QUIMBY FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- QUIMBY FAMILY FOUNDATION (EIN 20-0041017)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201131329349100003
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T07:17:14-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 MIDDLE STREET PO BOX 445 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041120445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200041017 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUIMBY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUIM | NameControl |
| Phone | 2079632022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 148 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041120148 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROXANNE QUIMBY | Name |
| Title | PRESIDENT | Title |
| Phone | 2079632022 | Phone |
| Date Signed | 2011-05-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL P DOIRON | Name |
| Phone | 2077721981 | Phone |
| Date Prepared | 2011-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18202936 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 258567 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 258567 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 207133 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 207133 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 280531 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8618067 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 280531 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 746231 | TotalRevenueAndExpenses |
| Total Net Investment Income | 746231 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 17500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 17500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 10136 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 10136 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7895 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7895 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 83229 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 83229 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5903 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 203 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 15195 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 15195 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4412 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2736 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1676 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 144270 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 86168 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 52402 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1600625 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1600625 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1744895 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 86168 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1653027 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -998664 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 660063 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 31489 | CashBOY |
| Cash EOY | 28387 | CashEOY |
| Cash EOYFMV | 28387 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 918031 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 362601 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 362601 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1067092 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 618807 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 599934 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5229075 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5575586 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6511315 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 8369773 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 8731415 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 8969912 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3075000 | InvestmentsOtherBOY |
