DAVIS FAMILY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DAVIS FAMILY FOUNDATION (EIN 01-0390443)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-10-11
IRS object ID: 202222879349301537
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-10-11T17:18:52-07:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010523282	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Berry Dunn McNeil & Parker LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2211 Congress Street	AddressLine1Txt
City	Portland	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010390443	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVIS FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DAVI	BusinessNameControlTxt
Phone	2078469132	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 Forest Falls Dr Ste 5	AddressLine1Txt
City	Yarmouth	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04096	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Yvonne Mumme	PersonNm
Person Title	Chief Finance and Admin. Officer	PersonTitleTxt
Phone	2078469132	PhoneNum
Signature	2022-10-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Joseph Byrne	PreparerPersonNm
PTIN	P01289281	PTIN
Phone	2077752387	PhoneNum
Preparation	2022-10-11	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	1	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	1	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Yvonne Mumme	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 Forest Falls Dr Ste 5	AddressLine1Txt
City	Yarmouth	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04096	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$12,638,060	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.davisfoundations.org/dff	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1983	FormationYr
Legal Domicile State	ME	LegalDomicileStateCd
Activity Or Mission	Award Grants	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	3	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$4,456,780	PYInvestmentIncomeAmt
CY Investment Income	$3,879,146	CYInvestmentIncomeAmt
PY Other Revenue	$7,101	PYOtherRevenueAmt
CY Other Revenue	$25,836	CYOtherRevenueAmt
PY Total Revenue	$4,463,881	PYTotalRevenueAmt
CY Total Revenue	$3,904,982	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,843,690	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,493,061	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$86,209	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$88,473	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$322,075	PYOtherExpensesAmt
CY Other Expenses	$348,743	CYOtherExpensesAmt
PY Total Expenses	$2,251,974	PYTotalExpensesAmt
CY Total Expenses	$2,930,277	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,211,907	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$974,705	CYRevenuesLessExpensesAmt
Total Assets BOY	$82,977,016	TotalAssetsBOYAmt
Total Assets EOY	$94,934,752	TotalAssetsEOYAmt
Total Liabilities BOY	$50,663	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$187,119	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$82,926,353	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$94,747,633	NetAssetsOrFundBalancesEOYAmt
Mission	To provide grants to colleges, universities, and other educational institutions; to hospitals and other health organizations with a primary interest in programs designed to increase the effectiveness or decrease the cost of medical care; and organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or similar cultural activities.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$2,644,043	ExpenseAmt
Grant	$2,493,061	GrantAmt
Revenue	$25,836	RevenueAmt
Desc	Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2021 grants approved.	Desc
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,644,043	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	12	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Yvonne Mumme	PersonNm
Phone	2078469132	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 Forest Falls Dr Ste 5	AddressLine1Txt
City	Yarmouth	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04096	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Yvonne B Mumme
Chief Finance and Administrative Officer	16	0	Yes (X)	$50,861	$0	$7,612
Michael R Currie
Trustee	2	0		$6,000	$0	$0	Yes (X)
Anne B Pringle
Trustee	2	0		$6,000	$0	$0	Yes (X)
Samuel M DiCapua
Trustee	2	0		$6,000	$0	$0	Yes (X)
Edward L Dilworth III
Trustee	2	0		$6,000	$0	$0	Yes (X)
Al Noyes
Trustee	2	0		$6,000	$0	$0	Yes (X)
