FLYNN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FLYNN FAMILY FOUNDATION (EIN 47-1382984)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349107368
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:24:26-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831405670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruzgo and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 Fore St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471382984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flynn Family FDN | BusinessNameLine1Txt |
| Business Name Line2 | Co John Flynn | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLYN | BusinessNameControlTxt |
| Phone | 2079856078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Wyndegate DR | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John P Flynn | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Bruzgo CPA | PreparerPersonNm |
| PTIN | P01064158 | PTIN |
| Phone | 2078747701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,965,361 | 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 | $48,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,646 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48,646 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $244,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,712 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,646 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $17,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,813 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $17,813 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,813 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,813 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,833 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,370 | CashBOYAmt |
| Cash EOY | $103,381 | CashEOYAmt |
| Cash EOYFMV | $103,381 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,184,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,190,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,600,980 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $214,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $214,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,531,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,508,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,965,361 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,531,182 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,508,081 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,531,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,531,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,508,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,531,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,101 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,508,081 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS CHARLES SCHWAB 6979-8749 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $482,330 | GrossSalesPriceAmt |
| Cost Or Other Basis | $286,264 | CostOrOtherBasisAmt |
| Gain Or Loss | $196,066 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $196,066 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,154 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,154 | SubtotalAmt |
| Tax Based On Investment Income | $3,154 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3,154 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel Bruzgo CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078747701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 Fore St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| John P Flynn | ||||||
| 10 Wyndegate Drive | Kennebunk | ME | 04043 | Trustee | 10.00 | $0 |
| Martha Flynn | ||||||
| 25 Days Mill Road | Kennebunk | ME | 04043 | Trustee | 1.00 | $0 |
| Isabel F Lescure | ||||||
| PO BOX 1729 | Kennebunkport | ME | 04046 | Trustee | 1.00 | $0 |
| Elisabeth F Roberts | ||||||
| 5 Squirrel Lane | Kennebunk | ME | 04043 | Trustee | 1.00 | $0 |
| Mary F Woodman | ||||||
| 15 Northwood Drive | Kennebunkport | ME | 04046 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,852,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,969,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,969,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,925,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,154 | TotalTaxAmt |
| Distributable Before Adj | $143,114 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $143,114 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $143,114 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,114 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $55,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,853 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $301,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,886 | RemainingDistriFromCorpusAmt |
| Total Corpus | $408,192 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $408,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,241 | ExcessFromYear4Amt |
