POND FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- POND FAMILY FOUNDATION (EIN 20-1131673)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-15
- IRS object ID
- 202641059349100624
- Schema version
- 2025v4.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-15T11:32:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201131673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pond Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Ann E Pond President | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POND | BusinessNameControlTxt |
| Phone | 2073296999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Atlantic Drive | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann E Pond | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2073296999 | PhoneNum |
| Signature | 2026-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2026-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,801,878 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,901 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,901 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,096,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $613 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $613 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $157,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,494 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $111,364 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,312 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,484 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,484 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,329 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $310,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $467,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $467,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $777,702 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$499,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,374 | CashBOYAmt |
| Cash EOY | $23,802 | CashEOYAmt |
| Cash EOYFMV | $23,802 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,356,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,393,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,393,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,530,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,155,171 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,155,171 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,177,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,801,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,801,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,177,172 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,801,878 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,177,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,177,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,801,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,177,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$499,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,124,274 | OtherIncreasesAmt |
| Subtotal | $9,801,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $2,091,425 | $1,947,473 | $143,952 | $143,952 |
| Capital Gains Dividends | P | $4,815 | $4,815 | $4,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,589 | OverpaymentAmt |
| Applied To ES Tax | $63,589 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Ann E Pond | IndividualWithBooksNm |
| Phone | 2073296999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Atlantic Drive | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ann E Pond | ||||||||
| 8 Atlantic Drive | Scarborough | ME | 04074 | President | 5.00 | $20,000 | $0 | $0 |
| Kyle Pond | ||||||||
| 8 Atlantic Drive | Scarborough | ME | 04074 | Director | 0.20 | $0 | $0 | $0 |
| Joel Pond | ||||||||
| 8 Atlantic Drive | Scarborough | ME | 04074 | Treasurer | 0.20 | $0 | $0 | $0 |
| Erin Pond Friedland | ||||||||
| 8 Atlantic Drive | Scarborough | ME | 04074 | Director | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna Betts | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 Hearn Road | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting and administration | ServiceTypeTxt |