Rebekah A Bucci
Chair	2	0	Yes (X)	$0	$0	$0	Yes (X)
David J Bucci
Trustee	1	0		$0	$0	$0	Yes (X)
Colleen Bucci Liddy
Trustee	2	0		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$80,861	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$7,612	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Prio Wealth	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	265 Franklin St Suite 2001	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Services	Investment Management	ServicesDesc
Compensation	$169,123	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,152,872	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,152,872	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$11,459,352	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$8,733,078	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,726,274	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,726,274	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,726,274	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Prior period grant recovery	Desc
Business	900099	BusinessCd
Total Revenue Column	$25,836	TotalRevenueColumnAmt
Related Or Exempt Func Income	$25,836	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$25,836	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,904,982	TotalRevenueColumnAmt
Related Or Exempt Func Income	$25,836	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,879,146	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,493,061	TotalAmt
Program Services	$2,493,061	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$88,473	TotalAmt
Program Services	$32,847	ProgramServicesAmt
Management And General	$55,626	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$81,143	TotalAmt
Program Services	$73,506	ProgramServicesAmt
Management And General	$7,637	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$9,450	TotalAmt
Management And General	$9,450	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$199,660	TotalAmt
Management And General	$199,660	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,106	TotalAmt
Program Services	$2,657	ProgramServicesAmt
Management And General	$2,449	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$22,103	TotalAmt
Program Services	$20,482	ProgramServicesAmt
Management And General	$1,621	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$21,985	TotalAmt
Program Services	$14,950	ProgramServicesAmt
Management And General	$7,035	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$446	TotalAmt
Program Services	$414	ProgramServicesAmt
Management And General	$32	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,672	TotalAmt
Program Services	$877	ProgramServicesAmt
Management And General	$795	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Dues	$6,492	$5,055	$1,437	$0
Miscellaneous expense	$686	$194	$492

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,930,277	TotalAmt
Program Services	$2,644,043	ProgramServicesAmt
Management And General	$286,234	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$62,247	BOYAmt
EOY	$55,996	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$971,098	BOYAmt
EOY	$3,411,466	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,329	BOYAmt
EOY	$2,507	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$64,490,058	BOYAmt
EOY	$68,590,469	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$17,329,687	BOYAmt
EOY	$22,597,606	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$121,597	BOYAmt
EOY	$276,708	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$82,977,016	BOYAmt
EOY	$94,934,752	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$50,663	BOYAmt
EOY	$51,351	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
EOY	$135,768	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,663	BOYAmt
EOY	$187,119	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$82,926,353	BOYAmt
EOY	$94,747,633	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$82,926,353	BOYAmt
EOY	$94,747,633	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$82,977,016	BOYAmt
EOY	$94,934,752	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$974,705	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,846,575	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	4	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt	EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
MaineHealth
dba Maine Medical Center	010238552	3	Yes (1)	$0	$0
Portland Symphony Orchestra
	016006058	7	Yes (1)	$0	$0
University of New England
