SACO & BIDDEFORD SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SACO & BIDDEFORD SAVINGS CHARITABLE FOUNDATION (EIN 01-0516587)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-22
- IRS object ID
- 202120819349100312
- Schema version
- 2020v4.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-22T11:10:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010516587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saco & Biddeford Savings | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACO | BusinessNameControlTxt |
| Phone | 2072844591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Industrial Park Road | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian T Ballute | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 2072844591 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brian | PersonFirstNm |
| Person Last | Ballute | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2021-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $900,695 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $389,717 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $582,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $473,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,364 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $441,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,385 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $727,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $601,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $633,310 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $845,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $869,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $900,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $845,056 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $869,285 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $845,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $869,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $845,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $869,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $845,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $200 | OtherIncreasesAmt |
| Subtotal | $869,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $869,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $582,126 | GrossSalesPriceAmt |
| Cost Or Other Basis | $228,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $353,675 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $353,675 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $850 | OverpaymentAmt |
| Applied To ES Tax | $850 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Quentin | IndividualWithBooksNm |
| Phone | 2072844591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 557 | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Roland M Eon | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Joan R Fink | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Susan B Hadiaris | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Morris L Fisher | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Eric A Purvis | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Mark L Peterson | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Kevin P Savage | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Robert F Wade | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Chair | 0.50 | $0 | $0 | $0 |
| Robert C Quentin | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | President | 2.00 | $0 | $0 | $0 |
| Brian T Ballute | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Secretary/Treasurer | 0.50 | $0 | $0 | $0 |
| Mark H Jones | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Vice President | 0.50 | $0 | $0 | $0 |
| Lynne M Belanger | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Vice President | 0.50 | $0 | $0 | $0 |
| Jeffrey M Vachon | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Vice President | 0.50 | $0 | $0 | $0 |
| David A Goyet | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Vice President | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $618,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $843,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $843,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $830,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,150 | TotalTaxAmt |
