DAVIS FAMILY FOUNDATION: Form 990, tax year 2023
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- Organization
- DAVIS FAMILY FOUNDATION (EIN 01-0390443)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202422979349300807
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T15:46:58-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010390443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Person Title | Chief Finance and Admin. Officer | PersonTitleTxt |
| Phone | 2078469132 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | Joseph Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2024-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Yvonne Mumme | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,850,527 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.davisfoundations.org/dff | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Award Grants | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,390,241 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,234,681 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,000 | PYOtherRevenueAmt |
| CY Other Revenue | $8,618 | CYOtherRevenueAmt |
| PY Total Revenue | $2,395,241 | PYTotalRevenueAmt |
| CY Total Revenue | $3,243,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,947,835 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,015,188 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $94,811 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $98,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $301,281 | PYOtherExpensesAmt |
| CY Other Expenses | $319,145 | CYOtherExpensesAmt |
| PY Total Expenses | $3,343,927 | PYTotalExpensesAmt |
| CY Total Expenses | $2,432,775 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$948,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $810,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,848,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,607,909 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $148,424 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,909 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,699,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,475,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide grants to colleges, universities, and other educational institutions; to hospitals and other health organizations with a primary interest in programs designed to increase the effectiveness or decrease the cost of medical care; and organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or similar cultural activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,167,856 | ExpenseAmt |
| Grant | $2,015,188 | GrantAmt |
| Revenue | $8,618 | RevenueAmt |
| Desc | Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for grants approved. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,167,856 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Yvonne B Mumme | |||||||
| Chief Finance and Administrative Officer | 15.3 | 0 | Yes (X) | $56,560 | $0 | $8,697 | |
| Michael R Currie | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Anne B Pringle | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Samuel M DiCapua | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Edward L Dilworth III | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Al Noyes | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Rebekah A Bucci | |||||||
| Chair | 3.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David J Bucci | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Colleen Bucci Liddy | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,560 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,697 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prio Wealth | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 Franklin St Suite 2001 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $148,943 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $985,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $985,190 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,856,719 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,607,228 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,249,491 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,249,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,249,491 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period grant recovery | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,618 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,618 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,243,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,618 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,234,681 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,188 | TotalAmt |
