APPLE LANE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
APPLE LANE FOUNDATION INC (EIN 06-1501640)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202201329349103375
Schema version
2021v4.2
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)
Return2022-05-12T14:25:57-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135069335PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY TRUST COMPANY INTERNATIONALBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1280 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061501640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE APPLE LANE FOUNDATION INC 14101830BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAPPLBusinessNameControlTxt
Phone2126323000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO FTCI 280 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES J DE SIEYESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126323000PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastDE SIEYESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWES LAIPreparerPersonNm
PTINP00500975PTIN
Phone2126323000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,159,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$264,416DividendsRevAndExpnssAmt
Dividends Net Invst Incm$258,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,851NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$158,350GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,851CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$300,267TotalRevAndExpnssAmt
Total Net Invst Incm$294,632TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,937AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,937AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,809OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,847OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,962OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,308TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,308TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$197OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$197OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,899TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$619,345ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$619,345ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$692,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$636,244TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$392,329ExcessRevenueOverExpensesAmt
Net Investment Income$238,280NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$323,799CashBOYAmt
Cash EOY$179,860CashEOYAmt
Cash EOYFMV$179,860CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,872,500SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$519,500SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$519,500SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,622,498CorporateStockBOYAmt
Corporate Stock EOY$6,077,329CorporateStockEOYAmt
Corporate Stock EOYFMV$12,050,416CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,488,596CorporateBondsBOYAmt
Corporate Bonds EOY$1,488,596CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,502,990CorporateBondsEOYFMVAmt
Other Investments BOY$821,286OtherInvestmentsBOYAmt
Other Investments EOY$821,286OtherInvestmentsEOYAmt
Other Investments EOYFMV$906,623OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,481,081TotalAssetsBOYAmt
Total Assets EOY$9,086,571TotalAssetsEOYAmt
Total Assets EOYFMV$15,159,389TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,560,176CapitalStockBOYAmt
Capital Stock EOY$9,560,176CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$79,095RetainedEarningBOYAmt
Retained Earning EOY-$473,605RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,481,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,086,571TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,481,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,086,571TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,481,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$392,329ExcessRevenueOverExpensesAmt
Other Increases$1,533OtherIncreasesAmt
Subtotal$9,090,285SubtotalAmt
Other Decreases$3,714OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,086,571TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
420. ORGANON & COP1929-02-192021-08-13$14,013$12,891$1,122$1,122
620. VIATRIS INCP2016-11-092021-09-16$8,492$8,709-$217-$217
100000. ANTHEM INC SR NT DTD 8/12/2010 4.35% 8/15/2020P2011-07-192021-01-15$100,000$100,899-$899-$899
CAPITAL GAINS DIVIDENDSP$35,845$35,845$35,845
FieldValueIRS element (for citing)
Capital Gain Net Income$35,851CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,413EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,413TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,101OverpaymentAmt
Applied To ES Tax$6,101AppliedToESTaxAmt
Refund$0RefundAmt

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 StateCTOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES DE SIEYESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126323000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line135 OLD POWERHOUSE ROADAddressLine1Txt
CityFALMOUTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04105ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES J DE SIEYES
C/O FIDUCIARY TRUST COMPANY INTL280 PARK AVENUENEW YORKNY10017PRESIDENT, DIRECTOR10.00$0$0$0
DAVID C DE SIEYES
C/O FIDUCIARY TRUST COMPANY INTL280 PARK AVENUENEW YORKNY10017VICE PRESIDENT10.00$0$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,218,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,061,354AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,279,926TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,279,926AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$214,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,065,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$703,286MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$703,286MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,312TaxBasedOnInvestmentIncomeAmt
Total Tax$3,312TotalTaxAmt
Distributable Before Adj$699,974DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$699,974DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$699,974DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$636,244ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$636,244QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$699,974DistributableAsAdjustedAmt
Undistributed Income PY$554,818UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$636,244QualifyingDistributionsAmt
Applied To Year1$554,818AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$81,426AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$618,548UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES J DE SIEYESContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (251 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCORD FOOD PANTRY
PO BOX 2203S HAMILTONMA01982NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$6,000
ACLU OF MASSACHUSETTS
211 CONGRESS STREETBOSTONMA02110NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
ACTION INC
108 MAIN STREETGLOUCESTERMA01930NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
AFS MAINE AMERICANS ABROAD FUND
46 GLENVIEW ROADCUMBERLANDME04021NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
AGAWAM COUNCIL
6 FUNDY ROAD SUITE 100FALMOUTHME04105NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
ALZHEIMER FOUNDATION OF AMERICA
322 8TH AVENUE 7TH FLOORNEW YORKNY10001NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION IL
8430 W BRYN MAWR AVECHICAGOIL606313473NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
ALZHEIMER'S DISEASE RESEARCH ASSOCIATION
31408 HARPER AVEST CLAIR SHORESMI48082NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
AMERICAN CANCER SOCIETY INC NEW ENGLAND DIVISION INC
3 SPEEN STREETFRAMINGHAMMA01701NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,909
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$16,000
AMERICAN RED CROSS
524 FOREST AVENUEPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
ANCHOR TO WINDWARD INCORPORATED CO MARBLEHEAD COUNSELING CENTER
PO BOX 813MARBLEHEADMA01945NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$4,000
APTOS SPORTS FOUNDATION
9119 SOQUEL DRIVEAPTOSCA95003NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,900
ASPEN COMMUNITY CHURCH
200 E BLEEKER STREETASPENCO81611NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
ASPEN HISTORICAL SOCIETY
620 WEST BLEEKER STREETASPENCO81611NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
ATLANTIC SALMON FEDERATION CONSERVATION FUND
PO BOX 807CALAISME046199975NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
BAXTER ACADEMY
185 LANCASTER STREETPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
BEVERLY BOOTSTRAPS FOOD PANTRY
35 PARK STBEVERLYMA01915NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
BEVERLY HOSPITAL
85 HERRICK STREETBEVERLYMA01915NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
BIG BROTHERS BIG SISTERS
625 MAIN STREETWESTBROOKME040924120NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
BIRDSONG NATURE CENTER
2106 MERIDIAN RDTHOMASVILLEGA31792NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
BOSTON BALLET INC
19 CLARENDON STREETBOSTONMA02116NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL
301 MASSACHUSETTS AVEBOSTONMA02115NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
BOYS & GIRLS CLUB OF GREATER PORTLAND
PO BOX 7830PORTLANDME04112NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
BRIDGEWELL-SOVNER CENTER DEVELOPMENT & ADVANCMENT OFFICE
10 DEARBORN RDPEABODYMA01960NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
BRIGHAM & WOMENS HOSPITAL (REF NEUROLOGY) DEVELOPMENT OFFICE
116 HUNTINGTON AVENUE THIRD FLOORBOSTONMA02116NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
BROOKWOOD SCHOOL INC
ONE BROOKWOOD ROADMANCHESTERMA01944NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
CALIFORNIA ALLIANCE WITH FAMILY FARMERS
PO BOX 363DAVISCA95617NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE
10900 EUCLID AVENUECLEVELANDOH441064923NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
CASE WESTERN RESERVE UNIVERSITY UNDERGRAD
10901 EUCLID AVENUECLEVELANDOH441064923NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLOORNEW YORKNY10012NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$10,000
