FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349104229
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:59:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 010512082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISHER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISH | BusinessNameControlTxt |
| Phone | 2072531568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17513 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OWEN W WELLS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2072531568 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS FARRINGTON | PreparerPersonNm |
| PTIN | P00370668 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $7,072,565 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $637,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402,453 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $518,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,169 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $337 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,250 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,957 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $739 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,218 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $58 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $14 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $43 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $973 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $546,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $546,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $728,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $450,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $466,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $488,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,162,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $927,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,919,958 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,073,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,076,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,664,175 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,701,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,491,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,072,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,701,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,491,901 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,701,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,701,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,491,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,701,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,491,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $635,107 | $235,227 | $399,880 | $399,880 | |
| CAPITAL GAINS DIVIDENDS | $2,573 | $2,573 | $2,573 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402,453 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | 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 | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $534 | OverpaymentAmt |
| Applied To ES Tax | $534 | 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 | MELISSA LEE | IndividualWithBooksNm |
| Phone | 2072531568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17513 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXSANDRA L FISHER | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE/PRESIDENT | 1.00 | $15,000 | $0 | $0 |
| OWEN W WELLS | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE/CLERK | 1.00 | $15,000 | $0 | $0 |
| ARIE FISHER COLES | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| CRAIG N DENEKAS | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| HENRY LP SCHMELZER | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $14,000 | $0 | $0 |
| MEG BAXTER | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| CYNTHIA K HAMMOND | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| PAUL D PIETROPAOLI | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,812,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,825,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,825,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,723,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $336,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $336,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,266 | TotalTaxAmt |
