STEPHEN & TABITHA KING FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STEPHEN & TABITHA KING FOUNDATION (EIN 13-3364647)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202203159349101000
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)
Return2022-11-11T08:09:01-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133364647EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN & TABITHA KING FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone2125038800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO CBIZ MP LLP 685 3RD AVE 4TH FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN KINGPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2125038800PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastKINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH GIAMPAPAPreparerPersonNm
PTINP01073462PTIN
Phone2125038800PhoneNum

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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,935,074FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,185,050ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$425InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$425InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$513,304DividendsRevAndExpnssAmt
Dividends Net Invst Incm$513,304DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$404,806NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,296,859GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$404,806CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,765OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11,765OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,115,350TotalRevAndExpnssAmt
Total Net Invst Incm$930,300TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$160,951OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$160,951OthEmplSlrsWgsDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,352OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,499OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,853OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$77,716TaxesRevAndExpnssAmt
Taxes Net Invst Incm$135TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$68,081TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$126,519DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$90,944OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$90,944OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$464,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$324,829TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,599,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,599,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,063,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,634TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,924,129TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,051,568ExcessRevenueOverExpensesAmt
Net Investment Income$926,666NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,995,548SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,919SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,919SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$14,187,274CorporateStockBOYAmt
Corporate Stock EOY$20,587,605CorporateStockEOYAmt
Corporate Stock EOYFMV$20,076,465CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,793,466LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$126,519LandBldgEquipAccumDeprecAmt
Land BOY$26LandBOYAmt
Land EOY$3,666,947LandEOYAmt
Land EOYFMV$3,666,947LandEOYFMVAmt
Other Assets BOY$48,464OtherAssetsBOYAmt
Other Assets EOY$179,743OtherAssetsEOYAmt
Other Assets EOYFMV$179,743OtherAssetsEOYFMVAmt
Total Assets BOY$19,231,312TotalAssetsBOYAmt
Total Assets EOY$24,446,214TotalAssetsEOYAmt
Total Assets EOYFMV$23,935,074TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$155,479OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$155,479TotalLiabilitiesEOYAmt
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$19,231,312RetainedEarningBOYAmt
Retained Earning EOY$24,290,735RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,231,312TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,290,735TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,231,312TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,446,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,231,312TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,051,568ExcessRevenueOverExpensesAmt
Other Increases$7,855OtherIncreasesAmt
Subtotal$24,290,735SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,290,735TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (150 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HOME DEPOT INCP2021-09-142021-12-21$2,330$1,996$334$334
