FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-08
IRS object ID
202541289349102194
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-08T14:01:44-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 CANAL PLAZA 4TH FLOORAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010512082EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FISHER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFISHBusinessNameControlTxt
Phone2072531568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOWEN W WELLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2072531568PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRK PURVISPreparerPersonNm
PTINP00439837PTIN
Phone2073527600PhoneNum
Preparation2025-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,058,573FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$118,123DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,123DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$588,430NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,012,662GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$424,232CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$706,555TotalRevAndExpnssAmt
Total Net Invst Incm$542,357TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$22,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$67,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$365LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$92LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$273LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,631AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$908AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,723AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,269OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$36,019OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,324TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$5,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,250OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$3,750OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$317TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$79TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$238TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$246PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$62PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$184PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,355OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,091OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,264OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$155,507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,001TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$89,182TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$535,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$535,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$690,907TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,001TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$624,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,648ExcessRevenueOverExpensesAmt
Net Investment Income$480,356NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$182,981SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$466,641SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$466,641SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,249,209CorporateStockBOYAmt
Corporate Stock EOY$1,162,227CorporateStockEOYAmt
Corporate Stock EOYFMV$5,074,673CorporateStockEOYFMVAmt
Other Investments BOY$1,255,793OtherInvestmentsBOYAmt
Other Investments EOY$1,073,031OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,517,259OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,687,983TotalAssetsBOYAmt
Total Assets EOY$2,701,899TotalAssetsEOYAmt
Total Assets EOYFMV$7,058,573TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,687,983RetainedEarningBOYAmt
Retained Earning EOY$2,701,899RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,687,983TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,701,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,687,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,701,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,687,983TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,648ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,703,631SubtotalAmt
Other Decreases$1,732OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,701,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,012,662GrossSalesPriceAmt
Cost Or Other Basis$588,430CostOrOtherBasisAmt
Gain Or Loss$424,232GainOrLossAmt
Gains Minus Excess Or Losses$424,232GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$424,232CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,677InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,677SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,677TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,677TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMELISSA LEEIndividualWithBooksNm
Phone2072531568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXSANDRA L FISHER
PO BOX 17513PORTLANDME04112TRUSTEE/PRESIDENT1.00$15,000$0$0
OWEN W WELLS
PO BOX 17513PORTLANDME04112TRUSTEE/CLERK1.00$15,000$0$0
MEG BAXTER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$15,000$0$0
HENRY L P SCHMELZER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$15,000$0$0
CRAIG N DENEKAS
PO BOX 17513PORTLANDME04112TRUSTEE1.00$15,000$0$0
ARIE FISHER COLES
PO BOX 17513PORTLANDME04112TRUSTEE1.00$15,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,635,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$221,535AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,856,634TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,856,634AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$102,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,753,784NetVlNoncharitableAssetsAmt
Minimum Investment Return$337,689MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$337,689MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,677TaxBasedOnInvestmentIncomeAmt
Total Tax$6,677TotalTaxAmt
Distributable Before Adj$331,012DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$331,012DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$331,012DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$624,582ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$624,582QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$331,012DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$352,739ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$245,803ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$194,183ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$254,682ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$266,157ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,313,564TotalExcessDistributionCyovAmt
Qualifying Distributions$624,582QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$331,012AppliedToCurrentYearAmt