| Investments Other EOY | 2375000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1730787 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 18690460 | TotalAssetsBOY |
| Total Assets EOY | 17691796 | TotalAssetsEOY |
| Total Assets EOYFMV | 18202936 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 18690460 | RetainedEarningsBOY |
| Retained Earnings EOY | 17691796 | RetainedEarningsEOY |
| Total Net Assets BOY | 18690460 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17691796 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18690460 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17691796 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18690460 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -998664 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 17691796 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17691796 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 8618067 | GrossSalesPrice |
| Cost Or Other Basis | 8337536 | CostOrOtherBasis |
| Gain Or Loss | 280531 | GainOrLoss |
| Gains Minus Excess Or Losses | 280531 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 280531 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 829254 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16897526 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049075 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 677951 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19085386 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035522 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 515559 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13856943 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037206 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 547364 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12037560 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045471 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 517270 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11419117 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045299 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.212573 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042515 | AverageDistributionRatio |
| Net Noncharitable Assets | 17866259 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 759584 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6601 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 766185 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1653027 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6601 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6601 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6601 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7362 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7362 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 761 | Overpayment |
| Amount Credited To Next Year | 761 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.QUIMBYFAMILYFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | DANIEL P DOIRON CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2077721981 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 MIDDLE STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROXANNE QUIMBY | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | PRESIDENT & DIRECTOR | 15.00 | 0 | 0 | 0 |
| HANNAH QUIMBY | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | SECRETARY & DIRECTOR | 25.00 | 2500 | 0 | 0 |
| LUCAS ST CLAIR | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | DIRECTOR | 4.00 | 2500 | 0 | 0 |
| LIANE JUDD | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | DIRECTOR | 4.00 | 2500 | 0 | 0 |
| ANDRES VERZOSA | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | DIRECTOR | 4.00 | 2500 | 0 | 0 |
| REBECCA RUNDQUIST | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | DIRECTOR | 8.00 | 2500 | 0 | 0 |