| Program Services | $2,015,188 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,442 | TotalAmt |
| Program Services | $33,844 | ProgramServicesAmt |
| Management And General | $64,598 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,687 | TotalAmt |
| Program Services | $83,405 | ProgramServicesAmt |
| Management And General | $10,282 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Program Services | $2,400 | ProgramServicesAmt |
| Management And General | $2,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,450 | TotalAmt |
| Management And General | $10,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,223 | TotalAmt |
| Management And General | $163,223 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,725 | TotalAmt |
| Program Services | $1,501 | ProgramServicesAmt |
| Management And General | $2,224 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,440 | TotalAmt |
| Program Services | $11,817 | ProgramServicesAmt |
| Management And General | $1,623 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,191 | TotalAmt |
| Program Services | $13,528 | ProgramServicesAmt |
| Management And General | $6,663 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109 | TotalAmt |
| Program Services | $103 | ProgramServicesAmt |
| Management And General | $6 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,508 | TotalAmt |
| Program Services | $1,370 | ProgramServicesAmt |
| Management And General | $138 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208 | TotalAmt |
| Program Services | $1,194 | ProgramServicesAmt |
| Management And General | $1,014 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues | $4,958 | $3,322 | $1,636 | $0 |
| Miscellaneous | $846 | $184 | $662 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432,775 | TotalAmt |
| Program Services | $2,167,856 | ProgramServicesAmt |
| Management And General | $264,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,702 | BOYAmt |
| EOY | $30,036 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,853,240 | BOYAmt |
| EOY | $634,414 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507 | BOYAmt |
| EOY | $2,633 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,064,384 | BOYAmt |
| EOY | $65,088,851 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,609,902 | BOYAmt |
| EOY | $23,566,481 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,460 | BOYAmt |
| EOY | $72,775 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,838 | BOYAmt |
| EOY | $212,719 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,848,033 | BOYAmt |
| EOY | $89,607,909 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,942 | BOYAmt |
| EOY | $56,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,482 | BOYAmt |
| EOY | $76,352 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,424 | BOYAmt |
| EOY | $132,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,699,609 | BOYAmt |
| EOY | $89,475,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,699,609 | BOYAmt |
| EOY | $89,475,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,848,033 | BOYAmt |
| EOY | $89,607,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $810,524 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,964,867 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt | EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|---|
| MaineHealth | |||||
| dba Maine Medical Center | 010238552 | 3 | Yes (1) | $141,837 | $0 |
| Portland Symphony Orchestra | |||||
| 016006058 | 7 | Yes (1) | $0 | $0 | |
| University of New England | |||||
| 010211810 | 2 | Yes (1) | $0 | $0 | |
| Portland Museum of Art | |||||
| 010378420 | 7 | Yes (1) | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $141,837 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section B, Line 2 | FormAndLineReferenceDesc |
| Explanation | The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnership Interests | Desc |