| Compensation | $77,046 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,796,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,042,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,042,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,906,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,091 | TotalTaxAmt |
| Distributable Before Adj | $442,228 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,228 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $597,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,058 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $33,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $291,870 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $269,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $657,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,228 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,695 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $813,031 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,058 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $750,973 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $33,750 | ExcessFromYear3Amt |
| Excess From Year2 | $291,870 | ExcessFromYear2Amt |
| Excess From Year1 | $269,658 | ExcessFromYear1Amt |
| Excess From Current Year | $155,695 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ann St John Pond | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Atlantic Drive | AddressLine1Txt |
| City | Scarborough | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2073296999 | RecipientPhoneNum |
| Recipient Email Address | nstjohn46@hotmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | There is no prescribed form in which the applications should be submitted. The applicant must submit materials regarding its IRS tax exempt status & explain the purpose for the requested grant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No submission deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | The foundation has limited resources and limits grants to tax exempt organizations which qualify as public charities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Lung Association | |||||||
| 55 West Wacker Drive Suite 1150 | Chicago | IL | 60601 | N/A | PC | Phil Rowe Sponsorship | $500 |
| Bates College | |||||||
| 2 Andrews Road 216 Lane Hall | Lewiston | ME | 04240 | N/A | PC | Men's and Women's Track Programs | $5,000 |
| Boys and Girls Clubs of Southern Maine | |||||||
| 277 Cumberland Avenue | Portland | ME | 04101 | N/A | PC | General Support | $25,000 |
| Buckingham Browne & Nichols School | |||||||
| 80 Gerrys Landing Road | Cambridge | MA | 02138 | N/A | PC | Honor of Lauren Pond | $5,000 |
| Cape Elizabeth Hockey Boosters | |||||||
| 40 Cross Hill Road | Cape Elizabeth | ME | 04107 | N/A | NC | f/b/o Cape Elizabeth High School Hockey | $2,000 |
| Cape Elizabeth Music Boosters | |||||||
| 22 Longfellow Drive | Cape Elizabeth | ME | 04107 | N/A | PC | General Support | $2,000 |
| Cape Elizabeth School Department | |||||||
| 320 Ocean House Road | Cape Elizabeth | ME | 04107 | N/A | GOV | Best Buddies | $2,000 |
| Carroll School | |||||||
| 25 Baker Bridge Road | Lincoln | MA | 01773 | N/A | PC | Middle School | $6,000 |
| Catie's Closet | |||||||
| 28 Loon Hill Road | Dracut | MA | 01826 | N/A | PC | Summer SOS Fundraiser | $5,000 |
| Children First Fund | |||||||
| 200 West Madison Street 2nd Floor | Chicago | IL | 60606 | N/A | PC | Currie High School Robotics Team | $7,000 |
| Children's Museum & Theatre of Maine | |||||||
| 250 Thompsons Point | Portland | ME | 04102 | N/A | PC | General Support | $25,000 |
| Cradles to Crayons | |||||||
| 281 Newtonville Avenue | Newtonville | MA | 02460 | N/A | PC | Ready for Learning | $5,000 |
| Falmouth Congregational Church | |||||||
| 267 Falmouth Road | Falmouth | ME | 04105 | N/A | PC | Kirk P. Pond Scholarship Fund | $5,000 |
| Falmouth Education Foundation | |||||||
| PO Box 6043 | Falmouth | ME | 04105 | N/A | PC | General Support | $5,000 |
| First Congregational Church | |||||||
| 301 Cottage Road | South Portland | ME | 04106 | N/A | PC | Church Budget | $25,000 |
| Friends of Casco Bay | |||||||
| 75 West Commercial Street Suite 301 | Portland | ME | 04101 | N/A | PC | General Support | $1,000 |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Auburn | ME | 04211 | N/A | PC | School Pantry | $50,000 |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial Street | Portland | ME | 04101 | N/A | PC | General Support | $5,000 |
| Holy Cross School | |||||||