| DICK ANDERSON | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | DIRECTOR | 4.00 | 2500 | 0 | 0 |
| WALTER A ANDERSON | ||||||||
| PO BOX 148 | PORTLAND | ME | 041120148 | DIRECTOR | 4.00 | 2500 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 17TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MNGMT & ADVICE | TypeOfService |
| Compensation | 83229 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 17859358 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 278976 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 18138334 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 18138334 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 272075 | CashDeemedCharitable |
| Net Noncharitable Assets | 17866259 | NetNoncharitableAssets |
| Minimum Investment Return | 893313 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 893313 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6601 | TaxBasedOnInvestmentIncome |
| Total Tax | 6601 | TotalTax |
| Distributable Amount Before Adj | 886712 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 886712 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 886712 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1653027 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1653027 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6601 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1646426 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 886712 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 799016 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1653027 | QualifyingDistributions |
| Applied To Year1 | 799016 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 854011 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 32701 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROXANNE QUIMBY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | QUIMBY FAMILY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 148 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041120148 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2079632022 | RecipientPhoneNumber |
| Form And Info And Materials | GO TO WWW.QUIMBYFAMILYFOUNDATION.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | GO TO WWW.QUIMBYFAMILYFOUNDATION.ORG | SubmissionDeadlines |
| Restrictions On Awards | GO TO WWW.QUIMBYFAMILYFOUNDATION.ORG | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (90 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANDROSCOGGIN RIVER ALLIANCE | ||||||||
| PO BOX 177 | LEWISTON | ME | 04240 | N/A | PUBLIC CHARITY | FUND FREE THE ANDROSCOGGIN PROJECT | $15,000 | |
| APPALACHIAN TRAIL CONSERVANCY | ||||||||
| PO BOX 807 | HARPERS FERRY | WV | 25425 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $29,000 | |
| BLUE HILL CONSOLIDATED SCHOOL | ||||||||
| 60 HIGH STREET | BLUE HILL | ME | 046145932 | N/A | PUBLIC CHARITY | BLUE HILL SCHOOL GARDENING PROGRAM | $8,100 | |
| BOWDOIN INTERNATIONAL MUSIC FESTIVAL | ||||||||
| 6300 COLLEGE STATION | BRUNSWICK | ME | 040118463 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | |
| CAMDEN INTERNATIONAL FILM FESTIVAL | ||||||||
| POBOX 836 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $7,500 | |
| CATHEDRAL SCHOOL | ||||||||
| 14 LOCUST STREET | PORTLAND | ME | 041013100 | N/A | PUBLIC CHARITY | SOUND AND LIGHTING IMPROVEMENTS FOR THE GUILD HALL STAGE | $25,000 | |
| CENTER FOR FURNITURE CRAFTSMANSHIP | ||||||||
| 25 MILL STREET | ROCKPORT | ME | 048564842 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||||
| 162 RUSSELL AVENUE | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $35,000 | |
| CENTER FOR WILDLIFE | ||||||||
| 385 MOUNTAIN ROAD | YORK | ME | 03909 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | |
| CENTER THEATRE FOR THE PERFORMING ARTS | ||||||||
| PO BOX 441 | DOVERFOXCROFT | ME | 04426 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $20,000 | |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | ||||||||