| Distributable Before Adj | $36,369 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $441,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $441,713 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $441,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $185,761 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $219,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $272,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $387,191 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $401,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,465,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $441,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $405,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,871,021 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $185,761 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,685,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $219,280 | ExcessFromYear4Amt |
| Excess From Year3 | $272,138 | ExcessFromYear3Amt |
| Excess From Year2 | $387,191 | ExcessFromYear2Amt |
| Excess From Year1 | $401,507 | ExcessFromYear1Amt |
| Excess From Current Year | $405,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert Quentin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Industrial Park Road | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072844591 | RecipientPhoneNum |
| Form And Info And Materials | Amount, or range, requested; proof of status as 501(c)(3) organization; and statement of intended use of the funds, including people/communities served. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be a 501(c)(3) organization and a qualifying public charity. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1st Congregational Church of Scarborough Food Pantry | ||||||||
| 167 Black Point Road | Scarborough | ME | 04074 | N/A | PC | General Operating Support | $1,100 | |
| 1st Congregational Church of South Portland Food Pantry | ||||||||
| 301 Cottage Road | South Portland | ME | 04106 | N/A | PC | General Operating Support | $300 | |
| A Running Passion | ||||||||
| PO Box 385 | Biddeford | ME | 040050385 | N/A | PC | General Operating Support | $250 | |
| ABBA Womens Resource Center | ||||||||
| 1250 Forest Avenue | Portland | ME | 041031889 | N/A | PC | General Operating Support | $250 | |
| Alzheimer's Disease and Related Disorders Association Inc | ||||||||
| 225 N Michigan Avenue 17th Floor | Chicago | IL | 606017633 | N/A | PC | Alzheimer's Association, Maine Chapter | $1,500 | |
| American Heart Association Inc | ||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | N/A | PC | American Heart Association, Maine Chapter | $1,375 | |
| American Youth Football Inc | ||||||||
| PO Box 1473 | Westbrook | ME | 040981473 | N/A | PC | Westbrook Youth Football | $500 | |
| Animal Welfare Society | ||||||||
| PO Box 43 | West Kennebunk | ME | 040940043 | N/A | PC | General Operating Support | $600 | |
| Apex Youth Connection | ||||||||
| 45 Granite Street | Biddeford | ME | 040053657 | N/A | PC | General Operating Support | $500 | |
| Best Buddies International Inc | ||||||||
| 102 SE 2nd Street Suite 2200 | Miami | FL | 33131 | N/A | PC | Best Buddies, New Hampshire Chapter | $1,250 | |
| Biddeford Food Pantry | ||||||||
| 162 Elm Street | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $3,700 | |
| Biddeford Historical Society | ||||||||
| PO Box 200 | Biddeford | ME | 040050200 | N/A | PC | General Operating Support | $500 | |
| Biddeford Little League (ID # 2190401) | ||||||||
| PO Box 485 | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $600 | |
| Biddeford Schools | ||||||||
| 18 Maplewood Avenue | Biddeford | ME | 04005 | N/A | GOV | Biddeford Education Foundation | $1,000 | |
| Big Brothers Big Sisters of Southern Maine | ||||||||
| 625 Main Street | Westbrook | ME | 040924120 | N/A | PC | General Operating Support | $2,500 | |
| Bon Appetit Community Meal Program | ||||||||
| PO Box 1091 | Biddeford | ME | 040051091 | N/A | PC | General Operating Support | $3,700 | |
| Caring Unlimited | ||||||||
| 965 Main Street | Sanford | ME | 040733764 | N/A | PC | General Operating Support | $3,500 | |
| Carlisle Charitable Foundation | ||||||||
| PO Box 935 | Kennebunk | ME | 040430935 | N/A | PC | General Operating Support | $1,600 | |
| Catholic Schools Foundation Inc | ||||||||
| 67 Batterymarch Street No 6 | Boston | MA | 02110 | N/A | PC | St. James Catholic School | $350 | |
| Center for Grieving Children | ||||||||
| 555 Forest Avenue | Portland | ME | 041011504 | N/A | PC | General Operating Support | $3,700 | |
| Creative Works | ||||||||
| 10 Speirs Street | Westbrook | ME | 040924122 | N/A | PC | General Operating Support | $2,500 | |
| Day One | ||||||||
| 525 Main Street | South Portland | ME | 041065462 | N/A | PC | General Operating Support | $1,000 | |
| Dyer Library Association | ||||||||
| 371 Main Street | Saco | ME | 040721520 | N/A | PC | General Operating Support | $1,500 | |
