FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-26
- IRS object ID
- 202400869349100800
- Schema version
- 2023v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-26T11:07:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CANAL PLAZA 4TH FLOOR | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 2024-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OWEN | PersonFirstNm |
| Person Last | WELLS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK PURVIS | PreparerPersonNm |
| PTIN | P00439837 | PTIN |
| Phone | 2073527600 | PhoneNum |
| Preparation | 2024-03-19 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $6,759,659 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $368,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $601,027 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,432 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $481,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $92 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $273 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $827 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,500 | OtherProfFeesDsbrsChrtblAmt |
| 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 | $514 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $128 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $386 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $796 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $200 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $596 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $899 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,687 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $483,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $483,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $631,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,981 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,336,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,249,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,884,642 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,398,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,255,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,692,036 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,836,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,687,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,759,659 | 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 | $2,836,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,687,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,836,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,687,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,836,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,687,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,836,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $909 | OtherIncreasesAmt |
| Subtotal | $2,687,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,687,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $601,027 | GrossSalesPriceAmt |
| Cost Or Other Basis | $368,595 | CostOrOtherBasisAmt |
| Gain Or Loss | $232,432 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $232,432 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,432 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,924 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,924 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | 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 | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $324 | TaxDueAmt |
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 | JENNIFER COOK | 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 (6 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 |
| MEG BAXTER | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| HENRY L P SCHMELZER | ||||||||
| 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 |
| ARIE FISHER COLES | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $15,000 | $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 | $6,166,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,280,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,280,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,185,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,924 | TotalTaxAmt |