| Distributable Before Adj | $329,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $329,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $329,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $651,274 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $245,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $254,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $266,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $293,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,254,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $651,274 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $329,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,379 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,575,774 | 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 | $245,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,329,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,183 | ExcessFromYear4Amt |
| Excess From Year3 | $254,682 | ExcessFromYear3Amt |
| Excess From Year2 | $266,157 | ExcessFromYear2Amt |
| Excess From Year1 | $293,570 | ExcessFromYear1Amt |
| Excess From Current Year | $321,379 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OWEN W WELLS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17513 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072531568 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION AND A GRANT APPLICATION CAN BE FOUND ON THE FOUNDATION'S WEBSITE HTTPS://FISHERCHARITABLEFOUNDATION.ORG/APPLICATION-PROCEDURES/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY LIMITS ITS GRANTS TO CHARITABLE ORGANIZATIONS, ACTIVITIES, OPERATIONS OR PURPOSES WHICH TAKE PLACE WITHIN THE STATE OF MAINE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 317 MAIN COMMUNITY MUSIC CENTER | |||||||
| 317 MAIN STREET | YARMOUTH | ME | 04096 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ABBE MUSEUM | |||||||
| PO BOX 286 | BAR HARBOR | ME | 04609 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ALBISTON FOUNDATION | |||||||
| 6027 VILLAGE ON THE GREEN 130 | CARRABASSETT VALLEY | ME | 04947 | N/A | PC | SUMMER CAMP STAFF/COUNSELOR TRAINING AND WAGES | $3,000 |
| AREA INTERFAITH OUTREACH | |||||||
| P O BOX 113 | ROCKLAND | ME | 04841 | N/A | PC | TO EXPAND HOME FOOD DELIVERY PROGRAM | $3,000 |
| AUGUSTA EMERGENCY OVERNIGHT WARMING CENTER | |||||||
| 9 CHURCH STREET | AUGUSTA | ME | 04330 | N/A | PC | BEDS/MATTRESSES FOR OVERNIGHT WARMING CENTER | $2,500 |
| AVESTA HOUSING DEVELOPMENT CORPORATION | |||||||
| 307 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | N/A | PC | HOMELESS TO HOUSING PROGRAM | $5,000 |
| BANGOR AREA HOMELESS SHELTER | |||||||
| 263 MAIN STREET | BANGOR | ME | 04401 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| BANGOR SYMPHONY ORCHESTRA | |||||||
| PO BOX 1441 | BANGOR | ME | 044021441 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BAY CHAMBER CONCERTS | |||||||
| 5 MOUNTAIN STREET | CAMDEN | ME | 04843 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| BIDDEFORD FOOD PANTRY | |||||||
| 162 ELM STREET | BIDDEFORD | ME | 04005 | N/A | PC | FRESH PRODUCE, PROTEINS, AND PANTRY STAPLES | $2,500 |
| BIG BROTHERS BIG SISTERS OF MID-MAINE | |||||||
| 66 ELM STREET SUITE 100 | CAMDEN | ME | 04843 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE | |||||||
| PO BOX 123 | WESTBROOK | ME | 04098 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BIG ROCK | |||||||
| P O BOX 1001 | MARS HILL | ME | 04758 | N/A | PC | VOLUNTEER RECRUITMENT AND RETENTION | $4,000 |
| BOYS & GIRLS CLUBS OF SOUTHERN MAINE | |||||||
| P O BOX 7830 | PORTLAND | ME | 04112 | N/A | PC | A PLACE FOR GROWTH CAPITAL CAMPAIGN | $10,000 |
| CARE AND SHARE FOOD CLOSET | |||||||
| 508 FAIRBANKS ROAD | FARMINGTON | ME | 04938 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CATHOLIC CHARITIES OF MAINE | |||||||
