CHRISTOPHER AND NANCY PIERCE CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER AND NANCY PIERCE CHARITABLE FOUNDATION (EIN 20-1966343)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349100746
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T08:17:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201966343 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER & NANCY PIERCE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 2077813824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 STURDIVANT ROAD | AddressLine1Txt |
| City | CUMBERLAND FORESIDE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041101418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER A PIERCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077813824 | PhoneNum |
| Signature | 2025-05-02 | 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 | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,278,106 | 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 | $88,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $717,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $180 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,764 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,764 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,461 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,286 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,642 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,177 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $870,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $892,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,576,373 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $638,776 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $574,069 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $564,556 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,508,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,604,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,278,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,508,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,604,234 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,508,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,604,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,508,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,604,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,508,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,604,234 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,604,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED INVESTMENTS | $92,023 | $92,156 | -$133 | -$133 |
| LONG TERM PUBLICLY TRADED INVESTMENTS | $625,928 | $475,857 | $150,071 | $150,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,938 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,078 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER A PIERCE | IndividualWithBooksNm |
| Phone | 2077813824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 STURDIVANT ROAD | AddressLine1Txt |
| City | CUMBERLAND FORESIDE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041101418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER A PIERCE | |||||||||
| 21 STURDIVANT ROAD | CUMBERLAND FSDE | ME | 04110 | PRESIDENT & TREASURER | 0.20 | $0 | $0 | $0 | |
| NANCY S PIERCE | |||||||||
| 21 STURDIVANT ROAD | CUMBERLAND FSDE | ME | 04110 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 | |
| JOTHAM D PIERCE JR | |||||||||
| MERRILLS WHARF 254 COMMERCIAL | PORTLAND | ME | 04101 | SECRETARY | 0.00 | $0 | $0 | $0 | STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,245,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,290,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,290,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,256,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,078 | TotalTaxAmt |
| Distributable Before Adj | $109,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,738 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,642 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,642 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,535 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,535 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $57,631 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER A PIERCE | ContributingManagerNm |
| Contributing Manager | NANCY S PIERCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF SOUTHERN MAINE | ||||||
| 277 CUMBERLAND AVENUE | PORTLAND | ME | 04101 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 |