CENTER FOR GRIEVING CHILDREN
555 FOREST AVENUEPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
CENTER FOR LAW AND SOCIAL POLICY
1310 L ST NW SUITE 900WASHINGTON DCDC20005NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$10,000
CHRIST CHURCH PARISH DAY SCHOOL
149 ASBURY STREET SOUTHHAMILTONMA01982NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$200
CITIZENS INN
81 MAIN STPEABODYMA01960NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY
7807 SOQUEL DRIVEAPTOSCA95003NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,500
COMMUNITY HOUSE SERVICE OF HAMILTON & WENHAM
284 BAY RD SHAMILTONMA01982NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
COMMUNITY SERVINGS INC
18 MARBURY TERRACEJAMAICA PLAINMA01230NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
COPE FAMILY CENTER
707 RANDOLPH STREETNAPACA94559NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
CURAMERICAS
318 W MILLBROOK RD STE 105RALEIGHNC27609NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
CURE (CITIZENS UNITED IN RESEARCH FOR EPILEPSY)
420 NORTH WABASH SUITE 300CHICAGOIL60611NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
DAMON RUNYON CANCER RESEARCH FOUNDATION
ONE EXCHANGE PLAZA 55 BROADWAYNEW YORKNY10006NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000SUITE 302
DANA FARBER CANCER INSTITUTE DIVISION OF DEVELOPMENT & THE JIMMY FUND
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA024457226NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
DANA FARBER PROSTATE RESEARCH
10 BROOKLINE PLACE WEST 6TH FLBROOKLINEMA024457226NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
DANIEL CARDILLO CHARITABLE FUND
245 MAIN STREETELLSWORTHME04605NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
DAY WORKER CENTER
406 MAIN ST SUITE 207WATSONVILLECA95076NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
DEERFIELD ACADEMY
PO BOX 87DEERFIELDMA013420306NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
DOCTORS WITHOUT BORDERS
PO BOX 1869MERRIFIELDVA221169644NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
EPILEPSY FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND
650 SUFFOLK STREET 405LOWELLMA01854NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$20,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$10,000
EQUSS ANAM CARA (DBA HORSE AND HEART RANCH)
5017 IRONWOOD DRSOQUELCA95073NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$300
ESSEX COUNTY GREENBELT
82 EASTERN AVENUE 405ESSEXMA01929NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
ESSEX COUNTY TRAIL ASSOCIATION
PO BOX 358HAMILTONMA01936NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
FAMILY CRISIS CENTER
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FAMILY ICE CENTER
PO BOX 6127FALMOUTHME04105NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$32,000
FAMILY PLANNING ASSOC OF MAINE
PO BOX 587AUGUSTAME04332NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
FARM & WILDERNESS
263 FARM WILDERNESS ROADPLYMOUTHVT050569434NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
FIRST CONGREGATIONAL CHURCH OF WASHINGTON CT
PO BOX 1285WASHINGTONCT06793NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
FOOD RUNNERS
2579 WASHINGTON STREETSAN FRANCISCOCA94115NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
FOOD RUNNERS
2579 WASHINGTON STREETSAN FRANCISCOCA94115NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
FOOD RUNNERS
2579 WASHINGTON STREETSAN FRANCISCOCA94115NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,819
FRENCH LIBRARY & CULTURAL CENTER
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FRIENDS FOREVER INTERNATIONAL
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FRIENDS OF CASCO BAY CAMPAIGN
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FRIENDS OF NAPA COUNTY ANIMAL SHELTER
PO BOX 715NAPACA94559NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC
112 SOHIER RDBEVERLYMA019155534NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
FRIENDS OF PORTLAND ADULT EDUCATION
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GIRLS INC OF THE CENTRAL COAST
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GLOUCESTER ADVENTURE
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GOOD SHEPARD FOOD BANK
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GOOD THEATER
76 CONGRESS STPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
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GREATER PORTLAND LANDMARKS
165 STATE STREETPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
GREEN MOUNTAIN HORSE ASSOCIATION
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GREY BEARS
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GULF OF MAINE RESEARCH INSTITUTE
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HABITAT FOR HUMANITY OF GREATER PORTLAND
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HABITAT FOR HUMANITY OF SANTA CRUZ COUNTY
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HAMILTON HOUSING AUTHORITY
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HAMILTON-WENHAM EDUCATION FUND
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HAWAII MARINE MAMMAL ALLIANCE