Remaining Distri From Corpus$293,570RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,607,134TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$352,739ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,254,395ExcessDistriCyovToNextYrAmt
Excess From Year4$245,803ExcessFromYear4Amt
Excess From Year3$194,183ExcessFromYear3Amt
Excess From Year2$254,682ExcessFromYear2Amt
Excess From Year1$266,157ExcessFromYear1Amt
Excess From Current Year$293,570ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonOWEN W WELLSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2072531568RecipientPhoneNum
Form And Info And MaterialsINFORMATION AND A GRANT APPLICATION CAN BE FOUND ON THE FOUNDATION'S WEBSITE HTTPS://FISHERCHARITABLEFOUNDATION.ORG/APPLICATION-PROCEDURES/FormAndInfoAndMaterialsTxt
Submission DeadlinesFEBRUARY 15, MAY 15, AUGUST 15, NOVEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION GENERALLY LIMITS ITS GRANTS TO CHARITABLE ORGANIZATIONS, ACTIVITIES, OPERATIONS OR PURPOSES WHICH TAKE PLACE WITHIN THE STATE OF MAINE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
317 MAIN COMMUNITY MUSIC CENTER
317 MAIN STREETYARMOUTHME04096PUBLICGENERAL OPERATING SUPPORT$5,000
ABBE MUSEUM
PO BOX 286BAR HARBORME04609PUBLICGENERAL OPERATING SUPPORT$5,000
ANDROSCOGGIN HOME HEALTH SERVICES DBA ANDWELL HEALTH PARTNERS
15 STRAWBERRY AVENUELEWISTONME04240PUBLICDEMENTIA CAREGIVERS EDUCATION AND SUPPORT$3,000
AREA INTERFAITH OUTREACH
PO BOX 113ROCKLANDME04841PUBLICWEEKEND MEALS PROGRAM$3,000
AUGUSTA BOYS & GIRLS CLUB
244 WATER STREETAUGUSTAME04330PUBLICTHREE COMPUTERS TO BE BUILT BY TEENS USING RECYCLED PARTS$5,000
AUGUSTA FOOD BANK
161 MOUNT VERNON AVENUEAUGUSTAME04330PUBLICKIDSPAKS$5,000
AVESTA HOUSING DEVELOPMENT CORPORATION
307 CUMBERLAND AVENUEPORTLANDME04101PUBLICHOMELESS TO HOUSING PROGRAM$5,000
BANGOR SYMPHONY ORCHESTRA
PO BOX 1441BANGORME044021441PUBLICGENERAL OPERATING SUPPORT$5,000
BAY CHAMBER CONCERTS
5 MOUNTAIN STCAMDENME04843PUBLICGENERAL OPERATING SUPPORT$2,000
BELFAST SOUP KITCHEN
PO BOX 1153BELFASTME04915PUBLICRSU 20 BACKPACK PROJECT THAT PROVIDES FOOD FOR STUDENTS$5,000
BIG BROTHERS BIG SISTERS OF MID-MAINE
66 ELM STREET SUITE 100CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE
PO BOX 123WESTBROOKME04098PUBLICGENERAL OPERATING SUPPORT$5,000
BIG ROCK
PO BOX 1001MARS HILLME04758PUBLICSKI PATROL EMERGENCY RESPONSE EQUIPMENT$5,000
BOOTS2ROOTS
5 DEPOT ST STE 12FREEPORTME04032PUBLICWORKFORCE PREPAREDNESS TRAINING$10,000
CARE AND SHARE FOOD CLOSET
508 FAIRBANKS ROADFARMINGTONME04938PUBLICPURCHASE $1,000 IN FOOD FROM GOOD SHEPHERD FOOD BANK$1,000
CARPENTER'S BOAT SHOP
440 OLD COUNTY ROADPEMAQUIDME04558PUBLICAPPRENTICE SEAMANSHIP PROGRAM$3,000
CENTER FOR GRIEVING CHILDREN
555 FOREST AVENUEPORTLANDME04101PUBLICONLINE AND IN-PERSON BEREAVEMENT SERVICES FOR CHILDREN, TEENS, AND FAMILIES$5,000
CENTER FOR MAINE CONTEMPORARY ART
21 WINTER STREETROCKLANDME04841PUBLICADULT AND CONTINUED LEARNING EDUCATIONAL PROGRAM$4,000
CHILDREN'S MUSEUM & THEATRE OF MAINE
250 THOMPSONS POINT ROADPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$2,500
CHIP INC (COMMUNITY HOUSING IMPROVEMENT PROJECT)
PO BOX 6NEWCASTLEME04553PUBLICROOF REPAIRS FOR THOSE WHO CANNOT AFFORD THEM$3,000
CODY'S CLOSET
9 MISSION WAYSEDGWICKME04676PUBLICSUPPORT FOR TEENS IN FOSTER CARE$5,000
COMMON GOOD SOUP KITCHEN COMMUNITY
PO BOX 265SOUTHWEST HARBORME046790265PUBLICGENERAL OPERATING SUPPORT$7,500
COMMUNITY CONCEPTS
