APPLE LANE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- APPLE LANE FOUNDATION INC (EIN 06-1501640)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349101252
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:09:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135069335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INTERNATIONAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 061501640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE APPLE LANE FOUNDATION INC 14101830 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FTCI 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES J DE SIEYES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | DE SIEYES | 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 | RICHARD HEITHAUS | PreparerPersonNm |
| PTIN | P01252812 | PTIN |
| Phone | 2126323000 | 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 |
| 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 | $13,152,693 | 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 | $331,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$74,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,089,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $256,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,357 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,296 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $197 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $628,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $628,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $697,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $647,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$440,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,011 | CashBOYAmt |
| Cash EOY | $137,498 | CashEOYAmt |
| Cash EOYFMV | $137,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $104,000 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $124,629 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $129,035 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,893,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,559,828 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,523,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,684,714 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,578,026 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,534,614 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $821,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $821,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $827,557 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,663,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,221,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,152,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,560,176 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,560,176 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$896,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,338,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,663,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,221,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,663,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,221,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,663,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$440,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,768 | OtherIncreasesAmt |
| Subtotal | $8,227,479 | SubtotalAmt |
| Other Decreases | $6,212 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,221,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1800 SHS OF ISHARES PREFERRED & INCOME SECURITIES ETF | 2022-10-14 | 2023-02-16 | $59,187 | $55,316 | $3,871 | $3,871 |
| 710 SHS OF MOSAIC CO/THE | 2022-08-02 | 2023-04-25 | $30,269 | $37,431 | -$7,162 | -$7,162 |
| 993 SHS OF FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | 2015-06-30 | 2023-05-02 | $89,467 | $98,324 | -$8,857 | -$8,857 |
| 5327 SHS OF FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | 2020-12-30 | 2023-05-02 | $479,952 | $509,951 | -$29,999 | -$29,999 |
| 6200 SHS OF BANK OF AMERICA CORP | 2018-03-15 | 2023-05-04 | $168,755 | $199,684 | -$30,929 | -$30,929 |
| 3100 SHS OF BANK OF AMERICA CORP | 2018-03-22 | 2023-05-04 | $84,378 | $95,752 | -$11,374 | -$11,374 |
| 1700 SHS OF MEDTRONIC PLC | 2018-03-15 | 2023-05-04 | $152,304 | $139,395 | $12,909 | $12,909 |
| 750 SHS OF FREEPORT-MCMORAN INC CL B | 2023-04-25 | 2023-10-31 | $25,316 | $28,060 | -$2,744 | -$2,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$74,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,440 | 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 | $3,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $373 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES DE SIEYES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126323000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 OLD POWERHOUSE ROAD | AddressLine1Txt |
| City | FALMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04105 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES J DE SIEYES | |||||||||
