KENNEBUNK SAVINGS BANK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KENNEBUNK SAVINGS BANK FOUNDATION (EIN 01-0547392)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349102298
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:50:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010547392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebunk Savings Bank Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Thomas Zuke | InCareOfNm |
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 2079854903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Main Street PO Box 28 | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS ZUKE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2079854903 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | ZUKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA I BELIK | PreparerPersonNm |
| PTIN | P01459740 | PTIN |
| Phone | 2076042159 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,775,626 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $946,999 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $504,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,268 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,109,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,369 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $6,385 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $22,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,132 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,071 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $569,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $569,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $601,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $575,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $508,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,313 | CashBOYAmt |
| Cash EOY | $144,337 | CashEOYAmt |
| Cash EOYFMV | $144,337 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $910,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,507,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,501,942 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $199,511 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $194,906 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,839,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,645,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,413,896 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $758,054 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $556,267 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $520,545 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,545,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,053,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,775,626 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,545,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,053,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,545,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,053,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,545,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,053,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,545,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $508,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,053,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,053,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,933 | SubtotalAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $67 | OverpaymentAmt |
| Applied To ES Tax | $67 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | www.kennebunksavings.com/about/community-promise/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Zuke | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2079854903 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Alewive Park Road | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRADFORD C PAIGE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | PresidentDirector | 0.500 | $0 |
| DENNIS D BYRD | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Exec VP | 0.500 | $0 |
| THOMAS J ZUKE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Treasurer | 0.500 | $0 |
| MAUREEN A FLAHERTY | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Senior VP | 0.500 | $0 |
| ELIZABETH A TORRANCE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | VP | 0.500 | $0 |
| PATRICIA J WHEELER | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Clerk | 0.500 | $0 |
| CHARLES F WU | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| THOMAS J ALLEN | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| MILDA A CASTNER | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| MATTHEW L CHASE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| LORI A HOWELL | ||||||
| 7 Alewive Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| DOUGLAS R STOCKBRIDGE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| STEPHEN H ROBERTS | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| PAUL D GURNEY JR | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,662,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $655,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,317,598 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,317,598 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,237,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,933 | TotalTaxAmt |
