CASCO FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CASCO FOUNDATION (EIN 45-4869369)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-03
IRS object ID
202401249349100205
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-03T07:07:26-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010448006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALBIN RANDALL & BENNETTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 445 130 MIDDLE STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041120445ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454869369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CASCO FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O SPINNAKER TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCASCBusinessNameControlTxt
Phone2075537160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7160AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041127160ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA L STONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2075537160PhoneNum
Signature2024-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDRAPersonFirstNm
Person LastSTONEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P DOIRONPreparerPersonNm
PTINP01206204PTIN
Phone2077721981PhoneNum
Preparation2024-04-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$750,966FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$70,822ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$15,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,820DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,108NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$264,743GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,534TotalRevAndExpnssAmt
Total Net Invst Incm$15,820TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$310LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$155LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$155LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,068OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,068OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,778TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,423TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,355TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,278TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,423TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$39,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,256ExcessRevenueOverExpensesAmt
Net Investment Income$9,397NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$80,747CashBOYAmt
Cash EOY$94,794CashEOYAmt
Cash EOYFMV$94,794CashEOYFMVAmt
Corporate Stock BOY$382,450CorporateStockBOYAmt
Corporate Stock EOY$400,560CorporateStockEOYAmt
Corporate Stock EOYFMV$496,060CorporateStockEOYFMVAmt
Corporate Bonds BOY$127,569CorporateBondsBOYAmt
Corporate Bonds EOY$130,790CorporateBondsEOYAmt
Corporate Bonds EOYFMV$140,580CorporateBondsEOYFMVAmt
Other Investments BOY$15,685OtherInvestmentsBOYAmt
Other Investments EOY$17,563OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,532OtherInvestmentsEOYFMVAmt
Total Assets BOY$606,451TotalAssetsBOYAmt
Total Assets EOY$643,707TotalAssetsEOYAmt
Total Assets EOYFMV$750,966TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$606,451RetainedEarningBOYAmt
Retained Earning EOY$643,707RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$606,451TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$643,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$606,451TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$643,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$606,451TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,256ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$643,707SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$643,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$32,853$33,339-$486-$486
PUBLICLY TRADED SECURITIES$195,232$195,415-$183-$183
PUBLICLY TRADED SECURITIES$36,658$39,097-$2,439-$2,439
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,108CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$131InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$131SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$921EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$921TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$790OverpaymentAmt
Applied To ES Tax$790AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSPINNAKER TRUSTIndividualWithBooksNm
Phone2075537160PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1123 FREE STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANDRA L STONE
16 SEA COVE ROADCUMBERLAND FORESIDEME04110DIRECTOR, PRESIDENT0.50$0$0$0
ALEXANDER W KNECHT
16 SEA COVE ROADCUMBERLAND FORESIDEME04110DIRECTOR, TREASURER0.00$0$0$0
RICHARD E CURRAN
C/O SPINNAKER TRUST PO BOX 7160PORTLANDME041127160DIRECTOR, SECRETARY0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$641,436AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,953AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$680,389TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$680,389AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,206CashDeemedCharitableAmt
Net Vl Noncharitable Assets$670,183NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Total Tax$131TotalTaxAmt
Distributable Before Adj$33,378DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,378DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,378DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,855ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,855QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,378DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$330ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$330TotalExcessDistributionCyovAmt
Qualifying Distributions$39,855QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,378AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,477RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,807TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,807ExcessDistriCyovToNextYrAmt
Excess From Year1$330ExcessFromYear1Amt
Excess From Current Year$6,477ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSANDRA L STONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COASTAL ENTERPRISES INC
30 FEDERAL STREETBRUNSWICKME04011PUBLIC CHARITYINROADS TO WHOLESALING & I.D.E.A. SPONSORSHIP$5,500
COLLEGE OF THE ATLANTIC
105 EDEN STREETBAR HARBORME04609PUBLIC CHARITYSUSTAINABLE BUSINESS PROGRAM$3,000
GREATER PORTLAND IMMIGRANT WELCOME CENTER
24 PREBLE STREET 4TH FLOORPORTLANDME04101PUBLIC CHARITYIENGLISH PROJECT & ENTREPRENEURSHIP PROGRAMMING$5,000
MAINE CENTER FOR ENTREPRENEURS
PO BOX 8628PORTLANDME04104PUBLIC CHARITYTOP GUN PROGRAM$5,000
MAINE HEALTH INNOVATION CENTER
22 BRAMHALL STREETPORTLANDME04102PUBLIC CHARITYGENERAL SUPPORT$5,000
CENTRAL MAINE COMMUNITY BETTERMENT COLLABORATION
50 ELM STWATERVILLEME04901PUBLIC CHARITYGENERAL SUPPORT$3,000
THOMAS COLLEGE
180 WEST RIVER ROADWATERVILLEME04901PUBLIC CHARITYCENTRAL ME TOP GUN PROGRAM & SUSTAINABLE BUSINESS PROGRAM$5,000
UNIVERSITY OF MAINE FOUNDATION
2 ALUMNI PLACEORONOME04469PUBLIC CHARITYFEMALE INAUGURAL INNOVATE ME ASPIRING ENTREPRENEUR FELLOWSHIP PROGRAM$3,000
UPSTART MAINE
20 GODFREY DRIVEORONOME04473PUBLIC CHARITYMASTERMIND: 8-12 WOMEN FOUNDERS TECHNICAL RESOURCES & EXPENSES$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,820ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,108ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,712ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,712TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SANDRA L STONE 2018 CLAT
116 SEA COVE ROADCUMBERLAND FORESIDEME04110$30,000Yes (X)
SANDRA L STONE 10-YR CLAT
216 SEA COVE ROADCUMBERLAND FORESIDEME04110$20,411Yes (X)
SANDRA L STONE 15-YR CLAT
316 SEA COVE ROADCUMBERLAND FORESIDEME04110$20,411Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,400Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$130,790EOYBookValueAmt
EOYFMV$140,580EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITY SECURITIES$306,100$380,257
INTERNATIONAL EQUITY SECURITIES$94,460$115,803

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$17,563BookValueAmt
EOYFMV$19,532EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$310LegalFeesAmt
Net Investment Income$155NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$155DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$5,068Amt
Net Investment Income$5,068NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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