| C/O FIDUCIARY TRUST COMPANY INTL | 280 PARK AVENUE | NEW YORK | NY | 10017 | PRESIDENT, DIRECTOR | 10.00 | $0 | $0 | $0 |
| DAVID C DE SIEYES | |||||||||
| C/O FIDUCIARY TRUST COMPANY INTL | 280 PARK AVENUE | NEW YORK | NY | 10017 | VICE PRESIDENT | 10.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,605,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $456,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,062,128 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,062,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,866,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $643,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $643,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,813 | TotalTaxAmt |
| Distributable Before Adj | $639,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $639,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $639,497 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $647,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $647,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $639,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $641,172 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $647,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $641,172 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $632,867 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES J DE SIEYES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (241 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCORD FOOD PANTRY | ||||||||
| PO BOX 2203 | S HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| ACLU OF MASSACHUSETTS | ||||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| ACTION INC | ||||||||
| 108 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| AFS MAINE AMERICANS ABROAD FUND | ||||||||
| 46 GLENVIEW ROAD | CUMBERLAND | ME | 04021 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| AGAWAM COUNCIL | ||||||||
| 6 FUNDY ROAD | FALMOUTH | MA | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| ALZHEIMER FOUNDATION OF AMERICA | ||||||||
| 322 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION IL | ||||||||
| 8430 W BRYN MAWR AVE | CHICAGO | IL | 606313473 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| ALZHEIMER'S DISEASE RESEARCH ASSOCIATION | ||||||||
| 31408 HARPER AVE | ST CLAIR SHORES | MI | 48082 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| AMERICAN CANCER SOCIETY INC NEW ENGLAND DIVISION INC | ||||||||
| 3 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| AMERICAN RED CROSS SO ME | ||||||||
| 524 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $17,000 | |
| ANCHOR TO WINDWARD INCORPORATED CO MARBLEHEAD COUNSELING CENTER | ||||||||
| PO BOX 813 | MARBLEHEAD | MA | 01945 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| APTOS SOCCER CLUB | ||||||||
| 8070 SOQUEL DR | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| APTOS SPORTS FOUNDATION | ||||||||
| 9119 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $518 | |
| BAXTER ACADEMY | ||||||||
| 185 LANCASTER STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| BEVERLY BOOTSTRAPS FOOD PANTRY | ||||||||
| 35 PARK ST | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| BEVERLY HOSPITAL | ||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 625 MAIN STREET | WESTBROOK | ME | 040924120 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| BIRDSONG NATURE CENTER | ||||||||
| 2106 MERIDIAN RD | THOMASVILLE | GA | 31792 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $550 | |
| BOSTON BALLET INC | ||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| BOYS & GIRLS CLUB OF GREATER PORTLAND | ||||||||
| PO BOX 7830 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| BRIGHAM & WOMENS HOSPITAL (REF NEUROLOGY) DEVELOPMENT OFFICE | ||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| BROOKWOOD SCHOOL INC | ||||||||
| ONE BROOKWOOD ROAD | MANCHESTER | MA | 01944 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,935 | |
| CALIFORNIA ALLIANCE WITH FAMILY FARMERS | ||||||||
| PO BOX 363 | DAVIS | CA | 95617 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441064923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| CENTER FOR GRIEVING CHILDREN | ||||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| CENTER FOR LAW AND SOCIAL POLICY | ||||||||
| 1310 L ST NW SUITE 900 | WASHINGTON DC | DC | 20005 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| CHRIST CHURCH PARISH DAY SCHOOL | ||||||||
| 149 ASBURY STREET SOUTH | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 | |
| CITIZENS INN | ||||||||
| 81 MAIN ST | PEABODY | MA | 01960 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| COMMON THREADS OF MAINE | ||||||||
| 90 BRIDGE STREET | WESTBROOK | ME | 04092 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY | ||||||||
| 7807 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,000 | |
| COMMUNITY HOUSE SERVICE OF HAMILTON & WENHAM | ||||||||