| Distributable Before Adj | $259,959 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,959 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $575,900 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $575,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,959 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $149,052 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $271,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $323,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $333,383 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,381,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $575,900 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $315,941 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,697,698 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $149,052 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,548,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $271,950 | ExcessFromYear4Amt |
| Excess From Year3 | $323,005 | ExcessFromYear3Amt |
| Excess From Year2 | $304,367 | ExcessFromYear2Amt |
| Excess From Year1 | $333,383 | ExcessFromYear1Amt |
| Excess From Current Year | $315,941 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE APPLICATION AND INSTRUCTIONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Main Street | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | www.kennebunksavings.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Online application and instructions wwwkennebunksavingscom | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Accepted on a rolling basis | SubmissionDeadlinesTxt |
| Restrictions On Awards | See eligibility criteria at wwwkennebunksavingscom | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Caring Unlimited Corp | ||||||
| PO Box 590 | Sanford | ME | 04073 | PC | emergency roof repair | $10,000 |
| The Children's Museum of New Hampshire | ||||||
| 6 Washington Street | Dover | NH | 03820 | PC | Bolstering Childcare System in Crisis | $5,000 |
| Kids Free to Grow | ||||||
| 62 Portland Road Ste 15 | Kennebunk | ME | 04043 | PC | Community Outreach Activity Toddle Time | $5,000 |
| Step Up Parents | ||||||
| PO Box 1603 | Portsmouth | NH | 03802 | PC | Expansion of services into State of Maine | $10,000 |
| Sweetser | ||||||
| 50 Moody Street | Saco | ME | 04072 | PC | Access to Community Mental Health Resources | $10,000 |
| Maine Recovery Fund | ||||||
| 494 Forest Avenue | Portland | ME | 04101 | PC | Vehicle Sponsorship for Ride to Work Program | $25,000 |
| United Way | ||||||
| 550 Forest Avenue Ste 100 | Portland | ME | 04101 | PC | Matching Contributions general purposes | $59,215 |
| Biddeford High School | ||||||
| 20 Maplewood Avene | Biddeford | ME | 04005 | PC | scholarship | $1,000 |
| Dover High School | ||||||
| 61 Locust Street Ste 409 | Dover | NH | 03820 | PC | scholarship | $1,000 |
| Exeter High School | ||||||
| 1 Blue Hawk Drive | Exeter | NH | 03833 | PC | scholarship | $1,000 |
| Kennebunk High School | ||||||
| 89 Fletcher Street | Kennebunk | ME | 04043 | PC | scholarship | $1,000 |
| Marshwood High School | ||||||
| 260 Dow Highway | South Berwick | ME | 03908 | PC | scholarship | $1,000 |
| Newmarket JrSr High School | ||||||
| 213 South Main Street | Newmarket | NH | 03857 | PC | scholarship | $1,000 |
| Noble High School | ||||||
| 100 Noble Way | North Berwick | ME | 03906 | PC | scholarship | $1,000 |
| Portsmouth High School | ||||||
| 50 Andrew Jarvis Drive | Portsmouth | NH | 03801 | PC | scholarship | $1,000 |
| Sanford High School | ||||||
| 917 Main Street Ste 200 | Sanford | ME | 04073 | PC | scholarship | $1,000 |
| Robert W Traip Academy | ||||||
| 12 Williams Avenue | Kittery | ME | 03904 | PC | scholarship | $1,000 |
| Wells High School | ||||||
| 200 Sanford Road | Wells | ME | 04090 | PC | scholarship | $1,000 |
| Winnacunnet High School | ||||||
| 1 Alumni Drive | Hampton | NH | 03842 | PC | scholarship | $1,000 |
| York High School | ||||||
| 1 Robert Stevens Drive | York | ME | 03909 | PC | scholarship | $1,000 |
| Strawberry Banke Museum | ||||||
| PO Box 300 | Portsmouth | NH | 03802 | PC | Capital Campaign Terrace Expansion | $25,000 |
| Avesta Housing Development Corporation | ||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | PC | Capital Campaign The Silver Hearth Fund | $25,000 |
| Greater Seacoast Community Health | ||||||
| 311 Route 108 | Somersworth | NH | 03878 | PC | Capital Campaign A New Home for Families First | $25,000 |
| Hope on Haven Hill | ||||||
| PO Box 1272 | Rochester | NH | 03866 | PC | Capital Campaign Center for Hope Wellness | $25,000 |
| New Museum of Portsmouth Inc | ||||||
| 135 Congress Street | Portsmouth | NH | 03801 | PC | Capital Campaign new museum building | $25,000 |
| Town of Hampton | ||||||
| 100 Winnacunnet Road | Hampton | NH | 03842 | GOV | Barkley Property Conservation | $15,000 |
| Hospice of Southern Maine | ||||||
| 390 US Route One | Scarborough | ME | 04074 | PC | Gosnell 15th Anniversary Improvements | $10,000 |
| Sweetser | ||||||
| 50 Moody Street | Saco | ME | 04072 | PC | Under and uninsured services for older adults | $5,000 |
| York County Community Action Corp | ||||||
| 6 Spruce Street | Sanford | ME | 04073 | PC | Keeping Seniors Home | $10,000 |
| Alzheimers Disease & Related Disorders Association | ||||||
| 383 US Route One Ste 2C | Scarborough | ME | 04074 | PC | Partnerships to Programs in York County | $10,000 |
| Good Shepherd Food Bank | ||||||