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HEAL THE BAY
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HEIFER PROJECT INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
HEIFER PROJECT INTERNATIONAL
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HISTORICAL SOCIETY OF FALMOUTH MAINE
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HOSPICE OF SOUTHERN MAINE
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IMMIGRANT LEGAL ADVOCACY
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INTEROOTS INITIATIVE
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IPSWICH FAMILY YMCA & ROWLEY CAMPUS CO GERRY BEAUCHAMP
110 COUNTY ROADIPSWICHMA01938NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
IRIS NETWORK
185 PARK AVEPORTLANDME04102NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
IUPUI
PO BOX 7072INDIANPOLISIN46207NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
JACKIE ROBINSON FOUNDATION
75 VARICK STREET 2ND FLNEW YORKNY100131917NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
JACOB'S HEART CHILDREN'S CANCER SUPPORT
680 W BEACH STWATSONVILLECA95076NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
JANE GOODALL INSTITUTE
1595 SPRING HILL ROAD 550VIENNAVA22182NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
JESSIE DANIEL BULLENS-CREWE FOUNDATION
254 FORESIDE ROADCUMBERLAND FORESIDEME044101124NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
JOHNNY MILLER CHAMP FOUNDATION
162 BONNIEBROOK DRNAPACA94558NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
JUILLIARD SCHOOL OF MUSIC
60 LINCOLN CENTER PLAZANEW YORKNY100236588NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
KATE RISLEY FOUNDATION
29 COLOMBUS AVENORTHAMPTONMA010604252NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
KAZU
100 BUILDING 201 ROOM 317SEASIDECA93955NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
KENTS HILL SCHOOL
1614 MAIN STREETKENTS HILLME04349NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
KIEVE AFFECTIVE EDUCATION INC
PO BOX 169NOBLEBOROME045550169NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
KIVA
875 HOWARD STREET SUITE 340SAN FRANCISCOCA94103NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
KONBIT SANTE CAP-HAITIEN HEALTH
295 SPRING STPORTLANDME04102NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
LAKE FOREST COLLEGE
555 NORTH SHERIDAN ROADLAKE FORESTIL60045NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
LAND TRUST OF SANTA CRUZ COUNTY
617 WATER STREETSANTA CRUZCA95060NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
LATINO JUSTICE PRLDEF
475 RIVERSIDE DR SUITE 1901NEW YORKNY10115NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
LIFE LAB SCIENCE PROGRAM
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LONG ISLAND COMMUNITY CENTER REVITALIZATION PROJECT
PO BOX 263LONG ISLANDME04050NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
LONG ISLAND LIBRARY
PO BOX 252LONG ISLANDME04050NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
LOON PRESERVATION COMM
183 LEES MILL RDMOULTONBOROUGHNH03254NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MADD
118 E JOHN CARPENTERIRVINGTX75062NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
MAINE ADAPTIVE SPORT AND RECREATION
8 SUNDANCE LANENEWRYME04261NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
MAINE AUDOBON SOCIETY
20 GISLAND FARM ROADFALMOUTHME04105NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
MAINE COAST HERITAGE TRUST
ONE MAIN STREETTOPSHAMME04086NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MAINE COLLEGE OF ART
522 CONGRESS STREETPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
MAINE FARMLAND TRUST
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MAINE HISTORICAL SOCIETY
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MAINE HUTS AND TRAILS
375 MAIN STREETKINGFIELDME04947NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
MAINE NARROW GAUGE RAILROAD & MUSEUM
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MAINE STATE MUSIC THEATRE
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MASSACHUSETTS AUDOBON SOCIETY
20 GISLAND FARM RDFALMOUTHME04105NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES STREETBOSTONMA02114NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MASSACHUSETTS SPECIAL OLYMPICS ASSOCIATION
512 FOREST STREETMALBOROUGHMA01752NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MEDIC ALERT FOUNDATION
101 LANDER AVENUETURLOCKCA95380NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
MERCY HOSPITAL
144 STATE STREETPORTLANDME041013795NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MMC
22 BRAMHALL STREETPORTLANDME04102NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
MMC
22 BRAMHALL STREETPORTLANDME04102NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
MONTSERRAT COLLEGE OF ART
23 ESSEX STREETBEVERLYMA01915NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
MOSS LANDING MARINE LAB
8272 MOSS LANDING RDMOSS LANDINGCA95039NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
MSPCA ANGELL HEADQUARTERS
350 SOUTH HUNTINGTON AVENUEBOSTONMA02130NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