| 284 BAY RD S | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 01230 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| COPE FAMILY CENTER | ||||||||
| 707 RANDOLPH STREET | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| CRAZY ACRES FARMS | ||||||||
| 368 BIRCH RD | WALLKILL | NY | 12589 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| CURAMERICAS | ||||||||
| 318 W MILLBROOK RD STE 105 | RALEIGH | NC | 27609 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| CURE (CITIZENS UNITED IN RESEARCH FOR EPILEPSY) | ||||||||
| 420 NORTH WABASH SUITE 300 | CHICAGO | IL | 60611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | SUITE 302 |
| DANA FARBER CANCER INSTITUTE DIVISION OF DEVELOPMENT & THE JIMMY FUND | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,000 | |
| DANIEL CARDILLO CHARITABLE FUND | ||||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| DAY WORKER CENTER | ||||||||
| 406 MAIN ST SUITE 207 | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,051 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 87 | DEERFIELD | MA | 013420306 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 1869 | MERRIFIELD | VA | 221169644 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| EL PAJARO COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 23 EAST BEASCH STREET | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| EPILEPSY FOUNDATION OF NEW ENGLAND | ||||||||
| 650 SUFFOLK STREET 405 | LOWELL | MA | 01854 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 3540 CRAIN HIGHWAY | BOWIE | MD | 20716 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| EQUINE RESCUE NETWORK | ||||||||
| 37 BOXFORD ROAD | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| EQUSS ANAM CARA (DBA HORSE AND HEART RANCH) | ||||||||
| 5017 IRONWOOD DR | SOQUEL | CA | 95073 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $300 | |
| ESSEX COUNTY GREENBELT | ||||||||
| 82 EASTERN AVENUE 405 | ESSEX | MA | 01929 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ESSEX COUNTY HABITAT FOR HUMANITY | ||||||||
| 14 PARK STREET | HANOVER | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| ESSEX COUNTY TRAIL ASSOCIATION | ||||||||
| PO BOX 358 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| FALMOUTH FOOD PANTRY | ||||||||
| 271 FALMOUTH RD | FALMOUTH | MA | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FALMOUTH MEMORIAL LIBRARY | ||||||||
| 5 LUNT RD | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FAMILY ICE CENTER | ||||||||
| PO BOX 6127 | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $35,000 | |
| FARM & WILDERNESS | ||||||||
| 263 FARM WILDERNESS ROAD | PLYMOUTH | VT | 050569434 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,037 | |
| FIRST CONGREGATIONAL CHURCH OF WASHINGTON CT | ||||||||
| PO BOX 1285 | WASHINGTON | CT | 06793 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FOOD RUNNERS | ||||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,037 | |
| FRENCH HERITAGE | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FRENCH LIBRARY & CULTURAL CENTER | ||||||||
| 53 MALBOROUGH STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| FRIENDS FOREVER INTERNATIONAL | ||||||||
| ONE MORGAN WAY | DURHAM | NH | 03824 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FRIENDS OF CASCO BAY CAMPAIGN | ||||||||
| 2 FORT ROAD SOUTH | PORTLAND | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| FRIENDS OF NAPA COUNTY ANIMAL SHELTER | ||||||||
| PO BOX 715 | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC | ||||||||
| 112 SOHIER RD | BEVERLY | MA | 019155534 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| FRIENDS OF PORTLAND ADULT EDUCATION | ||||||||
| 14 LOCUST ST | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| FROM THE TOP | ||||||||
| PO BOX 845429 | BOSTON | MA | 02284 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| GIRLS INC OF THE CENTRAL COAST | ||||||||
| 318 CAYUGA ST SUITE 206 | SALINAS | CA | 93901 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| GIRLS ON THE RUN | ||||||||
| PO BOX 30667 | CHARLOTTE | NC | 28230 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $550 | |
| GLOUCESTER ADVENTURE | ||||||||
| PO BOX 1306 | GLOUSTER | MA | 019311306 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| GOOD SHEPARD FOOD BANK | ||||||||
| PO BOX 587 | AUBURN | ME | 04211 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| GOOD THEATER | ||||||||
| 76 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| GREATER PORTLAND LANDMARKS | ||||||||
| 93 HIGH STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| GREEN MOUNTAIN HORSE ASSOCIATION | ||||||||
| 5491 SOUTH ROAD | WOODSTOCK | VT | 05071 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| GREY BEARS | ||||||||
| 2710 CHANTICLEER AVE | SANTA CRUZ | CA | 95065 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,591 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| HABITAT FOR HUMANITY OF SANTA CRUZ COUNTY | ||||||||
| PO BOX 8412 | SANT CRUZ | CA | 95061 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,110 | |