| CATHOLIC CHARITIES OF MAINE | ||||||
| 307 CONGRESS STREET | PORTLAND | ME | 04101 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 |
| FRIENDSHIP HOUSE | ||||||
| 390 LINCOLN STREET | SOUTH PORTLAND | ME | 04106 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 |
| HOULTON REC CENTER | ||||||
| 128 MAIN STREET | HOULTON | ME | 04730 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 |
| NORTHERN LIGHT MERCY FOUNDATION | ||||||
| 43 WHITING HILL RD | BREWER | ME | 04412 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 |
| PARISH OF THE PRECIOUS BLOOD FATHER DAVID RAYMOND | ||||||
| 31 THOMAS AVENUE | CARIBOU | ME | 04736 | PC | FATHER DAVID RAYMOND | $10,000 |
| ST BRIGID SCHOOL | ||||||
| 695 STEVENS AVENUE | PORTLAND | ME | 04103 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 |
| ST MARY OF THE VISITION PARISH | ||||||
| 112 MILITARY STREET | HOULTON | ME | 04730 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 |
| ST MARY OF THE VISITION PARISH FATHER KEVIN MARTIN | ||||||
| 112 MILITARY STREET | HOULTON | ME | 04730 | PC | FATHER KEVIN MARTIN | $5,000 |
| THE MITCHELL INSTITUTE | ||||||
| 75 WASHINGTON AVENUE SUITE 2E | PORTLAND | ME | 04101 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 |
| THE TRAVIS MILLS FOUNDATION | ||||||
| 1002 WATSON POND RD | ROME | ME | 04963 | PC | UNRESTRICTED GENERAL SUPPORT | $3,000 |
| VITAL PATHWAYS NORTHERN MAINE LACROSSE CLUB | ||||||
| PO BOX 1437 | HOULTON | ME | 04730 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,938 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,544 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,287 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENUINE PARTS CO NTS B/E 6.5% 11/01/28 | $50,634 | $52,492 |
| SPDR BLOOMBERG 1-3 MONTH | $10,814 | $10,789 |
| NATIONAL FUEL GAS CO NTS B/E | $50,283 | $49,969 |
| HILLENBR& INC NTS B/E 4.5% 09/15/26 | $50,360 | $49,519 |
| ENBRIDGE INC B/E | $50,000 | $49,520 |
| DELL INT LLC/EMC CORP | $50,334 | $50,601 |
| DCP MIDSTREAM OPER LP | $50,728 | $50,682 |
| BROADCOM INC NTS B/E | $50,275 | $50,008 |
| WELLS FARGO & CO B/E 5.875% 10/29/49 | $54,390 | $49,910 |
| BANK OF AMERICA CORP | $56,284 | $49,845 |
| RYDER SYS INC | $50,000 | $51,167 |
| MICRON TECHNOLOGY INC | $49,967 | $50,054 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RIO TINTO PLC | $26,223 | $24,465 |
| MERCK & CO INC COMMON STOCK | $11,960 | $28,551 |
| TORONTO DOMINION BK NEW CANADA CAD | $32,483 | $38,865 |
| SOUTHERN CO | $19,910 | $29,306 |
| ABBVIE INC COM | $24,684 | $63,084 |
| ISHARES MORNINGSTAR MID CAP VALUE ETF | $16,353 | $44,407 |
| MCDONALDS CORP COMMON STOCK | $15,901 | $44,643 |
| KINDER MORGAN INC | $30,998 | $53,238 |
| AMGEN INC | $26,342 | $37,011 |
| APPLE INC COMMON STOCK | $5,946 | $53,339 |
| AVALONBAY COMMUNITIES | $23,529 | $34,315 |
| BROADCOM, INC | $17,567 | $124,034 |
| CHEVRON CORP | $26,204 | $44,611 |
| CISCO SYSTEMS STOCK | $23,874 | $50,610 |
| CLEARWAY ENERGY INC CL C | $32,194 | $30,680 |
| DOW CHEMICAL COMMON STOCK | $43,026 | $38,324 |
| DUKE ENERGY CORP COMMON STOCK | $24,969 | $38,894 |
| EVERSOURCE ENERGY COM | $32,390 | $28,370 |
| INTEL CORP COMMON STOCK | $27,030 | $48,802 |
| INT'L PAPER COMPANY | $31,429 | $52,797 |
| IRON MTN INC, NEW COMMON STOCK | $22,286 | $67,376 |
| JOHNSON & JOHNSON COMMON STOCK | $18,254 | $35,432 |
| JP MORGAN CHASE & CO | $28,923 | $69,276 |
| TRUIST FINL CORP | $16,786 | $24,900 |
| RTX CORP | $29,914 | $55,777 |
| WHIRLPOOL CORP | $14,298 | $13,852 |
| TARGET CORP | $14,340 | $13,788 |
| JP MORGAN EQUITY PREM INCOME | $59,420 | $59,601 |
| STANLEY BLACK & DECKER INC COM | $26,589 | $28,102 |
| MICROSOFT CORP STOCK | $9,114 | $65,333 |
| PEPSICO, INC | $19,541 | $29,196 |
| PFIZER INC | $55,419 | $49,744 |
| PROCTER & GAMBLE CO COMMON STOCK | $15,017 | $35,877 |
| WASTE MANAGEMENT INC NEW STOCK | $7,978 | $32,286 |
| PNC FINANCUAL SERVICES GROUP | $25,037 | $31,435 |
| UNITED PARCEL SERVICE, INC CL B | $15,499 | $20,050 |
| PHILLIPS 66 | $21,561 | $36,002 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $360 | LegalFeesAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $180 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $4,286 | $4,286 | $0 |
| ANNUAL FEE | $175 | $0 | $175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,764 | Amt |
| Net Investment Income | $10,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $568 | $568 | $0 |
| FEDERAL TAX PAID | $773 | $0 | $0 |
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