| PO BOX 10660 | PORTLAND | ME | 04101 | N/A | PC | "SEEK ELDERLY ALONE, RENEW COURAGE, AND HOPE (SEARCH) PROGRAM" | $2,500 |
| CHALLENGER LEARNING CENTER OF MAINE | |||||||
| 30 VENTURE WAY | BANGOR | ME | 04401 | N/A | PC | INCREASED ACCESS TO STEM EDUCATION | $2,000 |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | |||||||
| 250 THOMPSONS POINT ROAD | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| CHIP INC (COMMUNITY HOUSING IMPROVEMENT PROJECT) | |||||||
| P O BOX 6 | NEWCASTLE | ME | 04553 | N/A | PC | HEATING ASSISTANCE PROGRAM | $3,000 |
| COMMUNITY CONCEPTS | |||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITY DENTAL | |||||||
| 190 PARK AVENUE | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| DEMPSEY CENTER | |||||||
| 778 MAIN STREET | SOUTH PORTLAND | ME | 04106 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DOWNEAST COMMUNITY PARTNERS | |||||||
| 248 BUCKSPORT ROAD | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| FAMILIES FIRST COMMUNITY CENTER | |||||||
| P O BOX 951 | ELLSWORTH | ME | 04605 | N/A | PC | HOMELESSNESS OUTREACH PROGRAM | $2,500 |
| FAMILY RESTORED | |||||||
| 631 STEVENS AVE SUITE 205 | PORTLAND | ME | 04103 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOX ISLAND CONCERTS | |||||||
| P O BOX 576 | VINALHAVEN | ME | 04863 | N/A | PC | CONCERT PROGRAM, MODERNIZE DONOR LIST | $2,000 |
| FRANNIE PEABODY CENTER | |||||||
| 30 DANFORTH STREET SUITE 309 | PORTLAND | ME | 04101 | N/A | PC | NUTRITION ASSISTANCE | $2,500 |
| FRIENDS OF CASCO BAY | |||||||
| 43 SLOCUM DRIVE | SOUTH PORTLAND | ME | 04106 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| FRIENDS OF LONG CREEK YOUTH DEVELOPMENT CENTER | |||||||
| 675 WESTBROOK STREET | SOUTH PORTLAND | ME | 04106 | N/A | PC | INCARCERATED YOUTH PROGRAMS | $6,500 |
| FURNITURE FRIENDS | |||||||
| P O BOX 631 | WESTBROOK | ME | 04098 | N/A | PC | PROGRAM EXPANSION | $5,000 |
| GOOD SHEPHERD FOOD BANK OF MAINE | |||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND | |||||||
| 34 HUTCHERSON DRIVE | GORHAM | ME | 040382743 | N/A | PC | SNAP EMPLOYMENT & TRAINING | $5,000 |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HEALTHY ISLAND PROJECT | |||||||
| P O BOX 55 | STONINGTON | ME | 046810055 | N/A | PC | FOOD SECURITY PROGRAMS | $5,000 |
| HOMELESS SERVICES OF AROOSTOOK | |||||||
| P O BOX 1753 | PRESQUE ISLE | ME | 04769 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HOSPICE OF SOUTHERN MAINE | |||||||
| 390 US ROUTE 1 | SCARBOROUGH | ME | 04074 | N/A | PC | MEDICAL EQUIPMENT, SUPPLIES, AND MEDICATIONS | $15,000 |
| HOSPITALITY HOMES | |||||||
| P O BOX 15265 | BOSTON | MA | 02215 | N/A | PC | GUEST TRAVEL EXPENSES | $2,000 |
| IRIS NETWORK | |||||||
| 189 PARK AVENUE | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| ISLAND INSTITUTE | |||||||
| PO BOX 648 | ROCKLAND | ME | 048410648 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| ISLAND READERS & WRITERS AN INITIATIVE FOR MAINE CHILDREN | |||||||
| P O BOX 227 | MOUNT DESERT | ME | 04660 | N/A | PC | WHOLE BOOK APPROACH PROGRAM | $2,000 |
| KNOX COUNTY HOMELESS COALITION | |||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LEGAL SERVICES FOR THE ELDERLY | |||||||
| 5 WABON STREET | AUGUSTA | ME | 043307040 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LIFEFLIGHT FOUNDATION | |||||||
| P O BOX 859 | AUGUSTA | ME | 04330 | N/A | PC | LIFEFLIGHT CRITICAL CARE PROGRAM | $10,000 |
| LINCOLN COUNTY DENTAL | |||||||
| P O BOX 243 | WISCASSET | ME | 04578 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| LITERACY VOLUNTEERS OF BANGOR | |||||||
| 354 HOGAN ROAD | BANGOR | ME | 04401 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| LOAVES AND FISHES FOOD PANTRY | |||||||
| P O BOX 1672 | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| LOCKER PROJECT | |||||||
| P O BOX 3134 | PORTLAND | ME | 04104 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE ACADEMY OF MODERN MUSIC | |||||||
| 125 PRESUMSCOT STREET 114 | PORTLAND | ME | 04103 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| MAINE ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | |||||||
| 1 WESTON STREET SUITE 203A | AUGUSTA | ME | 04330 | N/A | PC | TEACH EARLY EDUCATION MAINE PROGRAM | $5,000 |