	010211810	2	Yes (1)	$150,000	$0
Portland Museum of Art
	010378420	7	Yes (1)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	4	SupportedOrganizationsTotalCnt
Support Sum	$150,000	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	Yes (1)	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part IV, Section B, Line 2	FormAndLineReferenceDesc
Explanation	The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions.	ExplanationTxt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	Limited Partnership Interests	Desc
Book Value	$22,597,606	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$22,597,606	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Lease liability	Desc
Amt	$135,768	Amt

Field	Value	IRS element (for citing)
Total Liability	$135,768	TotalLiabilityAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (96 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Bangor Symphony Orchestra
PO Box 1441	Bangor	ME	04402	010024645	501(c)(3)	$15,000	Bangor Symphony Orchestra's 2021-22 Season
Maine Coast Regional Health Facilities
50 Union St	Ellsworth	ME	04605	010198331	501(c)(3)	$50,000	Northern Light Maine Coast Hospital Capital Campaign: Building on a Promise
Victoria Mansion
109 Danforth Street	Portland	ME	04101	010207716	501(c)(3)	$20,000	Completing the Principal Facade: Restoring Victoria Mansion's Rooftop Balustrades
Eastern Maine Medical Center
489 State Street	Bangor	ME	04401	010211501	501(c)(3)	$38,447	Complex Outpatient Antimicrobial Therapy (cOpAT) Model Pilot Program for Patients Requiring Long-term Antibiotics
Eastport Public Library Association dba Peavey Memorial Library
26 Water St	Eastport	ME	04631	010211502	501(c)(3)	$15,000	Peavey Library Historic Exterior Restoration Project: Masonry Repointing and Replacement
Cedars Nursing Care Center Inc
630 Ocean Avenue	Portland	ME	04103	010211517	501(c)(3)	$10,000	Expansion of Mindful Connections: A Community-Based Group for Individuals with Early to Moderate Memory Loss
Maine Historical Society
489 Congress St	Portland	ME	04101	010211530	501(c)(3)	$15,000	Northern Threads: Two Centuries of Dress at Maine Historical Society
Boys & Girls Clubs Of Southern Maine
PO Box 7830	Portland	ME	04112	010211543	501(c)(3)	$49,910	Reading Recovery Initiative
Mount Desert Island Hospital
10 Wayman Lane	Bar Harbor	ME	04609	010211797	501(c)(3)	$50,000	Fixed-Place MRI Project
Sweetser
50 Moody Street	Saco	ME	04072	010211807	501(c)(3)	$20,000	Sweetser's Curriculum Enrichment Project
University of New England
716 Stevens Avenue	Portland	ME	04103	010211810	501(c)(3)	$150,000	Institute for Interprofessional Education and Practice
St Joseph Hospital
360 Broadway	Bangor	ME	044020403	010212435	501(c)(3)	$53,710	Pinpoint
Blue Hill Public Library Inc
5 Parker Point Rd	Blue Hill	ME	04614	010212602	501(c)(3)	$15,000	The Main Room Project: Adaptability and Design for Community
Androscoggin Home Health Services Inc
15 Strawberry Avenue	Lewiston	ME	04240	010227184	501(c)(3)	$42,818	Identifying High-Risk Mainers with Predictive Analytics Who Would Benefit from Earlier Palliative Care Interventions
Northern Light Blue Hill Hospital
PO Box 931	Bangor	ME	044020931	010227195	501(c)(3)	$25,000	Improved Technology for Better Outcomes: Hologic Selenia Dimensions 3-D Mammography Machine for Blue Hill Hospital
Brick Store Museum
117 Main Street	Kennebunk	ME	04043	010238760	501(c)(3)	$7,125	Infrastructure Upgrades
Ruggles House Society
PO Box 116	Columbia Falls	ME	046230116	010246546	501(c)(3)	$9,122	Ruggles House Roof Replacement and Exterior Paint Project
Northern Light Health Home Care and Hospice
50 Foden Road	South Portland	ME	04106	010246804	501(c)(3)	$40,000	Home Telemonitoring for Economically Disadvantaged Mainers
Maine Charitable Mechanic Association
519 Congress Street	Portland	ME	041013426	010248533	501(c)(3)	$50,000	Restoration and Repair of the Historic "Clerestory" Roof of Mechanics' Hall, Congress Street's Italianate Landmark
Hubbard Free Library
115 Second St	Hallowell	ME	043471330	010248668	501(c)(3)	$29,121	Phase two of the Hubbard Library's energy efficiency improvements
Bearnstow
84 Bearnstow Rd	Mount Vernon	ME	04352	010271792	501(c)(3)	$10,000	Year Three of 4-Year Bearnstow Restoration
Childrens Center Early Intervention And Family Support
1 Alden Avenue	Augusta	ME	04330	010275447	501(c)(3)	$100,000	"Champion in EVERY Child" Children's Center Expansion Project
Aroostook Mental Health Services Inc
