BETA

FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-05
IRS object ID
202241259349100034
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)
Return2022-05-05T10:34:27-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstOWENPersonFirstNm
Person LastWELLSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRK PURVISPreparerPersonNm
PTINP00439837PTIN
Phone2073527600PhoneNum
Preparation2022-05-03PreparationDt

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$8,191,603FMVAssetsEOYAmt
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$98,824DividendsRevAndExpnssAmt
Dividends Net Invst Incm$98,824DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$145,908NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$833,252GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$687,344CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$244,734TotalRevAndExpnssAmt
Total Net Invst Incm$786,170TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$83,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$62,250CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$335LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$85LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,840AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$710AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,130AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44,478OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$36,978OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,053TaxesRevAndExpnssAmt
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$3,812TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$953TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,859TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$600PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$150PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$450PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,846OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$712OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,134OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$154,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$81,323TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$473,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$473,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$628,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$554,823TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$383,730ExcessRevenueOverExpensesAmt
Net Investment Income$724,582NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$501,519SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$404,111SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$404,111SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$98,859USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,600,948CorporateStockBOYAmt
Corporate Stock EOY$1,374,901CorporateStockEOYAmt
Corporate Stock EOYFMV$5,597,626CorporateStockEOYFMVAmt
Corporate Bonds BOY$145,972CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$1,177,291OtherInvestmentsBOYAmt
Other Investments EOY$1,367,982OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,189,866OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,524,589TotalAssetsBOYAmt
Total Assets EOY$3,146,994TotalAssetsEOYAmt
Total Assets EOYFMV$8,191,603TotalAssetsEOYFMVAmt
Accounts Payable BOY$543AccountsPayableBOYAmt
Accounts Payable EOY$591AccountsPayableEOYAmt
Total Liabilities BOY$543TotalLiabilitiesBOYAmt
Total Liabilities EOY$591TotalLiabilitiesEOYAmt
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$3,524,046RetainedEarningBOYAmt
Retained Earning EOY$3,146,403RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,524,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,146,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,524,589TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,146,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,524,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$383,730ExcessRevenueOverExpensesAmt
Other Increases$6,087OtherIncreasesAmt
Subtotal$3,146,403SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,146,403TotNetAstOrFundBalancesEOYAmt

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$833,252GrossSalesPriceAmt
Cost Or Other Basis$145,908CostOrOtherBasisAmt
Gain Or Loss$687,344GainOrLossAmt
Gains Minus Excess Or Losses$687,344GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$687,344CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,072InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,072SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,072TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,272TaxDueAmt

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 BooksJENNIFER COOKIndividualWithBooksNm
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 FISHER COLES
PO BOX 17513PORTLANDME04112TRUSTEE/PRESIDENT1.00$14,000$0$0
OWEN W WELLS
PO BOX 17513PORTLANDME04112TRUSTEE/CLERK1.00$14,000$0$0
MEG BAXTER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
HENRY L P SCHMELZER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$13,000$0$0
CRAIG N DENEKAS
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
ARIE FISHER COLES
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$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$7,184,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$343,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,527,154TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,527,154AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,907CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,414,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$370,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$370,712MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,072TaxBasedOnInvestmentIncomeAmt
Total Tax$10,072TotalTaxAmt
Distributable Before Adj$360,640DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$360,640DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$360,640DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$554,823ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$554,823QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$360,640DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$245,966ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$234,547ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$287,245ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$352,739ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$245,803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,366,300TotalExcessDistributionCyovAmt
Qualifying Distributions$554,823QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$360,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$194,183RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,560,483TotalCorpusAmt
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$245,966ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,314,517ExcessDistriCyovToNextYrAmt
Excess From Year4$234,547ExcessFromYear4Amt
Excess From Year3$287,245ExcessFromYear3Amt
Excess From Year2$352,739ExcessFromYear2Amt
Excess From Year1$245,803ExcessFromYear1Amt
Excess From Current Year$194,183ExcessFromCurrentYearAmt