| Distributable Before Adj | $305,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $305,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $305,368 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $571,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $287,245 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,739 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $245,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,183 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $254,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,334,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $266,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,600,809 | 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 | $287,245 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,313,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,739 | ExcessFromYear4Amt |
| Excess From Year3 | $245,803 | ExcessFromYear3Amt |
| Excess From Year2 | $194,183 | ExcessFromYear2Amt |
| Excess From Year1 | $254,682 | ExcessFromYear1Amt |
| Excess From Current Year | $266,157 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 317 MAIN COMMUNITY MUSIC CENTER | ||||||
| 317 MAIN STREET | YARMOUTH | ME | 04096 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| ABBE MUSEUM | ||||||
| PO BOX 286 | BAR HARBOR | ME | 04609 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| AMERICAN RED CROSS OF MAINE | ||||||
| 2401 CONGRESS STREET | PORTLAND | ME | 04102 | PUBLIC | FACILITY UPGRADES | $5,000 |
| ATLANTIC CHALLENGE FOUNDATION DBA THE APPRENTICESHOP | ||||||
| 655 MAIN STREET | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| AVESTA HOUSING DEVELOPMENT CORPORATION | ||||||
| 307 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | PUBLIC | HOMES AND SUPPORT SERVICES FOR RECENT IMMIGRANTS | $15,000 |
| BANGOR SYMPHONY ORCHESTRA | ||||||
| PO BOX 1441 | BANGOR | ME | 044021441 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| BAY CHAMBER CONCERTS | ||||||
| PO BOX 599 | ROCKPORT | ME | 04856 | PUBLIC | GENERAL OPERATING SUPPORT | $2,000 |
| BELFAST SOUP KITCHEN | ||||||
| PO BOX 1153 | BELFAST | ME | 04915 | PUBLIC | NEW BUILDING CONSTRUCTION | $5,000 |
| BETH C WRIGHT CANCER RESOURCE CENTER | ||||||
| PO BOX 322 | ELLSWORTH | ME | 04605 | PUBLIC | CANCER CENTER ANNEX | $5,000 |
| BIG BROTHERS BIG SISTERS OF MID-MAINE | ||||||
| 66 ELM STREET SUITE 100 | CAMDEN | ME | 04843 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE | ||||||
| 625 MAIN STREET | WESTBROOK | ME | 04092 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| CAMP ANGELS INC | ||||||
| PO BOX 89 | WATERFORD | ME | 04088 | PUBLIC | DIABETES SUMMER CAMPS | $5,000 |
| CARPENTER'S BOAT SHOP | ||||||
| 440 OLD COUNTY ROAD | PEMAQUID | ME | 04558 | PUBLIC | TUITION-FREE APPRENTICESHIP SESSIONS | $2,500 |
| CENTER FOR GRIEVING CHILDREN | ||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | PUBLIC | BEREAVEMENT SERVICES FOR CHILDREN, TEENS, AND FAMILIES | $5,000 |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | ||||||
| PO BOX 4041 | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| COBSCOOK COMMUNITY LEARNING CENTER FBO COBSCOOK INSTITUTE | ||||||
| 10 COMMISSARY POINT ROAD | TRESCOTT | ME | 04652 | PUBLIC | RURAL EXPERIENTIAL ARTS EDUCATION PARTNERSHIP WITH SCHOOLS | $3,000 |
| COMMUNITY CONCEPTS | ||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITY DENTAL | ||||||
| 190 PARK AVENUE | PORTLAND | ME | 04102 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| DEMPSEY CENTER | ||||||
| 778 MAIN STREET | SOUTH PORTLAND | ME | 04106 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| DOWNEAST COMMUNITY PARTNERS | ||||||
| 248 BUCKSPORT ROAD | ELLSWORTH | ME | 04605 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| ELDER ABUSE INSTITUTE OF MAINE | ||||||
| 135 MAIN STREET SUITE A 152 | BRUNSWICK | ME | 04011 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| FARNSWORTH ART MUSEUM | ||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PUBLIC | GUIDE DOG PARTNERSHIP PROGRAM IN MAINE | $2,500 |
| FRANNIE PEABODY CENTER | ||||||
| 30 DANFORTH STREET SUITE 309 | PORTLAND | ME | 04101 | PUBLIC | FRAN FUND | $5,000 |
| FRIENDS OF BAXTER STATE PARK | ||||||
| PO BOX 322 | BELFAST | ME | 04915 | PUBLIC | ENGAGE YOUTH AS ENVIRONMENTAL STEWARDS | $5,000 |
| FRIENDS OF CASCO BAY | ||||||
| 43 SLOCUM DRIVE | SOUTH PORTLAND | ME | 04106 | PUBLIC | GENERAL OPERATING SUPPORT | $3,000 |
| FRIENDS OF SEGUIN ISLAND | ||||||