| Book Value | $23,566,481 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,566,481 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $76,352 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,352 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,036,325 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,964,867 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $11,964,867 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,071,458 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $163,223 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,618 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $171,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,243,299 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,260,934 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,260,934 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $163,223 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,618 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $171,841 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,432,775 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4b | Prior period grant recovery |
| Schedule D, Part XII, Line 4b | Prior period grant recovery |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Telling Room | |||||||
| 225 Commercial St Ste 201 | Portland | ME | 04101 | 743136956 | 501(c)(3) | $6,000 | Build Capacity of Literary Arts Education Programs |
| Caribou Historical Society | |||||||
| PO Box 8671 | Caribou | ME | 04736 | 016054897 | 501(c)(3) | $7,000 | Digital Equity Senior Docent Project |
| Watershed Center for the Ceramic Arts | |||||||
| 103 Cochran Road | Edgecomb | ME | 04556 | 010427824 | 501(c)(3) | $7,000 | Watershed Studio Surge Suppression System |
| Dance Hall | |||||||
| PO Box 691 | Kittery | ME | 03904 | 450964224 | 501(c)(3) | $7,500 | 2023 Django by the Sea Gypsy Jazz Festival |
| Maine Preservation | |||||||
| PO Box 488 | Yarmouth | ME | 04096 | 010319524 | 501(c)(3) | $7,500 | Curriculum Development for Community Preservation Youth Programs |
| Town of Ashland (Ashland Ambulance Service) | |||||||
| PO Box 91017 | Ashland | ME | 04732 | 016000053 | Municipality | $7,613 | Video Laryngoscopes |
| Portland Lyric Theater | |||||||
| 176 Sawyer Street | South Portland | ME | 04106 | 237376760 | 501(c)(3) | $7,619 | Exterior Repair: Soffits and Windowsills Replacement |
| Kezar Falls Circulating Library | |||||||
| PO Box 11 | Parsonsfield | ME | 04047 | 010365890 | 501(c)(3) | $8,000 | Accessibility Ramp Project |
| Friends of the Strand Theatre Inc | |||||||
| PO Box 433 | Rockland | ME | 048410433 | 463330177 | 501(c)(3) | $8,550 | Through the Fog: New Windows for the Historic Strand Theatre |
| Celebration Barn Theater | |||||||
| 190 Stock Farm Road | South Paris | ME | 04281 | 237321583 | 501(c)(3) | $10,000 | Repair and Protect the Basement |
| Chesterville Center Union Meeting House Inc | |||||||
| PO Box 73 | Farmington Falls | ME | 049400000 | 016014722 | 501(c)(3) | $10,000 | Chesterville Meeting House Paint Restoration Completion |
| Citizens for Squirrel Point | |||||||
| PO Box 764 | Bath | ME | 045300764 | 300193082 | 501(c)(3) | $10,000 | Replace the Hiking Bridge that Controls Access to Squirrel Point Light and Bald Head Preserve |
| Friends of Seguin Island | |||||||
| 72 Front St Ste 3 | Bath | ME | 04530 | 010420547 | 501(c)(3) | $10,000 | Gateway to Seguin |
| Girls Who Code Inc | |||||||
| 1250 Broadway 17th Floor | New York | NY | 10001 | 300728021 | 501(c)(3) | $10,000 | Expanding Reach of 3rd-12th Grade Girls Who Code Afterschool Clubs in Maine |
| Haystack Mountain School Of Crafts | |||||||
| PO Box 518 | Deer Isle | ME | 046270518 | 010243548 | 501(c)(3) | $10,000 | Support Longtime and Impactful Teen Program Studio Based Learning |
| Maine Humanities Council | |||||||
| 674 Brighton Avenue | Portland | ME | 04102 | 010339295 | 501(c)(3) | $10,000 | Humanities Outreach: Maine Department of Corrections |
| Maine State Music Theatre | |||||||
| 22 Elm St | Brunswick | ME | 040112402 | 010355212 | 501(c)(3) | $10,000 | East Coast Premiere of Rapunzel, Part of MSMT's 2023 Theatre for Young Audiences Series |
| North American Family Institute Inc | |||||||
| 40 Park Lane | Contoocook | NH | 03229 | 043161042 | 501(c)(3) | $10,000 | Sound Garden to Promote the Social, Cognitive, Physical, and Emotional Well-being of Children. |
| Old Head Tide Church Committee | |||||||
| PO Box 138 | Alna | ME | 04535 | 010365485 | 501(c)(3) | $10,000 | Restoration of Head Tide Church Spire to Original 1838 Design |
| Opera Maine | |||||||
| PO Box 7733 | Portland | ME | 041127733 | 010496860 | 501(c)(3) | $10,000 | La Cenerentola (Cinderella) by Gioachino Rossini, a Professional Opera Production Accompanied by Multi-cultural Community Programming |
| Opiate-Free Island Partnership Inc | |||||||
