BETA

JUDY GLICKMAN LAUDER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JUDY GLICKMAN LAUDER FOUNDATION (EIN 86-2481232)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202403129349100315
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-07T08:43:38-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010448006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Filer Filer

FieldValueIRS element (for citing)
EIN862481232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JUDY GLICKMAN LAUDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone2079566020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 COMMERCIAL STREET SUITE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH GLICKMAN LAUDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2079566020PhoneNum
Signature2024-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P DOIRONPreparerPersonNm
PTINP01206204PTIN
Phone2077721981PhoneNum
Preparation2024-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,106,370FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,443,279InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,443,279InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$152,771DividendsRevAndExpnssAmt
Dividends Net Invst Incm$152,771DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,596,050TotalRevAndExpnssAmt
Total Net Invst Incm$1,596,050TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$596LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$148LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$448LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$191,495OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$182,495OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,600TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$47,824OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$47,730OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$94OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$272,515TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$232,873TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,042TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,493,841ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,493,841ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,766,356TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$232,873TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,510,883TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$170,306ExcessRevenueOverExpensesAmt
Net Investment Income$1,363,177NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,463,684CashBOYAmt
Cash EOY$3,387,292CashEOYAmt
Cash EOYFMV$3,387,292CashEOYFMVAmt
US Government Obligations BOY$7,967,195USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,421,329USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,518,513USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,799,466CorporateStockBOYAmt
Corporate Stock EOY$2,758,216CorporateStockEOYAmt
Corporate Stock EOYFMV$2,835,493CorporateStockEOYFMVAmt
Other Investments BOY$10,871,870OtherInvestmentsBOYAmt
Other Investments EOY$10,365,072OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,365,072OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,102,215TotalAssetsBOYAmt
Total Assets EOY$23,931,909TotalAssetsEOYAmt
Total Assets EOYFMV$24,106,370TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$24,102,215RetainedEarningBOYAmt
Retained Earning EOY$23,931,909RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,102,215TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,931,909TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,102,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,931,909TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,102,215TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$170,306ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$23,931,909SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,931,909TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,671EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$9,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$24,671TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,723OverpaymentAmt
Applied To ES Tax$5,723AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERT GLICKMAN ASSOCIATESIndividualWithBooksNm
Phone2079566020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 COMMERCIAL STREET SUITE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDITH GLICKMAN LAUDER
111 COMMERCIAL STREET SUITE 300PORTLANDME04101PRESIDENT, DIRECTOR2.00$0$0$0
JEFFREY L GLICKMAN
111 COMMERCIAL STREET SUITE 300PORTLANDME04101DIRECTOR2.00$0$0$0
DAVID P GLICKMAN
111 COMMERCIAL STREET SUITE 300PORTLANDME04101DIRECTOR2.00$0$0$0
BRENNER J GLICKMAN
111 COMMERCIAL STREET SUITE 300PORTLANDME04101DIRECTOR2.00$0$0$0
TIGRAW GLICKMAN
111 COMMERCIAL STREET SUITE 300PORTLANDME04101DIRECTOR2.00$0$0$0
GLEN CUMMINGS
111 COMMERCIAL STREET SUITE 300PORTLANDME04101SECRETARY, TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REALPRO MANAGEMENT CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4569AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041124569ZIPCd
FieldValueIRS element (for citing)
Service TypeASSET MANAGEMENT AND ADMINISTRATIONServiceTypeTxt