UNITEDHEALTH GROUP INCP2021-09-142021-12-21$2,430$2,065$365$365
UNITEDHEALTH GROUP INCP2021-09-222021-12-21$486$411$75$75
UNITEDHEALTH GROUP INCP2021-10-012021-12-21$1,458$1,172$286$286
VERIZON COMMUNICATIONS INCP2021-09-222021-12-21$213$217-$4-$4
VERIZON COMMUNICATIONS INCP2021-10-042021-12-21$6,060$6,196-$136-$136
VERIZON COMMUNICATIONS INCP2021-11-022021-12-21$2,126$2,110$16$16
VERIZON COMMUNICATIONS INCP2021-11-152021-12-21$2,764$2,720$44$44
MERCK & CO. INC.P2021-09-142021-12-21$4,005$3,825$180$180
MERCK & CO. INC.P2021-09-222021-12-21$302$288$14$14
MERCK & CO. INC.P2021-10-042021-12-21$2,645$2,923-$278-$278
MERCK & CO. INC.P2021-10-062021-12-21$982$1,047-$65-$65
CITIGROUP INCP2021-09-142021-12-21$1,601$1,870-$269-$269
CITIGROUP INCP2021-09-222021-12-21$356$413-$57-$57
CITIGROUP INCP2021-10-012021-12-21$1,601$1,930-$329-$329
ASML HOLDING NV-NY REG SHSP2021-09-142021-12-21$5,417$6,220-$803-$803
ASML HOLDING NV-NY REG SHSP2021-10-012021-12-21$3,095$2,948$147$147
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-12-102021-12-10$31,990$31,825$165$165
AB GLOBAL BOND - IP2019-12-102021-12-10$21,980$22,457-$477-$477
VERIZON COMMUNICATIONS INCP2021-09-152021-12-06$869$927-$58-$58
VERIZON COMMUNICATIONS INCP2021-09-222021-12-06$51$54-$3-$3
ABBOTT LABORATORIESP2021-09-142021-11-24$1,247$1,273-$26-$26
AMAZON.COM INCP2021-09-142021-11-24$7,145$6,901$244$244
ASML HOLDING NV-NY REG SHSP2021-09-142021-11-24$1,599$1,777-$178-$178
ANTHEM INCP2021-09-142021-11-24$2,125$1,828$297$297
APPLE INCP2021-09-142021-11-24$7,409$6,838$571$571
COSTCO WHOLESALE CORPP2021-09-142021-11-24$1,097$916$181$181
GOLDMAN SACHS GROUP INCP2021-09-142021-11-24$2,397$2,423-$26-$26
HOME DEPOT INCP2021-09-142021-11-24$1,644$1,330$314$314
JPMORGAN CHASE & COP2021-09-142021-11-24$1,839$1,725$114$114
LOWE'S COS INCP2021-09-142021-11-24$1,768$1,430$338$338
MICROSOFT CORPP2021-09-142021-11-24$9,091$8,110$981$981
NIKE INC -CL BP2021-09-142021-11-24$1,204$1,112$92$92
PULTEGROUP INCP2021-09-142021-11-24$1,161$1,038$123$123
COMCAST CORP-CLASS AP2021-09-142021-11-24$1,349$1,463-$114-$114
MASTERCARD INC - AP2021-09-142021-11-24$1,357$1,391-$34-$34
CIENA CORPP2021-09-142021-11-24$918$798$120$120
MERCK & CO. INC.P2021-09-142021-11-24$2,799$2,454$345$345
GENERAL MOTORS COP2021-09-142021-11-24$1,750$1,423$327$327
CITIGROUP INCP2021-09-142021-11-24$2,499$2,563-$64-$64
CUBESMARTP2021-09-142021-11-24$1,151$1,109$42$42
CBRE GROUP INC - AP2021-09-142021-11-24$1,980$1,839$141$141
META PLATFORMS INC-CLASS AP2021-09-142021-11-24$2,383$2,635-$252-$252
KEYSIGHT TECHNOLOGIES INP2021-09-142021-11-24$2,187$1,960$227$227
ALPHABET INC-CL CP2021-09-142021-11-24$5,868$5,752$116$116
HUBBELL INCP2021-09-142021-11-24$2,497$2,303$194$194
HUBBELL INCP2021-10-012021-11-24$4,162$3,625$537$537
KNIGHT-SWIFT TRANSPORTATIONP2021-09-142021-11-24$1,165$1,024$141$141
BROADCOM INCP2021-09-142021-11-24$2,774$2,508$266$266
ARES MANAGEMENT CORP - AP2021-09-142021-11-24$1,435$1,338$97$97
CIGNA CORPP2021-09-142021-11-24$1,055$1,029$26$26
BROOKFIELD RENEWABLE COR-AP2021-09-142021-11-24$2,533$2,868-$335-$335
BROOKFIELD RENEWABLE COR-AP2021-10-012021-11-24$1,080$1,127-$47-$47
BROOKFIELD RENEWABLE COR-AP2021-11-022021-11-24$1,416$1,603-$187-$187
BROOKFIELD RENEWABLE COR-AP2021-11-122021-11-24$1,528$1,642-$114-$114
QUALCOMM INCP2021-09-142021-11-24$359$286$73$73
QUALCOMM INCP2021-10-012021-11-24$539$386$153$153
TARGET CORPP2021-09-142021-11-24$992$972$20$20
3M COP2021-09-142021-11-24$178$183-$5-$5
3M COP2021-09-282021-11-24$356$361-$5-$5
3M COP2021-10-012021-11-24$9,073$9,023$50$50
3M COP2021-11-022021-11-24$3,380$3,457-$77-$77
3M COP2021-11-152021-11-24$3,914$4,030-$116-$116
UNITEDHEALTH GROUP INCP2021-09-142021-11-24$1,799$1,652$147$147
WALMART INCP2021-09-142021-11-24$2,485$2,462$23$23
AB SUST INTL THEMATIC - ADVP2021-09-132021-11-24$29,800$30,671-$871-$871
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-12-102021-11-24$675,605$676,044-$439-$439
AB GLOBAL BOND - IP2019-12-102021-11-24$686,680$689,118-$2,438-$2,438
AB BOND INFLATION STRATEGY CLASS 2P2021-11-122021-11-24$70,720$71,200-$480-$480
AB GLOBAL CORE EQUITY-ADP2021-09-132021-11-24$38,750$38,793-$43-$43
PAYPAL HOLDINGS INCP2021-09-142021-11-23$566$844-$278-$278
PAYPAL HOLDINGS INCP2021-09-222021-11-23$189$272-$83-$83
PAYPAL HOLDINGS INCP2021-10-012021-11-23$2,453$3,435-$982-$982
PAYPAL HOLDINGS INCP2021-11-022021-11-23$1,321$1,603-$282-$282
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-12-102021-11-01$247,070$246,270$800$800
AB GLOBAL BOND - IP2019-07-262021-11-01$109$110-$1-$1
AB GLOBAL BOND - IP2019-09-042021-11-01$7,517$7,730-$213-$213
AB GLOBAL BOND - IP2019-10-022021-11-01$6,868$7,030-$162-$162