| HABITAT FOR HUMANITY | ||||||||
| 14 PARK STREET | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| HAMILTON HOUSING AUTHORITY | ||||||||
| 121 RAILROAD AVE | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| HAMILTON-WENHAM EDUCATION FUND | ||||||||
| PO BOX 2433 | S HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| HEIFER PROJECT INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| HOSPICE OF SOUTHERN MAINE | ||||||||
| 465 CONGRESS STREET STE 600 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $20,000 | |
| IMMIGRANT LEGAL ADVOCACY | ||||||||
| PO BOX 17917 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| IPSWICH FAMILY YMCA & ROWLEY CAMPUS CO GERRY BEAUCHAMP | ||||||||
| 110 COUNTY ROAD | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| IRIS NETWORK | ||||||||
| 185 PARK AVE | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| IUPUI | ||||||||
| PO BOX 7072 | INDIANPOLIS | IN | 46207 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| JACKIE ROBINSON FOUNDATION | ||||||||
| 75 VARICK STREET 2ND FL | NEW YORK | NY | 100131917 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| JACOB'S HEART CHILDREN'S CANCER SUPPORT | ||||||||
| 680 W BEACH ST | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD 550 | VIENNA | VA | 22182 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| JESSIE DANIEL BULLENS-CREWE FOUNDATION | ||||||||
| 254 FORESIDE ROAD | CUMBERLAND FORESIDE | ME | 044101124 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| JOHNNY MILLER CHAMP FOUNDATION | ||||||||
| 162 BONNIEBROOK DR | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| KATE RISLEY FOUNDATION | ||||||||
| 29 COLOMBUS AVE | NORTHAMPTON | MA | 010604252 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| KAZU | ||||||||
| 100 BUILDING 201 ROOM 317 | SEASIDE | CA | 93955 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,091 | |
| KENTS HILL SCHOOL | ||||||||
| 1614 MAIN STREET | KENTS HILL | ME | 04349 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| KIEVE AFFECTIVE EDUCATION INC | ||||||||
| PO BOX 169 | NOBLEBORO | ME | 045550169 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| KIVA | ||||||||
| 875 HOWARD STREET SUITE 340 | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,066 | |
| KONBIT SANTE CAP-HAITIEN HEALTH | ||||||||
| 295 SPRING ST | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| LAKE FOREST COLLEGE | ||||||||
| 555 NORTH SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| LAND TRUST OF SANTA CRUZ COUNTY | ||||||||
| 617 WATER STREET | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| LATINO JUSTICE PRLDEF | ||||||||
| 475 RIVERSIDE DR SUITE 1901 | NEW YORK | NY | 10115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| LIFE LAB SCIENCE PROGRAM | ||||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,017 | |
| LIVE LIKE COCO FOUNDATION | ||||||||
| 220 CENTER AVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $300 | |
| LONG ISLAND COMMUNITY CENTER REVITALIZATION PROJECT | ||||||||
| PO BOX 263 | LONG ISLAND | ME | 04050 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| LONG ISLAND LIBRARY | ||||||||
| PO BOX 252 | LONG ISLAND | ME | 04050 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| LOON PRESERVATION COMM | ||||||||
| 183 LEES MILL RD | MOULTONBOROUGH | NH | 03254 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MADD | ||||||||
| 118 E JOHN CARPENTER | IRVING | TX | 75062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MAINE ADAPTIVE SPORT AND RECREATION | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| MAINE AUDOBON SOCIETY | ||||||||
| 20 GISLAND FARM ROAD | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| ONE MAIN STREET | TOPSHAM | ME | 04086 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MAINE COLLEGE OF ART | ||||||||
| 522 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE FARMLAND TRUST | ||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| MAINE GUN SAFETY COALITION | ||||||||
| PO BOX 92 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE HISTORICAL SOCIETY | ||||||||
| 489 CONGRESS STREET | PORTLAND | ME | 041013498 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE HUTS AND TRAILS | ||||||||
| 375 MAIN STREET | KINGFIELD | ME | 04947 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MAINE NARROW GAUGE RAILROAD & MUSEUM | ||||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| MAINE PUBLIC BROADCASTING CO | ||||||||
| 63 TEXAS AVENUE | BANGOR | ME | 04401 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| MAINE STATE MUSIC THEATRE | ||||||||
| 22 ELM STREET | BRUNSWICK | ME | 04011 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| MASSACHUSETTS AUDOBON SOCIETY | ||||||||
| 20 GISLAND FARM RD | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MASSACHUSETTS SPECIAL OLYMPICS ASSOCIATION | ||||||||
| 512 FOREST STREET | MALBOROUGH | MA | 01752 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MEDIC ALERT FOUNDATION | ||||||||
