DAVIS FAMILY FOUNDATION: Form 990, tax year 2022
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- Organization
- DAVIS FAMILY FOUNDATION (EIN 01-0390443)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-22
- IRS object ID
- 202332969349301098
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-22T16:26:41-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010390443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Person Title | Chief Finance and Admin. Officer | PersonTitleTxt |
| Phone | 2078469132 | PhoneNum |
| Signature | 2023-10-22 | 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 | Joseph Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2023-10-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Yvonne Mumme | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,422,301 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.davisfoundations.org/dff | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Award Grants | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,879,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,390,241 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,836 | PYOtherRevenueAmt |
| CY Other Revenue | $5,000 | CYOtherRevenueAmt |
| PY Total Revenue | $3,904,982 | PYTotalRevenueAmt |
| CY Total Revenue | $2,395,241 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,493,061 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,947,835 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $88,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,811 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $348,743 | PYOtherExpensesAmt |
| CY Other Expenses | $301,281 | CYOtherExpensesAmt |
| PY Total Expenses | $2,930,277 | PYTotalExpensesAmt |
| CY Total Expenses | $3,343,927 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $974,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$948,686 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,934,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,848,033 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $148,424 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,747,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,699,609 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide grants to colleges, universities, and other educational institutions; to hospitals and other health organizations with a primary interest in programs designed to increase the effectiveness or decrease the cost of medical care; and organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or similar cultural activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,081,182 | ExpenseAmt |
| Grant | $2,947,835 | GrantAmt |
| Revenue | $5,000 | RevenueAmt |
| Desc | Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2022 grants approved. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,081,182 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Yvonne B Mumme | |||||||
| Chief Finance and Administrative Officer | 16 | 0 | Yes (X) | $56,579 | $0 | $8,232 | |
| Michael R Currie | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Anne B Pringle | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Samuel M DiCapua | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Edward L Dilworth III | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Al Noyes | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Rebekah A Bucci | |||||||
| Chair | 3.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David J Bucci | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Colleen Bucci Liddy | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,232 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prio Wealth | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 Franklin St Suite 2001 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $152,857 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,110,759 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,110,759 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,306,542 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,027,060 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,279,482 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,279,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,279,482 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period grant recovery | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,395,241 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,390,241 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,947,835 | TotalAmt |