240 BATES STREETLEWISTONME04240PUBLICGENERAL OPERATING SUPPORT$10,000
COMMUNITY DENTAL
190 PARK AVENUEPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$10,000
DEMPSEY CENTER
778 MAIN STREETSOUTH PORTLANDME04106PUBLICGENERAL OPERATING SUPPORT$5,000
DOWNEAST COMMUNITY PARTNERS
248 BUCKSPORT ROADELLSWORTHME04605PUBLICGENERAL OPERATING SUPPORT$15,000
EASTPORT ARTS CENTER
36 WASHINGTON STREETEASTPORTME04631PUBLICKINDERARTS$2,000
ELDER ABUSE INSTITUTE OF MAINE
135 MAIN STREET SUITE A 152BRUNSWICKME04011PUBLICTABLETS FOR USE BY ITS ADVOCATES IN CLIENT HOMES$2,500
FARNSWORTH ART MUSEUM
16 MUSEUM STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$5,000
FIDELCO GUIDE DOG FOUNDATION
103 VISION WAYBLOOMFIELDCT06002PUBLICLIFE-CHANGING GUIDE DOG PARTNERSHIP PROGRAM FOR BLIND MAINERS$2,000
FINDING OUR VOICES
PO BOX 943CAMDENME04843PUBLICFINDING OUR SMILES$2,500
FOUNDATION FOR MAINE'S COMMUNITY COLLEGES
54 LIGHTHOUSE CIRCLESOUTH PORTLANDME04106PUBLICSTUDENT OPPORTUNITY SUPPORT PROGRAM$5,000
FRANNIE PEABODY CENTER
30 DANFORTH STREET SUITE 309PORTLANDME04101PUBLICNUTRITION ASSISTANCE FOR LOW INCOME FAMILIES LIVING WITH AND IMPACTED BY HIV/AIDS$2,500
FREEPORT COMMUNITY SERVICES
PO BOX 119FREEPORTME04032PUBLICYOUTH FOOD PROGRAMS IN FREEPORT AND POWNAL$3,000
FRENCHMAN BAY CONSERVANCY
PO BOX 150HANCOCKME04640PUBLICBUILD AN ADA ACCESSIBLE WALKING TRAIL AT JORDAN RIVER PRESERVE$2,500
FRIENDS OF BAXTER STATE PARK
PO BOX 322BELFASTME04915PUBLICENGAGE YOUTH AS ENVIRONMENTAL STEWARDS$4,000
FRIENDS OF CASCO BAY
43 SLOCUM DRIVESOUTH PORTLANDME04106PUBLICGENERAL OPERATING SUPPORT$3,000
FRIENDSHIP HOUSE
390 LINCOLN STREETSOUTH PORTLANDME04106PUBLICRESIDENT HOUSING ASSISTANCE FOR DISADVANTAGED MEN RECOVERING FROM SUBSTANCE ABUSE$3,000
GATEWAY MILBRIDGE
PO BOX 62MILBRIDGEME04658PUBLICMILBRIDGE THEATRE & COMMUNITY ARTS CENTER$2,500
GOOD SHEPHERD FOOD BANK OF MAINE
PO BOX 1807AUBURNME042111807PUBLICGENERAL OPERATING SUPPORT$10,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
HABITAT FOR HUMANITY 7 RIVERS MAINE
11 ELSINORE AVENUEBATHME04530PUBLICCRITICAL HOME REPAIR PROGRAM$5,000
HEART OF BIDDEFORD
205 MAIN STREETBIDDEFORDME04005PUBLICRIVER JAM FESTIVAL PERFORMERS$2,500
HOMELESS SERVICES OF AROOSTOOK
PO BOX 1753PRESQUE ISLEME04769PUBLICMEDIA AND MAIL PROGRAM TO ALLOW UNSHELTERED PERSONS TO RECEIVE MAIL$5,000
HURRICANE ISLAND FOUNDATION
PO BOX 1280ROCKLANDME04841PUBLICCOMMUNITY WORKFORCE DEVELOPMENT WORKSHOPS$3,000
IRIS NETWORK
189 PARK AVENUEPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$4,000
ISLAND CONNECTIONS
93 COTTAGE STREET SUITE 101BAR HARBORME04609PUBLICPARTNERSHIP WITH OPEN TABLE MDI TO ADDRESS FOOD INSECURITY$2,000
ISLAND INSTITUTE
PO BOX 648ROCKLANDME048410648PUBLICGENERAL OPERATING SUPPORT$6,000
JEFFERSON AREA COMMUNITY FOOD PANTRY
PO BOX 208JEFFERSONME04348PUBLICEGGS$2,400
KNOX COUNTY HOMELESS COALITION
PO BOX 1696ROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$10,000
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME043307040PUBLICGENERAL OPERATING SUPPORT$10,000
LINCOLN COUNTY DENTAL
PO BOX 243WISCASSETME04578PUBLICIMPROVE ACCESS TO DENTAL CARE FOR VULNERABLE POPULATIONS$2,000
LOCKER PROJECT
PO BOX 3134PORTLANDME04104PUBLICPROVIDE RELIABLE ACCESS TO FOOD TO LOW-INCOME FAMILIES WITH CHILDREN$5,000
MAINE ACADEMY OF MODERN MUSIC
125 PRESUMPSCOT STREET 14PORTLANDME04103PUBLICNO COST MUSIC EDUCATION FOR UNDERSERVED YOUTH$5,000
MAINE ASSOCIATION OF RECOVERY RESIDENCES