| 101 LANDER AVENUE | TURLOCK | CA | 95380 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MENTIS NAPA'S CENTER FOR MENTAL HEALTH SERVICES | ||||||||
| 709 FRANKLIN STREET | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| MMC FAMILY MED RESIDENT FUND | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MMC TUFTS MAINE TRACK SCHOLARSHIP | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| MONTSERRAT COLLEGE OF ART | ||||||||
| 23 ESSEX STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MOSS LANDING MARINE LAB | ||||||||
| 8272 MOSS LANDING RD | MOSS LANDING | CA | 95039 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,300 | |
| MSPCA ANGELL HEADQUARTERS | ||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MUSCULAR DYSTROPHY ASSOCIATION (MDA) | ||||||||
| 161 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC | ||||||||
| 40 RECTOR ST 5TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| NAMI CAPE ANN CO NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 43 GLOUCESTER AVE ROOM 2A | GLOUCESTER | MA | 01931 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| NAPA HUMANE SOCIETY | ||||||||
| 3265 CALIFORNIA BLVD | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| NAPA VALLEY COLLEGE FOUNDATION | ||||||||
| 2277 NAPA-VALLEJO HIGHWAY | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $12,500 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY STE 2 | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| NAPA VALLEY NURSERY SCHOOL | ||||||||
| 641 RANDOLPH ST | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| NAPA VALLEY UNITARIAN UNIVERSALISTS | ||||||||
| 1625 SALVADOR AVENUE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,500 | |
| NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| ONE SOUTH MEMORIAL DRIVE SUITE 800 | ST LOUIS | MO | 63102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 288 MAIN STREET | LANDER | WY | 825203140 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,018 | |
| NATIONAL PARKS CONS ASSN | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| NATIVE ANIMAL RESCUE | ||||||||
| 1855 17TH AVE | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $350 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NATURE CONSERVANCY (THE NATIONAL) | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,700 | |
| NATURE CONSERVANCY THE (MAINE) | ||||||||
| 14 MAINE STREET | BRUNSWICK | ME | 04011 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| NCFF | ||||||||
| 2033 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,501 | |
| NEW ENGLAND AQUARIUM CORPORATION | ||||||||
| ONE CENTRAL WHARF | BOSTON | MA | 021103309 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 021155018 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE ELDER SERVICES INC | ||||||||
| 300 ROSEWOOD DRIVE SUITE 200 | DANVER | MA | 019233581 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE HEALTH PROJECT | ||||||||
| 67 MIDDLE STREET | GLOUCESTE | MA | 019305763 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| NORTH SHORE UNITED WAY | ||||||||
| 100 CUMMINGS CENTER SUITE 231-C | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | 341-D |
| NORTHEAST ARC | ||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTHERN LIGHT MERCY HOSPITAL | ||||||||
| 144 STATE STREET | PORTLAND | ME | 041013795 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| ON THE MOVE (VOICES NAPA) | ||||||||
| 780 LINCOLN AVENUE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| OPPORTUNITY ALLIANCE | ||||||||
| 50 LYDIA LANE | SOUTH PORTLAND | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| PAJARO VALLEY LOAVES AND FISHES | ||||||||
| 150 SECOND STREET | WATSONVILLE | CA | 95087 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,544 | |
| PEABODY ESSEX MUSEUM | ||||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| PLANNED PARENTHOOD SANTA CRUZ | ||||||||
| 1119 PACIFIC AVE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $8,146 | |
| PORTLAND COMMUNITY FREE CLINIC | ||||||||
| 103 INDIA STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| PORTLAND LANDMARKS | ||||||||
| 93 HIGH STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| PORTLAND MUSEUM OF ART | ||||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| PORTLAND OVATIONS | ||||||||
| PO BOX 17573 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| PORTLAND PUBLIC LIBRARY | ||||||||
| FIVE MONUMENT SQUARE STE 200 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PORTLAND STAGE COMPANY | ||||||||
| 25A FOREST AVENUE | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| PORTLAND SYMPHONY ORCHESTRA | ||||||||
| 50 MONUMENT SQUARE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PREBLE ST RESOURCE CTR HOMELESS SHELTER | ||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| PRESENTATION SCHOOL | ||||||||
| 20872 BROADWAY | SONOMA | CA | 95476 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 500 | ANDOVER | NH | 03216 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| RFFRA SCHOLARSHIP FUND | ||||||||