| 142 FREE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FUND THE GROWING KIDS GREENHOUSE | $15,000 | |
| COLLEGE OF THE ATLANTIC | ||||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | N/A | PUBLIC CHARITY | SCHOLARSHIP SUPPORT | $17,000 | |
| CULTURAL RESOURCES | ||||||||
| PO BOX 1175 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | ARTISTS OF THE FOREST EXHIBIT | $8,000 | |
| DENMARK ARTS CENTER | ||||||||
| 50 WEST MAIN STREET | DENMARK | ME | 04022 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,000 | |
| ENGINE | ||||||||
| 41 FRANKLIN STREET 1 | BIDDEFORD | ME | 04005 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $30,000 | |
| FERRY BEACH ECOLOGY SCHOOL | ||||||||
| 8 MORRIS AVE 1 | SACO | ME | 040722314 | N/A | PUBLIC CHARITY | FUND THE SCIENCE & ECOLOGY: LIVE & UNPLUGGED | $20,000 | |
| FIVE RIVERS ARTS ALLIANCE | ||||||||
| 108 MAINE STREET | BRUNSWICK | ME | 040112013 | N/A | PUBLIC CHARITY | FUND MAINE ARTWALKS | $5,000 | |
| FOXCROFT ACADEMY MUSIC BOOSTERS | ||||||||
| PO BOX 284 | DOVERFOXCROFT | ME | 044260284 | N/A | PUBLIC CHARITY | FUND A YEAR OF THE MUSIC MENTORSHIP PROGRAM | $5,000 | |
| FRIENDS OF BAXTER STATE PARK | ||||||||
| PO BOX 1442 | BANGOR | ME | 04402 | N/A | PUBLIC CHARITY | STUDENT WILDERNESS CAMPING PROJECT | $15,000 | |
| FRIENDS OF COBBOSSEE WATERSHED | ||||||||
| PO BOX 5003 | AUGUSTA | ME | 043325003 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $6,125 | |
| FRIENDS OF DEERING OAKS | ||||||||
| 49 AUSTIN STREET | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | FUND THE SEASONAL LIGHTING DISPLAY | $5,000 | |
| FRIENDS OF EVERGREEN | ||||||||
| PO BOX 3508 | PORTLAND | ME | 04104 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $20,000 | |
| FRIENDS OF ST LAWRENCE | ||||||||
| 66 CONGRESS STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FUND A FULL-TIME DEVELOPMENT DIRECTOR | $40,000 | |
| FRIENDS OF THE EASTERN PROMENADE | ||||||||
| PO BOX 16025 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FUND THE LORING MEMORIAL TRAIL PROJECT | $18,800 | |
| FRIENDS SCHOOL OF PORTLAND | ||||||||
| 1 MACKWORTH ISLAND | FALMOUTH | ME | 04105 | N/A | PUBLIC CHARITY | EXPAND THE GARDEN PROJECT | $9,000 | |
| GEOLOGY DEP UNIVERSITY OF MAINE AT FARMINGTON | ||||||||
| 224 MAIN STREET | FARMINGTON | ME | 049381911 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $20,000 | |
| GOULD ACADEMY | ||||||||
| PO BOX 860 | BETHEL | ME | 04217 | N/A | PUBLIC CHARITY | FUND LONG TERM ARTIST RESIDENCE | $11,000 | |
| GUITAR DOORS | ||||||||
| PO BOX 884 | GORHAM | ME | 04038 | N/A | PUBLIC CHARITY | FUND THE 12 BAR BLUES PROJECT | $10,000 | |
| HARLOW GALLERYKENNEBEC VALLEY ART ASSOCIATION | ||||||||
| 160 WATER STREET | HALLOWELL | ME | 043471315 | N/A | PUBLIC CHARITY | FUND STAFF SUPPORT | $10,000 | |
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | ||||||||
| PO BOX 518 | DEER ISLE | ME | 04627 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 | |
| HEART OF MAINE RC&D KNEADING CONFERENCE | ||||||||
| 1423 BROADWAY | BANGOR | ME | 04401 | N/A | PUBLIC CHARITY | FUND WOOD FIRED OVEN PURCHASE | $48,000 | |
| HUDSON MUSEUM | ||||||||
| 5746 COLLINS CENTER FOR THE ARTS | ORONO | ME | 044695746 | N/A | PUBLIC CHARITY | CREATE A FIELDTRIP FUND | $15,000 | |
| ISLAND ASTRONOMY INSTITUTE | ||||||||
| PO BOX 249 | BERNARD | ME | 04612 | N/A | PUBLIC CHARITY | FUND ADDITIONAL STAFF | $26,000 | |
| JOHNSON HALL PERFORMING ARTS CENTER | ||||||||
| PO BOX 777 | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | FUND TESS AFTER-SCHOOL THEATRE/ART PROGRAM | $15,000 | |
| KENNEBEC MESSALONSKEE TRAILS | ||||||||
| PO BOX 2388 | WATERVILLE | ME | 04903 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $9,000 | |
| KITCHEN GARDENERS INTERNATIONAL | ||||||||
| 3 POWERHORN DRIVE | SCARBOROUGH | ME | 04074 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $30,000 | |
| LA ARTS | ||||||||