844 STEVENS AVENUE 1ST FLOOR REARPORTLANDME04103PUBLICBED SPONSORSHIP FUND$2,500
MAINE CENTER FOR COASTAL FISHERIES
PO BOX 27STONINGTONME04681PUBLICEASTERN MAINE SKIPPERS PROGRAM$5,000
MAINE COAST FISHERMAN'S ASSOCIATION
93 PLEASANT STREETBRUNSWICKME04011PUBLICFISHERMEN FEEDING MAINERS PROGRAM$5,000
MAINE DISCOVERY MUSEUM
74 MAIN STREETBANGORME04401PUBLICGENERAL OPERATING SUPPORT$2,500
MAINE HISTORICAL SOCIETY
489 CONGRESS STREETPORTLANDME041013498PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE LOBSTER COMMUNITY ALLIANCE
PO BOX 315KENNEBUNKME04043PUBLICESTABLISH THE MAINE LOBSTER DATA TRUST$5,000
MAINE MARITIME MUSEUM
243 WASHINGTON STREETBATHME04530PUBLICGENERAL OPERATING SUPPORT$2,500
MAINE MEDICAL CENTER
22 BRAMHALL STREETPORTLANDME041023175PUBLICDEAN L. FISHER SCHOLARSHIPS$25,000
MAINE PUBLIC BROADCASTING NETWORK
1450 LISBON STREETLEWISTONME042403595PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE SEACOAST MISSION
PO BOX 600NORTHEAST HARBORME04662PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE STATE MUSIC THEATRE
22 ELM STREETBRUNSWICKME04011PUBLICGENERAL OPERATING SUPPORT$2,500
MAINE STATE SOCIETY FOR THE PROTECTION OF ANIMALS
PO BOX 10SOUTH WINDHAMME04082PUBLICTRANSITIONING TO COMMUNITY PARTNERSHIP PROGRAM WITH MAINE CORRECTIONAL CENTER$2,000
MERRYSPRING NATURE CENTER
PO BOX 893CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
METHODIST CONFERENCE HOME
46 SUMMER STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$5,000
MIDCOAST COMMUNITY ALLIANCE
4 OLD BRUNSWICK ROADBATHME04530PUBLICMIDCOAST YOUTH CENTER'S SOBRIETY SUPPORT GROUP$2,000
MID-COAST RECOVERY COALITION
PO BOX 1002CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
MITCHELL INSTITUTE
75 WASHINGTON AVENUE SUITE 2EPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$15,000
NATURE CONSERVANCY IN MAINE
14 MAINE STREET SUITE 401BRUNSWICKME04011PUBLICGENERAL OPERATING SUPPORT$2,500
NO LIMITS LIMB LOSS FOUNDATION
265 CENTRE ROADWALESME04280PUBLICCAMP NO LIMITS PROGRAM$5,000
NORTH HAVEN COMMUNITY SCHOOL
93 PULPIT HARBOR ROADNORTH HAVENME04853PUBLICPRODUCTION OF "MATILDA THE MUSICAL"$2,500
OGUNQUIT MUSEUM OF AMERICAN ART
PO BOX 815OGUNQUITME03907PUBLICGENERAL OPERATING SUPPORT$2,500
OGUNQUIT PLAYHOUSE
PO BOX 915OGUNQUITME03907PUBLICGENERAL OPERATING SUPPORT$2,500
OLYMPIA SNOWE WOMEN'S LEADERSHIP INSTITUTE
ONE MONUMENT SQUARE SUITE 502PORTLANDME04101PUBLICEXPAND TO KNOX COUNTY, MY VALUES, MY VOICE, MY VISION$2,500
OWLS HEAD TRANSPORTATION MUSEUM
PO BOX 277OWLS HEADME04854PUBLICACCESS TO STEM EDUCATION$6,000
PAWS ANIMAL ADOPTION CENTER
PO BOX 707ROCKPORTME04856PUBLICPAWS CARES COMMUNITY CLINIC$3,000
PENOBSCOT BAY ORCHESTRA
PO BOX 1434CAMDENME04843PUBLICSPRING 2025 REHEARSALS AND CONCERTS$3,000
PENOBSCOT COMMUNITY HEALTH CARE
PO BOX 2100BANGORME04402PUBLICGENERAL OPERATING SUPPORT$6,000
POINTS NORTH INSTITUTE
PO BOX 836CAMDENME048430836PUBLICGENERAL OPERATING SUPPORT$4,000
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUAREPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$10,000
PORTLAND OVATIONS
120 EXCHANGE STREET SUITE 110PORTLANDME04101PUBLICWABANAKI STORIES$3,000
PORTLAND STAGE COMPANY
PO BOX 1458PORTLANDME04104PUBLICGENERAL OPERATING SUPPORT$5,000
PORTLAND SYMPHONY ORCHESTRA
85 EXCHANGE STREET 4TH FLOORPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$10,000
PORTLAND WHEELERS
PO BOX 11314PORTLANDME04104PUBLICSAFETY GEAR AND MAINTENANCE SUPPLIES$4,000
PREBLE STREET
55 PORTLAND STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