MUSCULAR DYSTROPHY ASSOCIATION (MDA)
161 N CLARK SUITE 3550CHICAGOIL60601NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC
40 RECTOR ST 5TH FLOORNEW YORKNY10006NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$10,000
NAMI CAPE ANN CO NATIONAL ALLIANCE ON MENTAL ILLNESS
43 GLOUCESTER AVE ROOM 2AGLOUCESTERMA01931NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
NAPA HUMANE SOCIETY
3265 CALIFORNIA BLVDNAPACA94558NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
NAPA VALLEY COLLEGE FOUNDATION
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NAPA VALLEY COMMUNITY FOUNDATION
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NAPA VALLEY NURSERY SCHOOL
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NATIONAL CHILDREN'S CANCER SOCIETY
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NATIONAL OUTDOOR LEADERSHIP SCHOOL
288 MAIN STREETLANDERWY825203140NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,750
NATIVE ANIMAL RESCUE
1855 17TH AVESANTA CRUZCA95062NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$200
NATURAL RESOURCES COUNCIL OF MAINE
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NATURE CONSERVANCY (THE NATIONAL)
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NEW ENGLAND AQUARIUM CORPORATION
ONE CENTRAL WHARFBOSTONMA021103309NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
NEW ENGLAND CONSERVATORY OF MUSIC
290 HUNTINGTON AVENUEBOSTONMA021155018NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
NORTH BAY BMX
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NORTH SHORE COMMUNITY COLLEGE FOUNDATION
1 FERNCROFT ROADDANVERSMA01923NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
NORTH SHORE ELDER SERVICES INC
300 ROSEWOOD DRIVE SUITE 200DANVERMA019233581NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
NORTH SHORE HEALTH PROJECT
67 MIDDLE STREETGLOUCESTEMA019305763NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
NORTH SHORE UNITED WAY
100 CUMMINGS CENTER SUITE 231-CBEVERLYMA01915NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000341-D
NORTHEAST ARC
1 SOUTHSIDE ROADDANVERSMA01923NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
NORTHFIELD MOUNT HERMON SCHOOL
ONE LAMLIGHTER WAYMOUNT HERMONMA01354NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
OCEANSWIDE
68 MAIN STREETNEWCASTLEME04553NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$300
OPPORTUNITY ALLIANCE
50 LYDIA LANESOUTH PORTLANDME04106NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
OXFAM AMERICA
226 CAUSEWAY STBOSTONMA02114NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
PAJARO VALLEY LOAVES AND FISHES
150 SECOND STREETWATSONVILLECA95087NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,700
PEABODY ESSEX MUSEUM
161 ESSEX STREETSALEMMA01970NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
PINE STREET INN
444 HARRISON AVEBOSTONMA02118NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20077NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20077NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,819
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
1055 COMMONWEALTH AVENUEBOSTONMA022151001NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
PLANNED PARENTHOOD SANTA CRUZ
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PORTLAND COMMUNITY FREE CLINIC
103 INDIA STREETPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
PORTLAND LANDMARKS
93 HIGH STREETPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUAREPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
PORTLAND PUBLIC LIBRARY
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PORTLAND STAGE COMPANY
25A FOREST AVENUEPORTLANDME04104NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
PORTLAND SYMPHONY ORCHESTRA
50 MONUMENT SQUAREPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
PREBLE ST RESOURCE CTR HOMELESS SHELTER
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PROCTOR ACADEMY
PO BOX 500ANDOVERNH03216NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
PROJECT FEED CO WOODFORDS CHURCH
202 WOODFORD STREETPORTLANDME04103NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$10,000
PSR MAINE
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QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREETNAPACA94558NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
ROBERT LOUIS STEVENSON SCHOOL STEVENSON ANNUAL FUND
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ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
SAFE
PO BOX 206FREEPORTME04032NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
SALVATION ARMY
297 CUMBERLAND AVE PO BOX 3575PORTLANDME04104NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
SAN FRANCISCO BAYKEEPER
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SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORTATION
703 PACIFIC AVESANTA CRUZCA95060NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
SANTA CRUZ MONTESSORI
6230 SOQUEL DRAPTOSCA95003NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$8,038
SCHOLARSHIP FUND SCHOLARSHIP FOR MAINE IMMIGRANTS
PO BOX 281PORTLANDME04112NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
SCRAP