| Program Services | $2,947,835 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,811 | TotalAmt |
| Program Services | $33,481 | ProgramServicesAmt |
| Management And General | $61,330 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,429 | TotalAmt |
| Program Services | $66,422 | ProgramServicesAmt |
| Management And General | $8,007 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,100 | TotalAmt |
| Management And General | $10,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,881 | TotalAmt |
| Management And General | $167,881 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,777 | TotalAmt |
| Program Services | $4,397 | ProgramServicesAmt |
| Management And General | $3,380 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,046 | TotalAmt |
| Program Services | $10,352 | ProgramServicesAmt |
| Management And General | $1,694 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,432 | TotalAmt |
| Program Services | $13,690 | ProgramServicesAmt |
| Management And General | $6,742 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49 | TotalAmt |
| Program Services | $49 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017 | TotalAmt |
| Program Services | $662 | ProgramServicesAmt |
| Management And General | $355 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,863 | TotalAmt |
| Program Services | $963 | ProgramServicesAmt |
| Management And General | $900 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues | $4,779 | $3,202 | $1,577 | $0 |
| Miscellaneous | $908 | $129 | $779 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,343,927 | TotalAmt |
| Program Services | $3,081,182 | ProgramServicesAmt |
| Management And General | $262,745 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,996 | BOYAmt |
| EOY | $63,702 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,411,466 | BOYAmt |
| EOY | $1,853,240 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507 | BOYAmt |
| EOY | $2,507 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,590,469 | BOYAmt |
| EOY | $56,064,384 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,597,606 | BOYAmt |
| EOY | $18,609,902 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,768 | BOYAmt |
| EOY | $102,460 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,940 | BOYAmt |
| EOY | $151,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,934,752 | BOYAmt |
| EOY | $76,848,033 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,351 | BOYAmt |
| EOY | $41,942 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,768 | BOYAmt |
| EOY | $106,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,119 | BOYAmt |
| EOY | $148,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,747,633 | BOYAmt |
| EOY | $76,699,609 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,747,633 | BOYAmt |
| EOY | $76,699,609 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,934,752 | BOYAmt |
| EOY | $76,848,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$948,686 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,099,338 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt | EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|---|
| MaineHealth | |||||
| dba Maine Medical Center | 010238552 | 3 | Yes (1) | $200,000 | $0 |
| Portland Symphony Orchestra | |||||
| 016006058 | 7 | Yes (1) | $20,000 | $0 | |
| University of New England | |||||
| 010211810 | 2 | Yes (1) | $0 | $0 | |
| Portland Museum of Art | |||||