180 Academy St Ste 3	Presque Isle	ME	04769	010276859	501(c)(3)	$100,000	AMHC Expansion of Residential Adult Crisis Stabilization Unit in Aroostook County
The Theater at Monmouth
PO Box 385	Monmouth	ME	04259	010287022	501(c)(3)	$20,000	Artist Housing Project: The Renovation of Toad Hall Final Phase
Maine Family Planning
PO Box 587	Augusta	ME	043320587	010317679	501(c)(3)	$20,000	Primary Care Expansion in Aroostook County
Maine Humanities Council
674 Brighton Ave	Portland	ME	041021012	010339295	501(c)(3)	$7,000	The Discussion Project
Lovell Historical Society
PO Box 166	Lovell	ME	04051	010339744	501(c)(3)	$10,000	Restoration of the Second Floor of the Lovell Historical Society's Kimball-Stanford House
Androscoggin Historical Society
2 Turner St Unit 8	Auburn	ME	04210	010342762	501(c)(3)	$6,000	Catalog and Organize Storage for Archives and Artifacts not on Display
Fifth Maine Regiment Museum
PO Box 41	Peaks Island	ME	041080041	010357895	501(c)(3)	$10,000	Fifth Maine Museum (FMM) 2022 Second Floor Window Restoration
William A Farnsworth Library and Art Museum Inc
16 Museum Street	Rockland	ME	04841	010368070	501(c)(3)	$20,000	Olson House HSR (Historic Structure Report) Project
Wendell Gilley Musem of Bird Carving
4 Herrick Rd Box 254	Southwest Hbr	ME	046790254	010368574	501(c)(3)	$20,500	Collection Storage Expansion and Renovation
Northern Light A R Gould Hospital
140 Academy Street	Presque Isle	ME	04769	010372148	501(c)(3)	$50,000	Northern Light AR Gould Hospital (NL ARG) Cardiac Telemonitoring Replacement and Expansion
Boothbay Railway Village
586 Wiscasset Rd	Boothbay	ME	04537	010372829	501(c)(3)	$25,000	Railway Village Archival Building
Historical Society of Wells and Ogunquit
PO Box 801	Wells	ME	040900801	010375785	501(c)(3)	$13,150	Meetinghouse Interior Painting & Restore Project
Rangeley Friends of the Performing Arts Inc
PO Box 333	Rangeley	ME	049700000	010385416	501(c)(3)	$20,000	RFA Lakeside Theater facade and marquee improvement project
Fort Kent Historical Society
PO Box 181	Fort Kent	ME	04743	010386599	501(c)(3)	$35,000	Daigle-Dube House foundation, roof, and porches restoration
Central Maine Healthcare Corporation
300 Main Street	Lewiston	ME	04240	010386913	501(c)(3)	$100,000	CMH Cancer Care Center
Mad Horse Theatre Company
24 Mosher St	South Portland	ME	04106	010422341	501(c)(3)	$8,463	Sound Design Improvements
General Henry Knox Museum
PO Box 326	Thomaston	ME	048610326	010427323	501(c)(3)	$20,000	The General Henry Knox Museum Window Project
Johnson Hall Performing Arts Center
PO Box 777	Gardiner	ME	043450777	010430677	501(c)(3)	$50,000	Renovation of the 1864 Johnson Hall Opera House Theater
Cobscook Community Learning Center
10 Commissary Point Road	Trescott TWP	ME	04652	010449348	501(c)(3)	$15,000	Cobscook Experiential Programs: Growth, Equity, Access and Resilience During the Ongoing Pandemic
Jobs for Maine's Graduates Inc
65 Stone Street	Augusta	ME	04330	010482628	501(c)(3)	$30,000	JMG's College Success Program in Southern Maine
Portland Chamber Music Festival
PO Box 15385	Portland	ME	041125385	010484781	501(c)(3)	$12,500	2022 Concert Season and Strategic Initiatives
Opera Maine
PO Box 7733	Portland	ME	04092	010496860	501(c)(3)	$10,000	The Elixir of Love by Gaetano Donizetti
Sorrento Public Library Corporation
PO Box 54	Sorrento	ME	04677	010497094	501(c)(3)	$10,000	Sorrento Public Library: Historic Building Renovations
Waterville Regional Arts and Community Center
10 Water St Ste 106	Waterville	ME	04901	010505433	501(c)(3)	$50,000	Waterville Downtown Arts Center
Friends of Cumston Hall
PO Box 394	Monmouth	ME	04259	010509117	501(c)(3)	$10,000	McCabe Lighting Upgrade
Center Theatre Inc
20 E Main St	Dover Foxcroft	ME	044261414	010520096	501(c)(3)	$15,000	Digital Projector Upgrade
Opera House Arts
PO Box 56	Stonington	ME	046810056	010526734	501(c)(3)	$10,000	Expanding our production capabilities with a new modern lighting control console
Arts Center at Kingdom Falls
256 High Street	Belfast	ME	04915	010528831	501(c)(3)	$15,000	Glassblowing elective class at Waterfall Arts for BAHS students in the 2021/22 school year
Salt Bay Chamberfest
PO Box 1268	Damariscotta	ME	04543	010533841	501(c)(3)	$10,000	Doors Open! Salt Bay Chambefest's 2021 Festival
Trekkers Inc
325 Old County Rd	Rockland	ME	04863	010537500	501(c)(3)	$15,000	Uplifting the Aspirations of Rural Youth: Direct Youth Mentoring Program
Challenger Learning Center of Maine
30 Venture Way	Bangor	ME	04401	010542376	501(c)(3)	$25,000	Maine Mice in Space
Portland Public Library