Compensation$179,495CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,302,958AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,374,258AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,677,216TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,677,216AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$355,158CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,322,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,166,103MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,166,103MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,948TaxBasedOnInvestmentIncomeAmt
Total Tax$18,948TotalTaxAmt
Distributable Before Adj$1,147,155DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,147,155DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,147,155DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,510,883ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,510,883QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,147,155DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$211,539ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$211,539TotalExcessDistributionCyovAmt
Qualifying Distributions$1,510,883QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,147,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$363,728RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$575,267TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$575,267ExcessDistriCyovToNextYrAmt
Excess From Year2$211,539ExcessFromYear2Amt
Excess From Current Year$363,728ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CREATIVE PORTLAND (EAST SHORE ARTS)
84 FREE STREETPORTLANDME04101ARTS$5,000
FRIENDS OF WOODFORDS CORNER
651 FOREST AVENUE SUITE 2PORTLANDME04101HUMAN RIGHTS$5,000
HOLOCAUST AND HUMAN RIGHTS CENTER OF MAINE
46 UNIVERSITY DRIVEAUGUSTAME04330HUMAN RIGHTS$120,000
HOLOCAUST MUSEUM LA
167 GRANVILLE AVELOS ANGELESCA90049ARTS$10,000
JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
1342 CONGRESS STREETPORTLANDME04102RELIGIOUS SUPPORT$25,000
MAINE BEHAVIORAL HEALTHCARE
78 ATLANTIC PLACESOUTH PORTLANDME04106BEHAVIORAL HEALTH$500,000
MAINE CONSERVATION ALLIANCE
295 WATER STREET SUITE 9AUGUSTAME04330ENVIRONMENTAL$10,000
MAINE IMMIGRANTS' RIGHTS COALITION
1 MARGINAL WAY FLOOR 2PORTLANDME04101HUMAN RIGHTS$10,000
MAINE INSIDE OUT
PO BOX 1062LEWISTONME04243ARTS$200
MAINE JEWISH MUSEUM
267 CONGRESS STREETPORTLANDME04101ARTS$50,000
MAINE RECOVERY FUND
494 FOREST AVENUEPORTLANDME04101HUMAN RIGHTS$25,000
MITCHELL INSTITUTE
75 WASHINGTON AVE SUITE 2EPORTLANDME04101EDUCATIONAL ADVANCEMENT$15,000
NATURAL HELPERS (PALAVER STRINGS MUSIC CENTER)
380 CUMBERLAND AVENUE FL 2PORTLANDME04101ARTS$15,000
PORTLAND OVATIONS
120 EXCHANGE STREETPORTLANDME04101ARTS$500
PROSPERITY ME (SMCC)
2 FORT ROADSOUTH PORTLANDME04106HUMAN RIGHTS$25,000
PROSPERITY ME
PO BOX 8013PORTLANDME04104HUMAN RIGHTS$25,000
SPEEDWELL PROJECTS
630 FOREST AVENUEPORTLANDME04101ARTS$5,000
THE GREATER PORTLAND IMMIGRANT WELCOME CENTER
24 PREBLE STREET 4TH FLOORPORTLANDME04101HUMAN RIGHTS$15,000
THE RONALD REAGAN PRESIDENTIAL FOUNDATION
40 PRESIDENTIAL DRIVE SUITE 20SIMI VALLEYCA93065RELIGIOUS SUPPORT$5,000
THE SOURCE SCHOOL
3 DENNISON AVENUEFREEPORTME04032HUMAN RIGHTS$43,141
UNION OF MAINE VISUAL ARTISTS
PO BOX 51WALPOLEME04353ARTS$5,000
UNIVERSITY OF MAINE FOUNDATION
TWO ALUMNI HOUSEORONOME04469BEHAVIORAL HEALTH$500,000
USM FOUNDATION
PO BOX 9300PORTLANDME04104HUMAN RIGHTS$20,000
USM FOUNDATION
PO BOX 9300PORTLANDME04104HUMAN RIGHTS$50,000
WORLD OCEAN OBSERVATORY
PO BOX 1SEDGWICKME04676ENVIRONMENTAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,493,841TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NEW ENGLANDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111 HILLS BEACH RDAddressLine1Txt
CityBIDDEFORDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04005ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeBEHAVIORAL HEALTHGrantOrContributionPurposeTxt
Amt$2,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,443,279ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$152,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,596,050ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,596,050TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRUSSELL 2000 AND S&P 500 EXCHANGE TRADED FUNDSStockNm
EOY Book Value$2,758,216EOYBookValueAmt
EOYFMV$2,835,493EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,421,329USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,518,513USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MURCHISON CALIFORNIA HOLDING COMPANY LLCAT COST$2,736,630$2,736,630
HAWTHORNEL LLCAT COST$2,535,432$2,535,432
SPRING MAIN HOLDING COMPANY, LLCAT COST$2,606,778$2,606,778
1128 NORMANDIE INVESTOR, LLCAT COST$2,486,232$2,486,232

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$596LegalFeesAmt
Net Investment Income$148NetInvestmentIncomeAmt
Disbursements Charitable Prps$448DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER DEDUCTIONS FROM PASS-THRUS$47,149$47,149$0
INVESTMENT INTEREST EXPENSE FROM PASS-THRUS$550$550$0
OTHER FEES$125$31$94

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET MANAGEMENT FEES$179,495$179,495$0
CONSULTING FEES$12,000$3,000$9,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$22,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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