| Easter Seals Maine | ||||||||
| 14 Atlantic Place | South Portland | ME | 041062316 | N/A | PC | The Christopher Cash Memorial Race | $500 | |
| Eastern Trail Alliance | ||||||||
| PO Box 250 | Saco | ME | 040720250 | N/A | PC | General Operating Support | $500 | |
| Ecology Education Inc | ||||||||
| 184 Simpson Road | Saco | ME | 040729514 | N/A | PC | General Operating Support | $15,000 | |
| Eleanor Clare Paye Charitable Fund | ||||||||
| 291 Ferry Road | Saco | ME | 040722209 | N/A | PC | General Operating Support | $600 | |
| Engine Inc | ||||||||
| PO Box 1681 | Biddeford | ME | 040051681 | N/A | PC | General Operating Support | $2,000 | |
| Ever After Mustang Rescue Training and Educational Center | ||||||||
| 6 Yates Street | Biddeford Pool | ME | 040060000 | N/A | PC | General Operating Support | $500 | |
| Furniture Friends | ||||||||
| PO Box 631 | Westbrook | ME | 040980631 | N/A | PC | General Operating Support | $500 | |
| Girl Scouts of Maine | ||||||||
| 138 Gannett Drive | South Portland | ME | 041066938 | N/A | PC | General Operating Support | $500 | |
| Good Shepherd Food Bank | ||||||||
| 3121 Hotel Road | Auburn | ME | 042108398 | N/A | PC | $4,000 for General Operating Support; $3,000 for the Stone Soup Food Pantry | $7,000 | |
| Greater Portland Landmarks Inc | ||||||||
| 93 High Street | Portland | ME | 041013811 | N/A | PC | General Operating Support | $1,000 | |
| Gulf of Maine Research Institute | ||||||||
| 350 Commercial Street | Portland | ME | 041014618 | N/A | PC | General Operating Support | $1,000 | |
| Habitat for Humanity York County | ||||||||
| PO Box 267 | Kennebunk | ME | 04043 | N/A | PC | General Operating Support | $10,000 | |
| Heart of Biddeford | ||||||||
| 205 Main Street Suite 103 | Biddeford | ME | 040052414 | N/A | PC | General Operating Support | $6,000 | |
| Homeworks | ||||||||
| PO Box 2351 | Augusta | ME | 043382351 | N/A | PC | General Operating Support | $1,000 | |
| Hospice of Southern Maine | ||||||||
| 390 US Route 1 | Scarborough | ME | 040749772 | N/A | PC | General Operating Support | $25,000 | |
| John Duranceau Scholarship Fund | ||||||||
| 6 Plymouth Drive | Saco | ME | 040721734 | N/A | PC | General Operating Support | $1,010 | |
| Junior Achievement of Maine Inc | ||||||||
| 565 Congress Street Suite 306 | Portland | ME | 041018301 | N/A | PC | General Operating Support | $4,200 | |
| Kids First Center | ||||||||
| 51 US Route 1 Suite S | Scarborough | ME | 040747134 | N/A | PC | General Operating Support | $2,500 | |
| Kids Free to Grow | ||||||||
| 57 Portland Road Suite 4 | Kennebunk | ME | 040436662 | N/A | PC | General Operating Support | $2,500 | |
| LifeFlight of Maine LLC | ||||||||
| 43 Whiting Hill Road Suite 400 | Brewer | ME | 044121012 | N/A | PC | General Operating Support | $2,500 | |
| Locker Project | ||||||||
| PO Box 3134 | Portland | ME | 041043134 | N/A | PC | General Operating Support | $1,500 | |
| LYMETV | ||||||||
| PO Box 15369 | Portland | ME | 041125369 | N/A | PC | General Operating Support | $500 | |
| Maine Behavioral Healthcare | ||||||||
| 78 Atlantic Place | South Portland | ME | 041062316 | N/A | PC | General Operating Support | $26,300 | |
| Maine Fishermen's Forum | ||||||||
| PO Box 288 | Bath | ME | 04530 | N/A | PC | General Operating Support | $300 | |
| Maine Special Olympics | ||||||||
| 125 John Roberts Road Suite 5 | South Portland | ME | 041063295 | N/A | PC | General Operating Support | $1,000 | |
| MaineHealth | ||||||||
| 22 Bramhall Street | Portland | ME | 041023134 | N/A | PC | $20,000 Maine Medical Center; $500 Barbara Bush Children's Hosptial | $20,500 | |
| Make-A-Wish Foundation of Maine | ||||||||
| 66 Mussey Road | Sacarborough | ME | 040748921 | N/A | PC | General Operating Support | $1,000 | |
| Marine Toys for Tots Foundation | ||||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 04072 | N/A | PC | General Operating Support | $1,375 | |
| Mary's Walk | ||||||||
| 62 Portland Road Suite 17 | Kennebunk | ME | 04043 | N/A | PC | General Operating Support | $4,000 | |
| Mercy Hospital | ||||||||
| 144 State Street | Portland | ME | 04101 | N/A | PC | Mercy Healthcare Foundation | $10,000 | |
| Michael T Goulet TBI & Epilepsy Foundation | ||||||||
| 19 Thunder Road | Saco | ME | 040722125 | N/A | PC | General Operating Support | $2,000 | |
| Milestone Recovery | ||||||||
| 65 India Street | Portland | ME | 041014209 | N/A | PC | General Operating Support | $750 | |
| My Place Teen Center Inc | ||||||||
| 755 Main Street | Westbrook | ME | 040923416 | N/A | PC | General Operating Support | $6,600 | |
| National Alliance of Mental Illness (NAMI) | ||||||||
