THE MILEY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE MILEY FOUNDATION (EIN 20-2007116)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-08
- IRS object ID
- 201132209349100108
- Schema version
- 2010v3.4
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-08T10:48:12-05:00 | 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 | BAKER NEWMAN & NOYES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 507 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04112 | 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 | 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 | 2077674371 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Shore Road | AddressLine1 |
| City | Cape Elizabeth | City |
| State | ME | State |
| ZIP Code | 04107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Miley | Name |
| Title | President | Title |
| Phone | 2077674371 | Phone |
| Date Signed | 2011-08-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicholas E Porto | Name |
| Phone | 2078792100 | Phone |
| 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 | 2281869 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1440 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1440 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 64373 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64373 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -265529 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 667238 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -169716 | TotalRevenueAndExpenses |
| Total Net Investment Income | 65813 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2365 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2365 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 190 | InterestRevAndExpnss |
| Interest Net Invst Incm | 190 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2491 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 491 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4060 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2000 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2060 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9106 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5046 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2060 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 85000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94106 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5046 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 87060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -263822 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 60767 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 19537 | CashBOY |
| Cash EOY | 5557 | CashEOY |
| Cash EOYFMV | 5557 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 319116 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 28048 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 28048 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1707613 | InvestmentsOtherBOY |
| Investments Other EOY | 2248264 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2248264 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2046266 | TotalAssetsBOY |
| Total Assets EOY | 2281869 | TotalAssetsEOY |
| Total Assets EOYFMV | 2281869 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 4000 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4000 | 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 | 2046266 | RetainedEarningsBOY |
| Retained Earnings EOY | 2277869 | RetainedEarningsEOY |
| Total Net Assets BOY | 2046266 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2277869 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2046266 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2281869 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2046266 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -263822 | ExcessOfRevenueOverExpenses |
| Other Increases | 495425 | OtherIncreases |
| Subtotal | 2277869 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2277869 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| Publicly Traded Securities | 665316 | 932767 | -267451 | -267451 | |
| Capital Gains Dividends | 1922 | 1922 | 1922 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -265529 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71050 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1772060 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040095 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58385 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2089579 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.027941 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 70598 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2005571 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035201 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61956 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1323797 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046802 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51882 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 994430 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052173 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.202212 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040442 | AverageDistributionRatio |
| Net Noncharitable Assets | 2127069 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 86023 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 608 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 86631 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 87060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 608 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 608 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 608 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2789 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2789 | TotalCreditsAndPayments |
| Overpayment | 2181 | Overpayment |
| Amount Credited To Next Year | 2181 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Miley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2077674371 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Shore Road | AddressLine1 |
| City | Cape Elizabeth | City |
| State | ME | State |
| ZIP Code | 04107 | 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 | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (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 | ||||||||
| 886 SHORE ROAD | CAPE ELIZABETH | MA | 04107 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| BRENDA MILEY | ||||||||
| 886 SHORE ROAD | CAPE ELIZABETH | MA | 04107 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JOHN MILEY | ||||||||
| 886 SHORE ROAD | CAPE ELIZABETH | MA | 04107 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| BEN MILEY | ||||||||
| 886 SHORE ROAD | CAPE ELIZABETH | MA | 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 |
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 | 2102244 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57217 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2159461 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2159461 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32392 | CashDeemedCharitable |