5 Monument Square	Portland	ME	041014017	016000802	501(c)(3)	$30,000	Updating the lighting in the Library's Rines Auditorium to serve as a cultural meeting place
Ogunquit Museum of American Art
PO Box 815	Ogunquit	ME	03907	016010628	501(c)(3)	$25,000	Windows to the Future
Deer Isle-Stonington Historical Society
PO Box 652	Deer Isle	ME	04627	016013511	501(c)(3)	$20,000	Renovation and Expansion of Archival Storage Space
Bay Chamber Concerts and Music School
PO Box 599	Rockport	ME	04856	016023519	501(c)(3)	$10,000	Bay Chamber Concerts Screen Door Summer Music Festival
Milestone Foundation Inc
65 India Street	Portland	ME	04101	016024344	501(c)(3)	$10,000	Remote Recovery Infrastructure
Peninsula Ambulance Corps
PO Box 834	Blue Hill	ME	04614	016028972	501(c)(3)	$16,889	Increasing Efficiency, Effectiveness, and Safety of Patients and EMS Personnel
North Yarmouth Historical Society
10 Village Square Rd	North Yarmouth	ME	04097	016046644	501(c)(3)	$25,000	Old Town House is Moving Into the Future Capital Campaign
Wentworth-Douglass Hospital
789 Central Ave	Dover	NH	03820	020260334	501(c)(3)	$25,000	Enhancing Heart Failure Patients' Care through Life-Saving Remote Monitoring Technology
Charles A Dean Memorial Hospital and Nursing Home
364 Pritham Avenue	Greenville	ME	044417214	043341666	501(c)(3)	$75,000	Northern Light CA Dean - A Moosehead Legacy: Preserving the Promise
Virginia Project Inc
PO Box 231	Bath	ME	04530	043364532	501(c)(3)	$10,000	Virginia Pre-Commissioning Package
Hurricane Island Outward Bound School
PO Box 800	Camden	ME	04843	046089174	501(c)(3)	$10,000	The Thriving Classroom: Supporting Students' Social, Emotional, and Academic Growth
A Company of Girls
PO Box 7527	Portland	ME	04112	050631726	501(c)(3)	$10,000	Arts-Based Empowerment, Leadership & Resiliency Afterschool Programming for Underserved Girls
Penobscot Community Health Center
103 Maine Ave	Bangor	ME	044014330	010514750	501(c)(3)	$22,840	Infant Hearing Tests - Enabling Continued Service to Central and Northern Maine
Schoodic Arts for All
427 Main St	Winter Harbor	ME	046933228	010532230	501(c)(3)	$10,000	The New 3Rs at an Old Schoolhouse: Renovations, Resources, and Revenue
Charlotte Hobbs Memorial Library
PO Box 105	Lovell	ME	040510105	016021794	501(c)(3)	$20,000	Exterior Building Repainting, Main Street Porch & Foundation Stabilization and Repair
Midcoast Youth Theater
PO Box 43	Brunswick	ME	040110043	161666378	501(c)(3)	$10,000	Midcoast Youth Theater's Return To The Stage!
Tate House Museum
1267 Westbrook St	Portland	ME	04102	201283552	501(c)(3)	$20,000	Updated Gutter and Downspout System and Improved Drainage at Tate House
Apex Youth Connection
PO Box 783	Biddeford	ME	04005	203684834	501(c)(3)	$10,301	Increasing access to education through mentorship, engagement, and aspirations-building
Aroostook Arts And Education Center
PO Box 1252	Presque Isle	ME	04769	205036371	501(c)(3)	$20,000	Expand After School and Summer Arts Programs to Area Youth Regardless of Ability to Pay
MaineHealth Care at Home
15 Industrial Park Rd	Saco	ME	04072	222571902	501(c)(3)	$17,000	Lifeline Alert Systems for Homebound Hospice Patients
Maine Alliance for Arts Education
PO Box 872	Augusta	ME	04332	222710493	501(c)(3)	$10,000	Expanding the Pilot: County-wide Group Theater Integration Training for English Teachers in Washington County (WaCo)
Deertrees Theatre Limited
156 Deertrees Rd	Harrison Road	ME	04040	222930292	501(c)(3)	$10,000	Light Project
Maine Mathematics and Science Alliance
PO Box 2246	Augusta	ME	04338	223181644	501(c)(3)	$7,500	Increasing Equitable Access to STEM Learning in Maine
Lincolnville Historical Society
PO Box 204	Lincolnville	ME	04849	223263511	501(c)(3)	$28,200	Beach Schoolhouse Restoration Project: Preserving the Past, Creating Our Future
Literacy Volunteers of America - Bangor Maine
354 Hogan Road	Bangor	ME	04401	237409749	501(c)(3)	$7,000	Teach One, Reach One: Rebuilding a community-based program in a post-pandemic environment
Maine Academy of Modern Music
125 Presumpscot St Unit 14	Portland	ME	04013	260835852	501(c)(3)	$6,000	Making Music at the Children's Museum and Theater of Maine (CMTM)
Hurricane Island Foundation
PO Box 1280	Rockland	ME	048411280	263511908	501(c)(3)	$50,000	Hurricane Island Bunkhouse Sprinkler System Project
Foundation for Maine's Community Colleges
54 Lighthouse Cir	S Portland	ME	041061661	271363414	501(c)(3)	$60,590	Washington County Community College Photovoltaic Panel System for Solar Energy Training