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 MaterialsAPPLICATIONS MAY BE OBTAINED BY CALLING THE FOUNDATION AT (207) 253-1568 OR VIA EMAIL: JENNIFER@FISHERCHARITABLEFOUNDATION.ORGFormAndInfoAndMaterialsTxt
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 (85 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
AROOSTOOK ASPIRATIONS INITIATIVE
26 NORTH STREET BOX 138PRESQUE ISLEME04769PUBLICGENERAL OPERATING SUPPORT$5,000
BANGOR SYMPHONY ORCHESTRA
PO BOX 1441BANGORME044021441PUBLICGENERAL OPERATING SUPPORT$5,000
BAY CHAMBER CONCERTS
PO BOX 599ROCKPORTME04856PUBLICGENERAL OPERATING SUPPORT$2,000
BIG BROTHERS BIG SISTERS OF MID-MAINE
66 ELM STREET SUITE 100CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE
625 MAIN STREETWESTBROOKME04092PUBLICGENERAL OPERATING SUPPORT$5,000
CHILDREN'S MUSEUM & THEATRE OF MAINE
PO BOX 4041PORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$2,500
COMMUNITY CONCEPTS
240 BATES STREETLEWISTONME04240PUBLICGENERAL OPERATING SUPPORT$10,000
COMMUNITY DENTAL
366 US ROUTE ONEFALMOUTHME04105PUBLICGENERAL OPERATING SUPPORT$10,000
DEMPSEY CENTER
778 MAIN STREETSOUTH PORTLANDME04106PUBLICGENERAL OPERATING SUPPORT$5,000
DOWNEAST COMMUNITY PARTNERS
248 BUCKSPORT ROADELLSWORTHME04605PUBLICGENERAL OPERATING SUPPORT$15,000
FARNSWORTH ART MUSEUM
16 MUSEUM STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$5,000
FIDELCO GUIDE DOG FOUNDATION
103 VISION WAYBLOOMFIELDCT06002PUBLICGUIDE DOG PARTNERSHIP PROGRAM IN MAINE$2,000
FRIENDS OF CASCO BAY
43 SLOCUM DRIVESOUTH PORTLANDME04106PUBLICGENERAL OPERATING SUPPORT$3,000
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
IRIS NETWORK
189 PARK AVENUEPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$4,000
ISLAND INSTITUTE
PO BOX 648ROCKLANDME048410648PUBLICGENERAL OPERATING SUPPORT$6,000
KNOX COUNTY HOMELESS COALITION
PO BOX 1696ROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$10,000
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME043307040PUBLICGENERAL OPERATING SUPPORT$10,000
MAINE DISCOVERY MUSEUM
74 MAIN STREETBANGORME04401PUBLICGENERAL OPERATING SUPPORT$2,500
MAINE HISTORICAL SOCIETY
489 CONGRESS STREETPORTLANDME041013498PUBLICGENERAL OPERATING SUPPORT$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$15,000
MAINE SEACOAST MISSION
127 WEST STREETBAR HARBORME04609PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE STATE MUSIC THEATRE
22 ELM STREETBRUNSWICKME04011PUBLICGENERAL OPERATING SUPPORT$2,500
MERRYSPRING NATURE CENTER
PO BOX 893CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
METHODIST CONFERENCE HOME
46 SUMMER STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$5,000
MID-COAST RECOVERY COALITION
PO BOX 1002CAMDENME04843PUBLICADDICTION RECOVERY 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
OGUNQUIT MUSEUM OF AMERICAN ART
PO BOX 815OGUNQUITME03907PUBLICGENERAL OPERATING SUPPORT$2,500
OGUNQUIT PLAYHOUSE
PO BOX 915OGUNQUITME03907PUBLICGENERAL OPERATING SUPPORT$2,500
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 STAGE COMPANY