| 221 LISBON STREET | LEWISTON | ME | 04240 | N/A | PUBLIC CHARITY | ARTS-IN-EDUCATION PROGRAMMING FOR THE 2010-2011 SCHOOL YEAR | $25,000 | |
| MAHOOSUC LAND TRUST | ||||||||
| PO BOX 981 18 MAYWILLE ROAD | BETHEL | ME | 04217 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $17,000 | |
| MAINE APPALACHIAN TRAIL CLUB INC | ||||||||
| PO BOX 283 | AUGUSTA | ME | 043320283 | N/A | PUBLIC CHARITY | FUND CARETAKER/RIDGERUNNERS PROGRAM | $15,000 | |
| MAINE AUDUBON | ||||||||
| 20 GILSLAND FARM ROAD | FALMOUTH | ME | 04105 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $30,000 | |
| MAINE CHAPTER INT'L APPALACHIAN TRAIL | ||||||||
| PO BOX 916 | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | TRAVEL COSTS FOR EXPLORATORY MEETINGS | $6,000 | |
| MAINE COUNCIL-ATLANTIC SALMON FEDERATION | ||||||||
| 14 MAINE STREET 308 | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $30,000 | |
| MAINE DISCOVERY MUSEUM | ||||||||
| 74 MAIN STREET | BANGOR | ME | 044016304 | N/A | PUBLIC CHARITY | FUND THE ART IN THE HEART OF DOWNTOWN PROJECT | $7,500 | |
| MAINE FIBERARTS | ||||||||
| 13 MAIN STREET | TOPSHAM | ME | 040861219 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $25,000 | |
| MAINE HUTS AND TRAILS | ||||||||
| 375 N STREET | KINDFIELD | ME | 04947 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50,000 | |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||||
| 58 FORE STREET SUITE 30-3 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 | |
| MAINE JEWISH FILM FESTIVAL | ||||||||
| PO BOX 7465 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 | |
| MAINE MEDIA WORKSHOPS | ||||||||
| PO BOX 200 70 CAMDEN STREET | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | SUPPORT THE MAINE YOUTH SCHOLARSHIP FUND | $20,000 | |
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | ||||||||
| PO BOX 170 CROSBY BROOK ROAD | UNITY | ME | 04988 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $22,500 | |
| MAINE RIVERS | ||||||||
| PO BOX 782 | YARMOUTH | ME | 04096 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $32,000 | |
| MAINE VOLUNTEER LAKE MONITORING PROGRAM | ||||||||
| 24 MAPLE HILL ROAD | AUBURN | ME | 04210 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | |
| MCLAUGHLIN GARDEN | ||||||||
| 97 MAIN STREET | SOUTH PARIS | ME | 04281 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | |
| MERRYMEETING ARTS CENTER | ||||||||
| 9 MAIN STREET | BOWDOINHAM | ME | 04008 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $17,000 | |
| NASSON COMMUNITY CENTERLITTLE THEATRE | ||||||||
| 457 MAIN STREET | SPRINGVALE | ME | 04083 | N/A | PUBLIC CHARITY | FUND A SOUND SYSTEM | $17,000 | |
| NEW ENGLAND SCHOOL OF METALWORK | ||||||||
| 7 ALBISTON WAY | AUBURN | ME | 042104869 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $20,000 | |
| NEW SURRY THEATRE | ||||||||
| PO BOX 1597 | BLUE HILL | ME | 04614 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $7,200 | |
| OGUNQUIT MUSEUM OF ART | ||||||||
| 543 SHORE ROAD | QGUNQUIT | ME | 039073923 | N/A | PUBLIC CHARITY | FUND FACILITY UPGRADES | $40,000 | |
| PARTNERS IN ISLAND EDUCATION | ||||||||
| PO BOX 664 | VINALHAVEN | ME | 04863 | N/A | PUBLIC CHARITY | FUND ARTS PROGRAMS FOR THE YOUTH | $6,000 | |
| PATTEN LUMBERMAN'S MUSEUM | ||||||||
| PO BOX 300 61 SHIN POND ROAD | PATTEN | ME | 04765 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 | |
| PENOBSCOT RIVER RESTORATION TRUST | ||||||||
| PO BOX 5695 | AUGUSTA | ME | 04332 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $50,000 | |
| PIERRE MONTEUX SCHOOL FOR CONDUCTORS | ||||||||
| 42 MELODY LANE | HANCOCK | ME | 046400457 | N/A | PUBLIC CHARITY | FUND PROGRAM FEES FOR CONDUCTORS AND INSTRUMENTALISTS | $20,400 | |
| PORTLAND ARTS AND CULTURE ALLIANCE | ||||||||
| 549 CONGRESS STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $20,000 | |
| PORTLAND BALLET | ||||||||