| PO Box 295 | Deer Isle | ME | 04627 | 821562516 | 501(c)(3) | $10,000 | OUD Harm Reduction in the Deer Isle-Stonington Community |
| Rufus Porter Museum | |||||||
| PO Box 544 | Bridgton | ME | 04009 | 743175428 | 501(c)(3) | $10,000 | Museum Quality Shelving and Racks for New Climate Controlled Collections Storage Room |
| Saco River Grange Hall Inc | |||||||
| PO Box 1 | Bar Mills | ME | 04004 | 010486343 | 501(c)(3) | $10,000 | Accessible and Affordable Live Theatre |
| The 1932 Criterion Theatre | |||||||
| 35 Cottage St | Bar Harbor | ME | 04609 | 203267346 | 501(c)(3) | $10,000 | Improving the Sound Quality and Accessibility of the 1932 Criterion Theatre |
| SPACE Gallery | |||||||
| 538 Congress Street | Portland | ME | 04101 | 510432635 | 501(c)(3) | $12,000 | Strengthening Physical and Virtual Workplaces for SPACE's 20th Anniversary Strategic Plan |
| Trekkers Inc | |||||||
| 325 Old County Rd | Rockland | ME | 04863 | 010537500 | 501(c)(3) | $12,400 | Uplifting Rural Outcomes Through School Bonding and Connectedness |
| Portland Chamber Music Festival | |||||||
| PO Box 15385 | Portland | ME | 041125385 | 010484781 | 501(c)(3) | $12,500 | 2024 Concert and Education Programs |
| Lamoine Community Arts | |||||||
| PO Box 1473 | Ellsworth | ME | 04605 | 262452608 | 501(c)(3) | $13,000 | LCA Basement Energy Efficiency |
| Coastal Kids Preschool | |||||||
| 12 Jackies Trl | Damariscotta | ME | 045434253 | 223126832 | 501(c)(3) | $14,000 | New Sensory Play Area for NAEYC-Accredited Preschool |
| Chocolate Church Arts Center | |||||||
| PO Box 252 | Bath | ME | 04530 | 010348331 | 501(c)(3) | $15,000 | Main Stage "Troll" Door |
| Daponte String Quartet Foundation | |||||||
| PO Box 201 | Freeport | ME | 04032 | 223140085 | 501(c)(3) | $15,000 | New Violinist Search |
| Maine Charitable Mechanic Association | |||||||
| 519 Congress Street | Portland | ME | 04101 | 010248533 | 501(c)(3) | $15,000 | Mechanics' Hall Building Master Plan |
| Maine State Museum | |||||||
| 83 State House Station | Augusta | ME | 043330083 | 016000001 | Municipality | $15,000 | Art and Nature: Creating an Interactive Mural for Early Learners at the Maine State Museum |
| Mothers Milk Bank Northeast Inc | |||||||
| 377 Elliot St | Newton Upper Falls | MA | 024641126 | 208063509 | 501(c)(3) | $15,000 | Donor Milk for Healthy Babies: Developing Partnerships and Promoting Awareness for Access to Donor Milk |
| Owls Head Transportation Museum | |||||||
| 117 Museum St | Owls Head | ME | 04854 | 222590547 | 501(c)(3) | $15,000 | Owls Head Transportation Museum (OHTM) Race to Power the Future |
| Schoodic Arts for All | |||||||
| PO Box 174 | Winter Harbor | ME | 04693 | 010532230 | 501(c)(3) | $15,000 | After-School Art Club |
| Swans Island Educational Society | |||||||
| PO Box 12 | Swans Island | ME | 046850012 | 010317540 | 501(c)(3) | $15,000 | Upgrading the Library's Internet Porch and Access Walkway |
| Waterfall Arts | |||||||
| 256 High Street | Belfast | ME | 04915 | 010528831 | 501(c)(3) | $15,000 | Glassblowing Elective Class at Waterfall Arts (WA) for Waldo County High School Students |
| Waterville Historical Society | |||||||
| 62 Silver Street | Waterville | ME | 04901 | 016010923 | 501(c)(3) | $15,000 | Waterville Center for Local History and Culture |
| Owls Head Village Library Association | |||||||
| PO Box 98 | Owls Head | ME | 048540098 | 016020157 | 501(c)(3) | $15,500 | Upgrade and Refurbish the Interior of our Aging Library to Increase Safety and Efficiency |
| Northern Lighthouse Inc | |||||||
| 172 Academy Street | Presque Isle | ME | 04769 | 010547336 | 501(c)(3) | $16,000 | Eye Movement Desensitization and Reprocessing Therapy (EMDR) Training for Clinicians |
| Aroostook Arts And Education Center | |||||||
| PO Box 1252 | Presque Isle | ME | 04769 | 205036371 | 501(c)(3) | $20,000 | Evolve Wintergreen Kids News Network and Integrate Templates for Expressive Arts Therapy Applications |
| Cedars Nursing Care Center Inc | |||||||
| 630 Ocean Avenue | Portland | ME | 04103 | 010211517 | 501(c)(3) | $20,000 | The Cedars Community Services Center: Telehealth Intervention Program for Seniors (TIPS) |
| Central Aroostook County Emergency Medical Services Authority | |||||||
| PO Box 338 | Blaine | ME | 047340338 | 845080898 | 501(c)(3) | $20,000 | Mechanical Stretcher to Reduce Risk for Patients and EMTs |
| Colonial Theater Inc | |||||||
| PO Box 2276 | Augusta | ME | 04330 | 272159587 | 501(c)(3) | $20,000 | Windows and Doors Rehabilitation Project |
| Community Dental | |||||||