AB GLOBAL BOND - IP2019-11-042021-11-01$7,754$7,910-$156-$156
AB GLOBAL BOND - IP2019-12-032021-11-01$7,365$7,486-$121-$121
AB GLOBAL BOND - IP2019-12-062021-11-01$51,402$51,523-$121-$121
AB GLOBAL BOND - IP2019-07-022021-11-01$8,497$8,578-$81-$81
AB GLOBAL BOND - IP2019-08-022021-11-01$7,375$7,480-$105-$105
AB GLOBAL BOND - IP2019-12-102021-11-01$135,049$135,368-$319-$319
GAP INC/THEP2021-09-142021-10-25$2,112$2,262-$150-$150
GAP INC/THEP2021-10-012021-10-25$3,460$3,622-$162-$162
QUALCOMM INCP2021-09-142021-10-25$2,778$2,999-$221-$221
3M COP2021-09-142021-10-25$4,004$4,016-$12-$12
VERIZON COMMUNICATIONS INCP2021-09-152021-10-25$4,995$5,177-$182-$182
CITIGROUP INCP2021-09-142021-10-25$4,605$4,503$102$102
FACEBOOK INC-CLASS AP2021-09-142021-10-25$3,584$4,141-$557-$557
PAYPAL HOLDINGS INCP2021-09-142021-10-25$2,487$2,814-$327-$327
ELECTRONIC ARTS INCP2021-09-142021-10-22$1,848$1,884-$36-$36
ELECTRONIC ARTS INCP2021-09-282021-10-22$853$799$54$54
ELECTRONIC ARTS INCP2021-10-012021-10-22$2,558$2,566-$8-$8
ASML HOLDING NV-NY REG SHSP2021-09-142021-10-13$744$889-$145-$145
ANTHEM INCP2021-09-142021-10-13$751$731$20$20
APPLE INCP2021-09-142021-10-13$1,544$1,635-$91-$91
MICROSOFT CORPP2021-09-142021-10-13$2,071$2,103-$32-$32
3M COP2021-09-142021-10-13$533$548-$15-$15
CITIGROUP INCP2021-09-142021-10-13$909$901$8$8
FACEBOOK INC-CLASS AP2021-09-142021-10-13$650$753-$103-$103
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-08-202021-10-13$75$76-$1-$1
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-09-202021-10-13$11,772$11,727$45$45
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-10-182021-10-13$9,477$9,435$42$42
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-11-202021-10-13$10,520$10,493$27$27
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-12-102021-10-13$47,715$47,499$216$216
AB GLOBAL BOND - IP2019-01-022021-10-13$1,117$1,076$41$41
AB GLOBAL BOND - IP2019-01-032021-10-13$7,492$7,218$274$274
AB GLOBAL BOND - IP2019-02-042021-10-13$11,413$11,158$255$255
AB GLOBAL BOND - IP2019-03-042021-10-13$9,221$9,025$196$196
AB GLOBAL BOND - IP2019-04-022021-10-13$9,876$9,771$105$105
AB GLOBAL BOND - IP2019-05-022021-10-13$11,175$11,070$105$105
AB GLOBAL BOND - IP2019-06-042021-10-13$12,020$11,991$29$29
AB GLOBAL BOND - IP2019-07-022021-10-13$966$973-$7-$7
ELI LILLY & COP2021-09-152021-10-06$1,366$1,417-$51-$51
DOLLAR GENERAL CORPP2021-09-142021-10-05$4,347$4,526-$179-$179
S&P GLOBAL INCP2021-09-142021-10-05$2,980$3,158-$178-$178
TESLA INCP2021-09-142021-10-05$779$741$38$38
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-10-01$182,236$170,283$11,953$11,953
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-312021-10-01$4,302$4,039$263$263
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-01-182021-10-01$9,354$8,788$566$566
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-01-292021-10-01$193$182$11$11
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-02-202021-10-01$13,276$12,593$683$683
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-03-202021-10-01$13,059$12,471$588$588
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-04-182021-10-01$15,528$14,859$669$669
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-04-262021-10-01$138$132$6$6
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-05-202021-10-01$14,382$13,846$536$536
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-06-202021-10-01$15,136$14,854$282$282
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-07-192021-10-01$12,018$11,771$247$247
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2019-08-202021-10-01$10,138$10,119$19$19
AB GLOBAL BOND - IP2018-12-262021-10-01$291,543$278,213$13,330$13,330
AB GLOBAL BOND - IP2019-01-022021-10-01$317$304$13$13
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-09-13$351,485$326,122$25,363$25,363
AB GLOBAL BOND - IP2018-12-262021-09-13$335,025$317,105$17,920$17,920
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-08-26$23,615$21,953$1,662$1,662
AB GLOBAL BOND - IP2018-12-262021-08-26$26,385$24,974$1,411$1,411
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-08-18$28,000$25,996$2,004$2,004
AB GLOBAL BOND - IP2018-12-262021-08-18$47,000$44,383$2,617$2,617
AB GLOBAL BOND - IP2018-12-262021-08-13$2$2$0$0
AB GLOBAL BOND - IP2018-12-262021-07-22$13,602$12,860$742$742
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-06-18$1,107,065$1,035,113$71,952$71,952
AB GLOBAL BOND - IP2018-12-202021-06-18$68,278$65,236$3,042$3,042
AB GLOBAL BOND - IP2018-12-262021-06-18$1,024,657$977,809$46,848$46,848
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-05-13$39,360$37,257$2,103$2,103
