809 | |
| UBS - 62598 | $80,967 | $57,625 | $23,342 | $23,342 | |
| UBS - 62599 | $21,742 | $19,118 | $2,624 | $2,624 | |
| UBS - 62599 | $27,853 | $20,860 | $6,993 | $6,993 | |
| UBS - 62600 | $2,160 | $1,673 | $487 | $487 | |
| UBS - 62600 | $6,728 | $5,993 | $735 | $735 | |
| UBS - 62600 | $51,451 | $48,084 | $3,367 | $3,367 | |
| CAPITAL GAINS DIVIDENDS | $7,815 | $7,815 | $7,815 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,999 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,110 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,212,175 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,296,354 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054740 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,175,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053025 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,770 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,884,968 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $171,218 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,394,711 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050437 | DistributionYr5Rt |
| Total Distribution | 0.239099 | TotalDistributionRt |
| Average Distribution | 0.047820 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,513,546 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $168,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,977 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,995 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $191,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $977 | TaxDueAmt |
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 | AddressLine1 |
| City | ROCKPORT | City |
| State | MA | State |
| ZIP Code | 01966 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,395,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,567,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,567,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,513,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,977 | TotalTaxAmt |
| Distributable Before Adj | $172,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $40,517 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $191,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,977 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $188,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,553 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,553 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,132 | 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 | $14,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $14,132 | ExcessFromCurrentYearAmt |
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 | AddressLine1 |
| City | ORONO | City |
| State | ME | State |
| ZIP Code | 04473 | ZIPCode |
| 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 (118 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 202020 | |||||||
| PO BOX 96669 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| A SOCIETY OF SOULS | |||||||
| PO BOX 626 | LEBANON | NJ | 08833 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $650 |
| ACADIA HOSPITAL | |||||||
| PO BOX 931 | BANGOR | ME | 044020931 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,750 |
| 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 | $1,500 |
| AMERICAN ASSOCIATION OF EQUINE PRACTIONEERS FDN | |||||||
| 4075 IRON WORKS PKWY | LEXINGTON | KY | 405119942 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| AMERICAN FDN FOR THE BLIND | |||||||
| PO BOX 96051 | WASHINGTON | DC | 200777624 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| AMERICAN HOLISTIC HEALTH ASSOCIATION | |||||||
| PO BOX 17400 | ANAHEIM | CA | 928177400 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| AMERICAN INSTITUTE CANCER RESEAR | |||||||
| 1759 R STREET NW | WASHINGTON | DC | 200907167 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,250 |
| 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 | $300 |
| BETH ISRAEL CONGREGATION | |||||||
| 144 YORK ST | BANGOR | ME | 04401 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 |
| BETH ISRAEL SYNAGOGUE | |||||||
| 144 YORK ST | BANGOR | ME | 04401 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| BOSTON HEART HOME FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| BOSTON UNIVERSITY | |||||||
| 871 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,450 |
| BROOKFIELD INSTITUTE | |||||||
| PO BOX 388 | BROOKFIELD | MA | 01506 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| CAMP STARFISH | |||||||
| 1121 MAIN ST | LANCASTER | MA | 01523 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 |
| CAMP SUNSHINE | |||||||
| 33 ACADIA RD | CASCO | ME | 04015 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| CAPE ANN ANIMAL AID | |||||||
| 4 PAWS LANE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $600 |
| CAPE ANN FOOD PANTRY | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 |
| CENTER FOR CUBAN STUDIES | |||||||
| 231 WEST 29TH ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| CHAPLAINCY INSTITUTE | |||||||
| 1442-A WALNUT ST | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 |
| CITIZENS ENERGY | |||||||
| 88 BLACK FALON AVE | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| CLOUD FOUNDATION FREEDOM FUND | |||||||
| 107 S 7TH ST | COLORADO SPRINGS | CO | 80905 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 021102700 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,250 |
| CONCERNS OF POLICE SURVIVORS | |||||||
| PO BOX 96272 | WASHINGTON | DC | 200906272 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| 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 | $1,235 |
| 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 | |||||||
| PO BOX 535267 | PITTSBURGH | PA | 152539874 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| CORNELL UNIVERSITY OF VET MEDICAL | |||||||
| PO BOX 535267 | PITTSBURGH | PA | 152539874 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,500 |
| 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 | $3,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| DEFENDERS OF WILDLIFE | |||||||
| PO BOX 1553 | MERRIFIELD | VA | 221161553 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| EASTERN MAINE CHARITIES | |||||||
| PO BOX 931 | BANGOR | ME | 044020931 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,250 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 5055 | HAGERSTOWN | MD | 217419729 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| ESSEX COUNTY GREENBELT | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 |
| 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 | $3,100 |
| FREEPORT COMMUNITY LIBRARY | |||||||
| 10 LIBRARY DRIVE | FREEPORT | ME | 04032 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $900 |
| 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 |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $750 |
| FRIENDS OF THE LIBRARY ROCKPORT | |||||||
| PO BOX 31 | ROCKPORT | MA | 01966 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| GLOBAL WILDLIFE CONSERVATION | |||||||
| PO BOX 129 | AUSTIN | TX | 787670129 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 |