| 1089 JW DRIVE | CARBONDALE | CO | 81623 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| RIPPLE EFFECT ANIMAL PROJECT | ||||||||
| 536 SIVERADO TRAIL | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| ROBERT LOUIS STEVENSON SCHOOL STEVENSON ANNUAL FUND | ||||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,500 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SALVATION ARMY | ||||||||
| 297 CUMBERLAND AVE PO BOX 3575 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORTATION | ||||||||
| 703 PACIFIC AVE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $400 | |
| SANTA CRUZ MONTESSORI | ||||||||
| 6230 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,200 | |
| SCRAP | ||||||||
| 801 TOLAND ST | SAN FRANCISCO | CA | 94124 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $150 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 800 OHLONE PARKWAY | WATSONVILLE | CA | 950767005 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,800 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SMI | ||||||||
| 525 FLORENCE AVE | OWATONNA | MN | 55060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| SMILE TRAIN INC | ||||||||
| 633 3RD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| SNOWMASS COMMUNITY FUND | ||||||||
| PO BOX 5566 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| SOCIETY FOR THE PROTECTION OF NH FORESTS | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 033019965 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SOUTHERN MAINE AGENCY ON AGING | ||||||||
| 136 US ROUTE 1 | SCARBOROUGH | ME | 04074 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| SPCA OF SANTA CRUZ | ||||||||
| PO BOX 3800 | SANTA CRUZ | CA | 95063 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ST FRANCIS WILDLIFE ASSOCIATION | ||||||||
| PO BOX 38160 | TALLAHASSEE | FL | 323158160 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| ST LAWRENCE ARTS CENTER | ||||||||
| 76 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| STANFORD UNIVERSITY (LEADERSHIP CIRCLE) | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| STEEP ROCK ASSOCIATION | ||||||||
| PO BOX 279 | WASHINGTON DEPOT | ME | 06794 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO SUITE 350 | SAN CLEMENTE | CA | 92673 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SURFRIDER FOUNDATION SANTA CRUZ CHAPTER | ||||||||
| 2222 E CLIFF DR | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $989 | |
| SUSAN B ANTHONY PROJECT | ||||||||
| 179 WATER STREET | TORRINGTON | CT | 067900846 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| TATE HOUSE MUSEUM | ||||||||
| 1267 WESTBROOK ST | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| THAYER SCHOOL OF ENGINEERING | ||||||||
| 14 ENGINEERING DRIVE | HANOVER | NH | 037559914 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| THE CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 024582597 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| THE COLORADO COLLEGE ANNUAL FUND | ||||||||
| PO BOX 1117 | COLORADO SPRINGS | CO | 809019897 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,004 | |
| THE HAMILTON FOUNDATION CO TOWN HALL | ||||||||
| PO BOX 429 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| THE NATURE CONSERVANCY OF CALIFORNIA | ||||||||
| 201 MISSION ST FL 4 | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $8,765 | |
| THE OPEN DOOR PLACE OF HOSPITALITY INC | ||||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 019302583 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| THE RIEKES CENTER FOR HUMAN ENHANCEMENT | ||||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| THE SAVORY INSTITUTE | ||||||||
| 885 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $700 | |
| THE UCSB FOUNDATION | ||||||||
| UCSB FOUNDATION C/O UCSB | SANTA BARBARA | CA | 931061130 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| THE WILDLANDS CONSERVANCY | ||||||||
| 39611 OAK GLEN RD | OAK GLEN | CA | 92399 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| TOGETHER RISING | ||||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| TOYS FOR TOTS | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| TROUT UNLIMITED SEBAGO CHAPTER | ||||||||
| PO BOX 623 | YARMOUTH | ME | 04096 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| TROUT UNLIMITED UNLT | ||||||||
| 267 SCRIBNER HILL ROAD | MANCHESTER | ME | 04351 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| TROUT UNLIMITED STEINBECK COUNTRY CHAPTER | ||||||||
| 76 VALLE VISTA | CARMEL VALLEY | CA | 93924 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $718 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| TWIN LAKES CHRISTIAN SCHOOL | ||||||||
| 2701 CABRILLO COLLEGE DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| UNIDOS US | ||||||||
| 1126 16TH ST NW SUITE 600 | WASHINGTON DC | DC | 20036 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| UNITED STATES EQUESTRIAN FEDERATION | ||||||||
| 4047 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| UNITED WAY OF GREATER PORTLAND | ||||||||