AB GLOBAL BOND - IP2018-12-202021-05-13$47,640$46,003$1,637$1,637
AB GLOBAL BOND - IP2018-12-202021-05-06$13,000$12,479$521$521
AB GLOBAL BOND - IP2018-12-202021-03-12$12,000$11,560$440$440
BERNSTEIN INTER. DURATION INSTITUTIONAL PORTFOLIOP2018-12-262021-01-29$5$4$1$1
CAPITAL GAINS DIVIDENDSP$200,785$200,785$200,785
FieldValueIRS element (for citing)
Capital Gain Net Income$404,806CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,881InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,881SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,881TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,551EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$16,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,551TotalPaymentsAndCreditsAmt
Es Penalty$102EsPenaltyAmt
Overpayment$6,568OverpaymentAmt
Applied To ES Tax$6,568AppliedToESTaxAmt
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 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 AddressSTKFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMARK LEVENFUS CO CBIZ MP LLPIndividualWithBooksNm
Phone2125038822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1685 3RD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN KING
C/O CBIZ MARKS PANETH LLP 685 THIRDAVENEW YORKNY10017PRESIDENT/DIR0.50$0$0$0
TABITHA KING
C/O CBIZ MARKS PANETH LLP 685 THIRDAVENEW YORKNY10017SECRETARY/DIR0.50$0$0$0
MARK LEVENFUS
C/O CBIZ MARKS PANETH LLP 685 THIRDAVENEW YORKNY10017TREASURER0.50$0$0$0
FREDRIC M SANDERS
C/O CBIZ MARKS PANETH LLP 685 THIRDAVENEW YORKNY10017SECRETARY0.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE S LEONARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11488 KENDUSKEAG AVENUEAddressLine1Txt
CityBANGORCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04401ZIPCd
FieldValueIRS element (for citing)
TitleADMINISTRATORTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$112,347CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
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$18,270,108AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$230,258AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,500,366TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,500,366AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$277,505CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,222,861NetVlNoncharitableAssetsAmt
Minimum Investment Return$911,143MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$911,143MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,881TaxBasedOnInvestmentIncomeAmt
Total Tax$12,881TotalTaxAmt
Distributable Before Adj$898,262DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$898,262DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$898,262DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,924,129ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,924,129QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$898,262DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,796,163ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,175,213ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,179,028ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,089,019ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,789,386ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,028,809TotalExcessDistributionCyovAmt
Qualifying Distributions$3,924,129QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$898,262AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,025,867RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$19,054,676TotalCorpusAmt
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$2,796,163ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,258,513ExcessDistriCyovToNextYrAmt
Excess From Year4$3,175,213ExcessFromYear4Amt
Excess From Year3$4,179,028ExcessFromYear3Amt
Excess From Year2$3,089,019ExcessFromYear2Amt
Excess From Year1$2,789,386ExcessFromYear1Amt
Excess From Current Year$3,025,867ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN KINGContributingManagerNm
Contributing ManagerTABITHA KINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WATERFORD GRANGE #474
366 VALLEY ROADWATERFORDME04088PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,000
RSU #87
44 PLYMOUTH ROADCARMELME04419GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,000
WELCOME TO HOUSING HOME GOODS BANK
333 MAIN STREETOLD TOWNME04468PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
YORK PUBLIC LIBRARY
15 LONG SANDS ROADYORKME03909GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
YMCA CENTRAL MAINE
130 EAST AVENUELEWISTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$40,000
WOMEN FOR HEALTHY RURAL LIVING
87 MAIN STREET PO BOX 463MILBRIDGEME04658PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