Lets Get Ready Inc
89 South St Ste 104	Boston	MA	02111	311698832	501(c)(3)	$50,000	Let's Get Ready & Southern Maine Community College Success Program Partnership
Greenville Junction Depot Friends
PO Box 16	Greenville	ME	04441	352398137	501(c)(3)	$35,000	Depot Freight Shed Interior Construction and Remodeling
Friends of Soldiers Memorial Library
85 Main Street	Hiram	ME	04041	452866183	501(c)(3)	$6,500	Arts Center at 8 Hancock Main Floor Third Exit to Improve Safety and Convenience
Wood Island Life Saving Station Association
PO Box 11	Kittery Point	ME	03905	453543669	501(c)(3)	$25,000	Wood Island Station Restoration, Phase Six - "the shortest short haul railway in New England"
Tree Street Youth
144 Howe Street	Lewiston	ME	04240	460942854	501(c)(3)	$15,000	Tree Street Pre-K Bridge Program
Friends of Congress Square Park
PO Box 5056	Portland	ME	041010756	463549049	501(c)(3)	$7,500	2022 In the Square Programming
IXplore STEM
1 Coveside Ln	Yarmouth	ME	04096	472181601	501(c)(3)	$9,675	Bio-Technology Education and Resource Program (Bio-Tech Ed)
Porter Memorial Library
92 Court St	Machias	ME	04654	510183477	501(c)(3)	$15,000	Chimney repair
Gardiner Library Association
152 Water Street	Gardiner	ME	04345	510201464	501(c)(3)	$14,000	Exterior trim painting
Wesserunsett Arts Council
PO Box 94	Skowhegan	ME	04947	521649281	501(c)(3)	$20,000	Skowhegan Opera House Revitalization
Nasson Center Redevelopment Inc
457 Main Street	Springvale	ME	04083	743029645	501(c)(3)	$9,000	Sound and Technical Equipment for Little Theatre
Telling Room
225 Commercial St Ste 201	Portland	ME	041016605	743136956	501(c)(3)	$15,000	Support for the 2021-22 Anthology Project - Theme: MYSTERY
Western Maine Play Museum
PO Box 1161	Wilton	ME	04924	800959538	501(c)(3)	$25,000	Western Maine Play Museum Pavillion
Millay House Rockland
PO Box 831	Rockland	ME	04841	815364939	501(c)(3)	$20,000	Rehabilitation of the South Side of Millay House, a Double House at 198-200 Broadway, Rockland
Unity Public Library
PO Box 338	Unity	ME	04988	861364165	501(c)(3)	$15,000	The Children's Room at the Unity Public Library

Field	Value	IRS element (for citing)
Total501c3 Org	96	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	The Organization requires a completion report after one year.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Yvonne B Mumme	PersonNm
Title	Chief Finance and Administrative Officer	TitleTxt
Base Compensation Filing Org	$50,862	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$3,569	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$4,043	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$58,474	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I	FormAndLineReferenceDesc
Explanation	See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $50,862 and Benefits $4,043. These amounts are included in the amounts listed on Part II.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2	Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy have a family relationship.
Form 990, Part VI, Section A, Line 8b	There are no committees with the authority to act on behalf of the governing body.
Form 990, Part VI, Section B, Line 11b	Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board prior to filing.
Form 990, Part VI, Section B, Line 12c	Possible conflicts of interest are discussed by the trustees and staff at each regularly scheduled meeting. Where a potential conflict does exist, the trustees will disclose to the board and the disclosure will be noted in the minutes. If a real conflict exists, the trustee will abstain from voting and this action will be disclosed in the minutes.
Form 990, Part VI, Section C, Line 19	The organization makes its governing documents and conflict of interest policy available to the public upon request. The Organization publishes its financial statements in its annual report which is available to the public on its website.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
MaineHealth dba Maine Medical Center
22 Bramhall St	Portland	ME	04102	010238552	Acute Care Hospital	ME	501(c)(3)	Line 3	N/A	0
PORTLAND MAINE SYMPHONY ORCHESTRA
PO BOX 3573	PORTLAND	ME	041043573	016006058	SYMPHONY ORCHESTRA	ME	501(c)(3)	Line 7	N/A	0
UNIVERSITY OF NEW ENGLAND
11 HILLS BEACH RD	BIDDEFORD	ME	04005	010211810	UNIVERSITY	ME	501(c)(3)	Line 2	N/A	0
PORTLAND MUSEUM OF ART
7 CONGRESS SQUARE	PORTLAND	ME	04101	010378420	EDUCATIONAL MUSEUM	ME	501(c)(3)	Line 7	N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd