THE MILEY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE MILEY FOUNDATION (EIN 20-2007116)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349102130
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T20:47:20-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL GREENLEAF CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1025 | AddressLine1 |
| City | SCARBOROUGH | City |
| State | ME | State |
| ZIP Code | 040701025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202007116 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILE | NameControl |
| Phone | 3523682863 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85TH TERRACE | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34482 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID MILEY | Name |
| Title | PRESIDENT | Title |
| Phone | 3523682863 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL GREENLEAF CPA | Name |
| Phone | 2077999303 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2194652 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 34000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 67682 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67682 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -64846 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 297756 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 36836 | TotalRevenueAndExpenses |
| Total Net Investment Income | 67682 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 23154 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 21154 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2000 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 40210 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 261 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 261 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 196 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 196 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 63821 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21415 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2196 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 106400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 106400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 170221 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21415 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108596 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -133385 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 46267 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4547 | CashBOY |
| Cash EOY | 5962 | CashEOY |
| Cash EOYFMV | 5961 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 28048 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 51728 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 51728 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 31773 | AccountsReceivableBOY |
| Investments Other BOY | 2248264 | InvestmentsOtherBOY |
| Investments Other EOY | 2136963 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2136963 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2312632 | TotalAssetsBOY |
| Total Assets EOY | 2194653 | TotalAssetsEOY |
| Total Assets EOYFMV | 2194652 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 159567 | AccountsPayableBOY |
| Accounts Payable EOY | 195777 | AccountsPayableEOY |
| Loans From Officers BOY | 800000 | LoansFromOfficersBOY |
| Loans From Officers EOY | 800000 | LoansFromOfficersEOY |
| Total Liabilities BOY | 959567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 995777 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1353065 | RetainedEarningsBOY |
| Retained Earnings EOY | 1198876 | RetainedEarningsEOY |
| Total Net Assets BOY | 1353065 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1198876 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2312632 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2194653 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1353065 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -133385 | ExcessOfRevenueOverExpenses |
| Subtotal | 1219680 | Subtotal |
| Other Decreases | 20804 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1198876 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | 2011-01-01 | 2011-12-31 | 9602 | 0 | 0 | 9602 | 0 | 0 | 0 | 9602 |
| Pubicly traded securities - UBS | P | 2011-01-01 | 2011-12-31 | 132534 | 0 | 128549 | 3985 | 0 | 0 | 0 | 3985 |
| Pubicly traded securities - Cantella | P | 2011-01-01 | 2011-12-31 | 165222 | 0 | 234053 | -68831 | 0 | 0 | 0 | -68831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -55244 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -55244 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 86452 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2127069 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040644 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1772060 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040095 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58385 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2089579 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.027941 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 70598 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2005571 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035201 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 61956 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1323797 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046802 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.190683 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038137 | AverageDistributionRatio |