| 190 Park Ave | Portland | ME | 04102 | 237129502 | 501(c)(3) | $20,000 | Improving Efficiency and Quality of Oral Health Care at Biddeford Dental Center |
| Community Little Theatre Corp | |||||||
| PO Box 262 | Auburn | ME | 042120262 | 016013228 | 501(c)(3) | $20,000 | Replacement of Stage Lighting and Sound Equipment |
| Eastern Maine Children's Museum | |||||||
| 74 Main St | Bangor | ME | 044016304 | 010527022 | 501(c)(3) | $20,000 | STEM Education for Maine |
| FRIENDS OF THE FREEPORT COMMUNITY LIBRARY | |||||||
| PO Box 126 | Freeport | ME | 04032 | 274244185 | 501(c)(3) | $20,000 | After School at FCL: Comprehensive Enrichment for Middle School Library Patrons |
| Hampden Historical Society | |||||||
| PO Box 456 | Hampden | ME | 04444 | 016047415 | 501(c)(3) | $20,000 | Basement Repairs for Long-term Structural Integrity of the Kinsley House Museum |
| Sandcastle Clinical and Educational Services | |||||||
| 72 Strawberry Ave | Lewiston | ME | 04240 | 010506743 | 501(c)(3) | $20,000 | Pediatric Speech Language Pathology Internships |
| Sedgwick-Brooklin Historical Society | |||||||
| PO Box 171 | Sedgwick | ME | 04676 | 016020564 | 501(c)(3) | $20,000 | Restoration of the Steeple of the Historic Sedgwick First Baptist |
| Team Long Run | |||||||
| 531 North Road | Bethel | ME | 04217 | 822334534 | 501(c)(3) | $20,000 | Early Literacy Program for Title 1 and Head Start Students |
| Tate House Museum | |||||||
| 1267 Westbrook St | Portland | ME | 04102 | 201283552 | 501(c)(3) | $20,153 | Preservation Projects to Maintain the Historic Tate and Means Houses |
| Children's Museum & Theatre of Maine | |||||||
| 250 Thompsons Pt | Portland | ME | 041022654 | 010352258 | 501(c)(3) | $21,424 | Children's Museum & Theatre of Maine: Centennial Anniversary Theatre Season |
| Friends of First Baptist Church of Paris Maine | |||||||
| PO Box 99 | Paris | ME | 042710099 | 463849200 | 501(c)(3) | $24,000 | Exterior Building Restoration of the Historic First Baptist Church of Paris Hill |
| Alfond Youth & Community Center | |||||||
| 126 North St | Waterville | ME | 049014954 | 043341661 | 501(c)(3) | $25,000 | Teaching Tech Literacy |
| Bell Hill Meeting House Association | |||||||
| 11 Jessie Lane | Biddeford | ME | 04005 | 010424919 | 501(c)(3) | $25,000 | Replace Main Tie Beam, Install Two New Bed Timbers and Repair Timber Frame |
| Brunswick Naval Aviation Museum | |||||||
| 179 Admiral Fitch Ave | Brunswick | ME | 040112785 | 270926866 | 501(c)(3) | $25,000 | Brunswick Naval Aviation Museum Exhibit Design Development |
| Community School | |||||||
| 585 Sound Drive | Mount Desert | ME | 046600000 | 465403427 | 501(c)(3) | $25,000 | Barn Renovation: Middle School Classroom, School Library, and Community Space |
| Continuum Arts Collective | |||||||
| 76 Lower Main St | North Berwick | ME | 039066712 | 811474197 | 501(c)(3) | $25,000 | Art and Music as a Means to Remove Barriers |
| East Blue Hill Library Association | |||||||
| PO Box 267 | Blue Hill | ME | 046140267 | 222557445 | 501(c)(3) | $25,000 | The Next Chapter: The Campaign for the East Blue Hill Public Library |
| Eighth Maine Regiment Memorial Association | |||||||
| PO Box 8 | Peaks Island | ME | 04108 | 912085202 | 501(c)(3) | $25,000 | Restructure of our Veranda Porch |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial Street | Portland | ME | 04101 | 010504905 | 501(c)(3) | $25,000 | Findings from the Field: Empowering the Next Generation of Scientists through an Immersive Writing Experience |
| Maine Public DBA Maine Public Broadcasting Corporation | |||||||
| 1450 Lisbon Street | Lewiston | ME | 04240 | 223171529 | 501(c)(3) | $25,000 | Maine Public New Rural Radio Signals |
| Mainely Smiles | |||||||
| 166 Regan Lane | Portland | ME | 04103 | 874255473 | 501(c)(3) | $25,000 | Expansion of MaineCare Oral Health Provider Network |
| Oasis Health Network Inc | |||||||
| 66 Baribeau Dr Ste B Box 1 | Brunswick | ME | 040113230 | 010497587 | 501(c)(3) | $25,000 | Oasis Free Clinics Relocation and Expansion |
| Portland Public Library | |||||||
| 5 Monument Square | Portland | ME | 041014017 | 016000802 | 501(c)(3) | $25,000 | Ensuring a Safe Experience for Patrons and Staff at Portland Public Library |
| University of Maine | |||||||
| 5703 Alumni Hall Suite 200 | Orono | ME | 04469 | 016000769 | 501(c)(3) | $25,000 | Educating for the Athletic Trainer Gap: Creating Maine's First Athletic Training Simulation Laboratory |
| Wood Island Life Saving Station Association | |||||||
