THE LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE LAWRENCE FAMILY FOUNDATION (EIN 81-3747610)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-29
IRS object ID
202443039349101064
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-29T12:27:40-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475024213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VANCEGRAY WEALTH MANAGEMENT TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1130 OAK ST STE 3AddressLine1Txt
CityELLSWORTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04605ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813747610EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone2078436913PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11052 MAIN ROADAddressLine1Txt
CityHOLDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04429ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW LASLIEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2072567241PhoneNum
Signature2024-10-29SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW K LASLIE CPAPreparerPersonNm
PTINP00448181PTIN
Phone2076696233PhoneNum
Preparation2024-10-29PreparationDt
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$15,505,171FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,666,371ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$168,138DividendsRevAndExpnssAmt
Dividends Net Invst Incm$166,888DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,568NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,031,319GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,568CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,846,077TotalRevAndExpnssAmt
Total Net Invst Incm$178,456TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$205LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$205LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$20,038OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,038OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,742OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,742OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$34,985TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,985TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$362,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$362,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$397,735TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,985TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$362,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,448,342ExcessRevenueOverExpensesAmt
Net Investment Income$149,471NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,338SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,963,475SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,963,475SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,769,392CorporateStockBOYAmt
Corporate Stock EOY$2,246,838CorporateStockEOYAmt
Corporate Stock EOYFMV$2,246,838CorporateStockEOYFMVAmt
Other Assets BOY$8,161,070OtherAssetsBOYAmt
Other Assets EOY$9,294,858OtherAssetsEOYAmt
Other Assets EOYFMV$9,294,858OtherAssetsEOYFMVAmt
Total Assets BOY$9,966,800TotalAssetsBOYAmt
Total Assets EOY$15,505,171TotalAssetsEOYAmt
Total Assets EOYFMV$15,505,171TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,966,800NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$15,505,171NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,966,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,505,171TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,966,800TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,505,171TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,966,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,448,342ExcessRevenueOverExpensesAmt
Other Increases$90,029OtherIncreasesAmt
Subtotal$15,505,171SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,505,171TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICALLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-01-01AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$1,031,300GrossSalesPriceAmt
Cost Or Other Basis$1,019,751CostOrOtherBasisAmt
Gain Or Loss$11,549GainOrLossAmt
Gains Minus Excess Or Losses$11,549GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,568CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,078InvestmentIncomeExciseTaxAmt
Subtotal$2,078SubtotalAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,096EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,096TotalPaymentsAndCreditsAmt
Tax Due$982TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBELINDA LAWRENCEIndividualWithBooksNm
Phone2078436913PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11052 MAIN ROADAddressLine1Txt
CityHOLDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04429ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
CLAUSTIN LAWRENCE
1052 MAIN ROADHOLDENME04429PRESIDENT2.00$0$0$0
BELINDA LAWRENCE
1052 MAIN ROADHOLDENME04429VICE PRESIDE2.00$0$0$0
ANDREW LASLIE
128 BROADWAYBANGORME04401TREASURER0.50$6,000$0$0
BRANDON LAWRENCE
890 MAIN ROADEDDINGTONME04428BOARD MEMBER000.00$0$0$0
DUSTIN LAWRENCE
10 PROUTY DRIVEVEAZIEME04401BOARD MEMBER000.00$0$0$0
CLAUSTIN LAWRENCE