| Net Noncharitable Assets | 2293676 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 87474 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 463 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 87937 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108596 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 463 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 463 | Subtotal |
| Tax Based On Investment Income | 463 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2181 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2181 | TotalCreditsAndPayments |
| Original Return Overpayment | -2181 | OriginalReturnOverpayment |
| Overpayment | 1718 | Overpayment |
| Amount Credited To Next Year | 1718 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID MILEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3523682863 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85TH TERRACE | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID MILEY | ||||||||
| 3468 NW 85TH TERRACE | OCALA | FL | 34482 | President | 2.00 | 0 | 0 | 0 |
| BRENDA MILEY | ||||||||
| 3468 NW 85TH TERRACE | OCALA | FL | 34482 | Director | 0.50 | 0 | 0 | 0 |
| JOHN MILEY | ||||||||
| 886 SHORE ROAD | CAPE ELIZABETH | ME | 04107 | Director | 0.50 | 0 | 0 | 0 |
| BEN MILEY | ||||||||
| 886 SHORE ROAD | CAPE ELIZABETH | ME | 04107 | Director | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2260535 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 68070 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2328605 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2328605 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34929 | CashDeemedCharitable |
| Net Noncharitable Assets | 2293676 | NetNoncharitableAssets |
| Minimum Investment Return | 114684 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 114684 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 463 | TaxBasedOnInvestmentIncome |
| Total Tax | 463 | TotalTax |
| Distributable Amount Before Adj | 114221 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 114221 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 114221 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108596 | ExpensesAndContributions |
| Qualifying Distributions | 108596 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 463 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 108133 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 114221 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 105672 | UndistributedIncomePriorYear |
| Qualifying Distributions | 108596 | QualifyingDistributions |
| Applied To Year1 | 105672 | AppliedToYear1 |
| Applied To Current Year | 2924 | AppliedToCurrentYear |
| Undistributed Income CY | 111297 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID MILEY | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||
| 195 LANCASTER STREET | PORTLAND | ME | 04101 | PublicCharity | General Support | $10,000 |
| BOYS & GIRLS CLUB | ||||||
| 277 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | Public Charity | General Support | $1,000 |
| CAMP SUNSHINE | ||||||
| PO BOX 187 | SOUTH CASCO | ME | 04077 | Public Charity | General Suport | $1,000 |
| CAPE ELIZABETH LAND TRUST | ||||||
| 330 OCEAN HOUSE ROAD | CAPE ELIZABETH | ME | 04107 | Public Charity | General Support | $100 |
| CENTER FOR GRIEVING CHILDREN | ||||||
| PO BOX 1438 | PORTLAND | ME | 04104 | Public Charity | General Support | $1,500 |
| CHEVERUS HIGH SCHOOL | ||||||
| 267 OCEAN AVENUE | PORTLAND | ME | 04103 | Public Charity | General Support | $5,000 |
| EQUEST | ||||||
| PO BOX 935 | KENNEBUNK | ME | 040430935 | Public Charity | General Support | $5,000 |
| FORT WILLIAMS FOUNDATION | ||||||
| PO BOX 6260 | CAPE ELIZABETH | ME | 04107 | Public Charity | Genearl Support | $100 |
| FRIENDS OF CASCO BAY | ||||||
| 43 SLOCUM DRIVE | SOUTH PORTLAND | ME | 04106 | Public Charity | General Support | $1,000 |
| GOOD SHEPARD FOOD BANK | ||||||
| PO BOX 1807 | AUBURN | ME | 04211 | Public Charity | General Support | $5,000 |
| GROW SMART MAINE | ||||||
| 309 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | Public Charity | General Support | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 33 SILVER STREET | PORTLAND | ME | 04101 | Public Charity | General Support | $1,000 |
| FRIENDS OF LONGCREEK YOUTH DEVELOPMENT CENTER | ||||||
| 675 WESTBROOK STREET | SOUTH PORTLAND | ME | 04106 | Public Charity | GED Program | $2,500 |
| MAINE VITAE SOCIETY | ||||||
| 2 GREAT FALLS PLAZA 6 | AUBURN | ME | 04210 | Public Charity | General Support | $3,000 |
| MAINE SPECIAL OLYMPICS | ||||||
| 125 JOHN ROBERTS ROAD 19 | SOUTH PORTLAND | ME | 04106 | Public Charity | General Support | $500 |
| MAINE STATE SOCIETY PROTECTION OF ANIMALS | ||||||
