JOHN SAGE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN SAGE FOUNDATION (EIN 01-0469155)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-11-06
- IRS object ID
- 202343109349101014
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T12:26:20-06:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010469155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2077223543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 MALBONS MILLS ROAD | AddressLine1Txt |
| City | SKOWHEGAN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04976 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P HASTINGS JR | PersonNm |
| Person Title | CORP OFFICER | PersonTitleTxt |
| Phone | 2077223543 | PhoneNum |
| Signature | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | HASTINGS JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2023-10-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | 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 | $3,696,302 | 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 | $967,793 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $42,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $775,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,501,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $775,905 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,786,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,744 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,678,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $813,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,936 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $358,115 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $361,759 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,558,177 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,861,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,131,607 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,628,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,422,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,696,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,628,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,422,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,628,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,422,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,628,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,422,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,628,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,678,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,307,128 | SubtotalAmt |
| Other Decreases | $884,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,422,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $221,123 | $242,235 | -$21,112 | -$21,112 |
| PUBLICLY TRADED SECURITIES | P | $1,279,765 | $483,315 | $796,450 | $796,450 |
| PUBLICLY TRADED SECURITIES | P | $567 | $567 | $567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $775,905 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,172 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,136 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNSAGEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES P HASTINGS JR | IndividualWithBooksNm |
| Phone | 2074743949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 MALBONS MILLS ROAD | AddressLine1Txt |
| City | SKOWHEGAN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CORRILLA D HASTINGS | |||||||||
| 538 MALBONS MILLS ROAD | SKOWHEGAN | ME | 04976 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| JAMES P HASTINGS JR | |||||||||
| 538 MALBONS MILLS ROAD | SKOWHEGAN | ME | 04976 | TREASURER | 1.00 | $0 | $0 | $0 | |
| DONALD A BRACKETT | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | SECRETARY | 1.00 | $0 | $0 | $0 | |
| THOMAS M PIERCE | |||||||||
| C/O HM PAYSON CO 1 PORTLAND SQUARE | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 | PO BOX 31 |
| MARTHA BOLSTER | |||||||||
| 44 GARDNER STREET | PORTSMOUTH | NH | 03801 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| CAROLINE NORDEN | |||||||||
| 23 BOWDEN LANE | FREEPORT | ME | 04032 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| ERIN LLOYD | |||||||||
| 76 CENTRAL STREET | HALLOWELL | ME | 04347 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |
| IAN JAMES BRACKETT | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| RURIK J BRACKETT | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04976 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| KIM CHAVEZ | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,811,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,072,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,072,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,026,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,308 | TotalTaxAmt |
| Distributable Before Adj | $140,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $140,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $140,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,932 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,303 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $12,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,264 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,264 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $24,840 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CORRILLA D HASTINGS | ContributingManagerNm |
| Contributing Manager | JAMES P HASTINGS JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD A BRACKETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 OLD COUNTY ROAD | AddressLine1Txt |
| City | KNOX | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04986 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2077223543 | RecipientPhoneNum |
| Recipient Email Address | DBRACKETT353@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO WWW.JOHNSAGEFOUNDATION.ORG/APPLICATION-FORM.HTML | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO WWW.JOHNSAGEFOUNDATION.ORG/GRANT-GUIDELINES.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 30 MILE RIVER WATERSHED ASSOCIATION | ||||||
| 165 FRONT STREET | FARMINGTON | ME | 04938 | PC | 2023 GRANT AWARD | $7,500 |
| ALLAGASH WILDERNESS WATERWAY FOUNDATION | ||||||
| PO BOX 1141 | BANGOR | ME | 04402 | PC | 2023 GRANT AWARD | $5,000 |
| COBSCOOK COMMUNITY LEARNING CENTER | ||||||
| 10 COMMISSARY POINT ROAD | LUBEC | ME | 04652 | PC | 2023 GRANT AWARD | $5,000 |
| FRENCHMAN BAY CONSERVANCY | ||||||
| 72 TIDAL FALLS RD | HANCOCK | ME | 04640 | PC | 2023 GRANT AWARD | $21,300 |
| FRIENDS OF BAXTER STATE PARK | ||||||
| 137 HIGH STREET SUITE 4 | BELFAST | ME | 04915 | PC | 2023 GRANT AWARD | $5,000 |
| FRIENDS OF LAKE WINNECOOK | ||||||
| PO BOX 73 | UNITY | ME | 04988 | PC | 2023 GRANT AWARD | $6,000 |
| KENNEBEC ESTUARY LAND TRUST | ||||||
| 92 FRONT STREET | BATH | ME | 04530 | PC | 2023 GRANT AWARD | $6,500 |
| LOON ECHO LAND TRUST | ||||||
| 8 DEPOT ST SUITE 4 | BRIDGTON | ME | 04009 | PC | 2023 GRANT AWARD | $5,000 |
| MAINE APPALACHIAN TRAIL LAND TRUST | ||||||
| 6 LOCKSLEY RD | CAPE ELIZABETH | ME | 04107 | PC | 2023 GRANT AWARD | $5,000 |
| MAINE FARMLAND TRUST | ||||||
| 509 OCEAN AVE | PORTLAND | ME | 04103 | PC | 2023 GRANT AWARD | $5,000 |
| MAINE PHILANTHROPY CENTER | ||||||
| 314 FOREST AVE | PORTLAND | ME | 04101 | PC | 2023 GRANT AWARD | $445 |
| MARINE MAMMALS OF MAINE | ||||||
| PO BOX 751 | BATH | ME | 04530 | PC | 2023 GRANT AWARD | $6,000 |
| MIDCOAST CONSERVANCY | ||||||
| 290 US-1 | EDGECOMB | ME | 04556 | PC | 2023 GRANT AWARD | $5,000 |
| THOMSON LAKE ENVIRONMENTAL ASSOCIATION | ||||||
| 163 PLEASANT ST | OXFORD | ME | 04270 | PC | 2023 GRANT AWARD | $2,000 |
| TRUST FOR PUBLIC LAND | ||||||
| 30 DANFORTH ST 106 | PORTLAND | ME | 04101 | PC | 2023 GRANT AWARD | $10,000 |
| WOMEN FOR HEALTHY RURAL LIVING | ||||||
| 24 SCHOOL ST | MILBRIDGE | ME | 04659 | PC | 2023 GRANT AWARD | $2,500 |
| WOODLAWN MUSEUM | ||||||
| 19 BLACK HOUSE DR | ELLSWORTH | ME | 04605 | PC | 2023 GRANT AWARD | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,245 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $775,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $818,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Person | JAMES AND CORRILLA HASTINGS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 MALBONS MILLS RD | AddressLine1Txt |
| City | SKOWHEGAN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $967,793 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $967,793 | FairMarketValueAmt |
| Received | 2022-08-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,375 | Amt |
| Net Investment Income | $688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $687 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED EQUITY SECURITIES | StockNm |
| EOY Book Value | $1,861,086 | EOYBookValueAmt |
| EOYFMV | $3,131,607 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $358,115 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $361,759 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED SECURITIES CARRYING VALUE REDUCTION TO DONOR'S BASIS | Desc |
| Amt | $884,991 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,439 | Amt |
| Net Investment Income | $4,439 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $121 | Amt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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