| 517 FOREST AVENUE SUITE 2 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | SUPPORT INFRASTRUCTURE & EQUIPMENT UPGRADES | $5,000 | |
| PORTLAND NORTH LAND TRUST | ||||||||
| 225 COMMERCIAL STREET SUITE 401D | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | |
| PORTLAND SYMPHONY ORCHESTRA | ||||||||
| PO BOX 3573 50 MONUMENT SQUARE 2ND | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | SUPPORT DIGITAL MEDIA INITIATIVE | $25,000 | FLOOR |
| PRESUMPSCOT REGIONAL LAND TRUST | ||||||||
| PO BOX 33 | GORHAM | ME | 04038 | N/A | PUBLIC CHARITY | FUND TRAIL SYSTEM | $8,000 | |
| RESTORE THE NORTH WOODS | ||||||||
| 9 UNION STREET 4 | HALLOWELL | ME | 043471365 | N/A | PUBLIC CHARITY | SUPPORT MAINE ENVIRONMENTAL NEWS | $7,500 | |
| RIPPLE EFFECT | ||||||||
| PO BOX 441 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | FUND COW ISLAND CONSERVATION CORPS | $25,000 | |
| RIVER ARTS INC | ||||||||
| 170 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | PROGRAMMING SUPPORT | $20,000 | |
| RUFUS PORTER MUSEUM INC | ||||||||
| 67 NORTH HIGH STREET | BRIDGTON | ME | 040091111 | N/A | PUBLIC CHARITY | SUPPORT EDUCATION IN THE TRADITIONAL ARTS | $15,000 | |
| SCHOODIC INT'L SCULPTURE MUSEUM | ||||||||
| PO BOX 22 | STEUBEN | ME | 04680 | N/A | PUBLIC CHARITY | ENLARGE UPON THE POTENTIAL OF THE SCULPTURE TRAIL MAP | $15,000 | |
| SCHOOL GROUND GREENING COALITION | ||||||||
| 305 COMMERCIAL STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | BRING NATURE TO SPACES WHERE CHILDREN LEARN AND PLAY | $20,000 | |
| SPACE GALLERY | ||||||||
| 538 CONGRESS STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $30,000 | |
| ST JOHN VALLEY SOIL & WATER CONS DIST | ||||||||
| 139 MARKET STREET SUITE 106 | FORT KENT | ME | 04743 | N/A | PUBLIC CHARITY | ESTABLISH A FOOD SUSTAINABILITY EDUCATION CAMPAIGN | $5,000 | |
| SUSAN L CURTIS CENTER | ||||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 | |
| THE BAY SCHOOL | ||||||||
| PO BOX 950 SOUTH STREET | BLUE HILL | ME | 04614 | N/A | PUBLIC CHARITY | FUND A FARMER TEACHING POSITION | $11,200 | |
| THE GOOD LIFE CENTER | ||||||||
| 372 HARBORSIDE ROAD | HARBORSIDE | ME | 046423011 | N/A | PUBLIC CHARITY | FUND FARM MANAGER/GARDENER POSITIONS | $15,000 | |
| THE GRAND AUDITORIUM OF HANCOCK COUNTY | ||||||||
| 165 MAIN STREET | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | FUND PART-TIME DEVELOPMENT DIRECTOR, PURCHASE SOFTWARE & COMPUTER | $20,000 | |
| THE MUSEUM OF AFRICAN CULTURE | ||||||||
| 13 BROWN STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FUND EXECUTIVE DIRECTOR AND ADMINISTRATIVE ASSISTANT POSITION | $30,000 | |
| THE READFIELD UNION MEETING HOUSE | ||||||||
| CHURCH ROAD | READFIELD | ME | 04355 | N/A | PUBLIC CHARITY | FUND RESTORATION ON THE UNION MEETING HOUSE | $12,000 | |
| THE SALT INSTITUTE OF DOCUMENTARY STUDIES | ||||||||
| PO BOX 7800 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $25,000 | |
| TIDES INSTITUTE AND MUSEUM OF ART | ||||||||
| 43 WATER STREET | EASTPORT | ME | 04631 | N/A | PUBLIC CHARITY | SUPPORT ARTS/PLACE INIATIVE | $30,000 | |
| TRAILS END FESTIVAL | ||||||||
| 1029 CENTRAL STREET PO BOX 426 | MILLINOCKET | ME | 04462 | N/A | PUBLIC CHARITY | PARTIALLY FUND THE THIRD ANNUAL TRAILS END FESTIVAL | $5,000 | |
| TWO ROADS MAINE | ||||||||
| PO BOX 415 | FREEPORT | ME | 04032 | N/A | PUBLIC CHARITY | FUND TWO 4 DAY PROGRAMS TO EIGHT MAINE RESIDENTS | $12,800 | |
| UNIVERSITY OF MAINE PRESS | ||||||||
| 126A COLLEGE AVENUE | ORONO | ME | 04473 | N/A | PUBLIC CHARITY | FUND EDITORIAL AND PRINTING SERVICES FOR THE PUBLICATION OF A NEW BOOK | $50,000 | |
| WABANAKI VISION | ||||||||
| 10 WABANAKI WAY | INDIAN ISLAND | ME | 04468 | N/A | PUBLIC CHARITY | FUND START UP COSTS | $5,000 | |
| WASHINGTON HANCOCK COMMUNITY AGENCY | ||||||||
| PO BOX 229 248 BUCKSPORT ROAD | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 | |
| WATERSHED CENTER FOR THE CERAMIC ARTS | ||||||||
| 19 BRICK HILL ROAD | NEWCASTLE | ME | 045533901 | N/A | PUBLIC CHARITY | ASSIST BUILDING/MAINTENANCE UPGRADES | $15,000 | |