| Net Noncharitable Assets | 2127069 | NetNoncharitableAssets |
| Minimum Investment Return | 106353 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 106353 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 608 | TaxBasedOnInvestmentIncome |
| Total Tax | 608 | TotalTax |
| Distributable Amount Before Adj | 105745 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 105745 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 105745 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 87060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 87060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 608 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 86452 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 105745 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 86987 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 87060 | QualifyingDistributions |
| Applied To Year1 | 86987 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 73 | 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 | 105672 | 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 | DAVID MILEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Big Brothers Big Sisters of Greater Portland | |||||||
| 195 Lancaster Street | Portland | ME | 04101 | None | Public Charity | General Support | $10,000 |
| Boys & Girls Club | |||||||
| 277 Cumberland Avenue | Portland | ME | 04101 | None | Public Charity | General Support | $1,000 |
| Camp Sunshine | |||||||
| PO Box 187 | South Casco | ME | 04077 | None | Public Charity | General Support | $3,000 |
| Cape Elizabeth Land Trust | |||||||
| PO Box 265 CCB 330 Ocean House | Cape Elizabeth | ME | 04107 | None | Public Charity | General Support | $100 |
| Center for Grieving Children | |||||||
| PO Box 1438 | Portland | ME | 04104 | None | Public Charity | General Support | $1,000 |
| Cheverus High School | |||||||
| 267 Ocean Avenue | Portland | ME | 04103 | None | Public Charity | General Support | $2,500 |
| Equest | |||||||
| PO Box 935 | Kennebunk | ME | 040430935 | None | Public Charity | General Support | $5,000 |
| Fort Williams Foundation | |||||||
| PO Box 6260 | Cape Elizabeth | ME | 04107 | None | Public Charity | General Support | $100 |
| Friends of Casco Bay | |||||||
| 43 Slocum Drive | South Portland | ME | 04106 | None | Public Charity | General Support | $500 |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Auburn | ME | 04211 | None | Public Charity | General Support | $5,000 |
| Grow Smart Maine | |||||||
| 309 Cumberland Avenue | Portland | ME | 04101 | None | Public Charity | General Support | $1,000 |
| Juvenile Diabetes Research Foundation | |||||||
| 33 Silver Street | Portland | ME | 04101 | None | Public Charity | General Support | $1,000 |
| Friends of Long Creek | |||||||
| 675 Westbrook Street | South Portland | ME | 04106 | None | Public Charity | General Support | $2,000 |
| Maine Right to Life Maine Vitae Society | |||||||
| 2 Great Falls Plaza 6 | Auburn | ME | 04210 | None | Public Charity | General Support | $4,500 |
| Maine Special Olympics | |||||||
| 125 John Roberts Road 19 | South Portland | ME | 041063295 | None | Public Charity | General Support | $500 |
| Maine State Society for the Protection of Animals | |||||||
| PO Box 10 | South Windham | ME | 04082 | None | Public Charity | General Support | $1,000 |
| Marion County Literacy Council | |||||||
| 2677 NW 10th Street 2A | Ocala | FL | 344755746 | None | Public Charity | General Support | $100 |
| McAuley Residence Inc | |||||||
| 91 State Street | Portland | ME | 04101 | None | Public Charity | General Support | $6,600 |
| Mercy Hospital Annual Campaign | |||||||
| 144 State Street | Portland | ME | 04101 | None | Public Charity | Flowing River at Mercy Place | $1,000 |
| Mercy Hospital at the Fore | |||||||
| 144 State Street | Portland | ME | 04101 | None | Public Charity | General Support | $5,000 |
| Opportunity Farm | |||||||
| PO Box 65 | New Gloucester | ME | 04260 | None | Public Charity | General Support | $1,000 |
| Project Grace | |||||||
| PO Box 6846 | Scarborough | ME | 04070 | None | Public Charity | General Support | $10,000 |
| Root Cellar | |||||||
| 94 Washington Avenue | Portland | ME | 041012630 | None | Public Charity | General Support | $500 |
| Salvation Army | |||||||
| 297 Cumberland Avenue | Portland | ME | 04104 | None | Public Charity | General Support | $5,000 |
| St Bartholomew Church | |||||||
| 8 Two Lights Road | Cape Elizabeth | ME | 04107 | None | Church | General Support | $5,000 |
| St Joseph's College | |||||||
| 278 Whites Bridge Road | Standish | ME | 040845263 | None | Public Charity | General Support | $2,000 |
| Susan G Komen for the Cure | |||||||
| PO Box 1626 | Bangor | ME | 044021626 | None | Public Charity | General Support | $1,000 |
| The Smile Train | |||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | None | Public Charity | General Support | $1,000 |
| The University of Dublin Fund | |||||||
| 80 Pine Street | New York | NY | 100051702 | None | Public Charity | General Support | $1,000 |
| Thomas Memorial Library Foundation | |||||||
| 6 Scott Dyer Road | Cape Elizabeth | ME | 04107 | None | Public Charity | General Support | $100 |
| Wayside Soup Kitchen | |||||||
| PO Box 1278 | Portland | ME | 04101 | None | Public Charity | General Support | $2,500 |
| Wentworth Institute of Technology | |||||||
| 550 Huntington Avenue | Boston | MA | 02115 | None | Public Charity | General Support | $2,500 |
| YMCA Camp Belknap | |||||||
| 172 Governor Wentworth Highway | Wolfeboro | NH | 03894 | None | Public Charity | General Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 85000 | 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 | $1,440 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,373 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$265,529 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$199,716 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -199716 | 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 |
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 | 886 Shore Road | AddressLine1 |
| City | Cape Elizabeth | City |
| State | ME | State |
| ZIP Code | 04107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Certificate of Deposit | FMV | 0 | 0 |
| Equity Securities | FMV | 80877 | 80877 |
| Mutual Funds | FMV | 708753 | 708753 |
| Closed Funds | FMV | 0 | 0 |
| Fixed Income Securities | AT COST | 127605 | 127605 |
| Exchange Traded Securities | FMV | 842826 | 842826 |
| Other Securities | FMV | 488203 | 488203 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Annual Report Expense | 35 | 0 | 35 |
| Miscellaneous Expense | 25 | 0 | 25 |
| Allocated Personnel Fees | 4000 | 2000 | 2000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gain | Description |
| Amount | $495,425 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | Category |
| Amount | $2,365 | Amount |
| Net Investment Income | 2365 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign Tax | $491 | 491 | 0 |
| Federal Excise Tax | $2,000 | 0 | 0 |