| 3121 Hotel Road | Auburn | ME | 04210 | PC | York County Senior Farm Share Program | $5,000 |
| Good Shepherd Food Bank | ||||||
| 3121 Hotel Road | Auburn | ME | 04210 | PC | Senior Food Mobiles in York County | $18,000 |
| Southern Maine Agency on Aging | ||||||
| 136 US Route One | Scarborough | ME | 04074 | PC | Recreational Enrichment for Older Adults in York County | $12,500 |
| Annie's Angels Memorial Fund | ||||||
| 8 Jana Lane | Stratham | NH | 03885 | PC | Program Support for FarmWELL for Seniors | $2,500 |
| Avesta Housing Development Corp | ||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | PC | Senior Affordable Housing Development Alewive Park Road | $100,000 |
| Youth Full Maine | ||||||
| PO Box 745 | Biddeford | ME | 04005 | PC | Community Outreach for Food Insecure Seniors in York County | $6,500 |
| Heart to Heart Ageless Love | ||||||
| 39 Candlewood Lane | York | ME | 03909 | PC | ProvideaRide Program | $10,000 |
| York County Community Action Corp | ||||||
| 6 Spruce Street | Sanford | ME | 04073 | PC | Keeping Seniors Home 2022 | $30,000 |
| York County Elderly Abuse Task Force | ||||||
| 4 Summer Street | Kennebunk | ME | 04043 | GOV | PockeTalkers Program | $4,800 |
| University of New England | ||||||
| 11 Hills Beach Road | Biddeford | ME | 04005 | PC | Geriatrics Education Mentor Participants at 30th Annual Maine Geriatrics Conference | $3,000 |
| Waban Projects Inc | ||||||
| 5 Dunaway Drive | Sanford | ME | 04073 | PC | Helping Members Age in Place | $25,000 |
| Senior Center at Lower Village | ||||||
| 175 Port Road | Kennebunk | ME | 04043 | PC | The Center Renovation Project | $25,000 |
| YMCA of Sanford-Springvale | ||||||
| PO Box 249 | Sanford | ME | 04073 | PC | Increasing Systems Efficiency at Trafton Senior Center | $10,000 |
| Sweetser | ||||||
| 50 Moody Street | Saco | ME | 04072 | PC | Primary Care Under and Uninsured Services for the Elderly | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $569,515 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Strawberry Banke Museum | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 300 | AddressLine1Txt |
| City | Portsmouth | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Capital Campaign Terrace Expansion | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,369 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebunk Savings Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Main Street PO Box 28 | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $946,999 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PubliclyTrd Securities | AssetDesc |
| Gross Sales Price | $504,714 | GrossSalesPriceAmt |
| Basis | $443,446 | BasisAmt |
| Total Net | $61,268 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50000 HomeDepot | $50,000 | $49,706 |
| 50000 Oracle Corp | $50,041 | $48,984 |
| 50000 Honeywell Intl | $50,386 | $49,319 |
| 100000 IBM Corp | $100,984 | $98,140 |
| 1600 Vanguard Intermediate Term Corp Bond ETF | $144,701 | $124,016 |
| 2000 Vanguard Shortterm Corp Bond Index ETF | $160,155 | $150,380 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 825 Nestle | $48,940 | $95,155 |
| 750 PepsiCo | $44,319 | $135,495 |
| 825 Proctor Gamble | $46,053 | $125,037 |
| 1450 Unilever | $46,034 | $73,008 |
| 750 WalMart | $52,307 | $106,342 |
| 600 Bristol Myers Squibb | $37,794 | $43,170 |
| 700 CVS Health Corp | $48,996 | $65,233 |
| 500 Danaher Corp | $11,519 | $132,710 |
| 1000 Medtronic PLC | $76,950 | $77,720 |
| 1000 NovoNordisk | $10,561 | $135,340 |
| 1350 Roche Holdings Ltd | $49,581 | $52,852 |
| 400 Waters | $18,228 | $137,032 |
| 900 Carrier Global | $29,360 | $37,125 |
| 200 Eaton Corp | $29,204 | $31,390 |
| 1100 Emerson Electric | $51,455 | $105,666 |
| 325 Fortive Corp | $3,971 | $20,881 |
| 200 Honeywell Intl | $29,108 | $42,860 |
| 600 UPS | $50,219 | $104,304 |
| 325 Ecolab | $37,080 | $47,307 |
| 450 Linde PLC | $73,553 | $146,781 |
| 400 Accenture | $23,008 | $106,736 |
| 1500 Cisco Systems | $30,197 | $71,460 |
| 900 Fiserv Inc | $12,346 | $90,963 |
| 300 IBM | $40,416 | $42,267 |
| 275 Intuit | $17,273 | $107,036 |
| 150 Mastercard Inc | $51,823 | $52,160 |
| 500 Microsoft Corp | $14,655 | $119,910 |
| 1000 Oracle | $32,541 | $81,740 |
| 800 Texas Instruments | $28,037 | $132,176 |
| 1800 Kinder Morgan Inc | $29,886 | $32,544 |
| 750 American Express | $40,477 | $110,813 |
| 750 JPMorgan Chase | $69,730 | $100,575 |
| 1300 Truist Financial Corp | $77,717 | $55,939 |
| 275 Crown Castle Intl Corp | $45,263 | $37,301 |
| 3000 Vanguard FTSE ETF | $124,928 | $116,940 |
| 1800 iShares MSCI EAFE Index ETF | $133,117 | $118,152 |
| 3400 iShares SP Small Cap 600 ETF | $78,855 | $321,776 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $199,511 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $194,906 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax PreparationCounsel | CategoryTxt |
| Legal Fees | $6,385 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,385 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR Passthru Fees | Desc |
| Revenue And Expenses Per Books | $133 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $133 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fee | CategoryTxt |
| Amt | $22,132 | Amt |
| Net Investment Income | $22,132 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Section 4940 Tax | $2,075 | |
| Foreign Taxes Paid | $1,071 | $1,071 |
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