| PO BOX 10 | SOUTH WINDHAM | ME | 04082 | Public Charity | General Support | $1,500 |
| MCAULEY RESIDENCE | ||||||
| 91 STATE STREET | PORTLAND | ME | 04101 | Public Charity | General Support | $10,000 |
| MERCY HOSPITAL | ||||||
| 144 STATE STREET | PORTLAND | ME | 04101 | Public Charity | General Support | $5,000 |
| OPPORTUNITY FARM | ||||||
| PO BOX 65 | NEW GLOUCESTER | ME | 04260 | Public Charity | General Support | $1,500 |
| PROJECT GRACE | ||||||
| PO BOX 6846 | SCARBOROUGH | ME | 04074 | Public Charity | General Support | $10,000 |
| ROOT CELLAR (MAINE) | ||||||
| 94 WASHINGTON AVENUE | PORTLAND | ME | 04101 | Public Charity | General Support | $1,000 |
| SALVATION ARMY | ||||||
| 297 CUMBERLAND AVENUE | PORTLAND | ME | 04104 | Public Charity | General Support | $5,000 |
| ST BARTHOLOMEWS CHURCH | ||||||
| 8 TWO LIGHTS ROAD | CAPE ELIZABETH | ME | 04107 | Public Charity | General Support | $3,500 |
| ST JOSEPH'S COLLEGE | ||||||
| 278 WHITES BRIDGE ROAD | STANDISH | ME | 04084 | Public Charity | General Support | $2,000 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| PO BOX 1626 | BANGOR | ME | 04402 | Public Charity | General Support | $1,000 |
| SMILE TRAIN | ||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | Public Charity | General Support | $1,000 |
| UNIVERSITY OF DUBLIN FUND | ||||||
| 80 PINE STREET | NEW YORK | NY | 10005 | Public Charity | General Support | $1,000 |
| THOMAS MEMORIAL LIBRARY FOUNDATION | ||||||
| 6 SCOTT DYER ROAD | CAPE ELIZABETH | ME | 04107 | Public Charity | General Support | $100 |
| WAYSIDE SOUP KITCHEN | ||||||
| PO BOX 1278 | PORTLAND | ME | 04101 | Public Charity | General Support | $5,000 |
| WENTWORTH INSTITUTE OF TECHNOLOGY | ||||||
| 550 HUNTINGTON AVENUE | BOSTON | MA | 02115 | Public Charity | General Support | $3,500 |
| YMCA CAMP BELKNAP | ||||||
| 172 GOVERNOR WENTWORTH HIGHWAY | WOLFEBORO | NH | 03894 | Public Charity | General Support | $2,500 |
| UNION OF MAINE VISUAL ARTISTS | ||||||
| 1797 BRISTOL ROAD | BRISTON | ME | 04539 | Public Charity | General Support | $100 |
| LEARNING WORKS | ||||||
| 181 BRACKETT STREET | PORTLAND | ME | 04102 | Public Charity | General Support | $1,500 |
| SISTERS OF MERCY | ||||||
| 6 DOWN STREET | INDIAN ISLAND | ME | 04468 | Public Charity | General Support | $1,500 |
| SACO RIVER GRANGE HALL | ||||||
| PO BOX 1 | BAR MILLS | ME | 04004 | Public Charity | General Support | $1,000 |
| OPEN GATES EQUINE RESCUE INC | ||||||
| 407 MORSE ROAD | NEW GLOUCESTER | ME | 04260 | Public Charity | General Support | $500 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | Public Charity | General Support | $500 |
| BISHOP'S APPEAL | ||||||
| PO BOX 11559 | PORTLAND | ME | 04104 | Public Charity | General Support | $5,000 |
| CLONGOWES WOOD COLLEGE FOUNDATION US | ||||||
| 19 CROSS STREET | MEDFIELD | MA | 02052 | Public Charity | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 106400 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $67,682 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$64,486 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,196 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3196 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID MILEY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85TH TERRACE | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 34000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| Equities at UBS | 27884 | 27884 |
| Fixed Income at UBS | 60646 | 60646 |
| Mutual Funds at UBS | 525217 | 525217 |
| Equities at Pershing | 44340 | 44340 |
| Mutual Funds at Pershing | 624196 | 624196 |
| Exchange-traded products at Pershing | 854680 | 854680 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficer (2 entries)
| Lenders NameLendersName | Lenders TitleLendersTitle | Original Amount Of LoanOriginalAmountOfLoan | Balance DueBalanceDue | Date Of NoteDateOfNote | Maturity DateMaturityDate | Repayment TermsRepaymentTerms | Interest RateInterestRate | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Desc Of Lender ConsiderationDescOfLenderConsideration | Consideration FmvConsiderationFmv |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MILEY | Officer | 500000 | 500000 | 2006-09 | 2016-09 | Principal and accrued interest due at maturity date | 0.05210000 | None | Provide Foundation means to increase investment income | cash | 500000 |
| DAVID MILEY | Officer | 300000 | 300000 | 2007-12 | 2007-12 | Principal and accrued interest due at maturity date | 0.04720000 | None | Provide Foundation means to increase investment income | cash | 300000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unrealized loss | $17,986 |
| Other | $2,818 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Check supplies | 111 | 111 |
| Annual report expense | 70 | 70 |
| Bank service charges | 15 | 15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Baker Newman Noyes Form 990-PF | $2,000 | |
| UBS Investment Asset Management | $5,100 | 5100 |
| Cantell-Pershing Investment Asset Management | $16,054 | 16054 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid on investments | Category |
| Amount | $261 | Amount |
| Net Investment Income | 261 | NetInvestmentIncome |