| 72 FRONT STREET SUITE 3 | BATH | ME | 04530 | PUBLIC | REPLACE THREE TRUSSES ON THE LIGHT STATION'S TRAMWAY | $3,000 |
| FURNITURE FRIENDS | ||||||
| PO BOX 631 | WESTBROOK | ME | 04098 | PUBLIC | FURNITURE ACQUISTION PROGRAM | $5,000 |
| GOOD SHEPHERD FOOD BANK OF MAINE | ||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| HABITAT FOR HUMANITY 7 RIVERS MAINE | ||||||
| 126 MAIN STREET SUITE 1 | TOPSHAM | ME | 04086 | PUBLIC | HOME REPAIRS AND MODIFICATIONS | $5,000 |
| HOLOCAUST AND HUMAN RIGHTS CENTER OF MAINE | ||||||
| 46 UNIVERSITY DRIVE | AUGUSTA | ME | 04330 | PUBLIC | MAINE'S BLACK AND BROWN HEROES EXHIBIT | $5,000 |
| IMMIGRANT LEGAL ADVOCACY PROJECT | ||||||
| PO BOX 17917 | PORTLAND | ME | 04112 | PUBLIC | CONNECT RURAL MAINERS OF LIMITED MEANS WITH IMMIGRATION LEGAL SERVICES | $10,000 |
| IRIS NETWORK | ||||||
| 189 PARK AVENUE | PORTLAND | ME | 04102 | PUBLIC | GENERAL OPERATING SUPPORT | $4,000 |
| ISLAND INSTITUTE | ||||||
| PO BOX 648 | ROCKLAND | ME | 048410648 | PUBLIC | GENERAL OPERATING SUPPORT | $6,000 |
| KNOX COUNTY HOMELESS COALITION | ||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| LARRY LABONTE RECOVERY CENTER | ||||||
| 412 WALDO STREET | RUMFORD | ME | 04276 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| LEGAL SERVICES FOR THE ELDERLY | ||||||
| 5 WABON STREET | AUGUSTA | ME | 043307040 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| LOAVES AND FISHES FOOD PANTRY | ||||||
| PO BOX 1672 | ELLSWORTH | ME | 04605 | PUBLIC | FAMILY MEAL BOXES DURING SCHOOL VACATION | $2,500 |
| LOCKER PROJECT | ||||||
| PO BOX 3134 | PORTLAND | ME | 04104 | PUBLIC | FRESH PRODUCE TO LOW-INCOME FAMILIES WITH CHILDREN | $5,000 |
| MAINE CENTER FOR PUBLIC INTEREST REPORTING | ||||||
| PO BOX 284 | HALLOWELL | ME | 04347 | PUBLIC | RURAL MAINE NEWS FOR PUBLICATION IN THE MAINE MONITOR | $3,000 |
| MAINE DISCOVERY MUSEUM | ||||||
| 74 MAIN STREET | BANGOR | ME | 04401 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE EQUAL JUSTICE PARTNERS | ||||||
| 126 SEWALL STREET | AUGUSTA | ME | 04330 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE HISTORICAL SOCIETY | ||||||
| 489 CONGRESS STREET | PORTLAND | ME | 041013498 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE MARITIME MUSEUM | ||||||
| 243 WASHINGTON STREET | BATH | ME | 04530 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE MEDICAL CENTER | ||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041023175 | PUBLIC | DEAN L. FISHER SCHOLARSHIPS | $25,000 |
| MAINE NARROW GAUGE RAILROAD AND INDUSTRIAL HERITAGE TRUST | ||||||
| 413 PRESUMPSCOT STREET | PORTLAND | ME | 04103 | PUBLIC | RESTORE TRAIN CAR COMBINE 12, INCLUDING A WHEELCHAIR LIFT | $3,000 |
| MAINE PRISONER ADVOCACY COALITION | ||||||
| PO BOX 446 | LISBON | ME | 04250 | PUBLIC | PEER HEALTH NAVIGATORS PROGRAM | $5,000 |
| MAINE PUBLIC BROADCASTING NETWORK | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 042403595 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE SEACOAST MISSION | ||||||
| PO BOX 600 | NORTHEAST HARBOR | ME | 04662 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE STATE MUSIC THEATRE | ||||||
| 22 ELM STREET | BRUNSWICK | ME | 04011 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINELY SMILES | ||||||
| 166 REGAN LANE | PORTLAND | ME | 04103 | PUBLIC | DENTAL CARE | $5,000 |
| MERRYSPRING NATURE CENTER | ||||||
| PO BOX 893 | CAMDEN | ME | 04843 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| METHODIST CONFERENCE HOME | ||||||
| 46 SUMMER STREET | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MID-COAST RECOVERY COALITION | ||||||
| PO BOX 1002 | CAMDEN | ME | 04843 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MILESTONE RECOVERY | ||||||
| 65 INDIA STREET | PORTLAND | ME | 04101 | PUBLIC | FURNISH AND UPGRADE FACILITY | $10,000 |
| MITCHELL INSTITUTE | ||||||
| 75 WASHINGTON AVENUE SUITE 2E | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| NATURE CONSERVANCY IN MAINE | ||||||
| 14 MAINE STREET SUITE 401 | BRUNSWICK | ME | 04011 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OGUNQUIT MUSEUM OF AMERICAN ART | ||||||
| PO BOX 815 | OGUNQUIT | ME | 03907 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OGUNQUIT PLAYHOUSE | ||||||
| PO BOX 915 | OGUNQUIT | ME | 03907 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OLYMPIA SNOWE WOMEN'S LEADERSHIP INSTITUTE | ||||||
