SWEETSER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SWEETSER FOUNDATION INC (EIN 54-2062016)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349101675
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:07:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 542062016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEETSER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLARD M SWEETSER JR | InCareOfNm |
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 7036263847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SHIPWRIGHT HARBOR | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLARD M SWEETSER JR | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 7036263847 | PhoneNum |
| Signature | 2026-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anatoli Pilchtchikov | PreparerPersonNm |
| PTIN | P01350273 | PTIN |
| Phone | 7038930600 | PhoneNum |
| 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 | $7,849,569 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $86,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,965 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,707 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $345,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,672 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,414 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,414 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,263 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,735 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,121 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,058 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,472 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,657,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,681,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,759,645 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,704,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,770,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,849,569 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $138,028 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $138,028 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,704,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,632,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,704,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,704,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,770,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,704,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,670,580 | SubtotalAmt |
| Other Decreases | $37,666 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY #731764 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $299,782 | GrossSalesPriceAmt |
| Cost Or Other Basis | $41,075 | CostOrOtherBasisAmt |
| Gain Or Loss | $258,707 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $258,707 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,755 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,755 | SubtotalAmt |
| Tax Based On Investment Income | $4,755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $45 | OverpaymentAmt |
| Applied To ES Tax | $45 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD M SWEETSER JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036263847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SHIPWRIGHT HARBOR | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY2 | 2023 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2024 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLARD M SWEETSER JR | ||||||||
| 5 SHIPWRIGHT HARBOR | ANNAPOLIS | MD | 21401 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHARON S HACKETT | ||||||||
| 87 RANDOLPH AVE | MILTON | MA | 02186 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSANNE M BLALOCK | ||||||||
| 3 PARKER FARM LANE | AMHERST | NH | 03031 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STACY L SWEETSER | ||||||||
| 1 THYME WAY | AMHERST | NH | 03031 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ELLEN S ALLEN | ||||||||
| 51 HILLSIDE ROAD | STONY BROOK | NY | 11790 | CHAIR/ADVISORY BOARD | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,351,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,418,875 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,418,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,307,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,755 | TotalTaxAmt |
| Distributable Before Adj | $360,625 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $360,625 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $360,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,785 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $370,785 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $333,523 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $333,523 | AppliedToYear1Amt |
| Applied To Current Year | $37,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $323,363 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLARD M SWEETSER JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELLEN S ALLEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 HILLSIDE ROAD | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6317516631 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AVAILABLE UPON REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURSUANT TO AN IRS-APPROVED SCHOLARSHIP PROGRAM, THE FOUNDATION PROVIDES COLLEGE SCHOLARSHIP GRANTS TO SELECTED QUALIFIED GRADUATES FROM GRAY NEW GLOUCESTER HIGH SCHOOL, GRAY, MAINE. THE FOUNDATION OTHERWISE MAKES GRANTS ONLY TO PRE-SELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED GRANT REQUESTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNAPOLIS SYMPHONY ORCHESTRA | |||||||
| 801 CHASE STREET | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ARCS FOUNDATION | |||||||
| 10221 RIVER ROAD | POTOMAC | MD | 20859 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| ASSUMPTION UNIVERSITY | |||||||
| 500 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PC | SWEETSER SCHOLAR | $4,000 |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | SWEETSER SCHOLAR | $5,000 |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | NONE | PC | SHIPMATES' FUND | $4,500 |
| COMPASSIONATE CARE ALS (CCALS) | |||||||
| 17 CHASE ROAD | FALMOUTH | MA | 02540 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CONSTRUCTION EDUCATION FOUNDATION | |||||||
| 42680 TRADE WEST DRIVE | DULES | VA | 20166 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| INTERFAITH SOCIAL SERVICES | |||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4677 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | PC | SWEETSER SCHOLAR | $2,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVE | WINTER PARK | FL | 32789 | NONE | PC | SWEETSER SCHOLAR | $5,000 |
| SAINT MARY OF THE HILLS SCHOOL | |||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| SEEDS 4 SUCCESS | |||||||
| 1399 FOREST DRIVE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SOUTHERN MAINE COMMUNITY COLLEGE | |||||||
| 2 FORT ROAD | PORTLAND | ME | 041081608 | NONE | PC | SWEETSER SCHOLAR | $5,000 |
| SPA CREEK CONSERVANCY | |||||||
| PO BOX 2199 | ANNAPOLIS | MD | 214042199 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| ST AGATHA SCHOOL | |||||||
| 1125 SW 107TH AVENUE | MIAMI | FL | 33174 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ST MARY'S CHURCH | |||||||
| 109 DUKE OF GLOUCESTER STREET | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING SUPPORT | $53,000 |
| STAIR | |||||||
| 171 DUKE OF GLOUCESTER STREET | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| THE ALS ASSOCIATION | |||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL OPERATING SUPPORT | $6,500 |
| UNIVERSITY OF MAINE | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | NONE | PC | SWEETSER SCHOLAR | $28,000 |
| UNIVERSITY OF NEW ENGLAND FINANCIAL SERVICES | |||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 040059599 | NONE | PC | SWEETSER SCHOLAR | $6,000 |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 37 COLLEGE AVE | GORHAM | ME | 04038 | NONE | PC | SWEETSER SCHOLAR | $5,000 |
| WILLIAM S BAER SCHOOL | |||||||
| 2001 N WARWICK AVE | BALTIMORE | MD | 21216 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 016092280 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,707 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $345,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,672 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY #7446 - STOCKS | StockNm |
| EOY Book Value | $1,681,018 | EOYBookValueAmt |
| EOYFMV | $7,759,645 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $37,666 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $19,621 | $0 | $0 | $19,621 |
| MARGIN INTEREST | $2,614 | $2,614 | $0 | $0 |
| OTHER EXPENSES | $9,500 | $0 | $0 | $9,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN - FIDELITY #31764 | Desc |
| EOY Book Value | $138,028 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,263 | Amt |