PROSPERITYME
175 LANCASTER STREET SUITE 216APORTLANDME04101PUBLICIMMIGRANT FINANCIAL LITERACY AND COUNSELING$10,000
ROBBIE FOUNDATION
PO BOX 1534SCARBOROUGHME04070PUBLICADAPTIVE EQUIPMENT/ASSISTIVE TECHNOLOGY/THERAPY TREATMENT$4,000
RUTH'S REUSABLE RESOURCES
39 BLUEBERRY ROADPORTLANDME04102PUBLICWAREHOUSE DEHUMIDIFIER$7,500
SAFE VOICES
PO BOX 713AUBURNME042120713PUBLICGENERAL OPERATING SUPPORT$5,000
SALVATION ARMY NORTHERN NEW ENGLAND DIVISION
297 CUMBERLAND AVENUEPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$4,000
SHALOM HOUSE INC
106 GILMAN STREETPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$5,000
SIMMERING POT
PO BOX 112BLUE HILLME04614PUBLICREDUCE FOOD INSECURITY$3,000
SOUTH PORTLAND FOOD CUPBOARD
130 THADEUS STREETSOUTH PORTLANDME04106PUBLICPROCURE AND DELIVER 500 TONS OF FOOD TO HUNGRY INDIVIDUALS AND FAMILIES$2,500
SOUTHERN HARBOR ELDERCARE SERVICE
12 PULPIT HARBOR ROADNORTH HAVENME04853PUBLICGENERAL OPERATING SUPPORT$5,000
SOUTHERN MAINE AGENCY ON AGING
30 BARRA ROADBIDDEFORDME04005PUBLICGENERAL OPERATING SUPPORT$5,000
ST BRENDAN THE NAVIGATOR CATHOLIC CHURCH
7 UNION STREETCAMDENME04843PUBLICST. BERNARD SOUP KITCHEN$5,000
SUSAN L CURTIS CHARITABLE FOUNDATION
1321 WASHINGTON AVENUE SUITE 104PORTLANDME04103PUBLICGENERAL OPERATING SUPPORT$5,000
THE ARK
60 BARBER LANECHERRYFIELDME04622PUBLICESTABLISH AN ONSITE SPAY/NEUTER CLINIC$2,500
TREE STREET YOUTH INC
144 HOWE STREETLEWISTONME04240PUBLICGENERAL OPERATING SUPPORT$5,000
UNITED RECOVERY FUND
494 FOREST AVENUEPORTLANDME04101PUBLICENABLE PEOPLE AFFECTED BY SUBSTANCE ABUSE AND INCARCERATION TO FIND AND MAINTAIN A JOB AND BUILD A NEW LIFE$2,500
UNITED WAY OF AROOSTOOK
PO BOX 55PRESQUE ISLEME04769PUBLICGENERAL OPERATING SUPPORT$15,000
WATERMAN'S COMMUNITY CENTER
PO BOX 526NORTH HAVENME04853PUBLICARTS & ADVENTURE SUMMER CAMP$5,000
WAYFINDER SCHOOLS
PO BOX 555CAMDENME04843PUBLICPASSAGES PROGRAM$2,500
WHISKA HOUSE
126 WESTERN AVENUE SUITE 170AUGUSTAME04330PUBLICGENERAL OPERATING SUPPORT$1,000
WILHELM REICH INFANT TRUST
PO BOX 687RANGELEYME04970PUBLICWILLIAM REICH MUSEUM SEPTIC SYSTEM UPGRADE$5,000
YMCA CAMP OF MAINE
PO BOX 446WINTHROPME04364PUBLICGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$535,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,123ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$588,430ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$706,555ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$706,555TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,631Amt
Net Investment Income$908NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,723DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,162,227EOYBookValueAmt
EOYFMV$5,074,673EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,073,031BookValueAmt
EOYFMV$1,517,259EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$365LegalFeesAmt
Net Investment Income$92NetInvestmentIncomeAmt
Disbursements Charitable Prps$273DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER CHANGES IN NET ASSETSDesc
Amt$1,732Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$186$47$139
INSURANCE$698$175$523
POSTAGE$2,491$624$1,867
SUPPLIES$449$112$337
BOOKS, SUBSCRIPTIONS, REFERENCE$531$133$398

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$32,269$32,269$0
ADMINISTRATIVE FEES$15,000$3,750$11,250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2023 EXCISE TAX DUE$324$0$0
2024 ESTIMATES$4,000$0$0

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