WILLIAM HILL FIRE DEPARTMENT
21 MAIN STREETNORTH BERWICKME03906GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
WERU
PO BOX 170 1186 ACADIA HIGHWAYEAST ORLANDME04431PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
WELL OF MARS HILL
754 MAIN STREET SUITE CPRESQUE ISLEME04769PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
WAYFINDER SCHOOLS
PO BOX 555CAMDENME04843PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
TIDES INSTITUTE & MUSEUM OF ART
43 WATER STREETEASTPORTME04631PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
VEGGIES TO TABLE
27 BAILEY LANENEWCASTLEME04553PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
UNIVERSITY OF NEW ENGLAND
716 STEVENS AVENUEPORTLANDME04103PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$250,000
UNIVERSITY OF MAINE AT PRESQUE ISLE
181 MAIN STREETPREQUE ISLEME04769PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
TOWN OF SULLIVAN
1888 US-1SULLIVANME04664GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
TOWN OF NORRIDGEWOCK FIRE DEPARTMENT
22 UPPER MAIN STREETNORRIDGEWOCKME04957GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$40,000
TOWN OF ALEXANDER
50 COOPER ROADALEXANDERME04694GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$9,000
THREADBARE THEATRE
818 BAGADUCE ROADBROOKSVILLEME04617PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
TELEHEALTH ACCESS FOR SENIORS
2127 ALAQUA LAKES BLVDLONGWOODFL32779PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$1,000
TEAM LONG RUN
PO BOX 54NORTH BRIDGTONME04057PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
SOUTHERN MAINE WORKER'S CENTER
56 NORTH STREET SUITE 100PORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
TABLE OF PLENTY
PO BOX 232BERWICKME03901PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
SWEETSER
50 MOODY STREETSACOME04072PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
SULLIVAN SORRENTO HISTORICAL
PO 44SULLIVANME04664PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
STEWART FREE LIBRARY
8 LEVI STEWART DRIVECORINNAME04928GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,000
SPRINGVALE PUBLIC LIBRARY
443 MAIN STREETSPRINGVALEME04083GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
SPECTRUM GENERATIONS
1 WESTON STREET 109AUGUSTAME04330PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
SOUTHERN MAINE CONSERVATION COLLABORATIVE
217 COMMERCIAL STREET SUITE 302PORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
SAINT JOSEPH HOSPITAL
360 BROADWAYBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
SOUTH THOMASTON FIRE DEPARTMENT
PO BOX 147SOUTH THOMASTONME04858GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
SOUTH PORTLAND SCHOOLS
130 WESCOTT ROADSOUTH PORTLANDME04106GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
SORRENTO PUBLIC LIBRARY
PO BOX 54SORRENTOME04677GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
SKOWHEGAN FREE PUBLIC LIBRARY
9 ELM STREETSKOWHEGANME04976GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
SENIORS PLUS
8 FALCON ROADLEWISTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$1,000
SANFORD-SPRINGVALE YMCA
1 EMILE LEVASSEUR DRIVESANFORDME04073PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
SAFE VOICES
100 LISBON STREETLEWISTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
MIDCOAST HABITAT FOR HUMANITY
799 WEST STREETROCKPORTME04856PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
NAPLES PUBLIC LIBRARY
940 ROOSEVELT TRAILNAPLESME04055GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
RSU #2HALL-DALE HIGH SCHOOL
111 MAPLE STREETFARMINGDALEME04344GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$8,000
PORTLAND SCHOOL OF BALLET
517 FOREST AVENUE SUITE 2PORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$3,300
RSU #19
PO BOX 40NEWPORTME04953GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
RSU #13SOUTH ELEMENTARY SCHOOL
30 BROADWAYROCKLANDME04841GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,000
ROYAL RIVER CONSERVATION TRUST
52 NORTH ROADYARMOUTHME04096PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
ROQUE BLUFFS COMMUNITY CENTER
4 SCHOPPEE POINT ROADROQUE BLUFFSME04654PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
RAYMOND VILLIAGE LIBRARY
3 MEADOW ROADRAYMONDME04071GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
PORTSMOUTH HISTORICAL SOCIETY
PO BOX 728PORTSMOUTHNH03802PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAN
784 HERCULES DRIVE SUITE 110COLCHESTERVT05446PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
PENOBSCOT BAY LANGUAGE SCHOOL
28 GAY STREETROCKLANDME04841PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,000