| 436 Broadway | South Portland | ME | 04106 | N/A | PC | General Support | $1,000 |
| Immigrant Legal Advocacy Project | |||||||
| 489 Congress Street | Portland | ME | 04101 | N/A | PC | General Support | $5,000 |
| Jewish Community Alliance Southern Maine | |||||||
| 1342 Congress Street | Portland | ME | 04102 | N/A | PC | Diaper Bank | $500 |
| Judy's Pantry | |||||||
| 280 Ocean House Road | Cape Elizabeth | ME | 04107 | N/A | PC | General Support | $1,000 |
| Maine Cancer Foundation | |||||||
| 170 US Route One Suite 250 | Falmouth | ME | 04105 | N/A | PC | General Support | $5,000 |
| Maine Life Care Retirement Community Inc | |||||||
| 15 Piper Road | Scarborough | ME | 04074 | N/A | PC | d/b/a Piper Shore; Endowment Fund | $5,000 |
| Maine Needs | |||||||
| PO Box 4174 | Portland | ME | 04101 | N/A | PC | General Support | $15,000 |
| MaineHealth (fbo Maine Behavioral Healthcare) | |||||||
| 78 Atlantic Place | South Portland | ME | 04106 | N/A | PC | GLCoE, Signs of Hope, Leadership Society | $50,000 |
| MaineHealth (fbo Maine Medical Center) | |||||||
| 22 Bramhall Street | Portland | ME | 04102 | N/A | PC | Karl Sze Cardiovascular Endowed Fund | $2,000 |
| Milestone Recovery | |||||||
| 65 India Street | Portland | ME | 04101 | N/A | PC | General Support | $1,000 |
| New York City Police Foundation | |||||||
| 555 Fifth Avenue 15th Floor | New York | NY | 10017 | N/A | PC | General Support | $5,000 |
| Newton Neighbors Inc | |||||||
| 286 Ward Street | Newton Center | MA | 02459 | N/A | PC | School supply drive | $5,000 |
| Newton Turkey Trot | |||||||
| 1411 Beacon Street | Waban | MA | 02468 | N/A | PC | Kyle Pond | $2,000 |
| North Yarmouth Academy | |||||||
| 148 Main Street | Yarmouth | ME | 04096 | N/A | PC | Honor of Caroline and Emily Pond | $5,000 |
| Northern Light Health Foundation | |||||||
| 43 Whiting Hill Road | Brewer | ME | 04412 | N/A | SO II | Gary's House | $1,000 |
| Portland Parks Conservancy | |||||||
| 212 Canco Road | Portland | ME | 04103 | N/A | PC | Aquatic Facility | $20,000 |
| Preble Street | |||||||
| 55 Portland Street | Portland | ME | 04101 | N/A | PC | General Support; Verterans' Housing | $15,000 |
| PSL ServicesSTRIVE | |||||||
| 39 Darling Avenue | South Portland | ME | 04106 | N/A | PC | General Support | $2,000 |
| Riding to the Top Therapeutic Riding Center | |||||||
| 14 Lilac Drive | Windham | ME | 04062 | N/A | PC | General Support | $5,000 |
| Riverside Community Care | |||||||
| 270 Bridge Street 301 | Dedham | MA | 02026 | N/A | PC | Behavioral healthcare | $10,000 |
| Scarborough Public Libaray | |||||||
| 48 Gorham Road | Scarborough | ME | 04074 | N/A | PC | General Support | $1,000 |
| Services for the Underserved | |||||||
| 463 7th Avenue 17th Floor | New York | NY | 10018 | N/A | PC | Honor of Peter Friedland | $1,000 |
| Shalom House | |||||||
| 106 Gilman Street | Portland | ME | 04102 | N/A | PC | General Support | $5,000 |
| Simple Gifts | |||||||
| 3 Stephenson Street | Cape Elizabeth | ME | 04107 | N/A | PC | General Support | $1,000 |
| SMCC Foundation | |||||||
| 2 Fort Road | South Portland | ME | 04106 | N/A | PC | General Support | $25,000 |
| Spurwink | |||||||
| 901 Washington Avenue | Portland | ME | 04103 | N/A | PC | General Support | $15,000 |
| St John Paul II Parish | |||||||
| 150 Black Point Road | Scarborough | ME | 04074 | N/A | PC | General Support | $5,000 |
| Thomas Memorial Library Foundation | |||||||
| 6 Scott Dyer Road | Cape Elizabeth | ME | 04107 | N/A | SO III FI | f/b/o Thomas Memorial Library | $1,000 |
| Trinity School | |||||||
| 139 West 91st Street | New York | NY | 10024 | N/A | PC | Honor of Noah and Addie Friedland | $5,000 |
| Understanding Our Differences | |||||||
| 437B Newtonville Avenue | Newton | MA | 02460 | N/A | PC | Honor of Erika | $5,000 |
| University of Arkansas Foundation Inc | |||||||
| 535 West Research Center Boulevard | Fayetteville | AR | 72701 | N/A | PC | PCCUA Foundation Fund | $5,000 |
| University of Southern Maine Foundation | |||||||
| PO Box 9300 | Portland | ME | 04104 | N/A | PC | Promise Scholarship and Symposium | $50,000 |
| University of Southern Maine | |||||||
| 96 Falmouth Street | Portland | ME | 04103 | N/A | GOV | USM Athletics f/b/o Men's Lacrosse | $10,000 |
| Zeta Tau Alpha Foundation | |||||||