801 TOLAND STSAN FRANCISCOCA94124NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
SECOND HARVEST FOOD BANK
800 OHLONE PARKWAYWATSONVILLECA950767005NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,500
SEEDS OF PEACE
370 LEXINGTON AVENUE STE 1201NEW YORKNY10017NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$909
SERVICE DOG PROJECT
37 BOXFORD ROADIPSWICHMA01938NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$9,000
SMILE TRAIN INC
633 3RD AVENUE 9TH FLOORNEW YORKNY10017NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
SNOWMASS COMMUNITY FUND
PO BOX 5566SNOWMASS VILLAGECO81615NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
SOCIETY FOR THE PROTECTION OF NH FORESTS
54 PORTSMOUTH STREETCONCORDNH033019965NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
SOUTHERN MAINE AGENCY ON AGING
136 US ROUTE 1SCARBOROUGHME04074NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$3,000
SOUTHERN POVERTY LAW CENTER
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SPCA OF SANTA CRUZ
PO BOX 3800SANTA CRUZCA95063NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
ST FRANCIS WILDLIFE ASSOCIATION
PO BOX 38160TALLAHASSEEFL323158160NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
ST LAWRENCE ARTS CENTER
76 CONGRESS STREETPORTLANDME04101NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA943056105NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
STANFORD UNIVERSITY
DEVELOPMENT SERVICES PO BOX 20466STANFORDCA943090466NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
SURFRIDER FOUNDATION
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SUSAN B ANTHONY PROJECT
179 WATER STREETTORRINGTONCT067900846NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
TATE HOUSE MUSEUM
1267 WESTBROOK STPORTLANDME04102NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
THAYER SCHOOL OF ENGINEERING
14 ENGINEERING DRIVEHANOVERNH037559914NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA024582597NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$100
THE COLORADO COLLEGE ANNUAL FUND
PO BOX 1117COLORADO SPRINGSCO809019897NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,004
THE HAMILTON FOUNDATION CO TOWN HALL
PO BOX 429HAMILTONMA01936NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$4,000
THE NATURE CONSERVANCY OF CALIFORNIA
201 MISSION ST FL 4SAN FRANCISCOCA94105NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$8,500
THE OPEN DOOR PLACE OF HOSPITALITY INC
28 EMERSON AVENUEGLOUCESTERMA019302583NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
THE RIEKES CENTER FOR HUMAN ENHANCEMENT
3455 EDISON WAYMENLO PARKCA94025NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
THE UCSB FOUNDATION
UCSB FOUNDATION C/O UCSBSANTA BARBARACA931061130NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$455
TOYS FOR TOTS
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TROUT UNLIMITED SEBAGO CHAPTER
PO BOX 623YARMOUTHME04096NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
TROUT UNLIMITED STEINBECK COUNTRY CHAPTER
76 VALLE VISTACARMEL VALLEYCA93924NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,500
TRUSTEES OF RESERVATIONS
200 HIGH STREETBOSTONMA02110NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$4,000
UNIDOS US
1126 16TH ST NW SUITE 600WASHINGTON DCDC20036NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
UNITED STATES EQUESTRIAN FEDERATION
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UNITED WAY OF GREATER PORTLAND
PO BOX 15200PORTLANDME041125200NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREET MC-386URBANAIL61801NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
UNIVERSITY OF NEW ENGLAND GALLERY OF ART
716 STEVENS AVENUEPORTLANDME04103NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$250
UPPER VALLEY LAND TRUST
19 BUCK RDHANOVERNH037559914NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
VFW
406 W 34TH STREETKANSAS CITYMO64111NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
VITA VERDE NATURE EDUCATION
3540 LA HONDA ROADSAN GREGORIOCA94074NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
VNA HOME HEALTH CARE
144 STATE STREETPORTLANDME041019942NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
WALNUT AVE WOMEN'S CENTER
303 WALNUT AVENUESANTA CRUZCA95060NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
WASHINGTON COMMUNITY FUND
PO BOX 1213WASHINGTONCT067930213NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
WATSONVILLE WETLANDS WATCH
PO BOX 363FREEDOMCA95019NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$1,000
WELLSPRING HOUSE INC
302 ESSEX AVENUEGLOUCESTERMA01930NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$500
WENHAM HISTORICAL ASSOCIATION & MUSEUM
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WGBH EDUCATIONAL FOUNDATION
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WINDRUSH FARM THERAPEUTIC EQUITATION
479 LACY STREETNORTH ANDOVERMA01845NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$5,000
WORLD CENTRAL KITCHEN
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WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NWWASHINGTON DCSD20009NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,500
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$496