PO BOX 1458PORTLANDME04104PUBLICGENERAL OPERATING SUPPORT$5,000
PORTLAND SYMPHONY ORCHESTRA
50 MONUMENT SQUARE 2ND FLOORPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$10,000
PREBLE STREET
38 PREBLE STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
SAFE VOICES
PO BOX 713AUBURNME042120713PUBLICGENERAL OPERATING SUPPORT$5,000
SALVATION ARMY NORTHERN NEW ENGLAND DIVISION
PO BOX 3647PORTLANDME04104PUBLICGENERAL OPERATING SUPPORT$4,000
SHALOM HOUSE INC
106 GILMAN STREETPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$5,000
SOUTHERN MAINE AGENCY ON AGING
136 US ROUTE ONESCARBOROUGHME04074PUBLICGENERAL 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
UNITED WAY OF AROOSTOOK
830 MAIN STREET BOX 4PRESQUE ISLEME04769PUBLICGENERAL OPERATING SUPPORT$15,000
A CLIMATE TO THRIVE
PO BOX 75MOUNT DESERTME04660PUBLICCLIMATE SOLUTIONS EDUCATION PROGRAMS$2,500
APEX YOUTH CONNECTION
PO BOX 783BIDDEFORDME04005PUBLICCONNECT YOUTH WITH THEIR COMMUNITIES$5,000
AROOSTOOK COUNTY ACTION PROGRAM INC
771 MAIN STREETPRESQUE ISLEME04769PUBLICTRAVELING TOTES PROGRAM$5,000
ATLANTIC CHALLENGE FOUNDATION FBO THE APPRENTICESHOP
655 MAIN STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$2,500
BANGOR HUMANE SOCIETY
693 MT HOPE AVENUEBANGORME04401PUBLICFENCE AND SHED PROJECT$2,500
CHALLENGER LEARNING CENTER OF MAINE
30 VENTURE WAYBANGORME04401PUBLICGIVE STUDENTS THE CHANCE TO BECOME ASTRONAUTS AND ENGINEERS$2,500
COMMON THREADS OF MAINE
90 BRIDGE STREET SUITE 305WESTBROOKME04092PUBLICTEXTILE WORK TRAINING$7,500
CULTIVATING COMMUNITY
PO BOX 3792PORTLANDME04104PUBLICCOMMUNITY GARDENS$10,000
DOWNEAST LAKES LAND TRUST
4 WATER STREETGRAND LAKE STREAMME04668PUBLICCOMMUNITY FOREST EDUCATION PROGRAM$2,500
EASTERN AREA AGENCY ON AGING
240 STATE STREETBREWERME04412PUBLICWHEELS ON MEALS PROGRAM$5,000
ELDER ABUSE INSTITUTE OF MAINE
135 MAIN STREET SUITE A 152BRUNSWICKME04011PUBLICGENERAL OPERATING SUPPORT$5,000
ELLSWORTH COMMUNITY MUSIC INSTITUTE
PO BOX 56ELLSWORTHME04605PUBLICWEBSITE REDESIGN$2,000
FIRST AMENDMENT MUSEUM AT THE GANNETT HOUSE
184 STATE STREETAUGUSTAME04330PUBLICFIELD TRIPS TO THE MUSEUM$2,500
FOUNDATION FOR PORTLAND PUBLIC SCHOOLS
353 CUMBERLAND AVENUEPORTLANDME04101PUBLICFAMILIES IN CRISIS PROGRAM$2,000
FRIENDS OF SEGUIN ISLAND
72 FRONT STREETBATHME04530PUBLICREPLACE THE LIGHT STATION'S MAIN HOUSE ROOF$3,000
GREATER PORTLAND IMMIGRANT WELCOME CENTER
24 PREBLE STREET 3RD 4TH FLOORSPORTLANDME04101PUBLICIMMIGRATION BUSINESS HUB PROGRAM$5,000
HABITAT FOR HUMANITY 7 RIVERS MAINE
126 MAIN STREET SUITE 1TOPSHAMME04086PUBLICWEATHERIZATION AND REPAIR PROGRAM$10,000
HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
PO BOX 518DEER ISLEME04627PUBLICCREATIVE STEAM AFTERSCHOOL PROGRAM$2,500
HUMANE SOCIETY WATERVILLE AREA
100 WEBB ROADWATERVILLEME04901PUBLICHELP SHELTER DOGS GET ADOPTED$2,000
HURRICANE ISLAND OUTWARD BOUND SCHOOL
PO BOX 800CAMDENME04843PUBLICPINNACLE PARTNERS PROGRAM$5,000
JEFFERSON AREA COMMUNITY FOOD PANTRY