PITTSFIELD PUBLIC LIBRARY
1 WENDELL AVENUEPITTSFIELDMA01201GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
PHYSICIANS FOR SOCIAL RESPONSIBILTY
1111 14TH STREET NW SUITE 700WASHINGTONDC20005PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
PETITE PLAISANCE CONSERVATION FUND
PO BOX 1112NORTHEAST HARBORME04662PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$3,000
PEQUAWKET VALLEY HEALTH INITIATIVES
15 STUART STREETFRYEBERGME04037PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
PENQUIS CAP
262 HARLOW STREETBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
PENOBSCOT THEATRE
131 MAIN STREETBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
PEJEPSCOT HISTORICAL SOCIETY
159 PARK ROWBRUNSWICKME04011PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$3,500
OXFORD POLICE DEPARTMENT
PO BOX 153OXFORDME04270GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
OXFORD FIRE & RESCUE
701 MAIN STREETOXFORDME04270GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$4,000
NORTHERN LIGHT AR GOULD HOSPITAL
140 ACADEMY STREETPRESQULE ISLEME04769GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$40,000
OPPORTUNITY ALLIANCE
190 LANCASTER STREETPORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
OGUNQUIT PLAYHOUSE
10 MAIN STREETOGUNQUITME03907PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
NORTHERN LIGHTHOUSE INC
32 COLLEGE AVENUE 304WATERVILLEME04901PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$8,000
NORTHERN LIGHT HOME CARE & HOSPICE
50 FODEN ROAD SUITE1SOUTH PORTLANDME04106PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
NORTHERN LIGHT EASTERN MAINE MEDICAL CENTER
489 STATE STREETBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$40,000
NORTHERN LIGHT CA DEAN HOSPITAL
364 PRITHAM AVENUEGREENVILLE JUNCTIONME04442GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
NORTH AMERICAN FAMILY INSTITUTE
90 MAPLE STREET UNIT 2STONEHAMMA02180PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
MID-COAST RECOVERY COALITION
PO BOX 1182CAMDENME04843PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
NEW BEGINNINGS INC
PO 1765HEMETCA92546PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
NEALLEY'S CORNER CHURCH
1260 KENNEBEC RDHAMPDENME04444PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$8,000
NATIONAL POETRY SERIES
57 MOUNTAIN AVENUE 3PRINCETONNJ08540PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
MWV ADULT DAY CENTER
987 E MAIN STREETCENTER CONWAYNH03813PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
MUSEUM OF BEADWORK INC
915 FOREST AVENUEPORTLANDME04103PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
MOUNT DESERT ISLAND HOSPITAL
10 WAYMAN LANEBAR HARBORME04609PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
SAFE MAINE
PO BOX 752PORTLANDME04104PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$1,000
MCH INC
39 SUMMER STREETROCKLANDME04841PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
COMMUNITY CONCEPTS
240 BATES STLEWSTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
CHIP INC
192 US HIGHWAY 1NOBLEBOROME04555PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
LITTLETON VOLUNTEER FIRE DEPARTMENT
1536 US-1LETTLETONME04730GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
MAINE RECOVERY FUND
494 FOREST AVEPORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
MAINE FARMLAND TRUST
97 MAIN STREETBELFASTME04915PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
MAINE APPALACHIAN LAND TRUST
PO BOX 761PORTLANDME04104PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
MABEL WADSWORTH CENTER
700 MT HOPE AVE 420BANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
LOVELL HISTORICAL SOCIETY
ME-5LOVELLME04051PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
LIVERMORE LIBRARY ASSOCIATION
22 CHURCH STLIVERMOREME04253PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$12,000
LITERACY VOLUNTEERS OF FRANKLIN & SOMERSE
129 SEAMON RDFARMINGTONME04938PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
HOWLAND FIRE DEPARTMENT
10 BRIDGE STHOWLANDME04448GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
LAND IN COMMON INC
217 SOUTH MOUNTAIN RDGREENEME04236PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
KITTERY FIRE DEPARTMENT
3 GORGES RDKITTERYME03904GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
KIDS PEACE NATIONAL CENTER OF NEW ENGLAND
16 KIDSPEACE WAYELLSWORTHME04605PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
KENNEBEC VALLEY FAMILY DENTISTRY
6 E CHESTNUT STAUGUSTAME04330PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
JAY-NILES MEMORIAL LIBRARY
983 MAIN STJAYME04239GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