| GOOD SHEPERD FOOD BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| GREATER ANDROSCOGGIN HUMANE SOCIETY | |||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BICAYNE BLVD | MIAMI | FL | 331373279 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $7,000 |
| GREEN MOUNTAIN HORSE ASSOCIATION | |||||||
| PO BOX8 | SOUTH WOODSTOCK | VT | 05071 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| GREENPEACE | |||||||
| PO BOX 90136 | FREDERICKSBURG | VA | 224049952 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| GROWTH THROUGH LEARNING | |||||||
| 86 SHERMAN ST | CAMBRIDGE | MA | 02140 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| HARVARD COLLEGE FUND | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| HEALING DIMENSIONS | |||||||
| PO BOX 626 | LEBANON | NJ | 08833 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 |
| 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 |
| HOFFMAN INSTITUTE | |||||||
| 1299 4TH ST | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $750 |
| HOPE FOR PAWS | |||||||
| 8950 W OLYMPIC BLVD 525 | LOS ANGELES | CA | 90211 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 |
| HUMANE SOCIETY OF THE US | |||||||
| PO BOX 52137 | PHOENIX | AZ | 850729995 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $400 |
| INTERNATIONAL CAMPAIGN FOR TIBET | |||||||
| PO BOX 9005 | WALDORD | MD | 206049005 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| INTRA | |||||||
| 15 INNINGWOOD ROAD | OSSING | NY | 10562 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| 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 | $3,000 |
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||
| 2500 VANDERBILT BEACH RD | NAPLE | FL | 34109 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,300 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $6,300 |
| JEWISH VETERANS OF USA | |||||||
| PO BOX 1575 | MERRIFIELD | VA | 221169944 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| LAST STOP HORSE RESCUE | |||||||
| 938 TAR RIDGE RD | PRENTISS | ME | 04487 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $3,000 |
| LITERACY VOLUNTEERS OF ANDROSCOGGIN | |||||||
| 15 SACRED HEART PLACE | AUBURN | ME | 04210 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| MAINE AUDOBON | |||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 041052100 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| 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 | $400 |
| MAINE STATE MUSIC THEATRE | |||||||
| 22 ELM STREET | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| MAINE STATE SOCIETY PROTECTION | |||||||
| PO BOX 10 | WINDHAM | ME | 040820010 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| MEMORIAL SLOAN-KETTERING CANCER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 217415028 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| MIDDLEBURY COLLEGE | |||||||
| PAINTER HOUSE | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,800 |
| MSPCA NEVINS FARM | |||||||
| METHUEN ACAD NEVINS FARM | METHUEN | MA | 01844 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 |
| NATIONAL HUMANE EDUCATION SOCIETY | |||||||
| PO BOX 97139 | WASHINGTON | DC | 200777418 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 845945 | BOSTON | MA | 02284 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $200 |
| NATIONAL WOMENS HEALTH NETWORK | |||||||
| 1413 K ST | WASHINGTON | DC | 200053405 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTHFAIRFAX DR | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,600 |
| OCEAN CONSERVANCY | |||||||
| PO BOX 96003 | WASHINGTON | DC | 200906003 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,750 |
| PALS | |||||||
| 120 ADAMS BLVD | FARMINGDALE | NY | 11735 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,500 |
| PATH INTERNATIONAL | |||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 |
| 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 | $3,000 |
| PLANNED PARENTHOOD OF NE | |||||||
| 128 LAKESIDE AVE | BURLINGTON | VT | 054019821 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| RIDING TO THE TOP | |||||||
| PO BOX 1928 | WINDHAM | ME | 04062 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $16,350 |
| 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 | $500 |
| SAFE VOICES | |||||||
| PO BOX 713 | AUBURN | ME | 042120713 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| SALVATION ARMY | |||||||
| PO BOX 178 | LEWISTON | ME | 042430178 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| SPECIAL OLYMPICS | |||||||
| PO BOX 2170 | SOUTH PORTLAND | ME | 041162170 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| 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 | $4,000 |
| TEMPLE SHALOM SYNAGOGUE CENTER | |||||||
| 74 BRADMAN ST | AUBURN | ME | 042106330 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| THE OPEN DOOR | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| TILTON SCHOOL | |||||||
| 30 SCHOOL ST | TILTON | NH | 03276 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $750 |
| TREA MEMORIAL FOUNDATION | |||||||
| 1111 S ABILENE CT | AURORA | CO | 80012 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50 |
| TRINITY JUBILEE CENTER | |||||||
| 247 BATES STREET | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $400 |
| UJA OF NEW JERSEY | |||||||
| 901 RT 10 | WHIPPANY | NJ | 07981 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,800 |
| UNIVERSITY OF MAINE | |||||||
| PO BOX 370 | ORONO | ME | 044730370 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $250 |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $2,000 |
| 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 |
| WOMEN TO WOMEN INTERNATIONAL | |||||||
| 4455 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $750 |
| WORLD JEWISH CONGRESS FOUNDATION | |||||||
| PO BOX 90400 | WASHINGTON | DC | 200900400 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| WOUNDED WARRIOR PROJCT | |||||||
| PO BOX 75816 | TOPEKA | KS | 666758516 | NONE | PUBLIC CHARITY | OPERATIONAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,900 | 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 | $13,549 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,999 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $330,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,976 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LESLIE KAGAN | ||||||
| 1 | 51 PINE STREET | ORONO | ME | 04473 | $9,400 | Yes (X) |
| CANDACE PLATZ | ||||||
| 2 | 51 PINE STREET | ORONO | ME | 04473 | $15,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,280,007 | EOYBookValueAmt |
| EOYFMV | $2,835,972 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $174,813 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $242,224 | 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 | $681,974 | BookValueAmt |
| EOYFMV | $636,923 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK BASIS VERSUS TAX BASIS | Description |
| Amount | $8,660 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $84,662 | BOYBookValueAmt |
| EOY Book Value | $40,517 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $30,273 | Amt |
| Net Investment Income | $30,273 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $754 | $0 | $603 |
| FOREIGN TAXES | $2,792 | $2,792 | $0 |
| EXCISE TAX | $3,293 | $0 | $0 |