| 1036 S Rangeline Road | Carmel | IN | 46032 | N/A | PC | Honor of Eva St. John | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $467,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,901 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation fees | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cape Elizabeth Hockey Boosters Association | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Cross Hill Road | AddressLine1Txt |
| City | Cape Elizabeth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-11-17 | GrantDt |
| Grant | $2,000 | GrantAmt |
| Purpose Of Grant | During the period covered by this Form 990-PF tax return, the Foundation paid a grant of $2,000 to the Cape Elizabeth Hockey Boosters Association, a small community-based entity formally recognized as a 501(c)(3) public charity. The Association provides assistance, funding, and support for the Cape Elizabeth High School hockey program. The Association is closely connected with the High School's hockey teams, and the High School is a public school within the Cape Elizabeth municipality. As this award promotes and supports youth and athletic programs, the Foundation deems this grant to advance charitable purposes in alignment with the Foundation's exempt mission. | PurposeOfGrantTxt |
| Expended By Grantee | $2,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None to the Foundation's knowledge | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Final report was received in November 2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-11-25 | VerificationDt |
| Results Of Verification | The Foundation received acknowledgement of funds and awards from the recipient by November 2025. To the best of the Foundation's knowledge and based on the information provided by the recipient, the granted funds were used for their intended charitable purposes without any unauthorized diversions. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7141 units iShares iBonds Dec 2026 Term Corp ETF | $173,026 | $173,026 |
| 6795 units iShares iBonds Dec 2028 Term Corp ETF | $172,967 | $172,967 |
| 7125 units iShares iBonds Dec 2027 Term Corp ETF | $172,995 | $172,995 |
| 1095 units iShares iBonds Dec 2028 Term TR ETF | $24,490 | $24,490 |
| 13631 units iShares iBonds Dec 2027 Term TR ETF | $306,289 | $306,289 |
| 13351 units iShares iBonds Dec 2026 Term TR ETF | $305,404 | $305,404 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2770 units GOOGL | $867,010 | $867,010 |
| 700 units META | $462,063 | $462,063 |
| 1600 units AMZN | $369,312 | $369,312 |
| 51 units AZO | $172,967 | $172,967 |
| 505 units HD | $173,771 | $173,771 |
| 640 units LOW | $154,342 | $154,342 |
| 750 units MPC | $121,973 | $121,973 |
| 900 units JPM | $289,998 | $289,998 |
| 280 units SPGI | $146,325 | $146,325 |
| 8648.456 units AFDZX | $200,817 | $200,817 |
| 480 units AON | $169,382 | $169,382 |
| 750 units ABBV | $171,368 | $171,368 |
| 800 units AMGN | $261,848 | $261,848 |
| 77 units LLY | $82,750 | $82,750 |
| 1000 units AME | $205,310 | $205,310 |
| 550 units CAT | $315,079 | $315,079 |
| 900 units GD | $302,994 | $302,994 |
| 329 units HUBB | $146,112 | $146,112 |
| 667 units LHX | $195,811 | $195,811 |
| 1390 units NVT | $141,738 | $141,738 |
| 2000 units AAPL | $543,720 | $543,720 |
| 1750 units AVGO | $605,675 | $605,675 |
| 2000 units LRCX | $342,360 | $342,360 |
| 250 units MA | $142,720 | $142,720 |
| 1230 units MSFT | $594,852 | $594,852 |
| 4800 units NVDA | $895,200 | $895,200 |
| 450 units V | $157,819 | $157,819 |
| 150 units ASML | $160,479 | $160,479 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $613 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $613 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office expenses | Desc |
| Revenue And Expenses Per Books | $1,329 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,329 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Current year unrealized gains on investments | $1,558,719 |
| Prior year cumulative unrealized gains on investments | $2,560,869 |
| Net timing differences, checks written to funds withdrawn | $2,000 |
| Excise tax refunds | $2,686 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment fees | $20,812 | $20,812 | $0 |
| Administration fees | $77,046 | $25,682 | $51,364 |
| Grant consultants | $60,000 | $0 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise taxes | $124,006 | $0 | $0 |
| Foreign taxes | $1,312 | $1,312 | $0 |