INDIAN TOWNSHIP FIRE & RESCUE
443 ROUTE 1CALAISME04619PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
HARRISON PUBLIC LIBRARY
4 FRONT STHARRISONME04040GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
HAND IN HAND
314 FOREST AVEPORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
HOME
90 SCHOOL HOUSE RDORLANDME04472PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
FAREWELL ELEMENTARY SCHOOL
84 FARWELL STLEWISTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,500
GREENE FIRE DEPARTMENT
106 PATTEN RDGREENEME04236GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
GALLERY 302
112 MAIN STBRIDGTONME04009PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,500
FRIENDS OF LC BATES MUSEUM
14 EASLER RDHINCKLEYME04944PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$3,000
FRIENDS OF BAXTER STATE PARK
137 HIGH ST SUITE 4BELFASTME04915PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
FRANKLIN HISTORICAL
ME-200FRANKLINME04634PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
FRANCIS MALCOLM SCIENCE CENTER
776 HOULTON RDEASTONME04740PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
EPSILON CHAPTER
117 COLLEGE AVEORONOME04473PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
DEERTREES THEATRE LTD
156 DEERTREES RDHARRISONME04040PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
ELLSWORTH GARDEN CLUB
PO BOX 722ELLSWORTHME04605PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
ECOLOGY SCHOOL
184 SIMPSON RDSACOME04072PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
EASTERN AGENCY ON AGING
240 STATE STBREWERME04412PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
EAST MADISON HISTORICAL ASSOCIATION
106 OLD POINT AVEMADISONME04950PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
DOWNEAST LAKES LAND TRUST
4 WATER STGRAND LAKE STREAMME04668PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$12,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNME21741PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
CULTIVATING COMMUNITY
58 BOYD STPORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
MAINE WRITERS & PUBLISHERS ALLIANCE
314 FOREST AVE 313PORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
MAINE VETERANS PROJECT
207 PARKVIEW AVEBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
CHILDREN'S DISCOVERY MUSEUM
7 EUSTIS PKWYWATERVILLEME04901PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
BREWER FIRE DEPARTMENT
151 PARKWAY SBREWERME04412GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
CHALLENGER LEARNING CENTER
38 VENTURE WAYBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
CENTRAL MAINE HEALTHCARE
300 MAIN STLEWISTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
CENTER THEATRE FOR THE PERFORMING ARTS
20 E MAIN STDOVERFOXCROFTME04426PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
CAMDEN PUBLIC LIBRARY
55 MAIN STCAMDENME04843GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
BRIDGTON HISTORICAL SOCIETY
5 GIBBS AVEBRIDGTONME04009PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
BRIDGEWATER FIRE DEPARTMENT
PO BOX 215BRIDGEWATERME04735GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$9,000
BOYS & GIRLS CLUB OF BORDER TOWNS
56 MICMAC DRIVEPRESQUE ISLEME04769PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
BICYCLE COALITION OF MAINE
38 DIAMOND STPORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
BORDER HISTORICAL SOCIETY
74 WASHINGTON STEASTPORTME04631PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
BOOTHBAY REGION DISTRICT NURSING ASSOC
PO BOX 554BOOTHBAYME04537PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
BOOK FAIRY PANTRY PROJECT
PO BOX 91WESTBROOKME04098PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$25,000
BONNEY MEMORIAL LIBRARY
36 MAIN STCORNISHME04020GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
BLACK POINT CEMETERY ASSOCIATION
BLACK POINT RDSCARBOROUGHME04074PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
BIDDEFORD CULTURAL & HERITAGE CENTER
PO BOX 896BIDDEFORDME04005PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$40,000
BETHEL FIRE DEPARTMENT
9 MILL HILL RDBETHELME04217GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$20,000
BANGOR YMCA
17 2ND STBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$500,000
BANGOR NURSING & REHABILITATION CENTER
103 TEXAS AVEBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
ANDOVER PUBLIC LIBRARY
46 CHURCH STANDOVERME04216GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$9,500
BANGOR FRIENDS OF AFFORDABLE HOUSING
253 MAPLE STBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
BANGOR AREA YOUTH CHOIRS
PO BOX 2732BANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$6,000