| Excess From Year3 | $83,617 | ExcessFromYear3Amt |
| Excess From Year2 | $65,595 | ExcessFromYear2Amt |
| Excess From Year1 | $96,853 | ExcessFromYear1Amt |
| Excess From Current Year | $106,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WYNDEGATE DR | AddressLine1Txt |
| City | KENNEBUNK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN FORMAT, US MAIL. VERIFICATION OF IRS APPROVED 501(C)(3) STATUS. DESCRIPTION OF NON PROFIT AND HOW IT BENEFITS PUBLIC. NAMES OF OFFICERS AND DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 31 YEAR END | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST MEET IRS APPROVED 501(C)(3) PURPOSE. NO POLITICAL ACTIVITIES OR PURPOSES ALLOWED FOR USE OF FUNDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Town of Kennebunk Fuel Fund | |||||||
| MAIN ST | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| KEMS | |||||||
| MAIN | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunkport Fuel Fund | |||||||
| MAIN | Kennebunkport | ME | 04046 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunkport Food Pantry | |||||||
| MAIN | Kennebunkport | ME | 04046 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunkport Visiting Nurs | |||||||
| MAIN | Kennebunkport | ME | 04046 | NONE | PC | DONATION | $12,500 |
| Center for Wildlife | |||||||
| RT 1 | York | ME | 03909 | NONE | PC | DONATION | $5,000 |
| Town of Kennebunk Fire Rescue | |||||||
| 01-6000221 | KENNEBUNK | ME | 04046 | NONE | PC | DONATION | $2,500 |
| Boothbay Region Land Trust | |||||||
| 01-0371869 | Boothbay Harbor | ME | 04538 | NONE | PC | DONATION | $5,000 |
| LifeFlight | |||||||
| 1 Medical Center Drive | Biddeford | ME | 04005 | NONE | PC | DONATION | $7,500 |
| Camp Kita | |||||||
| 114 Pine Treet Camp Rd | Rome | ME | 04963 | NONE | PC | DONATION | $6,500 |
| Maine Coast Heritage Trust | |||||||
| 1 Bowdoin Mill Island 201 | Topsham | ME | 04086 | NONE | PC | DONATION | $5,000 |
| Maine Woods Forever | |||||||
| PO Box 512 | Oakland | ME | 04963 | NONE | PC | DONATION | $5,000 |
| Equine Rescue | |||||||
| 35-2384830 | UNKNOWN | ME | 04101 | NONE | PC | DONATION | $5,000 |
| Dempsey Centers FOR CANCER | |||||||
| 82-1547129 | LEWISTON | ME | 04240 | NONE | PC | DONATION | $10,000 |
| Kennebunk High School | |||||||
| MAIN St | KENNEBUNK | ME | 04043 | NONE | PC | DONATION | $25,000 |
| Robie Foundation | |||||||
| PO BOX 1534 | SCARBOROUGH | ME | 04070 | NONE | PC | DONATION | $10,000 |
| Kennebunk Land Trust | |||||||
| Main St | Kennebunk | ME | 04043 | NONE | PC | DONATION | $2,500 |
| Saco River Wildlife Center | |||||||
| 81-4919023 | Limington | ME | 04049 | NONE | PC | DONATION | $8,000 |
| Community Outreach Services | |||||||
| 19 Park Street | Kennebunk | ME | 04043 | NONE | PC | DONATION | $5,000 |
| Oguinquit Playhouse | |||||||
| 10 Main Street | Oguinquit | ME | 03907 | NONE | PC | DONATION | $10,000 |
| Maine State Society Protection Anim | |||||||
| PO Box 10 | S Windham | ME | 04082 | NONE | PC | DONATION | $20,000 |
| Maine Paws for Veterans | |||||||
| 675 Old Portland Rd | Biddeford | ME | 04086 | NONE | PC | DONATION | $3,000 |
| Safe Haven Animal Rescue | |||||||
| 1420 Post Rd | Wells | ME | 04090 | NONE | PC | PRIVATE FOUNDATION | $8,000 |
| Master Christian School | |||||||
| Main St | Kennebunk | ME | 04043 | NONE | PC | DONATION | $7,000 |
| Squirrel Island Preservation Founda | |||||||
| Squirrel Island RD | Southport | ME | 04576 | NONE | PC | PRIVATE FOUNDATION | $5,000 |
| Peace Ridge Sanctuary | |||||||
| 1111 Littlefield Rd | Brooks | ME | 04921 | NONE | PC | PRIVATE FOUNDATION | $5,000 |
| Animal Help Kerry | |||||||
| MAIN ST | KENNEBUNK | ME | 04043 | NONE | PC | PRIVATE FOUNDATION | $3,000 |
| St Brigid School | |||||||
| 695 Stevens Ave | Portland | ME | 04103 | NONE | PC | DONATION | $15,000 |
| CS3 | |||||||
| Main St | Kennebunk | ME | 04043 | NONE | PC | DONATION | $15,000 |
| Middle School of the Kennebunks | |||||||
| 60 Thompson Road | Kennebunk | ME | 04043 | NONE | PC | DONATION | $12,500 |
| Turtle Mountain Animal Rescue | |||||||
| PO Box 896 | Rolla | ND | 58367 | NONE | PC | DONATION | $6,000 |
| Boy Scouts of America | |||||||
| 146 Plains Road | Raymond | ME | 04071 | NONE | PC | DONATION | $3,000 |
| Service Dog Strong | |||||||
| 10 Stacys Way | Denmark | ME | 04022 | NONE | PC | DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $196,066 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $196,066 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,712 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $1,190,000 | EOYBookValueAmt |
| EOYFMV | $2,600,980 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FDS | AT COST | $125,500 | $128,000 |
| EQUITY FUNDS | AT COST | $58,200 | $70,000 |
| REIT | AT COST | $31,000 | $63,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $17,813 | Amt |
| Net Investment Income | $17,813 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,813 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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