| 010378420 | 7 | Yes (1) | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $220,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section B, Line 2 | FormAndLineReferenceDesc |
| Explanation | The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnership Interests | Desc |
| Book Value | $18,609,902 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,609,902 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $106,482 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $106,482 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (94 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Sebago-Long Lake Region Chamber Music Festival | |||||||
| PO Box 544 | Harrison | ME | 040400544 | 237399387 | 501(c)(3) | $6,000 | Healing Through Music: Outreach to Community and Care Centers |
| Friends Of L C Bates Museum | |||||||
| PO Box 159 | Hinckley | ME | 049440159 | 270923210 | 501(c)(3) | $6,000 | Creating a Connecting Children to Nature Resource Lending Library |
| Monmouth Museum | |||||||
| PO Box 352 | Monmouth | ME | 04259 | 010360505 | 501(c)(3) | $6,500 | Blossom House Renovations |
| Greater Portland Landmarks Inc | |||||||
| 93 High St | Portland | ME | 041013811 | 010276272 | 501(c)(3) | $7,000 | Equal Accessibility for the Portland Observatory |
| Historical Society of Wells and Ogunquit Inc | |||||||
| PO Box 801 | Wells | ME | 040900801 | 010375785 | 501(c)(3) | $7,500 | Historic Meetinghouse Exterior Painting |
| George Stevens Academy | |||||||
| 23 Union St | Blue Hill | ME | 046145908 | 010247002 | 501(c)(3) | $7,500 | Steelband Instrument Purchase |
| Kingfield Pops | |||||||
| PO Box 365 | Kingfield | ME | 04947 | 202450086 | 501(c)(3) | $7,800 | Reignite Kingfield Pops |
| Maine State Ballet | |||||||
| 348 US Route 1 | Falmouth | ME | 04105 | 010420070 | 501(c)(3) | $7,879 | Heat Pump Purchase and Installation |
| Portland School Of Ballet | |||||||
| 517 Forest Ave Ste 2 | Portland | ME | 041011536 | 010372997 | 501(c)(3) | $8,000 | Sylvia Premiere |
| Hope Historical Society | |||||||
| 173 Main St | Hope | ME | 048473501 | 010451298 | 501(c)(3) | $9,000 | Heat Pump installation |
| Center for Teaching and Learning | |||||||
| 119 Cross Point Rd | Edgecomb | ME | 045563226 | 010448173 | 501(c)(3) | $9,900 | Fire-Resistant School Doors |
| New England Suzuki Institute | |||||||
| PO Box 11593 | Portland | ME | 041047593 | 208206381 | 501(c)(3) | $9,945 | Digital Pianos for New England Suzuki Institute |
| Waldo Theatre Inc | |||||||
| PO Box 587 | Waldoboro | ME | 04572 | 010459306 | 501(c)(3) | $10,000 | Maine Fall Fiddle Fest 2022 |
| Winterport Free Library Association | |||||||
| PO Box 650 | Winterport | ME | 044960650 | 016015554 | 501(c)(3) | $10,000 | Site Work for Installation of Handicap Ramp |
| Wayfinder Schools | |||||||
| PO Box 555 | Camden | ME | 04843 | 010217639 | 501(c)(3) | $10,000 | Passages Program |
| Amistad | |||||||
| 103 India St | Portland | ME | 04101 | 010500860 | 501(c)(3) | $10,000 | Unhoused Overdose and Infection Initiative |
| Friends of the St Lawrence Church | |||||||
| 76 Congress St | Portland | ME | 041013617 | 010505729 | 501(c)(3) | $10,000 | Exterior Project to address stone and woodwork deterioration, weather/water infiltration and maintenance |
| Portsmouth Historical Society | |||||||
| 10 Middle Street | Portsmouth | NH | 03801 | 020240383 | 501(c)(3) | $10,000 | Imagine That! The Power of Picture Books |
| Fryeburg Rescue Association | |||||||
| PO Box 177 | Fryeburg | ME | 040370177 | 043347500 | 501(c)(3) | $10,000 | Training Equipment- Simulaid manikins |
| Bar Harbor Festival Corporation | |||||||
| 59 Cottage St Fl 2 | Bar Harbor | ME | 04609 | 132590315 | 501(c)(3) | $10,000 | BHMF presents La Boheme Opera Performance and Education Seminar |
| Bridgton Historical Society | |||||||
| PO Box 44 | Bridgton | ME | 040090044 | 237300040 | 501(c)(3) | $10,000 | Remediation of the 1869 Bridgton Methodist Church |