| MAINE ASSOCIATION OF RECOVERY RESIDENCES | |||||||
| 844 STEVENS AVE 1ST FLOOR REAR | PORTLAND | ME | 04103 | N/A | PC | ADDITIONAL BED SPONSORSHIPS | $2,500 |
| MAINE CENTER FOR COASTAL FISHERIES | |||||||
| P O BOX 27 | STONINGTON | ME | 04681 | N/A | PC | EASTERN MAINE SKIPPERS PROGRAM | $2,500 |
| MAINE CHARITABLE MECHANIC ASSOCIATION DBA MECHANIC'S HALL | |||||||
| 519 CONGRESS STREET | PORTLAND | ME | 04101 | N/A | PC | MAKING AT THE HALL SERIES | $3,850 |
| MAINE COAST FISHERMEN'S ASSOCIATION | |||||||
| 93 PLEASANT STREET | BANGOR | ME | 04011 | N/A | PC | FISHERMEN FEEDING MAINER'S PROGRAM | $4,000 |
| MAINE DISCOVERY MUSEUM | |||||||
| 74 MAIN STREET | BANGOR | ME | 04401 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE HISTORICAL SOCIETY | |||||||
| 489 CONGRESS STREET | PORTLAND | ME | 041013498 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE MARITIME MUSEUM | |||||||
| 243 WASHINGTON STREET | BATH | ME | 04530 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE MEDICAL CENTER | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041023175 | N/A | PC | DEAN L. FISHER SCHOLARSHIPS | $25,000 |
| MAINE NEEDS | |||||||
| P O BOX 4174 | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| MAINE PAWS FOR VETERANS INC | |||||||
| P O BOX 516 | TOPSHAM | ME | 040860516 | N/A | PC | CONSTRUCTION OF A SERVICE DOG TRAINING FACILITY | $2,500 |
| MAINE PUBLIC | |||||||
| 1450 LISBON STREET | LEWISTON | ME | 042403595 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE SEACOAST MISSION | |||||||
| PO BOX 600 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE STATE MUSIC THEATRE | |||||||
| 22 ELM STREET | BRUNSWICK | ME | 04011 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE WOOD BANKS | |||||||
| P O BOX 32 | FREEPORT | ME | 04032 | N/A | PC | FIREWOOD | $3,000 |
| MERRYSPRING NATURE CENTER | |||||||
| PO BOX 893 | CAMDEN | ME | 04843 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| METHODIST CONFERENCE HOME | |||||||
| 46 SUMMER STREET | ROCKLAND | ME | 04841 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MID COAST HUNGER PREVENTION PROGRAM | |||||||
| 179 NEPTUNE DRIVE | BRUNSWICK | ME | 04011 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| MIDCOAST HABITAT FOR HUMANITY | |||||||
| 799 WEST STREET | ROCKPORT | ME | 04856 | N/A | PC | FIREFLY FIELD PROJECT | $5,000 |
| MID-COAST RECOVERY COALITION | |||||||
| PO BOX 1002 | CAMDEN | ME | 04843 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MITCHELL INSTITUTE | |||||||
| 75 WASHINGTON AVENUE SUITE 2E | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| MOUNT DESERT ISLAND BIOLOGICAL LABORATORY | |||||||
| P O BOX 35 | SALISBURY COVE | ME | 04672 | N/A | PC | PFAS TESTING | $9,983 |
| NATURE CONSERVANCY IN MAINE | |||||||
| 14 MAINE STREET SUITE 401 | BRUNSWICK | ME | 04011 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| NEIGHBORS 4 NEIGHBORS | |||||||
| 935 EAST TUGALO STREET | TOCCOA | GA | 30577 | N/A | PC | WEEKEND AND SUMMER FEEDING PROGRAM | $5,000 |
| NEIGHBORS DRIVING NEIGHBORS | |||||||
| P O BOX 142 | MOUNT VERNON | ME | 04352 | N/A | PC | VOLUNTEER DRIVERS | $2,500 |
| NO LIMITS LIMB LOSS FOUNDATION DBA CAMP NO LIMITS | |||||||
| 265 CENTRE ROAD | WALES | ME | 04280 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| NORTH BERWICK FOOD PANTRY | |||||||
| P O BOX 571 | NORTH BERWICK | ME | 03906 | N/A | PC | FEEDING OUR NEIGHBORS: EXPANDING ACCESS IN A TIME OF CRISIS PROGRAM | $5,000 |
| OGUNQUIT MUSEUM OF AMERICAN ART | |||||||
| PO BOX 815 | OGUNQUIT | ME | 03907 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| OGUNQUIT PLAYHOUSE | |||||||
| PO BOX 915 | OGUNQUIT | ME | 03907 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| OPEN ARMS CLINIC INC | |||||||
| 109 BIG A ROAD | TOCCOA | GA | 30577 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PENOBSCOT COMMUNITY HEALTH CARE | |||||||
| PO BOX 2100 | BANGOR | ME | 04402 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| PIERRE MONTEUX MEMORIAL FOUNDATION | |||||||
| P O BOX 457 | HANCOCK | ME | 04640 | N/A | PC | CONSTRUCT THE MONTEAUX BOX OFFICE | $2,500 |
| POINTS NORTH INSTITUTE | |||||||
