FLYNN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLYNN FAMILY FOUNDATION (EIN 47-1382984)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-15
- IRS object ID
- 202440469349101019
- Schema version
- 2022v5.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T13:34:10-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831405670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruzgo and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 Fore St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471382984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flynn Family FDN | BusinessNameLine1Txt |
| Business Name Line2 | Co John Flynn | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLYN | BusinessNameControlTxt |
| Phone | 2079856078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Wyndegate DR | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John P Flynn | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John P | PersonFirstNm |
| Person Last | Flynn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Bruzgo CPA | PreparerPersonNm |
| PTIN | P01064158 | PTIN |
| Phone | 2078747701 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,095,182 | 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 |
| Dividends Rev And Expnss | $45,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,000 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,000 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $45,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,000 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,000 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,470 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,000 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,980 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,980 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,450 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,450 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$225,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,550 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $335,179 | CashBOYAmt |
| Cash EOY | $115,182 | CashEOYAmt |
| Cash EOYFMV | $115,182 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,206,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,200,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,500,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $214,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $480,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,756,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,095,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,756,632 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,531,182 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,756,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,756,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,531,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,756,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$225,450 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,531,182 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,182 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $355 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $355 | SubtotalAmt |
| Tax Based On Investment Income | $355 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $355 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Daniel Bruzgo CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078747701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 Fore St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|
| John P Flynn | ||||||
| 10 Wyndegate Drive | Kennebunk | ME | 04043 | Trustee | 1.00 | $0 |
| Martha Flynn | ||||||
| 25 Days Mill Road | Kennebunk | ME | 04043 | Trustee | 1.00 | $0 |
| Isabel F Lescure | ||||||
| PO BOX 1729 | Kennebunkport | ME | 04046 | Trustee | 1.00 | $0 |
| Elisabeth F Roberts | ||||||
| 5 Squirrel Lane | Kennebunk | ME | 04043 | Trustee | 1.00 | $0 |
| Mary F Woodman | ||||||
| 15 Northwood Drive | Kennebunkport | ME | 04046 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,124,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,124,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,077,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $355 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $355 | IncomeTaxAmt |
| Total Tax | $710 | TotalTaxAmt |
| Distributable Before Adj | $153,147 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $153,147 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $153,147 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,147 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $55,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,853 | RemainingDistriFromCorpusAmt |
| Total Corpus | $301,306 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $301,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $55,241 | ExcessFromYear3Amt |
| Excess From Year2 | $83,617 | ExcessFromYear2Amt |
| Excess From Year1 | $65,595 | ExcessFromYear1Amt |
| Excess From Current Year | $96,853 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WYNDEGATE DR | AddressLine1Txt |
| City | KENNEBUNK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN FORMAT, US MAIL. VERIFICATION OF IRS APPROVED 501(C)(3) STATUS. DESCRIPTION OF NON PROFIT AND HOW IT BENEFITS PUBLIC. NAMES OF OFFICERS AND DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 31 YEAR END | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST MEET IRS APPROVED 501(C)(3) PURPOSE. NO POLITICAL ACTIVITIES OR PURPOSES ALLOWED FOR USE OF FUNDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Town of Kennebunk Fuel Fund | |||||||
| MAIN ST | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| KEMS | |||||||
| MAIN | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunkport Fuel Fund | |||||||
| MAIN | Kennebunkport | ME | 04046 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunkport Food Pantry | |||||||
| MAIN | Kennebunkport | ME | 04046 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunkport Visiting Nurs | |||||||
| MAIN | Kennebunkport | ME | 04046 | NONE | PC | DONATION | $12,500 |
| Kennebunk Rotary Club Charitable Fu | |||||||
| MAIN | Kennebunk | ME | 04043 | NONE | PC | DONATION | $25,000 |
| Center for Wildlife | |||||||
| RT 1 | York | ME | 03909 | NONE | PC | DONATION | $5,000 |
| Safe Haven | |||||||
| 55-0787720 | Wells | ME | 04090 | NONE | PC | DONATION | $8,000 |
| Town of Kennebunk Fire Rescue | |||||||
| 01-6000221 | KENNEBUNK | ME | 04046 | NONE | PC | DONATION | $2,500 |
| Boothbay Region Land Trust | |||||||
| 01-0371869 | Boothbay Harbor | ME | 04538 | NONE | PC | DONATION | $5,000 |
| LifeFlight | |||||||
| 1 Medical Center Drive | Biddeford | ME | 04005 | NONE | PC | DONATION | $7,500 |
| Camp Kita | |||||||
| 114 Pine Treet Camp Rd | Rome | ME | 04963 | NONE | PC | DONATION | $40,000 |
| Maine Coast Heritage Trust | |||||||
| 1 Bowdoin Mill Island 201 | Topsham | ME | 04086 | NONE | PC | DONATION | $5,000 |
| Maine Woods Forever | |||||||
| PO Box 512 | Oakland | ME | 04963 | NONE | PC | DONATION | $5,000 |
| Equine Rescue | |||||||
| 35-2384830 | UNKNOWN | ME | 04101 | NONE | PC | DONATION | $5,000 |
| Dempsey Centers FOR CANCER | |||||||
| 82-1547129 | LEWISTON | ME | 04240 | NONE | PC | DONATION | $15,000 |
| Kennebunk High School | |||||||
| MAIN St | KENNEBUNK | ME | 04043 | NONE | PC | DONATION | $10,000 |
| Robie Foundation | |||||||
| PO BOX 1534 | SCARBOROUGH | ME | 04070 | NONE | PC | DONATION | $10,000 |
| Kennebunk Land Trust | |||||||
| Main St | Kennebunk | ME | 04043 | NONE | PC | DONATION | $2,500 |
| Saco River Wildlife Center | |||||||
| 81-4919023 | Limington | ME | 04049 | NONE | PC | DONATION | $8,000 |
| Community Outreach Services | |||||||
| 19 Park Street | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| Oguinquit Playhouse | |||||||
| 10 Main Street | Oguinquit | ME | 03907 | NONE | PC | DONATION | $10,000 |
| Maine State Society Protection Anim | |||||||
| PO Box 10 | S Windham | ME | 04082 | NONE | PC | DONATION | $18,000 |
| Maine Paws for Veterans | |||||||
| 675 Old Portland Rd | Biddeford | ME | 04086 | NONE | PC | DONATION | $3,000 |
| Maine Adaptive Sports Recreation | |||||||
| 2 Main St | Bethel | ME | 04217 | NONE | PC | PRIVATE FOUNDATION | $10,000 |
| Master Christian School | |||||||
| Main St | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| Squirrel Island Preservation Founda | |||||||
| Squirrel Island RD | Southport | ME | 04576 | NONE | PC | PRIVATE FOUNDATION | $5,000 |
| Peace Ridge Sanctuary | |||||||
| 1111 Littlefield Rd | Brooks | ME | 04921 | NONE | PC | PRIVATE FOUNDATION | $5,000 |
| Animal Help Kerry | |||||||
| MAIN ST | KENNEBUNK | ME | 04043 | NONE | PC | PRIVATE FOUNDATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,000 | 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 | Accounting | CategoryTxt |
| Amt | $1,470 | Amt |
| Net Investment Income | $470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,470 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $1,200,000 | EOYBookValueAmt |
| EOYFMV | $2,500,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FDS - Detail Attached | AT COST | $125,000 | $250,000 |
| EQUITY FUNDS | AT COST | $60,000 | $200,000 |
| REIT | AT COST | $31,000 | $30,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $2,980 | Amt |
| Net Investment Income | $2,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,980 | AdjustedNetIncomeAmt |
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