| Winter Harbor Music Festival | |||||||
| PO Box 510 | Winter Harbor | ME | 04607 | 270219933 | 501(c)(3) | $10,000 | Winter Harbor Music Festival Community Opera |
| Heart Of Ellsworth | |||||||
| PO Box 954 | Ellsworth | ME | 046050954 | 271127363 | 501(c)(3) | $10,000 | Water Street Mural Project in Downtown Ellsworth |
| Scribners Mill Preservation Inc | |||||||
| 244 Scribners Mills Rd | Harrison | ME | 04040 | 510212076 | 501(c)(3) | $10,000 | Initial Funding to Create Paid Director Position |
| ArtWaves | |||||||
| 1345A State Hwy 102 | Bar Harbor | ME | 04609 | 821844074 | 501(c)(3) | $10,000 | Improving Heat and Ventilation Infrastructure |
| Indigo Arts Alliance | |||||||
| 60 Cove Street | Portland | ME | 041013425 | 831809512 | 501(c)(3) | $10,000 | Beautiful Blackbird Children's Book Festival 2023 |
| Eastport Arts Center | |||||||
| PO BOX 153 | Eastport | ME | 04631 | 010436739 | 501(c)(3) | $11,000 | Eastport Arts Center Workshop Floor Rebuild |
| Presque Isle Air Museum Inc | |||||||
| 650 Airport Dr Ste 10 | Presque Isle | ME | 047692088 | 030511380 | 501(c)(3) | $11,496 | Presque Isle Air Museum Floor Exhibit Expansion Project |
| Penobscot Theatre Company | |||||||
| 131 Main St | Bangor | ME | 044016309 | 010387418 | 501(c)(3) | $12,000 | Bangor Opera House Roof Repair Project |
| Belfast Area Child Care Services Inc | |||||||
| 1025 Waterville Rd | Waldo | ME | 049153113 | 237328966 | 501(c)(3) | $12,000 | Belfast Area Child Care Services: Transitional Leadership Development Project |
| Monhegan Historical and Cultural Museum Association | |||||||
| 1 Lighthouse Hill | Monhegan | ME | 048520000 | 222572864 | 501(c)(3) | $12,500 | Restoration of the Monhegan Island Light Tower |
| St Marys Regional Medical Center | |||||||
| PO Box 291 | Lewiston | ME | 042430291 | 010211551 | 501(c)(3) | $13,000 | Upgrading St. Mary's Regional Medical Center's Blood Bank |
| Ecology Education Inc | |||||||
| 184 Simpson Rd | Saco | ME | 040729514 | 010522241 | 501(c)(3) | $14,110 | Expanding The Ecology School's Impact and Innovation through the AgroEcology for Resilient Communities (ARC) Project |
| Pierre Monteux Memorial Foundation | |||||||
| PO Box 457 | Hancock | ME | 04640 | 010279335 | 501(c)(3) | $15,000 | Music Practice Studios Building Project |
| Farmington Historical Society Inc | |||||||
| PO Box 575 | Farmington | ME | 04938 | 010377985 | 501(c)(3) | $15,000 | Phase Two - Titcomb House Museum Expansion: Research Room, Barn and Exterior of Titcomb House |
| North Yarmouth Academy | |||||||
| 148 Main St | Yarmouth | ME | 040966712 | 010211536 | 501(c)(3) | $15,000 | Educational technology, equipment, and programs in the multipurpose room of NYA's fitness and wellness center |
| Eddington-Clifton Civic Center | |||||||
| PO Box 306 | Eddington | ME | 044280306 | 010390608 | 501(c)(3) | $15,000 | Addition Foundation Repairs |
| Penobscot Marine Museum | |||||||
| PO Box 498 | Searsport | ME | 049740498 | 016015647 | 501(c)(3) | $15,000 | Nickels-Colcord-Duncan House Restoration Project - Exterior Paint |
| Maine Forest and Logging Museum Inc | |||||||
| PO Box 104 | Bradley | ME | 044110104 | 016019448 | 501(c)(3) | $15,000 | 2022 Restoration & Improvement Project |
| Maine Art Gallery | |||||||
| 15 Warren St | Wiscasset | ME | 045784032 | 010246129 | 501(c)(3) | $15,000 | Remediate water infiltration into basement by repairing foundation masonry and installing an exterior perimeter drain |
| Maine Media College | |||||||
| PO Box 200 | Rockport | ME | 048560200 | 205933625 | 501(c)(3) | $15,000 | Installation of Acoustic Panels in the Focus Building on Maine Media's Campus in Rockport |
| Curran Homestead | |||||||
| 139 Kenduskeag Avenue | Bangor | ME | 04401 | 223236711 | 501(c)(3) | $15,000 | A Carriage Barn; Space for Collections, An Archives, Library, Hands On Learning, & Demos |
| First Amendment Museum At The Gannett House | |||||||