BANGOR AREA HOMELESS SHELTER
263 MAIN STBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
BAGADUCE MUSIC LENDING LIBRARY
49 SOUTH STBLUE HILLME04614PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$10,000
ASSOCIATION CULTURELLE ET HISTORIQUE DU MONT CARMEL
993 MAIN STGRAND ISLEME04746PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
ART VAN
10 STATE RD PMB 272BATHME04530PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$7,500
ANAH SHRINERS
1404 BROADWAYBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$2,500
A CLIMATE TO THRIVE
PO BOX 75MOUNT DESERTME04660PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
AMISTAD
103 INDIA STPORTLANDME04101PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
AMERICAN RED CROSS
145 EXCHANGE STBANGORME04401PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
AMERICAN LEGION POST#24
184 CONGRESS STRUMFORDME04276PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
ALZHEIMER'S ASSOCIATION
383 US ROUTE ONE 2CSCARBOROUGHME04074PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
ALFRED FIRE DEPARTMENT
77 KENNEBUNK RDALFREDME04002GOVTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$5,000
AK HEALTH & SOCIAL SERVICES
11 WESTMINSTER STLEWISTONME04240PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$50,000
76 ELLSWORTH FREE MEDICAL
248 STATE ST 16ELLEWORTHME04605PCTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,599,300TotalGrantOrContriPdDurYrAmt
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$425ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$513,304ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$11,765ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$404,806ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$930,300ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$930,300TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEPHEN E KINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1683 WEST LOVELL ROADAddressLine1Txt
CityLOVELLCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$8,185,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
147 WEST BROADWAY, BANGOR, ME$2,260,0002021-02-04
139 WEST BROADWAY, BANGOR, ME$925,0002021-02-04

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2010-07-01$4,887$4,887200DB5.000000000000$0$0
COMPUTER2013-10-30$546$273200DB5.000000000000$0$0
COMPUTER2017-06-05$309$128200DB5.000000000000$17$0
COMPUTER2018-03-19$1,133200DB5.000000000000$0$0
47 WEST BROADWAY BANGOR ME2021-02-04$2,260,000SL27.500000000000$75,333$0
39 WEST BROADWAY BANGOR ME2021-02-04$925,000SL27.500000000000$30,833$0
FURNITURE2021-08-24$4,133SL7.000000000000$197$0
COMPUTER2021-05-10$2,245SL5.000000000000$299$0
BUILDING IMPROVEMENT - 47 W2021-06-30$592,982SL15.000000000000$19,766$0
BUILDING IMPROVEMENT - 39 W2021-06-30$2,231SL15.000000000000$74$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERNSTEIN INTERMEDIATE DURATION INSTITUTIONAL$8,798,490$8,580,143
AB GLOBAL BOND FUND CL I$8,839,894$8,554,618
AB BOND INFLATION STRATEGY CL 2$911,374$899,912
ALLIANCE BERNSTEIN - EQUITIES$876,550$931,087
AB CAP FD INC GLBL CORE EQI PORTFOLIO ADV CL$630,595$610,064
AB SUSTAINABLE INTERNATIONAL THEMATIC FUND ADV CL$530,702$500,641

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (10 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER$4,887$4,887$0
COMPUTER$546$546$0
COMPUTER$309$300$9
COMPUTER$1,133$1,133$0
47 WEST BROADWAY BANGOR ME$2,260,000$75,333$2,184,667
39 WEST BROADWAY BANGOR ME$925,000$30,833$894,167
FURNITURE$4,133$197$3,936
COMPUTER$2,245$299$1,946
BUILDING IMPROVEMENT - 47 W$592,982$19,766$573,216
BUILDING IMPROVEMENT - 39 W$2,231$74$2,157

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS REPORTED ON FORM 1099 NOT ON BROKERAGE STATEMENTS$15,194$14,704$14,704
SWEEP ACCOUNT$33,270$165,039$165,039

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$4,134$0$4,134
POSTAGE$1,096$0$1,096
TRAVEL$1,384$0$1,384
FACILITY EXPENSES$84,330$0$84,330

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTY INCOMEDesc
Revenue And Expenses Per Books$11,765RevenueAndExpensesPerBooksAmt
Net Investment Income$11,765NetInvestmentIncomeAmt
Adjusted Net Income$11,765AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$7,855Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
401K PAYABLE$0$96
CASH OVERDRAFT$0$155,383

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LITERARY AGENTS COMMISSIONS$2,273$2,273$0
PAYROLL FEE$4,853$0$4,853
BROKERAGE FEE$1,226$1,226$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$135$135$0
PAYROLL TAXES$12,396$0$12,396
REAL ESTATE TAXES$55,685$0$55,685
US TREASURY$9,500$0$0

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