FRANCIS T & LOUISE T NICHOLS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRANCIS T & LOUISE T NICHOLS FOUNDATION (EIN 01-0493311)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349101687
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T13:39:13-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010522896 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE & GAGNON CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 STATE ST STE 500 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 044015139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010493311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCIS T & LOUIS T NICHOLS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2079470111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1210 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 044021210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHANIEL S PUTNAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2079924814 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CALVIN | PersonFirstNm |
| Person Last | TRUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | LINDA A LAWRENCE | PreparerPersonNm |
| PTIN | P00024336 | PTIN |
| Phone | 2079901887 | PhoneNum |
| Preparation | 2023-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,122,017 | 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 | $913,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $913,292 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,120,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,845,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,120,881 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,034,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,034,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $134,838 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $134,838 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $134,838 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $65,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,454 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $135,832 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,233 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $244,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $314,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,444,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $244,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,514,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $589,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,789,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,109,590 | CashBOYAmt |
| Cash EOY | $1,054,046 | CashEOYAmt |
| Cash EOYFMV | $1,054,046 | CashEOYFMVAmt |
| US Government Obligations EOY | $984,042 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $981,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,290,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,810,985 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,236,998 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $753,655 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,890,200 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,849,213 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,153,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,739,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,122,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,153,366 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,739,273 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,153,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,739,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,153,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,739,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,153,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $589,593 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,742,959 | SubtotalAmt |
| Other Decreases | $3,686 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,739,273 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | P | 2018-04-17 | 2022-09-21 | $218,345 | $166,595 | $51,750 | $51,750 |
| GROWGENERATION CORP | P | 2021-04-13 | 2022-09-21 | $20,627 | $253,359 | -$232,732 | -$232,732 |
| HOME DEPOT INC | P | 2018-04-17 | 2022-02-25 | $377,097 | $210,297 | $166,800 | $166,800 |
| INTERNATIONAL BUSINESS MACHINE | P | 1954-02-06 | 2022-09-21 | $204,002 | $499 | $203,503 | $203,503 |
| KIMBERLY CLARK CORP | P | 2012-08-30 | 2022-02-25 | $131,839 | $80,103 | $51,736 | $51,736 |
| JOHNSON & JOHNSON | P | 1993-02-14 | 2022-09-21 | $331,631 | $19,531 | $312,100 | $312,100 |
| SALESFORCE COM INC | P | 2017-06-08 | 2022-02-25 | $413,119 | $181,737 | $231,382 | $231,382 |
| KYNDRYL | P | 2017-06-08 | 2022-02-25 | $36,379 | $58 | $36,321 | $36,321 |
| THERMO FISHER SCIENTIFIC INC | P | 2013-06-27 | 2022-02-25 | $274,012 | $42,700 | $231,312 | $231,312 |
| KYNDRYL | P | 2017-06-08 | 2022-02-25 | $58 | $36,379 | -$36,321 | -$36,321 |
| VISA INC | P | 2013-06-27 | 2022-09-21 | $191,655 | $46,217 | $145,438 | $145,438 |
| NVIDIA CORP COM | P | 2017-06-08 | 2022-02-25 | $237,474 | $38,556 | $198,918 | $198,918 |
| BROOKFIELD INFRASTRUCTURE | P | 2022-06-13 | 2022-09-21 | $16,541 | $8,876 | $7,665 | $7,665 |
| FASTLY INC | P | 2021-04-13 | 2022-02-25 | $8,833 | $38,846 | -$30,013 | -$30,013 |
| BERKSHIRE HATHAWAY FIN | P | 2013-11-26 | 2022-05-15 | $100,000 | $97,904 | $2,096 | $2,096 |
| BROADCOM INC | P | 2017-06-08 | 2022-02-25 | $621,582 | $241,542 | $380,040 | $380,040 |
| BROOKFIELD INFRAST PARTNERS | P | 2017-06-08 | 2022-09-21 | $39,525 | $23,640 | $15,885 | $15,885 |
| BROOKFIELD INFRASTRUCTURE CORP | P | 2017-06-08 | 2022-09-21 | $33,083 | $17,751 | $15,332 | $15,332 |
| EXXON MOBIL CORPORATION | P | 1946-07-19 | 2022-09-21 | $463,172 | $1,341 | $461,831 | $461,831 |
| FASTLY INC | P | 2020-12-01 | 2022-02-25 | $26,499 | $116,537 | -$90,038 | -$90,038 |
| GABELLI DIVD & INCOME TR | P | 2016-08-08 | 2022-02-01 | $100,000 | $102,124 | -$2,124 | -$2,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,120,881 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,348 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,775 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,775 | SubtotalAmt |
| Tax Based On Investment Income | $38,775 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,799 | EsPenaltyAmt |
| Tax Due | $40,574 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | NATHANIEL S PUTNAM | IndividualWithBooksNm |
| Phone | 2079470111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1210 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 044021210 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN THIBAULT | ||||||||
| 546 SPEAR STREET | CHARLOTTE | VT | 05445 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| WILLIAM NICHOLS | ||||||||
| 417 PETTINGILL ROAD | ESSEX JCT | VT | 05452 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| NATHANIEL S PUTNAM | ||||||||
| PO BOX 1210 | BANGOR | ME | 044021210 | TRUSTEE | 000.00 | $134,838 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTERITY FINANCIAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MAIN STREET SUITE 201 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISOR | ServiceTypeTxt |
| Compensation | $64,460 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,224,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,915,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,140,388 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $42,140,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $632,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,508,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,075,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,075,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,775 | TotalTaxAmt |
| Distributable Before Adj | $2,036,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,036,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,036,639 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,514,958 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,514,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,036,639 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $2,514,958 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,036,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $478,319 | RemainingDistriFromCorpusAmt |
| Total Corpus | $478,319 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $478,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $478,319 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NATHANIEL S PUTNAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1210 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 044021210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2079470111 | RecipientPhoneNum |
| Recipient Email Address | NPUTNAM@EATONPEABODY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OPEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAINE AND VERMONT ARE PRIORITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAINE MARITIME MUSEUM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 WASHINGTON STREET | AddressLine1Txt |
| City | BATH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | DONATION | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $913,292 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,120,881 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,034,173 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,034,173 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,890,200 | EOYBookValueAmt |
| EOYFMV | $1,849,213 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $14,810,985 | EOYBookValueAmt |
| EOYFMV | $34,236,998 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $984,042 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $981,760 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $3,686 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FEES | $55 | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALTERITY | $64,460 | $64,460 | $134,838 |
| ACCOUNTING SERVICES | $994 | $994 | $994 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2020 FEDERAL TAXES | $42,734 | $42,734 | $42,734 |
| FOREIGN TAX WITHHELD | $1,499 | $1,499 | $1,499 |
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