| 75 Pepperrell Rd | Kittery Point | ME | 039055111 | 453543669 | 501(c)(3) | $25,000 | Wood Island Life Saving Station Restoration, Phase Eight - Installing the Finished Flooring |
| Watts Hall Community Players | |||||||
| 62 Water St | Thomaston | ME | 048613741 | 821167038 | 501(c)(3) | $35,000 | Watts Hall Safety Improvement Project |
| Camp Kita Inc | |||||||
| PO Box 238 | North Berwick | ME | 03906 | 463190172 | 501(c)(3) | $37,000 | Kita Medical Facility - Opening Doors |
| Bay Chamber Concerts and Music School | |||||||
| PO Box 599 | Rockport | ME | 04856 | 016023519 | 501(c)(3) | $40,000 | Bay Chamber Acoustical Treatment Project |
| Hospice of Southern Maine | |||||||
| 390 US Route One | Scarborough | ME | 04074 | 010540180 | 501(c)(3) | $45,000 | Gosnell Sustainability - Integrating Energy Efficient HVAC Systems and Upgrades to Improve Patient Comfort, Reduce Operating Costs, and Protect the Environment |
| Bangor Young Mens Christian Association | |||||||
| 17 Second Street | Bangor | ME | 044016133 | 010211485 | 501(c)(3) | $50,000 | Site Work for an Innovative, Evidence-based YMCA Early Education Center |
| Bay School | |||||||
| PO Box 950 | Blue Hill | ME | 046140950 | 010370827 | 501(c)(3) | $50,000 | Building a new Childcare Center |
| Mount Desert Island Hospital | |||||||
| 10 Wayman Lane | Bar Harbor | ME | 046091625 | 010211797 | 501(c)(3) | $50,000 | MDI Hospital Core Generation Renovation Project: Construction of a Central Utility Plant |
| Milestone Recovery | |||||||
| 65 India St | Portland | ME | 041014209 | 016024344 | 501(c)(3) | $100,000 | Expanding Substance Use Treatment for Low-Income Mainers |
| MaineHealth dba Maine Medical Center | |||||||
| 22 Bramhall Street | Portland | ME | 04102 | 010238552 | 501(c)(3) | $141,837 | Contingency Management: An Evidence-Based Treatment Strategy to Address Psychostimulant Use Disorder |
| Great Schools Partnership Inc | |||||||
| 482 Congress St Ste 500 | Portland | ME | 041013484 | 263834610 | 501(c)(3) | $281,759 | Boosting Student Learning & Educator Opportunity: A Maine Opportunity Culture Network |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 80 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Organization requires a completion report after one year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne B Mumme | PersonNm |
| Title | Chief Finance and Administrative Officer | TitleTxt |
| Base Compensation Filing Org | $56,560 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,961 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,736 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $65,257 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I | FormAndLineReferenceDesc |
| Explanation | See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $56,560 and Benefits $4,736. These amounts are included in the amounts listed on Part II. A retirement contribution of $3,961 was paid by the Organization. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy have a family relationship. |
| Form 990, Part VI, Section A, Line 8b | There are no committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Possible conflicts of interest are discussed by the trustees and staff at each regularly scheduled meeting. Where a potential conflict does exist, the trustees will disclose to the board and the disclosure will be noted in the minutes. If a real conflict exists, the trustee will abstain from voting and this action will be disclosed in the minutes. |
| Form 990, Part VI, Section C, Line 19 | The organization makes its governing documents and conflict of interest policy available to the public upon request. The Organization publishes its financial statements in its annual report which is available to the public on its website. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MaineHealth dba Maine Medical Center | ||||||||||
| 22 Bramhall St | Portland | ME | 04102 | 010238552 | Acute Care Hospital | ME | 501(c)(3) | Line 3 | N/A | 0 |
| PORTLAND MAINE SYMPHONY ORCHESTRA | ||||||||||
| 85 Exchange St 4th Fl | PORTLAND | ME | 04101 | 016006058 | SYMPHONY ORCHESTRA | ME | 501(c)(3) | Line 7 | N/A | 0 |
| UNIVERSITY OF NEW ENGLAND | ||||||||||
| 11 HILLS BEACH RD | BIDDEFORD | ME | 04005 | 010211810 | UNIVERSITY | ME | 501(c)(3) | Line 2 | N/A | 0 |
| PORTLAND MUSEUM OF ART | ||||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | 010378420 | EDUCATIONAL MUSEUM | ME | 501(c)(3) | Line 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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