| WAYSIDE THEATRE | ||||||||
| 7853 MAIN STREET PO BOX 260 | MIDDLETOWN | VA | 22645 | N/A | PUBLIC CHARITY | BUILDING UPGRADES | $5,000 | |
| WINTERGREEN ARTS CENTER | ||||||||
| PO BOX 1252 | PRESQUE ISLE | ME | 04769 | N/A | PUBLIC CHARITY | SUPPORT CAPITAL CAMPAIGN | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1600625 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $258,567 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $207,133 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $280,531 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $746,231 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 746231 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | Category |
| Amount | $7,895 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7895 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (23 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CAISSE D'AMORTISSEMENT DE LA D 5.375% 07/17/2012 SR LIEN | 272500 | 273134 |
| COUNCIL OF EUROPE DEVELOPMENT 4.25% 04/22/2013 USD | 261238 | 274244 |
| EIB 4.875% 01/17/2017 JJ SR LIEN | 262895 | 284162 |
| FFCB 4.875000% 12/16/2015 JD | 302992 | 309683 |
| FHLB 4.875% 06/13/2014 JD | 136641 | 156536 |
| FHLB 4.875% 11/18/2011 MN | 531420 | 522346 |
| FHLB 4.875% 12/13/2013 JD | 188343 | 210715 |
| FHLB 5.0% 11/17/2017 MN | 260603 | 284965 |
| FHLB 5.25% 09/13/2013 MS | 121667 | 135287 |
| FHLB 5.625% 03/14/2036 MS | 27049 | 28562 |
| FHLMC 1.75% 09/10/2015 MS | 109685 | 108716 |
| FHLMC 4.75% 11/17/2015 MN | 330429 | 337808 |
| FHLMC 5.5% 08/23/2017 FA | 140550 | 153204 |
| FHLMC MTN 4.875% 06/13/2018 JD | 326109 | 336233 |
| FNMA 4.625% 10/15/2014 AO SER BENCHMAR SR LIEN | 329109 | 336598 |
| FNMA GLOBAL 4.375000% 03/15/2013 MS | 407411 | 408901 |
| GOLDMAN SACHS HIGH YIELD INSTL MUTUAL FUND CLASS I | 207387 | 237096 |
| GS INVESTMENT GRADE CREDIT SEPARATE A/C INST MUTUAL FUND | 819711 | 805385 |
| GS MORTGAGES SEPARATE A/C INST MUTUAL FUND | 1489363 | 1521184 |
| KFW 5.125% 03/14/2016 MS | 241313 | 257317 |
| LANDWIRTSCHAFTLICHE RENTENBANK CPN 4.3750 01/15/2013 | 265000 | 277057 |
| THE GOLDMAN SACHS GROUP, INC. LINKED TO MSCI EAFE 0% COUPON DUE 12/31/2012 S | 850000 | 839633 |
| THE GOLDMAN SACHS GROUP, INC. LINKED TO S&P 500 0% COUPON DUE 01/14/2013 STR | 850000 | 871146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (97 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ADOBE SYSTEMS INC CMN | 22725 | 24839 |
| AFLAC INCORPORATED CMN | 33480 | 44354 |
| ALLSTATE CORPORATION COMMON STOCK | 17398 | 18427 |
| AMERICAN ELECTRIC POWER INC CMN | 35273 | 38283 |
| AMERICAN TOWER CORPORATION CMN CLASS A | 91971 | 124143 |
| APPLE, INC. CMN | 95345 | 173215 |
| ARCHER DANIELS MIDLAND CO CMN | 25529 | 28817 |
| AVON PRODUCTS INC. CMN | 62868 | 63322 |
| BANK OF AMERICA CORP CMN | 71956 | 82628 |
| BAXTER INTERNATIONAL INC CMN | 67019 | 65199 |
| BAXTER INTERNATIONAL INC CMN | 79130 | 77246 |
| BIOGEN IDEC INC. CMN | 39335 | 55115 |
| BMC SOFTWARE INC. CMN | 16855 | 21260 |
| BOEING COMPANY CMN | 37526 | 44377 |
| BROADCOM CORP CL-A CMN CLASS A | 32949 | 49647 |
| CB RICHARD ELLIS GROUP, INC. CMN CLASS A | 38802 | 72335 |
| CBS CORPORATION CMN CLASS B | 35272 | 41339 |
| CHARLES SCHWAB CORPORATION CMN | 45940 | 42467 |
| CISCO SYSTEMS, INC. CMN | 110868 | 91116 |
| CME GROUP INC. CMN CLASS A | 93642 | 113900 |
| COMCAST CORPORATION CMN CLASS A VOTING | 50670 | 62065 |
| COSTCO WHOLESALE CORPORATION CMN | 72172 | 100083 |
| CROWN CASTLE INTL CORP COMMON STOCK | 50162 | 66578 |
| CVS CAREMARK CORPORATION CMN | 37947 | 38977 |
| DISH NETWORK CORPORATION CMN CLASS A | 36448 | 44412 |
| DOW CHEMICAL CO CMN | 44376 | 57014 |
| EMC CORPORATION MASS CMN | 46129 | 52624 |
| EMERSON ELECTRIC CO. CMN | 15678 | 20867 |
| ENTERGY CORPORATION CMN | 51684 | 40161 |
| EQUINIX INC CMN | 40804 | 46968 |
| EVEREST RE GROUP LTD CMN | 34537 | 37745 |