| 3803 North Fairfax Drive Suite 100 | Arlington | VA | 222035860 | N/A | PC | Maine Chapter | $5,000 | |
| National AMBUCS Inc | ||||||||
| PO Box 5127 | High Point | NC | 27262 | N/A | PC | Maine Trykers Chapter | $250 | |
| Natural Resources Council Inc | ||||||||
| 3 Wade Street | Augusta | ME | 043306318 | N/A | PC | General Operating Support | $250 | |
| New England Parkinson's Ride | ||||||||
| PO Box 1124 | Merrimack | NH | 030541124 | N/A | PC | General Operating Support | $250 | |
| Ocean Park Association | ||||||||
| PO Box 7296 | Ocean Park | ME | 040637296 | N/A | PC | General Operating Support | $6,500 | |
| Old Orchard Beach Community Food Pantry | ||||||||
| 155 Saco Avenue | Old Orchard Beach | ME | 04064 | N/A | PC | General Operating Support | $1,800 | |
| Olympia Snowe Women's Leadership Institute | ||||||||
| 1 Canal Plaza Suite 501 | Portland | ME | 041014083 | N/A | PC | General Operating Support | $1,000 | |
| Pittie Posse Rescue and Sanctuary | ||||||||
| 11 Atkinson Lane | Saco | ME | 040728822 | N/A | PC | General Operating Support | $314 | |
| Portland Trails | ||||||||
| 305 Commercial Street | Portland | ME | 041014641 | N/A | PC | General Operating Support | $500 | |
| Preble Street | ||||||||
| 38 Preble Street 3rd Floor | Portland | ME | 041012049 | N/A | PC | General Operating Support | $800 | |
| Project Feed | ||||||||
| 202 Woodford Street | Portland | ME | 041035602 | N/A | PC | General Operating Support | $300 | |
| Project Grace | ||||||||
| PO Box 6846 | Scarborough | ME | 04070 | N/A | PC | General Operating Support | $3,200 | |
| Riverview Foundation | ||||||||
| PO Box 310 | Topsham | ME | 040860310 | N/A | PC | General Operating Support | $500 | |
| Robbie Foundation | ||||||||
| PO Box 1534 | Scarborough | ME | 040701534 | N/A | PC | General Operating Support | $1,000 | |
| Ronald McDonald House Charities Inc | ||||||||
| 250 Brackett Street | Portland | ME | 041023208 | N/A | PC | General Operating Support | $22,500 | |
| Royal Family Kids Inc | ||||||||
| 3000 W Mac Arthur Boulevard Suite | Santa Ana | CA | 92704 | N/A | PC | Royal Family Kids, Maine Chapter | $1,000 | 412 |
| Saco Bay Lacrosse Club | ||||||||
| PO BOX 1294 | Saco | ME | 040721294 | N/A | PC | General Operating Support | $500 | |
| Saco Bay Rotary Foundation Inc | ||||||||
| PO Box 778 | Saco | ME | 040720778 | N/A | PC | Open Hands Open Hearts | $1,500 | |
| Saco Food Pantry Inc | ||||||||
| 25 Rosewood Drive | Saco | ME | 040723165 | N/A | PC | General Operating Support | $8,000 | |
| Saco Main Street | ||||||||
| PO Box 336 | Saco | ME | 040720336 | N/A | PC | General Operating Support | $6,000 | |
| Saco River Salmon Club (aka Saco Salmon Restoration Alliance & Hatchery) | ||||||||
| PO Box 115 | Saco | ME | 04072 | N/A | PC | General Operating Support | $500 | |
| Saco Steam | ||||||||
| 7 Chantelle Way | Saco | ME | 040729538 | N/A | PC | General Operating Support | $1,000 | |
| Saco Valley Land Trust | ||||||||
| PO BOX 1581 | Saco | ME | 040727581 | N/A | PC | General Operating Support | $778 | |
| Safe Passage | ||||||||
| 49 Farm View Drive Suite 302 | New Gloucester | ME | 042605142 | N/A | PC | General Operating Support | $250 | |
| Scarborough Kiwanis Charitable Foundation | ||||||||
| PO Box 846 | Scarborough | ME | 040700846 | N/A | PC | General Operating Support | $1,500 | |
| Scarborough Land Conservation Trust | ||||||||
| PO Box 1237 | Sacarborough | ME | 040701237 | N/A | PC | General Operating Support | $650 | |
| Seeds of Hope Neighborhood Center | ||||||||
| 35 South Street | Biddeford | ME | 040052473 | N/A | PC | General Operating Support | $4,200 | |
| Sexual Assault Response Services of Southern Maine | ||||||||
| PO Box 1371 | Portland | ME | 041041371 | N/A | PC | General Operating Support | $400 | |
| Shalom House | ||||||||
| 106 Gilman Street | Portland | ME | 041023034 | N/A | PC | General Operating Support | $250 | |
| Shutterbugs 4 Charity | ||||||||
| 488 Ferry Road | Saco | ME | 040722216 | N/A | PC | General Operating Support | $2,000 | |
| South Portland Food Cupboard | ||||||||
| 130 Thadeus Street | South Portland | ME | 041066249 | N/A | PC | General Operating Support | $2,700 | |
| South Portland Historical Society | ||||||||
| 55 Bug Light Park | South Portland | ME | 041061654 | N/A | PC | General Operating Support | $1,000 | |
| Southern Maine Agency on Aging | ||||||||
| 30 Barra Road | Biddeford | ME | 040059459 | N/A | PC | General Operating Support | $2,500 | |
| Southern Maine Community College Foundation | ||||||||
| 2 Fort Road | South Portland | ME | 041061698 | N/A | PC | General Operating Support | $250 | |