| 184 State Street | Augusta | ME | 04430 | 273984372 | 501(c)(3) | $15,000 | Completing the First Amendment Museum (FAM) Permanent Exhibition Design: Prototype Fabrication Stage |
| Downeast Institute for Applied Marine Research and Education Inc | |||||||
| PO Box 83 | Beals | ME | 046110083 | 010452403 | 501(c)(3) | $16,500 | Let's Find Out - Mobile Marine Libraries for Local Schools |
| Northeast Historic Film | |||||||
| PO Box 900 | Bucksport | ME | 044160900 | 222823713 | 501(c)(3) | $16,654 | Final Phase of Masonry Repairs to Alamo Theatre Building |
| Raymond-Casco Historical Society | |||||||
| PO Box 1055 | Raymond | ME | 040711055 | 300229869 | 501(c)(3) | $19,750 | Watkins Blacksmith Shop Project |
| Portland Maine Symphony Orchestra | |||||||
| 50 Monument Square Fl 2 | Portland | ME | 04101 | 016006058 | 501(c)(3) | $20,000 | Recording Project: Living Mexican Composers |
| Inland Hospital | |||||||
| 200 Kennedy Memorial Dr | Waterville | ME | 049014595 | 010217211 | 501(c)(3) | $20,000 | Northern Light Inland Hospital Surgical Care |
| Thomas College | |||||||
| 180 W River Rd | Waterville | ME | 049015066 | 010263385 | 501(c)(3) | $20,000 | Capacity Building for Campus Mental Health |
| Coastal Maine Botanical Gardens Inc | |||||||
| PO Box 234 | Boothbay | ME | 04537 | 010476545 | 501(c)(3) | $20,000 | Improving Signage to Deepen Learning and Enhance Guest Experience at Coastal Maine Botanical Gardens |
| Mainegeneral Health | |||||||
| 35 Medical Center Parkway | Augusta | ME | 04330 | 043369653 | 501(c)(3) | $20,000 | Transport to Treatment: A picture is worth a thousand words |
| Belfast Maskers | |||||||
| PO Box 541 | Belfast | ME | 04915 | 223062350 | 501(c)(3) | $20,000 | The Belfast Maskers--Build the Bazz |
| Norway Landmarks Preservation Society | |||||||
| PO Box 525 | Norway | ME | 04268 | 270244250 | 501(c)(3) | $20,000 | Restoring the Gingerbread House |
| Points North Institute | |||||||
| PO Box 836 | Camden | ME | 048430836 | 451622247 | 501(c)(3) | $20,000 | Funding for production of the annual all-documentary Camden International Film Festival and Points North Forum |
| Portland Ovations | |||||||
| 120 Exchange St | Portland | ME | 04101 | 010350707 | 501(c)(3) | $21,500 | Wabanaki Stories |
| Hancock County Auditorium Associates | |||||||
| 165 Main St | Ellsworth | ME | 04605 | 010332058 | Municipality | $25,000 | HVAC UPGRADE - Energy Efficient Air Quality |
| Moosehead Marine Museum Inc | |||||||
| PO Box 1151 | Greenville | ME | 04441 | 010356422 | 501(c)(3) | $25,000 | Keep Kate Cruising Campaign Phase I |
| Quoddy Tides Foundation | |||||||
| 43 Water Street | Eastport | ME | 04631 | 016046843 | 501(c)(3) | $25,000 | Phase Two: Transforming the Masonic Building, the Tides Institute & Eastern Coast of Maine |
| Gould Academy | |||||||
| 39 Church St | Bethel | ME | 042173809 | 010211509 | 501(c)(3) | $25,000 | Increasing Student and Faculty Engagement in Outdoor Education through Investments in Equipment and Infrastructure |
| Jesup Memorial Library | |||||||
| 34 Mount Desert St | Bar Harbor | ME | 046091727 | 010214017 | 501(c)(3) | $25,000 | Expanding Our Public Library for the Next 100 Years |
| Lubec Memorial Library | |||||||
| 55 Water St | Lubec | ME | 046521146 | 010284221 | 501(c)(3) | $25,000 | Library Community Room Expansion and Digital Upgrade |
| Poland Spring Preservation Society | |||||||
| PO Box 444 | Poland Spring | ME | 042740444 | 010347068 | 501(c)(3) | $25,000 | All Souls Chapel Restoration |
| Learning Works | |||||||
| 181 Brackett St | Portland | ME | 041023857 | 010353682 | 501(c)(3) | $25,000 | LearningWorks YouthBuild (LWYB) Expansion |
| LA Public Theatre Inc | |||||||
| 31 Maple St | Lewiston | ME | 042406518 | 010466131 | 501(c)(3) | $25,000 | Theatrical Drapery, Lighting Console and Safety Upgrades |
| Portland Conservatory of Music | |||||||
| 28 Neal St | Portland | ME | 04102 | 010495589 | 501(c)(3) | $25,000 | Building Harmony Campaign: Phase Two Renovations |
| Franco American Heritage Center at St Marys | |||||||
| 46 Cedar St | Lewiston | ME | 042407804 | 010536445 | 501(c)(3) | $25,000 | Save Our Stones |
| Gardiner Main Street | |||||||
| PO Box 194 | Gardiner | ME | 043450194 | 043669676 | 501(c)(3) | $25,000 | Saving Lady and the Birds |
| Frances Perkins Center | |||||||
| PO Box 281 | Newcastle | ME | 045530281 | 264371534 | 501(c)(3) | $25,000 | HVAC System Installation at Frances Perkins Homestead National Historic Landmark |
| Maine School Garden Network | |||||||
| 28 State House Station | Augusta | ME | 043330028 | 461015017 | 501(c)(3) | $25,000 | Working Together to Get Maine Students Learning Outside: A Collaboration between MSGN, MAITC, ReTreeUS |
| Portland Stage Company Inc | |||||||
| PO Box 1458 | Portland | ME | 041041458 | 510143171 | 501(c)(3) | $25,000 | Making An Entrance Capital Campaign - Elevator Upgrade |
| Calais Community Hospital | |||||||
| 24 Hospital Ln | Calais | ME | 046191329 | 862728785 | 501(c)(3) | $25,000 | Digital Mammography Equipment Replacement |
| Trustees Of St Josephs College | |||||||
| 278 Whites Bridge Road | Standish | ME | 040845263 | 010212542 | 501(c)(3) | $41,349 | Developing Maine's First Campus-Based Integrated Studies Program for Students with Intellectual Disabilities |
| Side x Side Inc | |||||||
| 636 Congress St | Portland | ME | 041013304 | 472078278 | 501(c)(3) | $45,000 | Building Capacity to Empower Teachers and Students through Arts Integration |
| American National Red Cross | |||||||
| 2401 Congress Street | Portland | ME | 04102 | 530196605 | 501(c)(3) | $45,000 | Blood Transportation Vehicle |
| United Society of Shakers | |||||||
| 707 Shaker Rd | New Gloucester | ME | 042602652 | 010317232 | 501(c)(3) | $50,000 | Shaker Village Herb House Cultural & Traditional Arts Center |
| Blue Hill Memorial Hospital Inc | |||||||
| PO Box 931 | Bangor | ME | 044020931 | 010227195 | 501(c)(3) | $50,000 | Northern Light Blue Hill Hospital Capital Campaign: The Next Century of Care - Keeping the Promise |
| Junior Achievement of Maine Inc | |||||||
| 565 Congress St Ste 306 | Portland | ME | 041018301 | 010275159 | 501(c)(3) | $50,000 | Breaking the Cycle of Poverty: Financial Literacy and Workforce Readiness for Southern Maine Low-income Youth |
| Woodfords Family Service | |||||||
| 15 Saunders Way Ste 900 | Westbrook | ME | 040924836 | 010278395 | 501(c)(3) | $50,000 | Woodfords' Psychiatric Primary Care Physician (PCP) Consultation Pilot Program |
| Rippleffect Inc | |||||||
| PO Box 441 | Portland | ME | 04112 | 010521260 | 501(c)(3) | $50,000 | Rippleffect Outdoor Center partnership with Portland Public Schools & the City of Portland |
| Mid-Coast Health Net Inc | |||||||
| 22 White Street | Rockland | ME | 048412978 | 010528885 | 501(c)(3) | $50,000 | Strategic Planning for a Community Health Center to serve Knox County and beyond |
| University Of Southern Maine Foundation | |||||||
| PO Box 9330 | Portland | ME | 04104 | 043350930 | 501(c)(3) | $50,000 | Building a Center for the Arts on USM's Portland Campus |
| Capital Kids | |||||||
| 244 Water St | Augusta | ME | 04330 | 352489579 | 501(c)(3) | $50,000 | Restorative & Mental Wellness Educational Programs |
| Olympia Snowe Womens Leadership Institute | |||||||
| One Canal Plaza Ste 501 | Portland | ME | 04101 | 461398374 | 501(c)(3) | $50,000 | My Values, My Voice, and My Vision program. |
| College of the Atlantic | |||||||
| 105 Eden St | Bar Harbor | ME | 04609 | 237032625 | 501(c)(3) | $60,000 | Establishment of a Multidisciplinary Center for Materials Fabrication and Analysis at College of the Atlantic |
| Great Schools Partnership Inc | |||||||
| 482 Congress St Ste 500 | Portland | ME | 041013484 | 263834610 | 501(c)(3) | $66,906 | Boosting Student Learning & Educator Opportunity: A Maine Opportunity Culture Network |
| Morrison Center | |||||||
| PO Box 1539 | Scarborough | ME | 04070 | 010243254 | 501(c)(3) | $75,000 | Scarborough Children's Residential Project |
| Colby College | |||||||