YWCA GREATER NEWBURYPORT
13 MARKET STREETNEWBURYPORTMA01950NONEPCFOR ORGANIZATION'S EXEMPT PURPOSES$2,000
BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVENUEBOSTONMA02115NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$5,000
EL PAJARO COMMUNITY DEVELOPMENT CORPORATION
23 EAST BEASCH STREETWATSONVILLECA95076NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,400
FROM THE TOP
PO BOX 845429BOSTONMA02284NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$250
HABITAT FOR HUMANITY
14 PARK STREETDANVERSMA01923NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$2,000
MAINE CANCER FOUNDATION
170 US ROUTE 1FALMOUTHME04105NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
MAINE MEDICAL CENTER
22 BRAMHALL STREETPORTLANDME04104NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
MENTIS NAPA'S CENTER FOR MENTAL HEALTH SERVICES
709 FRANKLIN STREETNAPACA94559NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$2,500
NATURE CONSERVANCY THE (MAINE)
14 MAINE STREETBRUNSWICKME04011NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$10,000
PORTLAND OVATIONS
PO BOX 17573PORTLANDME04112NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
PRESENTATION SCHOOL
20872 BROADWAYSONOMACA95476NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$5,000
SONOMA ASHRAM FOUNDATION
PO BOX 950SONOMACA95476NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$2,000
STEEP ROCK ASSOCIATION
PO BOX 279WASHINGTON DEPOTME06794NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
VILLAGE BICYCLE PROJECT
1915 11TH AVENUE EASTSEATTLEWA98102NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
WASHINGTON WARREN FOOD BANK
7 SACKETT HILL ROADWARRENCT06754NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
784 HERCULES DRCOLCHESTERVT05440NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,000
BIG BEND HOSPICE FOUNDATION
1723 MAHAN CENTER BOULEVARDTALLAHASSEEFL32308NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$1,927
EPILEPSY FOUNDATION
3540 CRAIN HIGHWAYBOWIEMD20716NONEPCFOR ORANIZATION'S EXEMPT PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$619,345TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$264,416ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,851ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$300,267ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$300,267TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,937Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,937DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FRANKLIN TOTAL RETURN FD ADV DTD 06/20/84$289,802$295,021
FRK LIBERTY SHORT DURATION US GOVT ETF$608,275$593,733
ISHARES INTERMIDIATE TERM CORP BOND ETF$136,029$151,139
VANGUARD INTERMIDIATE TERM BOND FUND$175,221$181,812
VANGUARD S/T INVEST GR ADM DTD 9/1/2009$279,269$281,285

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIR PRODUCTS & CHEMICALS INC$96,499$136,917
AMERICAN WATER WORKS CO INC$150,830$321,062
ANALOG DEVICES INC$139,067$364,722
APPLE INC$37,463$710,280
ASTRAZENECA PLC SPONS ADR$135,641$221,350
BANK OF AMERICA CORP$295,436$413,757
BLACKROCK INC$55,113$274,668
CHEVRON CORP$46,499$67,476
CISCO SYSTEMS INC$141,687$358,040
COMACAST CORP CL A$98,513$150,990
CONSTELLATION BRANDS INC CL A$83,012$119,211
CROWN CASTLE INTERNATIONAL CORP$339,755$410,174
CVS HEALTH CORP$99,820$196,004
DOMINION ENERGY INC$199,201$219,968
DUKE ENERGY CORP$144,614$173,085
ECOLAB INC$88,176$117,295
HONEYWELL INTL INC$159,405$229,361
J P MORGAN CHASE & CO$197,881$490,885
JOHNSON & JOHNSON CO$197,126$256,605
MCDONALD'S CORP$125,696$187,649
MEDTRONIC PLC$139,395$175,865
MERCK & CO INC$261,005$321,888
MICROCHIP TECHNOLOGY INC$66,973$400,476
MICROSOFT CORP$154,953$1,177,120
MORGAN STANLEY$150,870$304,296
NESTLE S A SPONSORED ADR REPSTG REG SH$173,017$421,110
NEXTERA ENERGY INC$289,064$634,848
PEPSICO INC$157,552$243,194
PFIZER INC$158,014$295,250
PROCTER & GAMBLE CO$142,469$245,370
RAYTHEON CO NEW$46,236$55,939
STARBUCKS CORP$179,195$327,516
TARGET CORP$90,360$300,872
TELUS CORP$180,623$235,700
TEXAS INSTRUMENTS INC$202,020$339,246
UNITEDHEALTH GROUP INC$101,507$213,410
VERIZON COMMUNICATIONS INC$99,099$93,528
WALMART INC$174,596$274,911
NUVEEN PREFERRED SECURITIES FUND DTD 8/1/2019$150,000$148,986
ARES MANAGEMENT CORP CL A$94,957$138,159
EATON CORP PLC$96,587$120,974
HUNTSMAN CORP$92,788$115,104
STANLEY BLACK & DECKER INC$44,615$47,155

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFRANKLIN K2 ALTERNATIVE STGIES FUND CL ZCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$821,286BookValueAmt
EOYFMV$906,623EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
MUTUAL FUNDS CASH ADJUSTMENT$1,200
RETRUN OF CAPITAL ADJUSTMENT$2,514

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$197RevenueAndExpensesPerBooksAmt
Net Investment Income$197NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCOUNTING ADJUSTMENTDesc
Amt$1,533Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENTS MANAGEMENT FEES$64,809$51,847$12,962
ANNUAL FILING FEE$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,308Amt
Net Investment Income$4,308NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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