| ONE CANAL PLAZA SUITE 501 | PORTLAND | ME | 04101 | PUBLIC | MY VALUES, MY VOICE, MY VISION PROGRAM | $2,500 |
| PENOBSCOT COMMUNITY HEALTH CARE | ||||||
| PO BOX 2100 | BANGOR | ME | 04402 | PUBLIC | GENERAL OPERATING SUPPORT | $6,000 |
| PENQUIS COMMUNITY ACTION PROGRAM | ||||||
| 262 HARLOW STREET | BANGOR | ME | 04401 | PUBLIC | FOSTER GRANDPARENT PROGRAM PERSONNEL | $2,500 |
| PEREGRINE CORP DBA STRIVE | ||||||
| 39 DARLING AVENUE | SOUTH PORTLAND | ME | 04106 | PUBLIC | STRIVE U PROGRAM | $5,000 |
| PIERRE MONTEUX MEMORIAL FOUNDATION | ||||||
| PO BOX 457 | HANCOCK | ME | 04640 | PUBLIC | CHILDREN'S CONCERT AND INSTRUMENT PETTING ZOO | $2,500 |
| POINTS NORTH INSTITUTE | ||||||
| PO BOX 836 | CAMDEN | ME | 048430836 | PUBLIC | GENERAL OPERATING SUPPORT | $4,000 |
| PORTLAND MUSEUM OF ART | ||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| PORTLAND STAGE COMPANY | ||||||
| PO BOX 1458 | PORTLAND | ME | 04104 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| PORTLAND STAGE COMPANY | ||||||
| 25 FOREST AVENUE | PORTLAND | ME | 04101 | PUBLIC | MAKING AN ENTRANCE CAPITAL CAMPAIGN | $25,000 |
| PORTLAND SYMPHONY ORCHESTRA | ||||||
| 85 EXCHANGE STREET 4TH FLOOR | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| PREBLE STREET | ||||||
| 55 PORTLAND STREET | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| RANGELEY FRIENDS OF THE PERFORMING ARTS | ||||||
| PO BOX 333 | RANGELEY | ME | 04970 | PUBLIC | GROUND CYCLORAMA LIGHTS | $1,350 |
| SAFE VOICES | ||||||
| PO BOX 713 | AUBURN | ME | 042120713 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| SALVATION ARMY NORTHERN NEW ENGLAND DIVISION | ||||||
| 297 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $4,000 |
| SHALOM HOUSE INC | ||||||
| 106 GILMAN STREET | PORTLAND | ME | 04102 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| SOUTHERN HARBOR ELDERCARE SERVICE | ||||||
| 12 PULPIT HARBOR ROAD | NORTH HAVEN | ME | 04853 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| SOUTHERN MAINE AGENCY ON AGING | ||||||
| 30 BARRA ROAD | BIDDEFORD | ME | 04005 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| ST BRENDAN THE NAVIGATOR CATHOLIC CHURCH | ||||||
| 7 UNION STREET | CAMDEN | ME | 04843 | PUBLIC | ST. BERNARD SOUP KITCHEN | $5,000 |
| SUSAN L CURTIS CHARITABLE FOUNDATION | ||||||
| 1321 WASHINGTON AVENUE SUITE 104 | PORTLAND | ME | 04103 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| TREE STREET YOUTH INC | ||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| UNITED WAY OF AROOSTOOK | ||||||
| 830 MAIN STREET SUITE 4 | PRESQUE ISLE | ME | 04769 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| WHISKA HOUSE | ||||||
| 126 WESTERN AVENUE SUITE 170 | AUGUSTA | ME | 04330 | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| YMCA CAMP OF MAINE | ||||||
| PO BOX 446 | WINTHROP | ME | 04364 | PUBLIC | ENDOWMENT FUND | $5,000 |
| YMCA CAMP OF MAINE | ||||||
| PO BOX 446 | WINTHROP | ME | 04364 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $483,350 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $368,595 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TAX REFUND | Desc |
| Exclusion | $3,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $481,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,444 | 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 | $3,310 | Amt |
| Net Investment Income | $827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,483 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,249,209 | EOYBookValueAmt |
| EOYFMV | $4,884,642 | 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 | $1,255,793 | BookValueAmt |
| EOYFMV | $1,692,036 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $365 | LegalFeesAmt |
| Net Investment Income | $92 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $273 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $89 | $23 | $66 |
| INSURANCE | $698 | $175 | $523 |
| POSTAGE | $2,303 | $577 | $1,726 |
| MISCELLANEOUS | $180 | $45 | $135 |
| OUTSIDE CONTRACT SERVICES | $225 | $56 | $169 |
| SUPPLIES | $91 | $23 | $68 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,254 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,254 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS | Desc |
| Amt | $909 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $30,307 | $30,307 | $0 |
| ADMINISTRATIVE FEES | $14,000 | $3,500 | $10,500 |
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