| 5600 Mayflower Hill Drive | Waterville | ME | 049018841 | 010211497 | 501(c)(3) | $75,000 | Equipment/Facilities/Technology Request - Museum Gallery Updates |
| LifeFlight Foundation | |||||||
| PO Box 899 | Camden | ME | 048430899 | 522377085 | 501(c)(3) | $75,000 | Complete the Fleet-LifeFlight Helicopter Campaign |
| Mercy Hospital | |||||||
| 144 State Street | Portland | ME | 041013795 | 010211534 | 501(c)(3) | $100,000 | Expanding Access to Pediatric Integrated Behavioral Health Services in Maine |
| Eastern Maine Healthcare Systems | |||||||
| 268 Stillwater Ave | Bangor | ME | 044013980 | 010459837 | 501(c)(3) | $100,000 | Acadia for All: Expanding Access to Mental Health Services for all Mainers |
| University of Maine at Augusta | |||||||
| 46 University Drive | Augusta | ME | 04330 | 016000769 | 501(c)(3) | $100,000 | Reentry Support Pilot for Justice-Impacted Students |
| Northeastern University | |||||||
| 360 Huntington Avenue | Boston | MA | 021155000 | 041679980 | 501(c)(3) | $100,000 | Broadening Rural Maine Access to Biotechnology with the Microsoft HoloLens |
| MaineHealth | |||||||
| 22 Bramhall St | Portland | ME | 041023134 | 010238552 | 501(c)(3) | $200,000 | Greater Portland Comprehensive Addiction Medicine Program (CAMP) to treat individuals with substance use disorder - Maine Medical Center |
| Foundation for Maines Community Colleges | |||||||
| 54 Lighthouse Cir | S Portland | ME | 041061661 | 271363414 | 501(c)(3) | $250,000 | Maine Connection: Young Men to College and Careers |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 94 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Organization requires a completion report after one year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne B Mumme | PersonNm |
| Title | Chief Finance and Administrative Officer | TitleTxt |
| Base Compensation Filing Org | $56,579 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,961 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,271 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $64,811 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I | FormAndLineReferenceDesc |
| Explanation | See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $56,579 and Benefits $4,271. These amounts are included in the amounts listed on Part II. A retirement contribution of $3,961 was paid by the Organization. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy have a family relationship. |
| Form 990, Part VI, Section A, Line 8b | There are no committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Possible conflicts of interest are discussed by the trustees and staff at each regularly scheduled meeting. Where a potential conflict does exist, the trustees will disclose to the board and the disclosure will be noted in the minutes. If a real conflict exists, the trustee will abstain from voting and this action will be disclosed in the minutes. |
| Form 990, Part VI, Section C, Line 19 | The organization makes its governing documents and conflict of interest policy available to the public upon request. The Organization publishes its financial statements in its annual report which is available to the public on its website. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MaineHealth dba Maine Medical Center | ||||||||||
| 22 Bramhall St | Portland | ME | 04102 | 010238552 | Acute Care Hospital | ME | 501(c)(3) | Line 3 | N/A | 0 |
| PORTLAND MAINE SYMPHONY ORCHESTRA | ||||||||||
| PO BOX 3573 | PORTLAND | ME | 041043573 | 016006058 | SYMPHONY ORCHESTRA | ME | 501(c)(3) | Line 7 | N/A | 0 |
| UNIVERSITY OF NEW ENGLAND | ||||||||||
| 11 HILLS BEACH RD | BIDDEFORD | ME | 04005 | 010211810 | UNIVERSITY | ME | 501(c)(3) | Line 2 | N/A | 0 |
| PORTLAND MUSEUM OF ART | ||||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | 010378420 | EDUCATIONAL MUSEUM | ME | 501(c)(3) | Line 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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