PO BOX 208JEFFERSONME04348PUBLICPURCHASE IN-DATE MEAT FOR THE PANTRY$1,500
LIFEFLIGHT FOUNDATION
PO BOX 899CAMDENME04843PUBLICPURCHASE A THIRD HELICOPTER$15,000
LOCKER PROJECT
PO BOX 3134PORTLANDME04104PUBLICPROVIDE ACCESS TO FRESH PRODUCE$5,000
MAINE FARMLAND TRUST
97 MAIN STREETBELFASTME04915PUBLICFARM FRESH REWARDS PROGRAM$5,000
MAINE YOUTH ALLIANCE DBA THE GAME LOFT
78A MAIN STREETBELFASTME04915PUBLICREACH OUT TO ME PROGRAM$1,500
MIDCOAST COMMUNITY ALLIANCE
4 OLD BRUNSWICK ROADBATHME04530PUBLICMIDCOAST YOUTH CENTER$2,500
MIDCOAST HUMANE
190 PLEASANT STREETBRUNSWICKME04011PUBLICHELP KEEP PETS IN THEIR HOMES$2,000
MSAD 7 FBO NORTH HAVEN COMMUNITY SCHOOL
93 PULPIT HARBOR ROADNORTH HAVENME04853PUBLICSPRING PRODUCTION OF "MAMMA MIA!"$2,500
RANGELEY REGION HEALTH & WELLNESS PARTNERSHIP
PO BOX 722RANGELEYME04970PUBLICBEHAVIORAL HEALTH COORDINATION SERVICES$5,000
RICE PUBLIC LIBRARY
8 WENTWORTH STREETKITTERYME03904PUBLICRENOVATE AND EXPAND THIS HISTORIC LIBRARY$5,000
ROBBIE FOUNDATION
PO BOX 1534SCARBOROUGHME04070PUBLICADAPTIVE EQUIPMENT/ASSISTIVE TECHNOLOGY/THERAPY TREATMENT$5,000
SOMALI BANTU COMMUNITY ASSOCIATION
145 PIERCE STREET SUITE 101LEWISTONME04240PUBLICPURCHASE A TRACTOR$10,000
TUMBLEHOME INC
201 NEWBURY STREETBOSTONME02116PUBLICEDUCATION RESOURCES ABOUT THE ROLE OF SEABIRDS$2,500
WALDO COUNTY WOODSHED
PO BOX 401BELFASTME04915PUBLICFIREWOOD FOR PEOPLE IN NEED$5,000
WHISKA HOUSE
126 WESTERN AVENUE SUITE 170AUGUSTAME04330PUBLICGENERAL OPERATING SUPPORT$1,000
WOMEN FOR HEALTHY RURAL LIVING
PO BOX 463MILBRIDGEME04658PUBLICINCREDIBLE EDIBLE MILBRIDGE$5,000
WOOD ISLAND LIFE SAVING STATION
PO BOX 11KITTERY POINTME03905PUBLICRESTORE AND REPURPOSE THE STATION AS A MUSEUM$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$473,500TotalGrantOrContriPdDurYrAmt
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$98,824ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$145,908ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$244,734ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$244,734TotalIncomeProducingActyAmt

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$2,840Amt
Net Investment Income$710NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,130DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,374,901EOYBookValueAmt
EOYFMV$5,597,626EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,367,982BookValueAmt
EOYFMV$2,189,866EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$335LegalFeesAmt
Net Investment Income$85NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$120$30$90
INSURANCE$698$175$523
POSTAGE$1,773$443$1,330
OUTSIDE CONTRACT SERVICES$75$19$56
MISCELLANEOUS$180$45$135

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER CHANGES IN NET ASSETSDesc
Amt$6,087Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$34,478$34,478$0
ADMINISTRATIVE FEES$10,000$2,500$7,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$12,053Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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