| PO BOX 836 | CAMDEN | ME | 048430836 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| PORTLAND MUSEUM OF ART | |||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PORTLAND STAGE COMPANY | |||||||
| PO BOX 1458 | PORTLAND | ME | 04104 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PORTLAND SYMPHONY ORCHESTRA | |||||||
| 85 EXCHANGE STREET 4TH FLOOR | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PREBLE STREET | |||||||
| 55 PORTLAND STREET | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PROSPERITYME | |||||||
| P O BOX 8013 | PORTLAND | ME | 04101 | N/A | PC | NEW MAINER PROGRAMS | $3,000 |
| REIGNING HOPE RANCH | |||||||
| 305 CENTER DRIVE | ORRINGTON | ME | 04474 | N/A | PC | PROGRAM EXPANSION | $2,500 |
| RIVERTOWN COMMUNITY ARTS CENTER | |||||||
| 142 WEST MAIN STREET | FORT KENT | ME | 04743 | N/A | PC | TOOLS, FURNITURE, AND SUPPLIES | $2,500 |
| SAFE VOICES | |||||||
| PO BOX 713 | AUBURN | ME | 042120713 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SALVATION ARMY NORTHERN NEW ENGLAND DIVISION | |||||||
| 297 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| SHALOM HOUSE | |||||||
| 106 GILMAN STREET | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SOUTHERN HARBOR ELDERCARE SERVICE | |||||||
| 12 PULPIT HARBOR ROAD | NORTH HAVEN | ME | 04853 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SOUTHERN MAINE AGENCY ON AGING | |||||||
| 30 BARRA ROAD | BIDDEFORD | ME | 04005 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ST BRENDAN THE NAVIGATOR PARISH | |||||||
| 7 UNION STREET | CAMDEN | ME | 04843 | N/A | PC | ST. BERNARD SOUP KITCHEN | $5,000 |
| STUDENTS EMPOWERED TO END DEPENDENCY (SEED) | |||||||
| P O BOX 1561 | SCARBOROUGH | ME | 04070 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| SUSAN L CURTIS CHARITABLE FOUNDATION | |||||||
| 1321 WASHINGTON AVENUE SUITE 104 | PORTLAND | ME | 04103 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SWEETSER | |||||||
| 50 MOODY STREET | SACO | ME | 04072 | N/A | PC | RENOVATION EFFORTS | $2,500 |
| TREE STREET YOUTH | |||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 580 FOREST AVE | PORTLAND | ME | 04101 | N/A | PC | LAUNDRY LOVE PROGRAM | $2,500 |
| UNITED WAY OF AROOSTOOK | |||||||
| PO BOX 55 | PRESQUE ISLE | ME | 04769 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| WALDO COUNTY YMCA | |||||||
| 157 LINCOLNVILLE AVE | BELFAST | ME | 04915 | N/A | PC | SCHOLARSHIP PROGRAM | $5,000 |
| WHISKA HOUSE | |||||||
| 126 WESTERN AVENUE SUITE170 | AUGUSTA | ME | 04330 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WOMEN FOR HEALTHY RURAL LIVING | |||||||
| P O BOX 463 | MILBRIDGE | ME | 04658 | N/A | PC | INCREDIBLE EDIBLE MILBRIDGE FOOD PROGRAM | $2,500 |
| WOMEN UNITED AROUND THE WORLD | |||||||
| 57 EXCHANGE STREET | PORTLAND | ME | 04101 | N/A | PC | MAINE STITCHING ACADEMY | $3,000 |
| YMCA CAMP OF MAINE | |||||||
| PO BOX 446 | WINTHROP | ME | 04364 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| YOUTH FULL MAINE | |||||||
| P O BOX 745 | BIDDEFORD | ME | 04005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $546,333 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $402,395 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $518,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,489 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,991 | Amt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,993 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $927,073 | EOYBookValueAmt |
| EOYFMV | $4,919,958 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,076,396 | BookValueAmt |
| EOYFMV | $1,664,175 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25 | LegalFeesAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $302 | $76 | $227 |
| INSURANCE | $698 | $175 | $524 |
| POSTAGE | $2,570 | $642 | $1,927 |
| SUPPLIES | $104 | $26 | $78 |
| BOOKS, SUBSCRIPTIONS, REFERENCE | $216 | $54 | $162 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $32,419 | $32,419 | $0 |
| ADMINISTRATIVE FEES | $15,000 | $3,750 | $11,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $9,477 | $0 | $0 |
| FOREIGN TAXES PAID | $337 | $337 | $0 |
Comments