| FORD MOTOR COMPANY CMN | 17605 | 38617 |
| FRANKLIN RESOURCES INC CMN | 23255 | 34030 |
| FREEPORT-MCMORAN COPPER & GOLD CMN | 24713 | 31343 |
| GENERAL ELECTRIC CO CMN | 100226 | 110764 |
| GENERAL MILLS INC CMN | 57059 | 59720 |
| GENERAL MOTORS COMPANY CMN | 25231 | 26171 |
| GILEAD SCIENCES CMN | 40002 | 32109 |
| GOLDMAN SACHS SMALL CAP VALUE CLASS I | 384631 | 451057 |
| GOLDMAN SACHS SMALL/MID CAP GROWTH FUND - INSTL SHARES | 365666 | 456886 |
| GOOGLE, INC. CMN CLASS A | 24084 | 26135 |
| HALLIBURTON COMPANY CMN | 54095 | 76475 |
| HARTFORD FINANCIAL SRVCS GROUP CMN | 29851 | 30596 |
| HONEYWELL INTL INC CMN | 45651 | 64696 |
| ILLINOIS TOOL WORKS CMN | 17280 | 21894 |
| INVESCO LTD. CMN | 31121 | 34911 |
| JOHNSON & JOHNSON CMN | 61805 | 66303 |
| JOHNSON CONTROLS INC CMN | 21175 | 31324 |
| JPMORGAN CHASE & CO CMN | 122370 | 123018 |
| KOHL'S CORP (WISCONSIN) CMN | 19721 | 20214 |
| LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTL SHARES | 339092 | 355809 |
| LOWES COMPANIES INC CMN | 83189 | 103530 |
| LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | 21184 | 25834 |
| MARSH & MCLENNAN CO INC CMN | 15854 | 18619 |
| MASTERCARD INCORPORATED CMN CLASS A | 67859 | 69922 |
| MERCK & CO., INC. CMN | 72996 | 72008 |
| MICROSOFT CORPORATION CMN | 74369 | 77422 |
| NEWELL RUBBERMAID INC CMN | 22976 | 26925 |
| NEWFIELD EXPLORATION CO. CMN | 46265 | 71822 |
| NEXTERA ENERGY INC CMN | 18779 | 17625 |
| NIKE CLASS-B CMN CLASS B | 53142 | 68849 |
| NORTHERN TRUST CORP CMN | 48624 | 52085 |
| OCCIDENTAL PETROLEUM CORP CMN | 78888 | 111638 |
| OCCIDENTAL PETROLEUM CORP CMN | 34451 | 43066 |
| ORACLE CORPORATION CMN | 13608 | 17497 |
| ORACLE CORPORATION CMN | 62535 | 95590 |
| P G & E CORPORATION CMN | 51865 | 53676 |
| PEPSICO INC CMN | 45042 | 47299 |
| PEPSICO INC CMN | 92420 | 97015 |
| PNC FINANCIAL SERVICES GROUP CMN | 42110 | 46997 |
| POLO RALPH LAUREN CORPORATION CLASS A COMMON STOCK | 15129 | 17636 |
| PRAXAIR, INC CMN SERIES | 37461 | 42580 |
| PROCTER & GAMBLE COMPANY (THE) CMN | 23184 | 24638 |
| PROCTER & GAMBLE COMPANY (THE) CMN | 52478 | 63687 |
| PRUDENTIAL FINANCIAL INC CMN | 47597 | 58240 |
| QUALCOMM INC CMN | 117821 | 140651 |
| RANGE RESOURCES CORPORATION CMN | 20870 | 20511 |
| SCHLUMBERGER LTD CMN | 30941 | 37241 |
| SCHLUMBERGER LTD CMN | 106118 | 156312 |
| SLM CORPORATION CMN | 42504 | 43070 |
| SOUTHWESTERN ENERGY CO. CMN | 63097 | 62620 |
| SPRINT NEXTEL CORPORATION CMN | 59054 | 42672 |
| ST JUDE MEDICAL INC CMN | 70913 | 84602 |
| STAPLES, INC. CMN | 93469 | 94723 |
| STATE STREET CORPORATION (NEW) CMN | 27149 | 31326 |
| SUNTRUST BANKS INC $1.00 PAR CMN | 38796 | 42996 |
| TEVA PHARMACEUTICAL IND LTD ADS | 50334 | 51817 |
| TEVA PHARMACEUTICAL IND LTD ADS | 49386 | 52756 |
| TEXAS INSTRUMENTS INC. CMN | 17179 | 23205 |
| THE BANK OF NY MELLON CORP CMN | 18583 | 20415 |
| THE TRAVELERS COMPANIES, INC CMN | 27691 | 36936 |
| THERMO FISHER SCIENTIFIC INC CMN | 53200 | 71636 |
| U.S. BANCORP CMN | 63274 | 70554 |
| UNILEVER N.V. NY SHS (NEW) ADR CMN | 17670 | 22074 |
| WEATHERFORD INTERNATIONAL LTD CMN | 26812 | 26972 |
| WELLPOINT, INC. CMN | 54358 | 51401 |
| XILINX INCORPORATED CMN | 65239 | 71030 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 618807 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 599934 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NON-US EQUITY MANAGERS: PORTFOLIO 1 OFFSHORE L.P. | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2375000 | BookValue |
| EOYFMV | 1730787 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $10,136 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10136 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | 1676 | 0 | 1676 |
| OTHER INVESTMENT EXPENSES | 2736 | 2736 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $83,229 | Amount |
| Net Investment Income | 83229 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $203 | 203 | 0 |
| FEDERAL ESTIMATE TAXES PAID | $5,700 | 0 | 0 |