256 PENOBSCOT AVEMILLINOCKETME04462BOARD MEMBER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROGRAM SUPPORT FOR NON-PROFIT ACTIVITIES.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,246,594AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,246,594TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,246,594AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,182,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,145MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,145MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Total Tax$2,078TotalTaxAmt
Distributable Before Adj$207,067DistributableBeforeAdjAmt
Distributable Before Ded$207,067DistributableBeforeDedAmt
Distributable As Adjusted$207,067DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$362,750ExpensesAndContributionsAmt
Qualifying Distributions$362,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$207,067DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$33,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$63,670ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,859ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$135,361ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,742ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$300,132TotalExcessDistributionCyovAmt
Qualifying Distributions$362,750QualifyingDistributionsAmt
Applied To Current Year$207,067AppliedToCurrentYearAmt
Remaining Distri From Corpus$155,683RemainingDistriFromCorpusAmt
Total Corpus$455,815TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$422,315ExcessDistriCyovToNextYrAmt
Excess From Year4$63,670ExcessFromYear4Amt
Excess From Year3$19,859ExcessFromYear3Amt
Excess From Year2$135,361ExcessFromYear2Amt
Excess From Year1$47,742ExcessFromYear1Amt
Excess From Current Year$155,683ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BREWER HIGH SCHOOL SPORTS BOOSTERS
79 PARKWAY SOUTHBREWERME04412NONE501C3GENERAL$550
NORTHERN LIGHT EMMC FOUNDAT
PO BOX 931BANGORME04402NONE501C3GENERAL$40,000
GOOD SHEPARD FOOD BANK
11 PENOBSCOT MEADOW DRHAMPDENME04444NONE501C3GENERAL$10,000
PENINSULA AMBULANCE CORP
46 WATER STBLUE HILLME04614NONE501C3GENERAL$1,000
DOWNEAST YMCA
238 STATE STELLSWORTHME04605NONE501C3GENERAL$7,532
BLUE HILL PENINSULA CHAMBER OF COMM
PO BOX 520BLUE HILLME04614NONE501C6GENERAL$5,000
NORTHERN LIGHT BLUE HILL HOSPITAL
57 WATER STBLUE HILLME04614GENERAL$40,000
HANCOCK COUNTY HOSPICE
14 MCKENZIE AVEELLSWORTHME04605GENERAL$3,000
NORTHERN LIGHT BLUE HILL HOSPITAL
57 WATER STBLUE HILLME04614STAR LIGHT EVENING$5,000
RED CROSS
900B HAMMOND STBANGORME04401GENERAL$5,000
DOWNEAST YMCA
238 STATE STREETELLSWORTHME04605GYM CAMERAS$8,068
MAKE A WISH FOUNDATION
66 MUSSEY ROADSCARBOROUGHME04070GENERAL$7,000
BLUE HILL LIBRARY
5 PARKER POINT RDBLUE HILLME04614GENERAL$5,000
TOWN OF HOLDEN
570 MAIN RDHOLDENME044291ST RESPONDERS$2,000
DUKE'S CHILDREN'S HOSPITAL
2301 ERWIN RDDURHAMNC27705POMPEI DISEASE$2,000
BLUE HILL HERITAGE TRUST
157 HINCKLEY RIDGE RDBLUE HILLME04614BRIDGES PROJECT$2,000
ACADIA CHORAL SOCIETY
121 BUCKSPORT RDELLSWORTHME04605GENERAL$100
TREE OF LIFE FOOD PANTRY
23 SOUTH STREETBLUE HILLME04614GENERAL$5,000
FAMILIES FIRST COMMUNITY CENTER
41 NORTH STREETELLSWORTHME04605GENERAL$500
BLUE HILL FIRE DEPARTMENT
65 WATER STREETBLUE HILLME04614GENERAL$1,000
THE BANGOR AREA HOMELESS SHELTER
263 MAIN STREETBANGORME04401GENERAL$5,000
MAINE GROCERS & FOOD PRODUCERS ASSN
P O BOX 5234AUGUSTAME043325234GENERAL$1,000
THE BANGOR REGIONAL YMCA
17 SECOND STREETBANGORME04401GENERAL$200,000
EASTERN AREA ON AGING
240 STATE STREETBREWERME04412GENERAL$1,000
ISLAND HEALTH & WELLNESS FDTN
AIRPORT ROADDEER ISLEME04627GENERAL$1,000
HEALTHY PENINSULA
26 HINCKLEY RIDGE ROADBLUE HILLME04614GENERAL$1,000
DOWNEAST COMMUNITY PARTNER'S
248 BUCKSPORT ROADELLSWORTHME04605FRIENDSHIP COTTAGE$1,000
AT HOME DOWNEAST
118 ELLSWORTH ROADBLUE HILLME04614501C3AID TO CHILDREN$1,000
BLUE HILL SOCIETY FOR AID TO CHILDR
4 ELLSWORTH ROADBLUE HILLME04614NICHOL'S DAY CAMP$1,000
STONINGTON PUBLIC LIBRARY
64 MAIN STREETSTONINGTONME04681GENERAL$500
NEW SURRY THEATRE
18 UNION STREETBLUE HILLME04614NONE501(C)3GENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$362,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$166,888ExclusionAmt
Related Or Exempt Function Incm$1,250RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt
Related Or Exempt Function Incm$11,549RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$166,907ExclusionAmt
Related Or Exempt Function Incm$12,799RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$179,706TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCLAUSTIN BELINDA LAWRENCEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11052 MAIN ROADAddressLine1Txt
CityHOLDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04429ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,666,371TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1APPRECIATED STOCK$397,3712023-12-13
1HOLDEN MAINE LAND$269,0002023-12-31

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,246,838EOYBookValueAmt
EOYFMV$2,246,838EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$205LegalFeesAmt
Net Investment Income$205NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMUNITY CENTER$5,626,891$5,626,891$5,626,891
GYMNASIUM$2,534,179$3,395,870$3,395,870
HOLDEN PROJECT$272,097$272,097

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$8,742$8,742

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INVESTMENT GAINSDesc
Amt$90,029Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$20,038Amt
Net Investment Income$20,038NetInvestmentIncomeAmt

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