| PO BOX 15200 | PORTLAND | ME | 041125200 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET MC-386 | URBANA | IL | 61801 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| UPPER VALLEY LAND TRUST | ||||||||
| 19 BUCK RD | HANOVER | NH | 037559914 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| VFW | ||||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| VILLAGE BICYCLE PROJECT | ||||||||
| 1915 11TH AVENUE EAST | SEATTLE | WA | 98102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| VITA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 | |
| WALNUT AVE WOMEN'S CENTER | ||||||||
| 303 WALNUT AVENUE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,568 | |
| WASHINGTON COMMUNITY FUND | ||||||||
| PO BOX 1213 | WASHINGTON | CT | 067930213 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| WASHINGTON VOLUNTEER FIRE DEPT INC | ||||||||
| PO BOX 244 | WASHINGTON DEPOT | CT | 06794 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| WATSONVILLE WETLANDS WATCH | ||||||||
| PO BOX 363 | FREEDOM | CA | 95019 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| WELLSPRING HOUSE INC | ||||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| WENHAM HISTORICAL ASSOCIATION & MUSEUM | ||||||||
| 132 MAIN STREET | WENHAM | MA | 01984 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION | ||||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 | |
| WING & BARREL FOUNDATION | ||||||||
| 6600 NOBLE ROAD | SONOMA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVE NW | WASHINGTON DC | DC | 20009 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| YWCA GREATER NEWBURYPORT | ||||||||
| 13 MARKET STREET | NEWBURYPORT | MA | 01950 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $628,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$74,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $256,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,838 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN US GOVERNMENT SECURITIES FUND | $406,650 | $379,442 |
| ISHARES INTERMIDIATE TERM CORP BOND ETF | $400,068 | $385,840 |
| VANGUARD SHORT-TERM CORPORATE BOND | $269,721 | $268,861 |
| VANGUARD SHORT-TERM TREASURY ETF | $501,587 | $500,471 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS & CHEMICALS INC | $96,499 | $123,210 |
| AMERICAN ELECTRIC POWER CO | $52,969 | $43,047 |
| AMERICAN WATER WORKS CO INC | $150,830 | $224,383 |
| ANALOG DEVICES INC | $139,068 | $412,012 |
| APPLE INC | $37,463 | $770,120 |
| ARES MANAGEMENT CORP CL A | $91,545 | $202,164 |
| ASTRAZENECA PLC SPONS ADR | $135,641 | $255,930 |
| BLACKROCK INC | $45,927 | $202,950 |
| CHEVRON CORP | $80,525 | $115,599 |
| CISCO SYSTEMS INC | $141,687 | $285,438 |
| COMACAST CORP CL A | $98,513 | $131,550 |
| CONOCOPHILLIPS | $166,125 | $174,105 |
| CONSTELLATION BRANDS INC CL A | $83,012 | $114,831 |
| CROWN CASTLE INTERNATIONAL CORP | $331,320 | $226,348 |
| CVS HEALTH CORP | $99,820 | $150,024 |
| DOMINION ENERGY INC | $199,201 | $131,600 |
| DUKE ENERGY CORP | $144,614 | $160,116 |
| EATON CORP PLC | $115,599 | $199,881 |
| ECOLAB INC | $88,176 | $99,175 |
| HONEYWELL INTL INC | $159,405 | $230,681 |
| JOHNSON & JOHNSON CO | $197,126 | $235,110 |
| JPMORGAN CHASE & CO | $133,011 | $387,828 |
| MCDONALD'S CORP | $125,696 | $207,557 |
| MERCK & CO INC | $261,005 | $457,884 |
| MICROCHIP TECHNOLOGY INC | $66,973 | $414,828 |
| MICROSOFT CORP | $154,953 | $1,316,140 |
| MORGAN STANLEY | $150,870 | $289,075 |
| NESTLE S A SPONSORED ADR REPSTG REG SH | $173,017 | $346,890 |
| NEXTERA ENERGY INC | $289,064 | $413,032 |
| PEPSICO INC | $157,552 | $237,776 |
| PFIZER INC | $158,014 | $143,950 |
| PROCTER & GAMBLE CO | $142,469 | $219,810 |
| RTX CORP | $64,739 | $71,098 |
| STARBUCKS CORP | $179,195 | $268,828 |
| TARGET CORP | $90,360 | $185,146 |
| TELUS CORP | $180,623 | $177,900 |
| TEXAS INSTRUMENTS INC | $202,020 | $306,828 |
| UNITEDHEALTH GROUP INC | $101,507 | $223,750 |
| VERIZON COMMUNICATIONS INC | $99,099 | $67,860 |
| WALMART INC | $174,596 | $299,535 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $124,629 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $129,035 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FRANKLIN K2 ALTERNATIVE STGIES FUND CL Z | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $821,286 | BookValueAmt |
| EOYFMV | $827,557 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL & COST BASIS ADJUSTMENTS | Desc |
| Amt | $6,212 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $197 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $197 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUNDS CASH ADJUSTMENT | $418 |
| CHECKS RETURNED AND NEW CHECKS ISSUED | $4,350 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENTS MANAGEMENT FEES | $61,085 | $45,814 | $15,271 |
| ANNUAL FILING FEE | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,040 | $3,040 | $0 |
| FEDERAL TAX | $753 | $0 | $0 |
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