| Southern Maine Health Care | ||||||||
| PO Box 626 | Biddeford | ME | 040050626 | N/A | PC | General Operating Support | $9,200 | |
| Southwestern Maine Activities Association | ||||||||
| 9 Old Colony Lane | Scarborough | ME | 040748656 | N/A | PC | General Operating Support | $500 | |
| STRIVE Northern New England | ||||||||
| PO Box 799 | Camden | ME | 048430799 | N/A | PC | General Operating Support | $500 | |
| Sweetser | ||||||||
| 50 Moody Street | Saco | ME | 040721536 | N/A | PC | General Operating Support | $3,000 | |
| The Dream Factory Inc | ||||||||
| 410 W Chesnut Street | Louisville | KY | 40202 | N/A | PC | Dream Factory of Maine | $500 | |
| The Opportunity Alliance | ||||||||
| 50 Lydia Lane | South Portland | ME | 041062156 | N/A | PC | General Operating Support | $5,000 | |
| The Salvation Army National Corporation | ||||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | N/A | PC | Salvation Army, Old Orchard Beach, ME Location | $10,200 | |
| Trout Unlimited Inc | ||||||||
| 1777 North Kent Street No 100 | Arlington | VA | 22209 | N/A | PC | Sebago Chapter | $500 | |
| Trustees of Thornton Academy | ||||||||
| 438 Main Street | Saco | ME | 040721565 | N/A | PC | General Operating Support | $48,186 | |
| United Way of Greater Portland | ||||||||
| One Canal Plaza Suite 300 | Portland | ME | 04112 | N/A | PC | General Operating Support | $11,500 | |
| United Way of York County | ||||||||
| 36 Water Street | Kennebunk | ME | 04043 | N/A | PC | General Operating Support | $38,200 | |
| Univeristy of New England | ||||||||
| 11 Hills Beach Road | Biddeford | ME | 040059526 | N/A | PC | General Operating Support | $2,000 | |
| Vouchers for Veterans | ||||||||
| 119 Chamberlain Street | Rochester | NH | 03867 | N/A | PC | General Operating Support | $1,000 | |
| Wardwell Home for Aging | ||||||||
| 43 Middle Street | Saco | ME | 040723300 | N/A | EOF | General Operating Support | $1,000 | |
| Wayside Food Program | ||||||||
| PO Box 1278 | Portland | ME | 041041278 | N/A | PC | General Operating Support | $800 | |
| Westbrook Community Food & Resource Center | ||||||||
| 426 Bridge Street | Westbrook | ME | 04092 | N/A | PC | Westbrook Food Pantry | $1,700 | |
| Westbrook Soccer League | ||||||||
| PO Box 845 | Westbrook | ME | 040980845 | N/A | PC | General Operating Support | $500 | |
| Westbrook Strong | ||||||||
| 20 Webster Street | Westbrook | ME | 040922433 | N/A | PC | General Operating Support | $500 | |
| WinterKids Education Foundation | ||||||||
| 506 Main Street Suite 10 | Westbrook | ME | 040924387 | N/A | PC | General Operating Support | $250 | |
| Wreaths Across America | ||||||||
| PO Box 249 | Columbia Falls | ME | 046230249 | N/A | PC | General Operating Support | $750 | |
| York County Community Action Corp | ||||||||
| 6 Spruce Street | Sanford | ME | 040732917 | N/A | PC | General Operating Support | $1,500 | |
| York County Community College Foundation | ||||||||
| PO Box 529 | Wells | ME | 040900529 | N/A | PC | General Operating Support | $25,500 | |
| York County Shelter Programs | ||||||||
| 24 George Street | Alfred | ME | 040023296 | N/A | PC | General Operating Support | $2,800 | |
| Youth Full Maine | ||||||||
| PO Box 745 | Biddeford | ME | 040050745 | N/A | PC | General Operating Support | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,638 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,033 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saco Biddeford Savings Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Industrial Park Road | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $389,717 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Various Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $389,717 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,500 shares CSCO | $68,374 | $67,125 |
| 600 shares EMR | $40,056 | $48,222 |
| 400 shares GE | $18,418 | $4,320 |
| 300 shares HON | $60,036 | $63,810 |
| 400 shares JNJ | $55,563 | $62,952 |
| 900 shares PAYX | $74,249 | $83,862 |
| 200 shares SRE | $23,402 | $25,482 |
| 375 shares CLX | $77,603 | $75,720 |
| 200 shares of LHX | $42,109 | $37,804 |
| 300 shares of PG | $36,669 | $41,742 |
| 1,125 shares of CARR | $32,996 | $46,101 |
| 500 shares of QCOM | $72,425 | $76,170 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Filing fees | $35 | $0 | $35 |
| Bank fees | $215 | $0 | $215 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of prior year grants treated as qualifying distributions | Desc |
| Amt | $200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $7,183 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments